UBS Group AG
UBS- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0001610520
近 90 天，UBS Group AG 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 766 家機構在 13F 申報持有，市值合計 $628.8 億；大師中只有維京全球投資持有。
2023 年第 3 季 13F 持有人
UBS Group AG 在 2023/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 487
- 較 2023 年第 2 季 +30 家
- 持有股數
- 12.8 億
- 較 2023 年第 2 季 +4,244 萬 (+3.4%)
- 總市值
- $316.8 億
- 較 2023 年第 2 季 +$65.6 億 (+26.1%)
- 新進機構
- 74
- 另有 156 家加碼
- 清倉機構
- 44
- 另有 174 家減碼
另有 2 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 UBS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 766 | $628.8 億 |
| 2026 年第 1 季 | 689 | $445.1 億 |
| 2025 年第 4 季 | 695 | $613.6 億 |
| 2025 年第 3 季 | 622 | $498.1 億 |
| 2025 年第 2 季 | 599 | $445.1 億 |
| 2025 年第 1 季 | 589 | $430.8 億 |
| 2024 年第 4 季 | 574 | $429.7 億 |
| 2024 年第 3 季 | 550 | $425.8 億 |
| 2024 年第 2 季 | 554 | $413.2 億 |
| 2024 年第 1 季 | 537 | $423.4 億 |
| 2023 年第 4 季 | 530 | $411.9 億 |
| 2023 年第 3 季 | 487 | $316.8 億 |
| 2023 年第 2 季 | 459 | $256.8 億 |
| 2023 年第 1 季 | 438 | $300.5 億 |
| 2022 年第 4 季 | 378 | $235.7 億 |
| 2022 年第 3 季 | 367 | $185.1 億 |
| 2022 年第 2 季 | 371 | $209.1 億 |
| 2022 年第 1 季 | 378 | $266.4 億 |
| 2021 年第 4 季 | 369 | $247.7 億 |
| 2021 年第 3 季 | 360 | $212.0 億 |
| 2021 年第 2 季 | 363 | $200.6 億 |
| 2021 年第 1 季 | 348 | $184.7 億 |
2023 年第 3 季持有機構
每家機構持有 UBS Group AG 的股數、市值與佔組合比重；股數變化跟 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Springhouse Capital Management, LP | 20,500 | $50.5 萬 | 0.92% | 00.0% | 不變 |
| Syntal Capital Partners, LLC | 20,887 | $51.5 萬 | 0.40% | +20,887 | 新進 |
| Dorsey & Whitney Trust CO LLC | 20,997 | $51.8 萬 | 0.05% | −2,733−11.5% | 減碼 |
| GWM Advisors LLC | 21,594 | $53.2 萬 | 0.01% | +2,562+13.5% | 加碼 |
| Axxcess Wealth Management, LLC | 21,670 | $53.4 萬 | 0.02% | +21,670 | 新進 |
| K2 Principal Fund, L.P. | 22,000 | $54.2 萬 | 0.16% | −13,000−37.1% | 減碼 |
| Ballentine Partners, LLC | 22,167 | $54.6 萬 | 0.01% | +1,995+9.9% | 加碼 |
| M&T Bank Corp | 22,592 | $55.7 萬 | 0.00% | +5,104+29.2% | 加碼 |
| Janney Montgomery Scott LLC | 23,155 | $57.1 萬 | 0.00% | −4,223−15.4% | 減碼 |
| Genus Capital Management Inc. | 23,647 | $58.3 萬 | 0.09% | −21,270−47.4% | 減碼 |
| Spire Wealth Management | 23,666 | $58.3 萬 | 0.02% | −166−0.7% | 減碼 |
| Mount Yale Investment Advisors, LLC | 23,717 | $58.5 萬 | 0.06% | +912+4.0% | 加碼 |
| Evergreen Capital Management LLC | 23,841 | $58.8 萬 | 0.03% | +2,144+9.9% | 加碼 |
| Zhang Financial LLC | 24,012 | $59.2 萬 | 0.06% | +2,392+11.1% | 加碼 |
| Solstein Capital, LLC | 25,555 | $63.4 萬 | 0.54% | +24,385+2,084.2% | 加碼 |
| Cookson Peirce & Co Inc | 25,907 | $63.9 萬 | 0.04% | −511−1.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 26,414 | $65.1 萬 | 0.00% | +12,962+96.4% | 加碼 |
| Cullinan Associates Inc | 26,501 | $65.3 萬 | 0.04% | +10.0% | 加碼 |
| Rehmann Capital Advisory Group | 27,808 | $68.5 萬 | 0.06% | −3,176−10.3% | 減碼 |
| DFPG Investments, LLC | 28,337 | $69.5 萬 | 0.06% | +28,337 | 新進 |
| Boston Private Wealth LLC | 28,367 | $69.9 萬 | 0.02% | −1,845−6.1% | 減碼 |
| Advisors Capital Management, LLC | 28,724 | $70.8 萬 | 0.02% | −180−0.6% | 減碼 |
| Atlas Capital Advisors LLC | 29,674 | $73.1 萬 | 0.12% | +1,818+6.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 29,786 | $73.4 萬 | 0.00% | +2,055+7.4% | 加碼 |
| National Asset Management, Inc. | 29,916 | $73.7 萬 | 0.02% | +4,839+19.3% | 加碼 |
| First Republic Investment Management, Inc. | 30,194 | $74.4 萬 | 0.00% | +30,194 | 新進 |
| TownSquare Capital, LLC | 30,858 | $76.1 萬 | 0.01% | −1,169−3.7% | 減碼 |
| Gamco Investors, Inc. Et Al | 31,000 | $76.4 萬 | 0.01% | +10,300+49.8% | 加碼 |
| Advisors Asset Management, Inc. | 31,248 | $77.0 萬 | 0.02% | −6,102−16.3% | 減碼 |
| MAI Capital Management | 31,343 | $77.3 萬 | 0.01% | +2,664+9.3% | 加碼 |
| Clarius Group, LLC | 31,348 | $77.3 萬 | 0.07% | −4,365−12.2% | 減碼 |
| PDT Partners, LLC | 31,464 | $77.6 萬 | 0.10% | −88,764−73.8% | 減碼 |
| Raymond James Trust N.A. | 31,513 | $77.7 萬 | 0.02% | −10,402−24.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 31,823 | $78.4 萬 | 0.00% | +920+3.0% | 加碼 |
| Horizon Investments, LLC | 32,050 | $79.0 萬 | 0.02% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 32,110 | $79.2 萬 | 0.12% | +4,876+17.9% | 加碼 |
| Perigon Wealth Management, LLC | 32,261 | $79.5 萬 | 0.03% | −9,460−22.7% | 減碼 |
| Cetera Advisor Networks LLC | 32,424 | $79.9 萬 | 0.01% | −977−2.9% | 減碼 |
| Quadrant Capital Group LLC | 32,654 | $80.5 萬 | 0.08% | +4,514+16.0% | 加碼 |
| British Columbia Investment Management Corp | 33,412 | $82.8 萬 | 0.01% | +1,277+4.0% | 加碼 |
| Sequoia Financial Advisors, LLC | 33,695 | $83.1 萬 | 0.01% | +3,647+12.1% | 加碼 |
| Lake Street Advisors Group, LLC | 33,840 | $83.4 萬 | 0.05% | −151−0.4% | 減碼 |
| Centennial Bank | 34,210 | $84.8 萬 | 0.59% | 00.0% | 不變 |
| Victory Capital Management Inc | 34,513 | $85.1 萬 | 0.00% | −26,197−43.2% | 減碼 |
| Vident Advisory, LLC | 34,846 | $85.9 萬 | 0.03% | +34,846 | 新進 |
| ABN AMRO Bank N.V. | 34,684 | $86.3 萬 | 0.02% | +6,384+22.6% | 加碼 |
| Bailard, Inc. | 35,530 | $87.6 萬 | 0.03% | −1,030−2.8% | 減碼 |
| Penserra Capital Management LLC | 35,844 | $88.3 萬 | 0.02% | +24,197+207.8% | 加碼 |
| Jane Street Group, LLC | 35,905 | $88.5 萬 | 0.00% | −1,079,850−96.8% | 減碼 |
| Connective Portfolio Management, LLC | 36,026 | $88.8 萬 | 2.70% | +36,026 | 新進 |
| Commonwealth Equity Services, LLC | 36,605 | $90.2 萬 | 0.00% | +3,543+10.7% | 加碼 |
| Gabelli Funds LLC | 37,000 | $91.2 萬 | 0.01% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 37,532 | $92.5 萬 | 0.00% | +37,532 | 新進 |
| Private Advisor Group, LLC | 37,574 | $92.6 萬 | 0.01% | +559+1.5% | 加碼 |
| Vise Technologies, Inc. | 38,110 | $93.9 萬 | 0.23% | −1,176−3.0% | 減碼 |
| Qtron Investments LLC | 38,126 | $94.6 萬 | 0.18% | 00.0% | 不變 |
| Liberty One Investment Management, LLC | 38,649 | $95.3 萬 | 0.14% | −1,270−3.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 40,129 | $98.9 萬 | 0.00% | +14,864+58.8% | 加碼 |
| SOL Capital Management CO | 40,330 | $99.4 萬 | 0.15% | +750+1.9% | 加碼 |
| Fifth Third Bancorp | 41,162 | $101.5 萬 | 0.00% | −5,784−12.3% | 減碼 |
| Advisor Partners II, LLC | 41,995 | $103.5 萬 | 0.04% | +4,876+13.1% | 加碼 |
| Legacy Capital Group California, Inc. | 42,280 | $104.2 萬 | 0.45% | +313+0.7% | 加碼 |
| Greenwich Wealth Management LLC | 42,857 | $105.6 萬 | 0.11% | −10.0% | 減碼 |
| BTC Capital Management, Inc. | 42,871 | $105.7 萬 | 0.12% | −135−0.3% | 減碼 |
| Walleye Capital LLC | 42,967 | $105.9 萬 | 0.02% | +40,584+1,703.1% | 加碼 |
| Baker Ellis Asset Management LLC | 43,000 | $106.0 萬 | 0.19% | +1,100+2.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 43,434 | $107.1 萬 | 0.02% | −5,043−10.4% | 減碼 |
| Morningstar Investment Services LLC | 43,550 | $107.6 萬 | 0.01% | +2,253+5.5% | 加碼 |
| CI Private Wealth, LLC | 45,315 | $111.1 萬 | 0.00% | −123−0.3% | 減碼 |
| Schechter Investment Advisors, LLC | 45,463 | $112.1 萬 | 0.11% | −12,593−21.7% | 減碼 |
| Syon Capital LLC | 45,675 | $112.6 萬 | 0.14% | +45,675 | 新進 |
| Truist Financial Corp | 46,162 | $113.8 萬 | 0.00% | −502−1.1% | 減碼 |
| Nordwand Advisors, LLC | 46,513 | $114.7 萬 | 0.23% | 00.0% | 不變 |
| Rhumbline Advisers | 47,643 | $117.4 萬 | 0.00% | −590−1.2% | 減碼 |
| Greenleaf Trust | 48,320 | $119.1 萬 | 0.01% | +76+0.2% | 加碼 |
| Legacy Wealth Asset Management, LLC | 49,731 | $122.6 萬 | 0.45% | −68,963−58.1% | 減碼 |
| Capital International Sarl | 49,663 | $123.1 萬 | 0.06% | +49,663 | 新進 |
| PEAK6 Investments LLC | 50,540 | $124.6 萬 | 0.06% | −47,989−48.7% | 減碼 |
| Cerity Partners LLC | 51,275 | $126.4 萬 | 0.01% | +15,794+44.5% | 加碼 |
| NatWest Group plc | 52,385 | $129.1 萬 | 0.67% | +1,212+2.4% | 加碼 |
| JBF Capital, Inc. | 52,500 | $129.4 萬 | 0.29% | 00.0% | 不變 |
| Forum Financial Management, LP | 53,533 | $132.0 萬 | 0.03% | 00.0% | 不變 |
| Park Avenue Securities LLC | 53,826 | $132.7 萬 | 0.02% | +7,203+15.4% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 54,761 | $135.0 萬 | 0.80% | +1,860+3.5% | 加碼 |
| Massachusetts Wealth Management | 55,417 | $136.6 萬 | 1.25% | −722−1.3% | 減碼 |
| MML Investors Services, LLC | 55,785 | $137.5 萬 | 0.01% | +6,926+14.2% | 加碼 |
| Pinnbrook Capital Management LP | 56,535 | $139.4 萬 | 0.92% | +56,535 | 新進 |
| HighTower Advisors, LLC | 56,675 | $139.5 萬 | 0.00% | +6,051+12.0% | 加碼 |
| Yousif Capital Management, LLC | 57,403 | $141.5 萬 | 0.02% | −4,110−6.7% | 減碼 |
| Adams Wealth Management | 57,787 | $142.4 萬 | 0.48% | +1,038+1.8% | 加碼 |
| Integrated Wealth Concepts LLC | 57,863 | $142.6 萬 | 0.03% | −52−0.1% | 減碼 |
| Veriti Management LLC | 58,236 | $143.6 萬 | 0.16% | +3,461+6.3% | 加碼 |
| Cigna Investments Inc | 61,558 | $152.7 萬 | 0.35% | −237−0.4% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 63,744 | $157.1 萬 | 0.47% | 00.0% | 不變 |
| Signaturefd, LLC | 64,633 | $159.3 萬 | 0.04% | +7,903+13.9% | 加碼 |
| Citadel Advisors LLC | 64,688 | $159.5 萬 | 0.00% | +60,335+1,386.1% | 加碼 |
| Credit Capital Investments LLC | 65,000 | $160.2 萬 | 2.12% | −10,000−13.3% | 減碼 |
| Gardner Lewis Asset Management L P | 65,610 | $161.7 萬 | 0.59% | +26,860+69.3% | 加碼 |
| First Hawaiian Bank | 66,256 | $163.3 萬 | 0.06% | −234−0.4% | 減碼 |
| Ativo Capital Management LLC | 66,370 | $163.6 萬 | 1.85% | −809−1.2% | 減碼 |