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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 12,783 | $39.5 萬 | 0.09% | +12,783 | 新進 |
| Seed Wealth Management, Inc. | 13,135 | $39.9 萬 | 0.40% | 00.0% | 不變 |
| Caas Capital Management LP | 13,000 | $40.2 萬 | 0.38% | +13,000 | 新進 |
| Coldstream Capital Management Inc | 13,046 | $40.3 萬 | 0.01% | +13,046 | 新進 |
| Sivia Capital Partners, LLC | 13,070 | $40.4 萬 | 0.31% | +13,070 | 新進 |
| Pinnacle Associates Ltd | 13,123 | $40.6 萬 | 0.01% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 13,200 | $40.7 萬 | 0.17% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 13,361 | $41.3 萬 | 0.01% | +13,361 | 新進 |
| Davenport & Co LLC | 13,529 | $41.8 萬 | 0.00% | −646−4.6% | 減碼 |
| Studio Investment Management LLC | 13,906 | $43.0 萬 | 0.11% | −2,541−15.4% | 減碼 |
| Colony Group, LLC | 14,163 | $43.8 萬 | 0.01% | +14,163 | 新進 |
| Virtu Financial LLC | 14,376 | $44.4 萬 | 0.04% | +14,376 | 新進 |
| Perigon Wealth Management, LLC | 14,415 | $44.5 萬 | 0.01% | −17,846−55.3% | 減碼 |
| Achmea Investment Management B.V. | 14,434 | $44.7 萬 | 0.01% | −295,250−95.3% | 減碼 |
| First National Bank of Hutchinson | 14,602 | $45.1 萬 | 0.32% | −4,793−24.7% | 減碼 |
| Gallacher Capital Management LLC | 14,688 | $45.4 萬 | 0.25% | −1,060−6.7% | 減碼 |
| Axq Capital, LP | 14,700 | $45.4 萬 | 0.12% | +14,700 | 新進 |
| Pitcairn Co | 14,706 | $45.4 萬 | 0.03% | +5,650+62.4% | 加碼 |
| AE Wealth Management LLC | 15,354 | $45.9 萬 | 0.00% | +1,468+10.6% | 加碼 |
| Parallel Advisors, LLC | 14,870 | $45.9 萬 | 0.01% | +4,250+40.0% | 加碼 |
| NBC Securities, Inc. | 14,891 | $46.0 萬 | 0.05% | −342−2.2% | 減碼 |
| Klingenstein Fields & Co LP | 14,930 | $46.1 萬 | 0.02% | 00.0% | 不變 |
| united american securities inc. (d/b/a uas asset management) | 15,000 | $46.4 萬 | 0.12% | +15,000 | 新進 |
| Dakota Wealth Management | 15,273 | $47.2 萬 | 0.02% | +15,273 | 新進 |
| PDS Planning, Inc | 15,304 | $47.3 萬 | 0.05% | −111−0.7% | 減碼 |
| Ieq Capital, LLC | 15,321 | $47.3 萬 | 0.01% | +5,558+56.9% | 加碼 |
| SYSTM Wealth Solutions LLC | 15,626 | $48.3 萬 | 0.07% | +15,626 | 新進 |
| Clearstead Advisors, LLC | 15,672 | $48.4 萬 | 0.03% | 00.0% | 不變 |
| Financial Counselors Inc | 16,054 | $49.6 萬 | 0.01% | +288+1.8% | 加碼 |
| Sage Rhino Capital LLC | 16,070 | $49.7 萬 | 0.13% | −616−3.7% | 減碼 |
| FDx Advisors, Inc. | 16,599 | $51.3 萬 | 0.04% | +16,599 | 新進 |
| Stamos Capital Partners, L.P. | 17,100 | $52.8 萬 | 0.14% | +17,100 | 新進 |
| Centiva Capital, LP | 17,413 | $53.8 萬 | 0.03% | +17,413 | 新進 |
| Winning Points Advisors, LLC | 17,821 | $55.1 萬 | 0.85% | +2,287+14.7% | 加碼 |
| Gradient Investments LLC | 18,006 | $55.6 萬 | 0.01% | −2,102−10.5% | 減碼 |
| Alps Advisors Inc | 18,230 | $56.3 萬 | 0.00% | +18,230 | 新進 |
| Wolverine Trading, LLC | 18,326 | $56.6 萬 | 0.00% | −24−0.1% | 減碼 |
| Eqis Capital Management, Inc. | 19,260 | $59.5 萬 | 0.05% | +189+1.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 19,427 | $60.0 萬 | 0.00% | −590−2.9% | 減碼 |
| Cutler Group LP | 19,769 | $61.0 萬 | 0.08% | +16,482+501.4% | 加碼 |
| Glenmede Trust Co NA | 19,960 | $61.7 萬 | 0.00% | +3,636+22.3% | 加碼 |
| Tudor Investment Corp Et Al | 20,329 | $62.8 萬 | 0.01% | −74,387−78.5% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 20,369 | $62.9 萬 | 0.05% | −628−3.0% | 減碼 |
| HRT Financial LP | 20,806 | $64.2 萬 | 0.00% | +6,612+46.6% | 加碼 |
| Covenant Partners, LLC | 21,046 | $65.0 萬 | 0.21% | +11,138+112.4% | 加碼 |
| Cetera Investment Advisers | 21,229 | $65.6 萬 | 0.01% | +1,366+6.9% | 加碼 |
| Spire Wealth Management | 22,987 | $66.7 萬 | 0.02% | −679−2.9% | 減碼 |
| National Asset Management, Inc. | 22,408 | $69.2 萬 | 0.02% | −7,508−25.1% | 減碼 |
| Ethic Inc. | 22,420 | $69.3 萬 | 0.02% | +6,431+40.2% | 加碼 |
| Boston Private Wealth LLC | 22,616 | $69.9 萬 | 0.02% | −5,751−20.3% | 減碼 |
| Evergreen Capital Management LLC | 22,905 | $70.8 萬 | 0.03% | −936−3.9% | 減碼 |
| Zhang Financial LLC | 23,082 | $71.3 萬 | 0.06% | −930−3.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 23,152 | $71.5 萬 | 0.01% | +14,275+160.8% | 加碼 |
| Prudential Financial Inc | 23,463 | $72.5 萬 | 0.00% | +4,170+21.6% | 加碼 |
| Checchi Capital Advisers, LLC | 23,508 | $72.6 萬 | 0.06% | +5,074+27.5% | 加碼 |
| Two Sigma Securities, LLC | 23,700 | $73.2 萬 | 0.03% | +23,700 | 新進 |
| Janney Montgomery Scott LLC | 24,509 | $75.7 萬 | 0.00% | +1,354+5.8% | 加碼 |
| Greenwich Wealth Management LLC | 24,847 | $76.8 萬 | 0.08% | −18,010−42.0% | 減碼 |
| GWM Advisors LLC | 26,030 | $77.1 萬 | 0.01% | +4,436+20.5% | 加碼 |
| Cookson Peirce & Co Inc | 26,062 | $80.5 萬 | 0.05% | +155+0.6% | 加碼 |
| United Capital Financial Advisers, LLC | 26,084 | $80.6 萬 | 0.01% | +26,084 | 新進 |
| Beverly Hills Private Wealth, LLC | 26,127 | $80.7 萬 | 0.21% | +9,907+61.1% | 加碼 |
| Ballentine Partners, LLC | 26,292 | $81.2 萬 | 0.02% | +4,125+18.6% | 加碼 |
| Cullinan Associates Inc | 26,500 | $81.9 萬 | 0.05% | −10.0% | 減碼 |
| Inspire Trust Co, N.A. | 26,637 | $82.3 萬 | 0.85% | +26,637 | 新進 |
| Atomi Financial Group, Inc. | 26,845 | $83.0 萬 | 0.11% | +16,096+149.7% | 加碼 |
| Advisors Capital Management, LLC | 27,626 | $85.4 萬 | 0.02% | −1,098−3.8% | 減碼 |
| Rehmann Capital Advisory Group | 28,101 | $86.8 萬 | 0.07% | +293+1.1% | 加碼 |
| Solstein Capital, LLC | 28,017 | $86.8 萬 | 0.64% | +2,462+9.6% | 加碼 |
| Valeo Financial Advisors, LLC | 28,372 | $87.7 萬 | 0.04% | +11,500+68.2% | 加碼 |
| DFPG Investments, LLC | 30,015 | $87.9 萬 | 0.07% | +1,678+5.9% | 加碼 |
| Parallax Volatility Advisers, L.P. | 28,607 | $88.4 萬 | 0.02% | +28,252+7,958.3% | 加碼 |
| ABN AMRO Bank N.V. | 28,300 | $88.4 萬 | 0.01% | −6,384−18.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 28,825 | $89.1 萬 | 0.00% | −961−3.2% | 減碼 |
| Advisors Asset Management, Inc. | 29,197 | $90.2 萬 | 0.02% | −2,051−6.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 29,869 | $92.3 萬 | 0.00% | −1,954−6.1% | 減碼 |
| Raymond James Trust N.A. | 30,444 | $94.1 萬 | 0.02% | −1,069−3.4% | 減碼 |
| Clarius Group, LLC | 31,002 | $95.8 萬 | 0.08% | −346−1.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 31,230 | $96.5 萬 | 0.00% | +4,816+18.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 32,407 | $100.1 萬 | 0.01% | −1,288−3.8% | 減碼 |
| TownSquare Capital, LLC | 32,702 | $101.0 萬 | 0.02% | +1,844+6.0% | 加碼 |
| Kathmere Capital Management, LLC | 33,306 | $102.9 萬 | 0.13% | +1,196+3.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 33,819 | $104.5 萬 | 0.01% | −9,615−22.1% | 減碼 |
| Centennial Bank | 33,833 | $104.9 萬 | 0.63% | −377−1.1% | 減碼 |
| MAI Capital Management | 34,236 | $105.8 萬 | 0.01% | +2,893+9.2% | 加碼 |
| Atlas Capital Advisors LLC | 34,306 | $106.0 萬 | 0.15% | +4,632+15.6% | 加碼 |
| Quadrant Capital Group LLC | 34,388 | $106.3 萬 | 0.09% | +1,734+5.3% | 加碼 |
| Commonwealth Equity Services, LLC | 34,654 | $107.1 萬 | 0.00% | −1,951−5.3% | 減碼 |
| AdvisorShares Investments LLC | 34,703 | $107.2 萬 | 0.25% | +34,703 | 新進 |
| Schechter Investment Advisors, LLC | 35,372 | $109.3 萬 | 0.09% | −10,091−22.2% | 減碼 |
| Lake Street Advisors Group, LLC | 35,436 | $109.5 萬 | 0.05% | +1,596+4.7% | 加碼 |
| Bailard, Inc. | 35,452 | $109.5 萬 | 0.03% | −78−0.2% | 減碼 |
| Cetera Advisor Networks LLC | 35,898 | $110.9 萬 | 0.01% | +3,474+10.7% | 加碼 |
| Liberty One Investment Management, LLC | 36,384 | $112.4 萬 | 0.14% | −2,265−5.9% | 減碼 |
| Vident Advisory, LLC | 36,758 | $113.6 萬 | 0.03% | +1,912+5.5% | 加碼 |
| Connective Portfolio Management, LLC | 36,826 | $113.8 萬 | 2.32% | +800+2.2% | 加碼 |
| Gabelli Funds LLC | 37,000 | $114.3 萬 | 0.01% | 00.0% | 不變 |
| Vise Technologies, Inc. | 38,003 | $117.4 萬 | 0.25% | −107−0.3% | 減碼 |
| Qtron Investments LLC | 38,126 | $118.2 萬 | 0.19% | 00.0% | 不變 |
| Private Advisor Group, LLC | 39,030 | $120.6 萬 | 0.01% | +1,456+3.9% | 加碼 |