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 |
|---|---|---|---|---|---|
| Allianz SE | 17,760 | $54.7 萬 | 0.02% | +17,760 | 新進 |
| Eqis Capital Management, Inc. | 17,780 | $54.6 萬 | 0.04% | −1,480−7.7% | 減碼 |
| Boston Private Wealth LLC | 17,647 | $54.2 萬 | 0.01% | −4,969−22.0% | 減碼 |
| Wedbush Securities Inc | 17,383 | $53.4 萬 | 0.02% | +10,630+157.4% | 加碼 |
| Alps Advisors Inc | 17,341 | $53.3 萬 | 0.00% | −889−4.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 16,623 | $51.1 萬 | 0.01% | −17,196−50.8% | 減碼 |
| PDS Planning, Inc | 16,554 | $50.9 萬 | 0.05% | +1,250+8.2% | 加碼 |
| Sage Rhino Capital LLC | 16,198 | $49.8 萬 | 0.12% | +128+0.8% | 加碼 |
| FDx Advisors, Inc. | 16,181 | $49.7 萬 | 0.08% | −418−2.5% | 減碼 |
| HRT Financial LP | 16,162 | $49.6 萬 | 0.00% | −4,644−22.3% | 減碼 |
| Parallel Advisors, LLC | 16,132 | $49.6 萬 | 0.01% | +1,262+8.5% | 加碼 |
| Gradient Investments LLC | 16,128 | $49.5 萬 | 0.01% | −1,878−10.4% | 減碼 |
| Perigon Wealth Management, LLC | 15,324 | $47.1 萬 | 0.01% | +909+6.3% | 加碼 |
| Clearstead Advisors, LLC | 15,672 | $46.5 萬 | 0.02% | 00.0% | 不變 |
| Klingenstein Fields & Co LP | 14,930 | $45.9 萬 | 0.02% | 00.0% | 不變 |
| Studio Investment Management LLC | 14,908 | $45.8 萬 | 0.11% | +1,002+7.2% | 加碼 |
| First National Bank of Hutchinson | 14,676 | $45.1 萬 | 0.30% | +74+0.5% | 加碼 |
| Dakota Wealth Management | 14,596 | $44.8 萬 | 0.01% | −677−4.4% | 減碼 |
| Gallacher Capital Management LLC | 14,397 | $44.2 萬 | 0.22% | −291−2.0% | 減碼 |
| NBC Securities, Inc. | 14,281 | $43.8 萬 | 0.04% | −610−4.1% | 減碼 |
| Callan Capital, LLC | 14,255 | $43.8 萬 | 0.04% | +14,255 | 新進 |
| Coldstream Capital Management Inc | 13,770 | $42.3 萬 | 0.01% | +724+5.5% | 加碼 |
| Davenport & Co LLC | 13,751 | $42.2 萬 | 0.00% | +222+1.6% | 加碼 |
| TD Waterhouse Canada Inc. | 14,339 | $42.1 萬 | 0.00% | +4,225+41.8% | 加碼 |
| Brown Advisory Inc | 13,671 | $42.0 萬 | 0.00% | +13,671 | 新進 |
| Cipher Capital LP | 13,291 | $40.8 萬 | 0.19% | +13,291 | 新進 |
| Guggenheim Capital LLC | 13,175 | $40.5 萬 | 0.00% | +4,548+52.7% | 加碼 |
| Caas Capital Management LP | 13,000 | $39.9 萬 | 0.17% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 12,882 | $39.6 萬 | 0.27% | −188−1.4% | 減碼 |
| American Trust Investment Advisors, LLC | 12,780 | $39.3 萬 | 0.19% | 00.0% | 不變 |
| SYSTM Wealth Solutions LLC | 12,665 | $38.9 萬 | 0.05% | −2,961−18.9% | 減碼 |
| Ieq Capital, LLC | 12,648 | $38.9 萬 | 0.01% | −2,673−17.4% | 減碼 |
| swisspartners Advisors Ltd | 14,000 | $38.8 萬 | 0.32% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 12,558 | $38.6 萬 | 0.01% | +342+2.8% | 加碼 |
| Lindbrook Capital, LLC | 12,381 | $38.0 萬 | 0.04% | +204+1.7% | 加碼 |
| Colony Group, LLC | 12,312 | $37.8 萬 | 0.00% | −1,851−13.1% | 減碼 |
| Seed Wealth Management, Inc. | 12,245 | $37.3 萬 | 0.36% | −890−6.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 12,135 | $37.3 萬 | 0.00% | −481−3.8% | 減碼 |
| Mediolanum International Funds Ltd | 13,054 | $36.9 萬 | 0.01% | +13,054 | 新進 |
| Ascent Group, LLC | 11,998 | $36.9 萬 | 0.03% | −318−2.6% | 減碼 |
| Ronald Blue Trust, Inc. | 11,883 | $36.5 萬 | 0.01% | +1,911+19.2% | 加碼 |
| Sowell Financial Services LLC | 11,767 | $36.1 萬 | 0.02% | +1,652+16.3% | 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 |
| Claro Advisors LLC | 11,682 | $35.9 萬 | 0.06% | +1,823+18.5% | 加碼 |
| Pinnacle Associates Ltd | 11,623 | $35.7 萬 | 0.01% | −1,500−11.4% | 減碼 |
| Wrapmanager Inc | 11,350 | $34.9 萬 | 0.10% | −235−2.0% | 減碼 |
| Shilanski & Associates, Inc. | 11,349 | $34.9 萬 | 0.12% | −134−1.2% | 減碼 |
| Financial Counselors Inc | 11,279 | $34.6 萬 | 0.01% | −4,775−29.7% | 減碼 |
| D'Orazio & Associates, Inc. | 11,264 | $34.6 萬 | 0.06% | +381+3.5% | 加碼 |
| Synovus Financial Corp | 11,245 | $34.5 萬 | 0.00% | +66+0.6% | 加碼 |
| Tudor Investment Corp Et Al | 11,189 | $34.4 萬 | 0.00% | −9,140−45.0% | 減碼 |
| Investors Research Corp | 11,118 | $34.2 萬 | 0.08% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 10,751 | $33.0 萬 | 0.09% | +449+4.4% | 加碼 |
| JGP Global Gestao de Recursos Ltda. | 10,723 | $32.9 萬 | 0.21% | +10,723 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 10,485 | $32.2 萬 | 0.04% | +1,032+10.9% | 加碼 |
| Werba Rubin Papier Wealth Management | 10,459 | $32.1 萬 | 0.09% | +109+1.1% | 加碼 |
| Stephens Inc | 10,432 | $32.0 萬 | 0.00% | −444−4.1% | 減碼 |
| CAPROCK Group, Inc. | 10,373 | $31.9 萬 | 0.02% | +338+3.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 10,310 | $31.7 萬 | 0.01% | −1,395−11.9% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 10,074 | $30.9 萬 | 0.01% | −410−3.9% | 減碼 |
| Gamco Investors, Inc. Et Al | 10,060 | $30.9 萬 | 0.00% | +60+0.6% | 加碼 |
| Diligent Investors, LLC | 10,051 | $30.9 萬 | 0.08% | +30.0% | 加碼 |
| Calamos Wealth Management LLC | 10,015 | $30.8 萬 | 0.02% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 9,967 | $30.6 萬 | 0.05% | −300−2.9% | 減碼 |
| Aprio Wealth Management, LLC | 9,956 | $30.6 萬 | 0.06% | +891+9.8% | 加碼 |
| Thrivent Financial for Lutherans | 9,934 | $30.5 萬 | 0.00% | +850+9.4% | 加碼 |
| Covenant Partners, LLC | 9,908 | $30.4 萬 | 0.09% | −11,138−52.9% | 減碼 |
| Verition Fund Management LLC | 9,888 | $30.4 萬 | 0.00% | +3,376+51.8% | 加碼 |
| Optas, LLC | 9,767 | $30.0 萬 | 0.08% | −16−0.2% | 減碼 |
| L & S Advisors Inc | – | $30.0 萬 | 0.03% | – | – |
| D.A. Davidson & Co. | 9,730 | $29.9 萬 | 0.00% | −73−0.7% | 減碼 |
| Financial Advocates Investment Management | 9,584 | $29.4 萬 | 0.02% | +228+2.4% | 加碼 |
| Fox Run Management, L.L.C. | 9,507 | $29.2 萬 | 0.06% | −1,379−12.7% | 減碼 |
| Cullen/Frost Bankers, Inc. | 9,484 | $29.1 萬 | 0.00% | +50+0.5% | 加碼 |
| Mission Wealth Management, LP | 9,408 | $28.9 萬 | 0.01% | +9,408 | 新進 |
| Keel Point, LLC | 9,348 | $28.7 萬 | 0.03% | −41−0.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 9,281 | $28.5 萬 | 0.00% | +1,468+18.8% | 加碼 |
| Great Lakes Advisors, LLC | 9,218 | $28.3 萬 | 0.00% | +631+7.3% | 加碼 |
| Chesapeake Asset Management LLC | 9,200 | $28.3 萬 | 0.28% | +4,250+85.9% | 加碼 |
| Blueshift Asset Management, LLC | 9,164 | $28.2 萬 | 0.15% | +9,164 | 新進 |
| Commerce Bank | 9,069 | $27.9 萬 | 0.00% | −18−0.2% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,005 | $27.7 萬 | 0.01% | +9,005 | 新進 |
| Five Oceans Advisors | 8,771 | $26.9 萬 | 0.14% | 00.0% | 不變 |
| Pictet & Cie (Europe) SA | 8,709 | $26.8 萬 | 0.01% | +8,709 | 新進 |
| Genus Capital Management Inc. | 8,704 | $26.7 萬 | 0.03% | +8,704 | 新進 |
| OneAscent Financial Services LLC | 8,595 | $26.4 萬 | 0.03% | +590+7.4% | 加碼 |
| AQR Capital Management LLC | 8,546 | $26.3 萬 | 0.00% | +8,546 | 新進 |
| We Are One Seven, LLC | 8,448 | $26.0 萬 | 0.01% | −653−7.2% | 減碼 |
| 180 Wealth Advisors, LLC | 8,440 | $25.9 萬 | 0.05% | −1,898−18.4% | 減碼 |
| Cozad Asset Management Inc | 8,286 | $25.5 萬 | 0.03% | −432−5.0% | 減碼 |
| Advisor OS, LLC | 8,238 | $25.3 萬 | 0.03% | +535+6.9% | 加碼 |
| Fiduciary Trust Co | 8,075 | $24.8 萬 | 0.00% | +10.0% | 加碼 |
| Hilltop Holdings Inc. | 7,990 | $24.6 萬 | 0.03% | −8−0.1% | 減碼 |
| British Columbia Investment Management Corp | 7,871 | $24.2 萬 | 0.00% | −1,890−19.4% | 減碼 |
| First City Capital Management, Inc. | 7,879 | $24.2 萬 | 0.13% | −150−1.9% | 減碼 |
| Leuthold Group, LLC | 7,715 | $23.7 萬 | 0.03% | +7,715 | 新進 |
| Park National Corp | 7,645 | $23.5 萬 | 0.01% | +1,090+16.6% | 加碼 |
| Fullerton Fund Management Co Ltd. | 7,576 | $23.3 萬 | 0.01% | −197,927−96.3% | 減碼 |
| Wedmont Private Capital | 7,526 | $23.2 萬 | 0.02% | +231+3.2% | 加碼 |