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 |
|---|---|---|---|---|---|
| Seed Wealth Management, Inc. | 12,245 | $37.3 萬 | 0.36% | −890−6.8% | 減碼 |
| Colony Group, LLC | 12,312 | $37.8 萬 | 0.00% | −1,851−13.1% | 減碼 |
| Lindbrook Capital, LLC | 12,381 | $38.0 萬 | 0.04% | +204+1.7% | 加碼 |
| Stonegate Investment Group, LLC | 12,558 | $38.6 萬 | 0.01% | +342+2.8% | 加碼 |
| swisspartners Advisors Ltd | 14,000 | $38.8 萬 | 0.32% | 00.0% | 不變 |
| Ieq Capital, LLC | 12,648 | $38.9 萬 | 0.01% | −2,673−17.4% | 減碼 |
| SYSTM Wealth Solutions LLC | 12,665 | $38.9 萬 | 0.05% | −2,961−18.9% | 減碼 |
| American Trust Investment Advisors, LLC | 12,780 | $39.3 萬 | 0.19% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 12,882 | $39.6 萬 | 0.27% | −188−1.4% | 減碼 |
| Caas Capital Management LP | 13,000 | $39.9 萬 | 0.17% | 00.0% | 不變 |
| Guggenheim Capital LLC | 13,175 | $40.5 萬 | 0.00% | +4,548+52.7% | 加碼 |
| Cipher Capital LP | 13,291 | $40.8 萬 | 0.19% | +13,291 | 新進 |
| Brown Advisory Inc | 13,671 | $42.0 萬 | 0.00% | +13,671 | 新進 |
| TD Waterhouse Canada Inc. | 14,339 | $42.1 萬 | 0.00% | +4,225+41.8% | 加碼 |
| Davenport & Co LLC | 13,751 | $42.2 萬 | 0.00% | +222+1.6% | 加碼 |
| Coldstream Capital Management Inc | 13,770 | $42.3 萬 | 0.01% | +724+5.5% | 加碼 |
| Callan Capital, LLC | 14,255 | $43.8 萬 | 0.04% | +14,255 | 新進 |
| NBC Securities, Inc. | 14,281 | $43.8 萬 | 0.04% | −610−4.1% | 減碼 |
| Gallacher Capital Management LLC | 14,397 | $44.2 萬 | 0.22% | −291−2.0% | 減碼 |
| Dakota Wealth Management | 14,596 | $44.8 萬 | 0.01% | −677−4.4% | 減碼 |
| First National Bank of Hutchinson | 14,676 | $45.1 萬 | 0.30% | +74+0.5% | 加碼 |
| Studio Investment Management LLC | 14,908 | $45.8 萬 | 0.11% | +1,002+7.2% | 加碼 |
| Klingenstein Fields & Co LP | 14,930 | $45.9 萬 | 0.02% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 15,672 | $46.5 萬 | 0.02% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 15,324 | $47.1 萬 | 0.01% | +909+6.3% | 加碼 |
| Gradient Investments LLC | 16,128 | $49.5 萬 | 0.01% | −1,878−10.4% | 減碼 |
| Parallel Advisors, LLC | 16,132 | $49.6 萬 | 0.01% | +1,262+8.5% | 加碼 |
| HRT Financial LP | 16,162 | $49.6 萬 | 0.00% | −4,644−22.3% | 減碼 |
| FDx Advisors, Inc. | 16,181 | $49.7 萬 | 0.08% | −418−2.5% | 減碼 |
| Sage Rhino Capital LLC | 16,198 | $49.8 萬 | 0.12% | +128+0.8% | 加碼 |
| PDS Planning, Inc | 16,554 | $50.9 萬 | 0.05% | +1,250+8.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 16,623 | $51.1 萬 | 0.01% | −17,196−50.8% | 減碼 |
| Alps Advisors Inc | 17,341 | $53.3 萬 | 0.00% | −889−4.9% | 減碼 |
| Wedbush Securities Inc | 17,383 | $53.4 萬 | 0.02% | +10,630+157.4% | 加碼 |
| Boston Private Wealth LLC | 17,647 | $54.2 萬 | 0.01% | −4,969−22.0% | 減碼 |
| Eqis Capital Management, Inc. | 17,780 | $54.6 萬 | 0.04% | −1,480−7.7% | 減碼 |
| Allianz SE | 17,760 | $54.7 萬 | 0.02% | +17,760 | 新進 |
| Winning Points Advisors, LLC | 17,821 | $55.1 萬 | 0.85% | 00.0% | 不變 |
| Spire Wealth Management | 17,987 | $55.3 萬 | 0.01% | −5,000−21.8% | 減碼 |
| Prudential Financial Inc | 19,025 | $58.4 萬 | 0.00% | −4,438−18.9% | 減碼 |
| Solstein Capital, LLC | 19,334 | $59.5 萬 | 0.41% | −8,683−31.0% | 減碼 |
| Virtu Financial LLC | 19,475 | $59.8 萬 | 0.05% | +5,099+35.5% | 加碼 |
| 1832 Asset Management L.P. | 19,800 | $60.8 萬 | 0.00% | −559,511−96.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 19,949 | $61.3 萬 | 0.00% | +522+2.7% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 20,332 | $62.5 萬 | 0.04% | −37−0.2% | 減碼 |
| Jefferies Financial Group Inc. | 21,736 | $66.8 萬 | 0.01% | −98,424−81.9% | 減碼 |
| Checchi Capital Advisers, LLC | 22,314 | $68.5 萬 | 0.05% | −1,194−5.1% | 減碼 |
| Compton Wealth Advisory Group, LLC | 22,591 | $69.4 萬 | 0.19% | +10,000+79.4% | 加碼 |
| Ethic Inc. | 22,686 | $69.7 萬 | 0.02% | +266+1.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 23,299 | $71.6 萬 | 0.00% | −7,931−25.4% | 減碼 |
| IMC-Chicago, LLC | 23,300 | $71.6 萬 | 0.02% | +23,300 | 新進 |
| United Capital Financial Advisers, LLC | 23,469 | $72.1 萬 | 0.01% | −2,615−10.0% | 減碼 |
| National Asset Management, Inc. | 29,916 | $73.7 萬 | 0.02% | +7,508+33.5% | 加碼 |
| Evergreen Capital Management LLC | 24,088 | $74.0 萬 | 0.03% | +1,183+5.2% | 加碼 |
| Greenwich Wealth Management LLC | 24,847 | $76.3 萬 | 0.06% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 25,263 | $77.6 萬 | 0.00% | −4,606−15.4% | 減碼 |
| Beverly Hills Private Wealth, LLC | 25,662 | $78.8 萬 | 0.18% | −465−1.8% | 減碼 |
| Stamos Capital Partners, L.P. | 25,690 | $78.9 萬 | 0.18% | +8,590+50.2% | 加碼 |
| Cookson Peirce & Co Inc | 25,916 | $79.6 萬 | 0.04% | −146−0.6% | 減碼 |
| Valeo Financial Advisors, LLC | 29,144 | $79.7 萬 | 0.03% | +772+2.7% | 加碼 |
| Liberty One Investment Management, LLC | 26,230 | $80.6 萬 | 0.09% | −10,154−27.9% | 減碼 |
| Rehmann Capital Advisory Group | 26,360 | $81.0 萬 | 0.06% | −1,741−6.2% | 減碼 |
| Cullinan Associates Inc | 26,500 | $81.4 萬 | 0.05% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 26,972 | $82.9 萬 | 0.02% | −2,225−7.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 27,048 | $83.1 萬 | 0.02% | +3,896+16.8% | 加碼 |
| Fifth Third Bancorp | 27,934 | $85.8 萬 | 0.00% | −11,904−29.9% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 28,248 | $86.8 萬 | 0.00% | −577−2.0% | 減碼 |
| ABN AMRO Bank N.V. | 28,300 | $86.8 萬 | 0.01% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 28,554 | $87.7 萬 | 0.02% | +928+3.4% | 加碼 |
| Raymond James Trust N.A. | 29,111 | $89.4 萬 | 0.02% | −1,333−4.4% | 減碼 |
| Transatlantique Private Wealth LLC | 29,222 | $89.9 萬 | 0.39% | −60,566−67.5% | 減碼 |
| Personal Cfo Solutions, LLC | 29,524 | $90.7 萬 | 0.14% | +29,524 | 新進 |
| Clarius Group, LLC | 30,049 | $92.3 萬 | 0.06% | −953−3.1% | 減碼 |
| Ballentine Partners, LLC | 30,076 | $92.4 萬 | 0.02% | +3,784+14.4% | 加碼 |
| AdvisorShares Investments LLC | 30,513 | $93.7 萬 | 0.16% | −4,190−12.1% | 減碼 |
| Connable Office Inc | 30,659 | $94.2 萬 | 0.11% | +30,659 | 新進 |
| Atomi Financial Group, Inc. | 31,706 | $97.4 萬 | 0.09% | +4,861+18.1% | 加碼 |
| First Hawaiian Bank | 32,719 | $100.5 萬 | 0.03% | −10,550−24.4% | 減碼 |
| Janney Montgomery Scott LLC | 32,967 | $101.3 萬 | 0.00% | +8,458+34.5% | 加碼 |
| Atlas Capital Advisors LLC | 33,367 | $102.5 萬 | 0.16% | −939−2.7% | 減碼 |
| Centennial Bank | 33,628 | $103.5 萬 | 0.53% | −205−0.6% | 減碼 |
| Diversify Advisory Services, LLC | 33,971 | $103.5 萬 | 0.06% | +33,971 | 新進 |
| Sequoia Financial Advisors, LLC | 33,739 | $103.6 萬 | 0.01% | +1,332+4.1% | 加碼 |
| MAI Capital Management | 34,179 | $105.0 萬 | 0.01% | −57−0.2% | 減碼 |
| Private Advisor Group, LLC | 34,303 | $105.4 萬 | 0.01% | −4,727−12.1% | 減碼 |
| Zhang Financial LLC | 34,337 | $105.5 萬 | 0.08% | +11,255+48.8% | 加碼 |
| Kathmere Capital Management, LLC | 34,652 | $106.5 萬 | 0.12% | +1,346+4.0% | 加碼 |
| TownSquare Capital, LLC | 35,340 | $108.6 萬 | 0.02% | +2,638+8.1% | 加碼 |
| Quadrant Capital Group LLC | 35,532 | $109.2 萬 | 0.09% | +1,144+3.3% | 加碼 |
| BTC Capital Management, Inc. | 36,186 | $111.2 萬 | 0.10% | +36,186 | 新進 |
| Bailard, Inc. | 36,267 | $111.4 萬 | 0.03% | +815+2.3% | 加碼 |
| Connective Portfolio Management, LLC | 36,826 | $113.1 萬 | 1.99% | 00.0% | 不變 |
| Gabelli Funds LLC | 37,000 | $113.7 萬 | 0.01% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 37,665 | $115.7 萬 | 0.05% | +2,229+6.3% | 加碼 |
| LGT Fund Management Co Ltd. | 39,388 | $121.0 萬 | 0.50% | +26,188+198.4% | 加碼 |
| Snowden Capital Advisors LLC | 40,222 | $123.6 萬 | 0.04% | −2,881−6.7% | 減碼 |
| SOL Capital Management CO | 40,330 | $123.9 萬 | 0.16% | 00.0% | 不變 |
| Vise Technologies, Inc. | 40,419 | $124.2 萬 | 0.24% | +2,416+6.4% | 加碼 |
| Schechter Investment Advisors, LLC | 40,493 | $124.4 萬 | 0.09% | +5,121+14.5% | 加碼 |
| Advisor Group Holdings, Inc. | 40,725 | $125.1 萬 | 0.00% | −125,086−75.4% | 減碼 |