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。
2024 年第 1 季 13F 持有人
UBS Group AG 在 2024/3/31 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
- 537
- 較 2023 年第 4 季 +12 家
- 持有股數
- 13.8 億
- 較 2023 年第 4 季 +5,101 萬 (+3.8%)
- 總市值
- $423.4 億
- 較 2023 年第 4 季 +$13.2 億 (+3.2%)
- 新進機構
- 61
- 另有 206 家加碼
- 清倉機構
- 49
- 另有 188 家減碼
另有 5 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 2,624 | $8.00 萬 | 0.02% | +167+6.8% | 加碼 |
| Creative Financial Designs Inc | 2,614 | $8.03 萬 | 0.01% | 00.0% | 不變 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,638 | $8.12 萬 | 0.03% | 00.0% | 不變 |
| Huntington National Bank | 2,744 | $8.43 萬 | 0.00% | +53+2.0% | 加碼 |
| Emfo, LLC | 3,002 | $9.22 萬 | 0.08% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 3,424 | $10.5 萬 | 0.00% | +264+8.4% | 加碼 |
| Simplex Trading, LLC | 3,480 | $10.6 萬 | 0.00% | −73,575−95.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 4,003 | $12.3 萬 | 0.00% | +2,334+139.8% | 加碼 |
| Bruce G. Allen Investments, LLC | 4,065 | $12.5 萬 | 0.10% | −110−2.6% | 減碼 |
| Hexagon Capital Partners LLC | 4,166 | $12.8 萬 | 0.03% | +420+11.2% | 加碼 |
| PEAK6 Investments LLC | 4,322 | $13.3 萬 | 0.01% | +4,322 | 新進 |
| SRS Capital Advisors, Inc. | 4,395 | $13.5 萬 | 0.01% | +73+1.7% | 加碼 |
| Umb Bank N A | 4,443 | $13.6 萬 | 0.00% | +1,806+68.5% | 加碼 |
| Allworth Financial LP | 4,496 | $13.8 萬 | 0.00% | −18−0.4% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 4,700 | $14.4 萬 | 0.01% | −320−6.4% | 減碼 |
| Financial Perspectives, Inc | 4,894 | $15.0 萬 | 0.06% | +800+19.5% | 加碼 |
| Whittier Trust Co | 5,000 | $15.4 萬 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 5,760 | $17.7 萬 | 0.03% | 00.0% | 不變 |
| GeoWealth Management, LLC | 6,278 | $19.3 萬 | 0.01% | −1,115−15.1% | 減碼 |
| IFP Advisors, Inc | 6,483 | $19.9 萬 | 0.01% | −657−9.2% | 減碼 |
| Granite Group Advisors, LLC | 6,543 | $20.1 萬 | 0.14% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 6,594 | $20.3 萬 | 0.00% | −55,131−89.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,718 | $20.6 萬 | 0.03% | −4,866−42.0% | 減碼 |
| Principal Securities, Inc. | 6,767 | $20.8 萬 | 0.01% | −3,034−31.0% | 減碼 |
| Empower Advisory Group, LLC | 6,850 | $21.0 萬 | 0.00% | +115+1.7% | 加碼 |
| Cyndeo Wealth Partners, LLC | 6,891 | $21.2 萬 | 0.02% | −260−3.6% | 減碼 |
| Axq Capital, LP | 6,900 | $21.2 萬 | 0.05% | −7,800−53.1% | 減碼 |
| Principal Street Partners, LLC | 7,131 | $21.2 萬 | 0.04% | +7,131 | 新進 |
| RMR Wealth Builders | 6,980 | $21.4 萬 | 0.03% | 00.0% | 不變 |
| Traveka Wealth, LLC | 7,031 | $21.6 萬 | 0.10% | +335+5.0% | 加碼 |
| CWM, LLC | 7,063 | $21.7 萬 | 0.00% | +1,121+18.9% | 加碼 |
| Blair William & Co | 7,187 | $22.1 萬 | 0.00% | +9+0.1% | 加碼 |
| Seven Mile Advisory | 7,252 | $22.3 萬 | 0.17% | +180+2.5% | 加碼 |
| Old National Bancorp | 7,318 | $22.5 萬 | 0.01% | −2,359−24.4% | 減碼 |
| Sage Mountain Advisors LLC | 7,324 | $22.5 萬 | 0.02% | +286+4.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 8,554 | $23.0 萬 | 0.02% | +190+2.3% | 加碼 |
| Central Pacific Bank - Trust Division | 7,600 | $23.2 萬 | 0.03% | +7,600 | 新進 |
| Wedmont Private Capital | 7,526 | $23.2 萬 | 0.02% | +231+3.2% | 加碼 |
| Fullerton Fund Management Co Ltd. | 7,576 | $23.3 萬 | 0.01% | −197,927−96.3% | 減碼 |
| Park National Corp | 7,645 | $23.5 萬 | 0.01% | +1,090+16.6% | 加碼 |
| Leuthold Group, LLC | 7,715 | $23.7 萬 | 0.03% | +7,715 | 新進 |
| First City Capital Management, Inc. | 7,879 | $24.2 萬 | 0.13% | −150−1.9% | 減碼 |
| British Columbia Investment Management Corp | 7,871 | $24.2 萬 | 0.00% | −1,890−19.4% | 減碼 |
| Hilltop Holdings Inc. | 7,990 | $24.6 萬 | 0.03% | −8−0.1% | 減碼 |
| Fiduciary Trust Co | 8,075 | $24.8 萬 | 0.00% | +10.0% | 加碼 |
| Advisor OS, LLC | 8,238 | $25.3 萬 | 0.03% | +535+6.9% | 加碼 |
| Cozad Asset Management Inc | 8,286 | $25.5 萬 | 0.03% | −432−5.0% | 減碼 |
| 180 Wealth Advisors, LLC | 8,440 | $25.9 萬 | 0.05% | −1,898−18.4% | 減碼 |
| We Are One Seven, LLC | 8,448 | $26.0 萬 | 0.01% | −653−7.2% | 減碼 |
| AQR Capital Management LLC | 8,546 | $26.3 萬 | 0.00% | +8,546 | 新進 |
| OneAscent Financial Services LLC | 8,595 | $26.4 萬 | 0.03% | +590+7.4% | 加碼 |
| Genus Capital Management Inc. | 8,704 | $26.7 萬 | 0.03% | +8,704 | 新進 |
| Pictet & Cie (Europe) SA | 8,709 | $26.8 萬 | 0.01% | +8,709 | 新進 |
| Five Oceans Advisors | 8,771 | $26.9 萬 | 0.14% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,005 | $27.7 萬 | 0.01% | +9,005 | 新進 |
| Commerce Bank | 9,069 | $27.9 萬 | 0.00% | −18−0.2% | 減碼 |
| Blueshift Asset Management, LLC | 9,164 | $28.2 萬 | 0.15% | +9,164 | 新進 |
| Chesapeake Asset Management LLC | 9,200 | $28.3 萬 | 0.28% | +4,250+85.9% | 加碼 |
| Great Lakes Advisors, LLC | 9,218 | $28.3 萬 | 0.00% | +631+7.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 9,281 | $28.5 萬 | 0.00% | +1,468+18.8% | 加碼 |
| Keel Point, LLC | 9,348 | $28.7 萬 | 0.03% | −41−0.4% | 減碼 |
| Mission Wealth Management, LP | 9,408 | $28.9 萬 | 0.01% | +9,408 | 新進 |
| Cullen/Frost Bankers, Inc. | 9,484 | $29.1 萬 | 0.00% | +50+0.5% | 加碼 |
| Fox Run Management, L.L.C. | 9,507 | $29.2 萬 | 0.06% | −1,379−12.7% | 減碼 |
| Financial Advocates Investment Management | 9,584 | $29.4 萬 | 0.02% | +228+2.4% | 加碼 |
| D.A. Davidson & Co. | 9,730 | $29.9 萬 | 0.00% | −73−0.7% | 減碼 |
| L & S Advisors Inc | – | $30.0 萬 | 0.03% | – | – |
| Optas, LLC | 9,767 | $30.0 萬 | 0.08% | −16−0.2% | 減碼 |
| Verition Fund Management LLC | 9,888 | $30.4 萬 | 0.00% | +3,376+51.8% | 加碼 |
| Covenant Partners, LLC | 9,908 | $30.4 萬 | 0.09% | −11,138−52.9% | 減碼 |
| Thrivent Financial for Lutherans | 9,934 | $30.5 萬 | 0.00% | +850+9.4% | 加碼 |
| Aprio Wealth Management, LLC | 9,956 | $30.6 萬 | 0.06% | +891+9.8% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 9,967 | $30.6 萬 | 0.05% | −300−2.9% | 減碼 |
| Calamos Wealth Management LLC | 10,015 | $30.8 萬 | 0.02% | 00.0% | 不變 |
| Diligent Investors, LLC | 10,051 | $30.9 萬 | 0.08% | +30.0% | 加碼 |
| Gamco Investors, Inc. Et Al | 10,060 | $30.9 萬 | 0.00% | +60+0.6% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 10,074 | $30.9 萬 | 0.01% | −410−3.9% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 10,310 | $31.7 萬 | 0.01% | −1,395−11.9% | 減碼 |
| CAPROCK Group, Inc. | 10,373 | $31.9 萬 | 0.02% | +338+3.4% | 加碼 |
| Stephens Inc | 10,432 | $32.0 萬 | 0.00% | −444−4.1% | 減碼 |
| Werba Rubin Papier Wealth Management | 10,459 | $32.1 萬 | 0.09% | +109+1.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 10,485 | $32.2 萬 | 0.04% | +1,032+10.9% | 加碼 |
| JGP Global Gestao de Recursos Ltda. | 10,723 | $32.9 萬 | 0.21% | +10,723 | 新進 |
| Drive Wealth Management, LLC | 10,751 | $33.0 萬 | 0.09% | +449+4.4% | 加碼 |
| Investors Research Corp | 11,118 | $34.2 萬 | 0.08% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 11,189 | $34.4 萬 | 0.00% | −9,140−45.0% | 減碼 |
| Synovus Financial Corp | 11,245 | $34.5 萬 | 0.00% | +66+0.6% | 加碼 |
| D'Orazio & Associates, Inc. | 11,264 | $34.6 萬 | 0.06% | +381+3.5% | 加碼 |
| Financial Counselors Inc | 11,279 | $34.6 萬 | 0.01% | −4,775−29.7% | 減碼 |
| Shilanski & Associates, Inc. | 11,349 | $34.9 萬 | 0.12% | −134−1.2% | 減碼 |
| Wrapmanager Inc | 11,350 | $34.9 萬 | 0.10% | −235−2.0% | 減碼 |
| Pinnacle Associates Ltd | 11,623 | $35.7 萬 | 0.01% | −1,500−11.4% | 減碼 |
| Claro Advisors LLC | 11,682 | $35.9 萬 | 0.06% | +1,823+18.5% | 加碼 |
| Bleakley Financial Group, LLC | 11,734 | $36.0 萬 | 0.01% | +2,122+22.1% | 加碼 |
| Simplicity Wealth,LLC | 11,734 | $36.0 萬 | 0.01% | +11,734 | 新進 |
| Sowell Financial Services LLC | 11,767 | $36.1 萬 | 0.02% | +1,652+16.3% | 加碼 |
| Ronald Blue Trust, Inc. | 11,883 | $36.5 萬 | 0.01% | +1,911+19.2% | 加碼 |
| Ascent Group, LLC | 11,998 | $36.9 萬 | 0.03% | −318−2.6% | 減碼 |
| Mediolanum International Funds Ltd | 13,054 | $36.9 萬 | 0.01% | +13,054 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 12,135 | $37.3 萬 | 0.00% | −481−3.8% | 減碼 |