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 2 季 13F 持有人
UBS Group AG 在 2024/6/30 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
- 554
- 較 2024 年第 1 季 +20 家
- 持有股數
- 14.0 億
- 較 2024 年第 1 季 +1.18 億 (+9.1%)
- 總市值
- $413.2 億
- 較 2024 年第 1 季 +$19.1 億 (+4.9%)
- 新進機構
- 76
- 另有 216 家加碼
- 清倉機構
- 56
- 另有 180 家減碼
另有 3 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cacti Asset Management LLC | 2,001 | $5.89 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 1,996 | $5.90 萬 | 0.00% | −574−22.3% | 減碼 |
| Opal Wealth Advisors, LLC | 2,125 | $6.28 萬 | 0.02% | +763+56.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 2,188 | $6.65 萬 | 0.00% | +148+7.3% | 加碼 |
| Rosenberg Matthew Hamilton | 2,269 | $6.79 萬 | 0.02% | −355−13.5% | 減碼 |
| Huntington National Bank | 2,446 | $7.23 萬 | 0.00% | −298−10.9% | 減碼 |
| Harbour Investments, Inc. | 2,531 | $7.48 萬 | 0.00% | +204+8.8% | 加碼 |
| Hilltop National Bank | 2,573 | $7.60 萬 | 0.02% | +2,573 | 新進 |
| Creative Financial Designs Inc | 2,620 | $7.74 萬 | 0.01% | +6+0.2% | 加碼 |
| Jones Financial Companies LLLP | 2,802 | $8.28 萬 | 0.00% | +1,888+206.6% | 加碼 |
| Emfo, LLC | 3,002 | $8.87 萬 | 0.08% | 00.0% | 不變 |
| SYSTM Wealth Solutions LLC | 3,206 | $9.47 萬 | 0.02% | −9,459−74.7% | 減碼 |
| Bruce G. Allen Investments, LLC | 3,343 | $9.88 萬 | 0.08% | −722−17.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 3,344 | $9.88 萬 | 0.00% | −659−16.5% | 減碼 |
| Global Retirement Partners, LLC | 3,410 | $10.1 萬 | 0.00% | +1,483+77.0% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,450 | $10.1 萬 | 0.04% | +812+30.8% | 加碼 |
| Rothschild Investment LLC | 3,523 | $10.4 萬 | 0.01% | +953+37.1% | 加碼 |
| Massmutual Trust Co FSB | 4,074 | $12.0 萬 | 0.00% | +650+19.0% | 加碼 |
| Venturi Wealth Management, LLC | 4,096 | $12.1 萬 | 0.01% | +4,096 | 新進 |
| SRS Capital Advisors, Inc. | 4,275 | $12.6 萬 | 0.01% | −120−2.7% | 減碼 |
| Umb Bank N A | 4,706 | $13.9 萬 | 0.00% | +263+5.9% | 加碼 |
| Financial Perspectives, Inc | 4,894 | $14.5 萬 | 0.05% | 00.0% | 不變 |
| Chesapeake Asset Management LLC | 4,950 | $14.6 萬 | 0.14% | −4,250−46.2% | 減碼 |
| Allworth Financial LP | 4,921 | $15.0 萬 | 0.00% | +425+9.5% | 加碼 |
| Principal Securities, Inc. | 5,323 | $15.7 萬 | 0.00% | −1,444−21.3% | 減碼 |
| Hexagon Capital Partners LLC | 5,334 | $15.8 萬 | 0.03% | +1,168+28.0% | 加碼 |
| State of Wyoming | 5,847 | $17.3 萬 | 0.03% | +5,847 | 新進 |
| Glen Eagle Advisors, LLC | 5,970 | $17.6 萬 | 0.03% | +210+3.6% | 加碼 |
| GeoWealth Management, LLC | 6,101 | $18.0 萬 | 0.01% | −177−2.8% | 減碼 |
| Point72 Asset Management, L.P. | 6,400 | $18.9 萬 | 0.00% | +6,400 | 新進 |
| IFP Advisors, Inc | 6,588 | $19.5 萬 | 0.01% | +105+1.6% | 加碼 |
| Chicago Trust Co NA | 6,797 | $20.1 萬 | 0.04% | +6,797 | 新進 |
| Empower Advisory Group, LLC | 6,850 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 6,889 | $20.4 萬 | 0.00% | −2,595−27.4% | 減碼 |
| Cyndeo Wealth Partners, LLC | 6,892 | $20.4 萬 | 0.02% | +10.0% | 加碼 |
| RMR Wealth Builders | 6,980 | $20.6 萬 | 0.02% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,016 | $20.7 萬 | 0.01% | −1,989−22.1% | 減碼 |
| We Are One Seven, LLC | 7,107 | $21.0 萬 | 0.01% | −1,341−15.9% | 減碼 |
| British Columbia Investment Management Corp | 7,135 | $21.0 萬 | 0.00% | −736−9.4% | 減碼 |
| Principal Street Partners, LLC | 7,131 | $21.1 萬 | 0.04% | 00.0% | 不變 |
| Seven Mile Advisory | 7,139 | $21.1 萬 | 0.16% | −113−1.6% | 減碼 |
| Angeles Investment Advisors, LLC | 7,175 | $21.2 萬 | 0.01% | +7,175 | 新進 |
| Senator Investment Group LP | 7,224 | $21.3 萬 | 0.01% | −505,000−98.6% | 減碼 |
| Cromwell Holdings LLC | 7,242 | $21.4 萬 | 0.13% | +7,242 | 新進 |
| Westover Capital Advisors, LLC | 7,300 | $21.6 萬 | 0.06% | +7,300 | 新進 |
| Resources Investment Advisors, LLC. | 7,323 | $21.6 萬 | 0.00% | +7,323 | 新進 |
| Blair William & Co | 7,363 | $21.8 萬 | 0.00% | +176+2.4% | 加碼 |
| 180 Wealth Advisors, LLC | 7,016 | $21.8 萬 | 0.04% | −1,424−16.9% | 減碼 |
| Lighthouse Investment Partners, LLC | 7,440 | $22.0 萬 | 0.01% | +7,440 | 新進 |
| Traveka Wealth, LLC | 7,466 | $22.1 萬 | 0.11% | +435+6.2% | 加碼 |
| OneAscent Financial Services LLC | 7,471 | $22.1 萬 | 0.03% | −1,124−13.1% | 減碼 |
| First City Capital Management, Inc. | 7,504 | $22.2 萬 | 0.12% | −375−4.8% | 減碼 |
| Readystate Asset Management LP | 7,511 | $22.2 萬 | 0.01% | +7,511 | 新進 |
| Central Pacific Bank - Trust Division | 7,600 | $22.5 萬 | 0.03% | 00.0% | 不變 |
| CWM, LLC | 7,618 | $22.5 萬 | 0.00% | +555+7.9% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 7,770 | $23.0 萬 | 0.01% | +3,070+65.3% | 加碼 |
| Park National Corp | 7,907 | $23.4 萬 | 0.01% | +262+3.4% | 加碼 |
| Advisor OS, LLC | 7,940 | $23.5 萬 | 0.03% | −298−3.6% | 減碼 |
| Hilltop Holdings Inc. | 7,993 | $23.5 萬 | 0.03% | +30.0% | 加碼 |
| Fiduciary Trust Co | 8,079 | $23.9 萬 | 0.00% | +40.0% | 加碼 |
| Columbia Asset Management | 8,268 | $24.4 萬 | 0.05% | +8,268 | 新進 |
| Cozad Asset Management Inc | 8,286 | $24.5 萬 | 0.02% | 00.0% | 不變 |
| Keybank National Association | 8,454 | $25.0 萬 | 0.00% | +8,454 | 新進 |
| Whittier Trust Co | 8,652 | $25.6 萬 | 0.00% | +3,652+73.0% | 加碼 |
| Pictet & Cie (Europe) SA | 8,709 | $25.6 萬 | 0.01% | 00.0% | 不變 |
| Keel Point, LLC | 8,798 | $25.7 萬 | 0.02% | −550−5.9% | 減碼 |
| Five Oceans Advisors | 8,723 | $25.8 萬 | 0.14% | −48−0.5% | 減碼 |
| Wedmont Private Capital | 8,294 | $25.9 萬 | 0.02% | +768+10.2% | 加碼 |
| Commerce Bank | 8,932 | $26.4 萬 | 0.00% | −137−1.5% | 減碼 |
| Harbour Capital Advisors, LLC | 8,825 | $26.4 萬 | 0.06% | +8,825 | 新進 |
| Engineers Gate Manager LP | 9,036 | $26.7 萬 | 0.01% | +9,036 | 新進 |
| Werba Rubin Papier Wealth Management | 9,087 | $26.8 萬 | 0.07% | −1,372−13.1% | 減碼 |
| Legacy Financial Advisors, Inc. | 9,256 | $27.3 萬 | 0.05% | +9,256 | 新進 |
| TD Waterhouse Canada Inc. | 9,183 | $27.5 萬 | 0.00% | −5,156−36.0% | 減碼 |
| Millennium Management LLC | 9,495 | $28.0 萬 | 0.00% | −645,862−98.6% | 減碼 |
| Wrapmanager Inc | 9,550 | $28.2 萬 | 0.08% | −1,800−15.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 9,373 | $28.3 萬 | 0.02% | +819+9.6% | 加碼 |
| Financial Advocates Investment Management | 9,598 | $28.4 萬 | 0.02% | +14+0.1% | 加碼 |
| Calamos Wealth Management LLC | 9,695 | $28.6 萬 | 0.02% | −320−3.2% | 減碼 |
| Aprio Wealth Management, LLC | 9,704 | $28.7 萬 | 0.05% | −252−2.5% | 減碼 |
| Pinnacle Associates Ltd | 9,723 | $28.7 萬 | 0.00% | −1,900−16.3% | 減碼 |
| D.A. Davidson & Co. | 9,730 | $28.7 萬 | 0.00% | 00.0% | 不變 |
| Financial Counselors Inc | 9,814 | $29.0 萬 | 0.00% | −1,465−13.0% | 減碼 |
| Optas, LLC | 9,890 | $29.2 萬 | 0.08% | +123+1.3% | 加碼 |
| GenTrust, LLC | 9,918 | $29.3 萬 | 0.02% | +9,918 | 新進 |
| CAPROCK Group, Inc. | 10,005 | $29.6 萬 | 0.01% | −368−3.5% | 減碼 |
| Gamco Investors, Inc. Et Al | 10,070 | $29.7 萬 | 0.00% | +10+0.1% | 加碼 |
| L & S Advisors Inc | – | $30.0 萬 | 0.03% | – | – |
| Stephens Inc | 10,432 | $30.8 萬 | 0.00% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 10,511 | $31.1 萬 | 0.01% | +437+4.3% | 加碼 |
| Simplicity Wealth,LLC | 10,527 | $31.1 萬 | 0.01% | −1,207−10.3% | 減碼 |
| Shilanski & Associates, Inc. | 10,545 | $31.1 萬 | 0.10% | −804−7.1% | 減碼 |
| Bleakley Financial Group, LLC | 10,551 | $31.2 萬 | 0.01% | −1,183−10.1% | 減碼 |
| Ascent Group, LLC | 10,575 | $31.2 萬 | 0.03% | −1,423−11.9% | 減碼 |
| Claro Advisors LLC | 10,759 | $31.8 萬 | 0.05% | −923−7.9% | 減碼 |
| Barometer Capital Management Inc. | 10,889 | $32.2 萬 | 0.12% | +10,889 | 新進 |
| Thrivent Financial for Lutherans | 10,886 | $32.2 萬 | 0.00% | +952+9.6% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 10,901 | $32.2 萬 | 0.01% | +591+5.7% | 加碼 |
| Sage Mountain Advisors LLC | 10,966 | $32.4 萬 | 0.03% | +3,642+49.7% | 加碼 |
| Drive Wealth Management, LLC | 11,100 | $32.8 萬 | 0.09% | +349+3.2% | 加碼 |