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 4 季 13F 持有人
UBS Group AG 在 2023/12/31 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
- 530
- 較 2023 年第 3 季 +54 家
- 持有股數
- 13.4 億
- 較 2023 年第 3 季 +5,421 萬 (+4.2%)
- 總市值
- $411.9 億
- 較 2023 年第 3 季 +$95.2 億 (+30.1%)
- 新進機構
- 101
- 另有 181 家加碼
- 清倉機構
- 47
- 另有 172 家減碼
另有 11 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 3,160 | $9.76 萬 | 0.00% | +440+16.2% | 加碼 |
| Advisory Services Network, LLC | 3,472 | $10.7 萬 | 0.00% | +3,472 | 新進 |
| Hexagon Capital Partners LLC | 3,746 | $11.6 萬 | 0.03% | +1,113+42.3% | 加碼 |
| Financial Perspectives, Inc | 4,094 | $12.7 萬 | 0.05% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 4,175 | $12.9 萬 | 0.12% | +4,175 | 新進 |
| LM Advisors LLC | 4,244 | $13.1 萬 | 0.03% | +4,244 | 新進 |
| SRS Capital Advisors, Inc. | 4,322 | $13.4 萬 | 0.01% | +4,322 | 新進 |
| Allworth Financial LP | 4,514 | $13.9 萬 | 0.00% | +361+8.7% | 加碼 |
| Grayhawk Investment Strategies Inc. | 5,571 | $14.5 萬 | 0.07% | +5,571 | 新進 |
| Penserra Capital Management LLC | 4,736 | $14.6 萬 | 0.00% | −31,108−86.8% | 減碼 |
| Chesapeake Asset Management LLC | 4,950 | $15.3 萬 | 0.14% | 00.0% | 不變 |
| Whittier Trust Co | 5,000 | $15.4 萬 | 0.00% | +1,000+25.0% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 5,020 | $15.5 萬 | 0.01% | +5,020 | 新進 |
| Glen Eagle Advisors, LLC | 5,760 | $17.8 萬 | 0.04% | −119−2.0% | 減碼 |
| CWM, LLC | 5,942 | $18.4 萬 | 0.00% | −98−1.6% | 減碼 |
| Verition Fund Management LLC | 6,512 | $20.1 萬 | 0.00% | −6,340−49.3% | 減碼 |
| Park National Corp | 6,555 | $20.3 萬 | 0.01% | +6,555 | 新進 |
| Granite Group Advisors, LLC | 6,543 | $20.3 萬 | 0.14% | +6,543 | 新進 |
| HighPoint Advisor Group LLC | 6,501 | $20.5 萬 | 0.01% | +6,501 | 新進 |
| Traveka Wealth, LLC | 6,696 | $20.7 萬 | 0.10% | +6,696 | 新進 |
| Empower Advisory Group, LLC | 6,735 | $20.8 萬 | 0.00% | +6,735 | 新進 |
| Wedbush Securities Inc | 6,753 | $20.9 萬 | 0.01% | +6,753 | 新進 |
| Prime Capital Investment Advisors, LLC | 6,905 | $21.3 萬 | 0.00% | +6,905 | 新進 |
| Lincoln National Corp | 6,927 | $21.4 萬 | 0.00% | +6,927 | 新進 |
| RMR Wealth Builders | 6,980 | $21.6 萬 | 0.03% | −1,918−21.6% | 減碼 |
| Sage Mountain Advisors LLC | 7,038 | $21.7 萬 | 0.03% | +7,038 | 新進 |
| Seven Mile Advisory | 7,072 | $21.9 萬 | 0.19% | +7,072 | 新進 |
| IFP Advisors, Inc | 7,140 | $22.1 萬 | 0.01% | +2,231+45.4% | 加碼 |
| Cyndeo Wealth Partners, LLC | 7,151 | $22.1 萬 | 0.02% | −1,239−14.8% | 減碼 |
| Wedmont Private Capital | 7,295 | $22.1 萬 | 0.02% | +7,295 | 新進 |
| Blair William & Co | 7,178 | $22.2 萬 | 0.00% | −2,504−25.9% | 減碼 |
| Monticello Wealth Management, LLC | 7,268 | $22.5 萬 | 0.02% | +7,268 | 新進 |
| GeoWealth Management, LLC | 7,393 | $22.9 萬 | 0.02% | +7,393 | 新進 |
| Sapient Capital LLC | 7,613 | $23.5 萬 | 0.01% | +7,613 | 新進 |
| Caption Management, LLC | 7,700 | $23.8 萬 | 0.03% | +7,700 | 新進 |
| Advisor OS, LLC | 7,703 | $23.8 萬 | 0.03% | +7,703 | 新進 |
| Beacon Pointe Advisors, LLC | 7,813 | $24.1 萬 | 0.00% | −1,563−16.7% | 減碼 |
| Ronald Blue Trust, Inc. | 9,972 | $24.6 萬 | 0.00% | +2,395+31.6% | 加碼 |
| OneAscent Financial Services LLC | 8,005 | $24.7 萬 | 0.03% | +8,005 | 新進 |
| First City Capital Management, Inc. | 8,029 | $24.8 萬 | 0.14% | +8,029 | 新進 |
| Hilltop Holdings Inc. | 7,998 | $24.8 萬 | 0.03% | +7,998 | 新進 |
| Fiduciary Trust Co | 8,074 | $24.9 萬 | 0.00% | +8,074 | 新進 |
| Balentine LLC | 8,127 | $25.1 萬 | 0.01% | −14−0.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 8,364 | $25.8 萬 | 0.02% | +419+5.3% | 加碼 |
| Great Lakes Advisors, LLC | 8,587 | $26.5 萬 | 0.00% | −3,603−29.6% | 減碼 |
| Guggenheim Capital LLC | 8,627 | $26.7 萬 | 0.00% | +8,627 | 新進 |
| Cozad Asset Management Inc | 8,718 | $26.9 萬 | 0.03% | 00.0% | 不變 |
| Five Oceans Advisors | 8,771 | $27.1 萬 | 0.15% | 00.0% | 不變 |
| Victory Capital Management Inc | 8,914 | $27.5 萬 | 0.00% | −25,599−74.2% | 減碼 |
| Aprio Wealth Management, LLC | 9,065 | $28.0 萬 | 0.06% | +191+2.2% | 加碼 |
| Commerce Bank | 9,087 | $28.1 萬 | 0.00% | −24−0.3% | 減碼 |
| Thrivent Financial for Lutherans | 9,084 | $28.1 萬 | 0.00% | +9,084 | 新進 |
| We Are One Seven, LLC | 9,101 | $28.1 萬 | 0.02% | +158+1.8% | 加碼 |
| American Trust | 9,217 | $28.5 萬 | 0.02% | +9,217 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 9,453 | $28.8 萬 | 0.07% | +9,453 | 新進 |
| Fiera Capital Corp | 9,350 | $28.9 萬 | 0.00% | −4,898−34.4% | 減碼 |
| Financial Advocates Investment Management | 9,356 | $28.9 萬 | 0.02% | +9,356 | 新進 |
| Keel Point, LLC | 9,389 | $29.0 萬 | 0.03% | +445+5.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 9,434 | $29.2 萬 | 0.00% | −1,200−11.3% | 減碼 |
| Sawtooth Solutions, LLC | 9,612 | $29.7 萬 | 0.01% | −710−6.9% | 減碼 |
| Bleakley Financial Group, LLC | 9,612 | $29.7 萬 | 0.01% | −710−6.9% | 減碼 |
| L & S Advisors Inc | – | $29.8 萬 | 0.04% | – | – |
| Old National Bancorp | 9,677 | $29.9 萬 | 0.01% | −673−6.5% | 減碼 |
| Optas, LLC | 9,783 | $30.2 萬 | 0.09% | +29+0.3% | 加碼 |
| Principal Securities, Inc. | 9,801 | $30.3 萬 | 0.01% | +9,801 | 新進 |
| British Columbia Investment Management Corp | 9,761 | $30.3 萬 | 0.00% | −23,651−70.8% | 減碼 |
| D.A. Davidson & Co. | 9,803 | $30.3 萬 | 0.00% | +9,803 | 新進 |
| Claro Advisors LLC | 9,859 | $30.5 萬 | 0.07% | +91+0.9% | 加碼 |
| Susquehanna International Group, LLP | 9,874 | $30.5 萬 | 0.00% | −9,713−49.6% | 減碼 |
| Gamco Investors, Inc. Et Al | 10,000 | $30.9 萬 | 0.00% | −21,000−67.7% | 減碼 |
| Calamos Wealth Management LLC | 10,015 | $30.9 萬 | 0.02% | −133−1.3% | 減碼 |
| CAPROCK Group, Inc. | 10,035 | $31.0 萬 | 0.02% | +600+6.4% | 加碼 |
| Diligent Investors, LLC | 10,048 | $31.0 萬 | 0.09% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 10,114 | $31.3 萬 | 0.00% | +7,344+265.1% | 加碼 |
| Sowell Financial Services LLC | 10,115 | $31.3 萬 | 0.02% | +10,115 | 新進 |
| 180 Wealth Advisors, LLC | 10,338 | $31.4 萬 | 0.06% | −1,842−15.1% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 10,267 | $31.7 萬 | 0.06% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 10,302 | $31.8 萬 | 0.10% | +429+4.3% | 加碼 |
| Werba Rubin Papier Wealth Management | 10,350 | $32.0 萬 | 0.11% | +120+1.2% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 10,484 | $32.4 萬 | 0.01% | +10,484 | 新進 |
| Select Asset Management & Trust | 10,750 | $33.2 萬 | 0.16% | 00.0% | 不變 |
| Stephens Inc | 10,876 | $33.6 萬 | 0.01% | −223−2.0% | 減碼 |
| D'Orazio & Associates, Inc. | 10,883 | $33.6 萬 | 0.06% | +199+1.9% | 加碼 |
| Fox Run Management, L.L.C. | 10,886 | $33.6 萬 | 0.09% | +10,886 | 新進 |
| Cetera Advisors LLC | 10,946 | $33.8 萬 | 0.00% | +10,946 | 新進 |
| Jaffetilchin Investment Partners, LLC | 11,104 | $34.3 萬 | 0.03% | +1,451+15.0% | 加碼 |
| Investors Research Corp | 11,118 | $34.4 萬 | 0.08% | 00.0% | 不變 |
| Ascent Group, LLC | 12,316 | $34.4 萬 | 0.03% | +55+0.4% | 加碼 |
| Synovus Financial Corp | 11,179 | $34.5 萬 | 0.00% | −128−1.1% | 減碼 |
| Thornburg Investment Management Inc | 11,365 | $35.1 萬 | 0.01% | −1,591,676−99.3% | 減碼 |
| Shilanski & Associates, Inc. | 11,483 | $35.5 萬 | 0.14% | −268−2.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 11,584 | $35.8 萬 | 0.06% | −115−1.0% | 減碼 |
| Wrapmanager Inc | 11,585 | $35.8 萬 | 0.11% | −227−1.9% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 11,705 | $36.2 萬 | 0.01% | +11,705 | 新進 |
| swisspartners Advisors Ltd | 14,000 | $36.5 萬 | 0.32% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 12,177 | $37.6 萬 | 0.04% | +540+4.6% | 加碼 |
| Stonegate Investment Group, LLC | 12,216 | $37.7 萬 | 0.01% | +1,000+8.9% | 加碼 |
| Compton Wealth Advisory Group, LLC | 12,591 | $38.9 萬 | 0.12% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 12,616 | $39.0 萬 | 0.00% | −390,394−96.9% | 減碼 |
| American Trust Investment Advisors, LLC | 12,780 | $39.5 萬 | 0.21% | −2,235−14.9% | 減碼 |