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 |
|---|---|---|---|---|---|
| Investors Research Corp | 11,118 | $32.8 萬 | 0.08% | 00.0% | 不變 |
| Synovus Financial Corp | 11,179 | $33.0 萬 | 0.00% | −66−0.6% | 減碼 |
| D'Orazio & Associates, Inc. | 11,266 | $33.3 萬 | 0.05% | +20.0% | 加碼 |
| Allianz SE | 11,555 | $34.0 萬 | 0.01% | −6,205−34.9% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 11,480 | $34.4 萬 | 0.00% | −655−5.4% | 減碼 |
| Sax Wealth Advisors, LLC | 11,773 | $34.8 萬 | 0.03% | +11,773 | 新進 |
| Sowell Financial Services LLC | 11,775 | $34.8 萬 | 0.02% | +8+0.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 12,108 | $35.8 萬 | 0.05% | +5,390+80.2% | 加碼 |
| Mission Wealth Management, LP | 12,122 | $35.8 萬 | 0.01% | +2,714+28.8% | 加碼 |
| First National Bank of Hutchinson | 12,129 | $35.8 萬 | 0.23% | −2,547−17.4% | 減碼 |
| Colony Group, LLC | 12,364 | $36.5 萬 | 0.00% | +52+0.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 12,407 | $36.7 萬 | 0.01% | −14,641−54.1% | 減碼 |
| TD Private Client Wealth LLC | 12,419 | $36.7 萬 | 0.01% | +10,709+626.3% | 加碼 |
| swisspartners Advisors Ltd | 14,000 | $37.0 萬 | 0.37% | 00.0% | 不變 |
| Macquarie Group Ltd | 14,000 | $37.0 萬 | 0.00% | +14,000 | 新進 |
| Scientech Research LLC | 12,562 | $37.1 萬 | 0.08% | +12,562 | 新進 |
| Qsemble Capital Management, LP | 12,668 | $37.4 萬 | 0.07% | +12,668 | 新進 |
| American Trust Investment Advisors, LLC | 12,780 | $37.8 萬 | 0.18% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 12,825 | $37.9 萬 | 0.04% | +444+3.6% | 加碼 |
| Wedbush Securities Inc | 12,967 | $38.3 萬 | 0.01% | −4,416−25.4% | 減碼 |
| Seed Wealth Management, Inc. | 13,135 | $38.8 萬 | 0.34% | +890+7.3% | 加碼 |
| Mediolanum International Funds Ltd | 14,271 | $39.2 萬 | 0.01% | +1,217+9.3% | 加碼 |
| Leuthold Group, LLC | 13,384 | $39.5 萬 | 0.05% | +5,669+73.5% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 13,391 | $39.6 萬 | 0.02% | +2,906+27.7% | 加碼 |
| Sivia Capital Partners, LLC | 13,678 | $40.4 萬 | 0.27% | +796+6.2% | 加碼 |
| Diversify Advisory Services, LLC | 13,432 | $40.7 萬 | 0.02% | −20,539−60.5% | 減碼 |
| Two Sigma Securities, LLC | 13,766 | $40.7 萬 | 0.02% | +13,766 | 新進 |
| Spire Wealth Management | 13,997 | $41.3 萬 | 0.01% | −3,990−22.2% | 減碼 |
| Dakota Wealth Management | 14,013 | $41.4 萬 | 0.01% | −583−4.0% | 減碼 |
| Centiva Capital, LP | 14,158 | $41.8 萬 | 0.02% | +14,158 | 新進 |
| Eqis Capital Management, Inc. | 14,299 | $42.2 萬 | 0.03% | −3,481−19.6% | 減碼 |
| Boston Private Wealth LLC | 14,585 | $43.1 萬 | 0.01% | −3,062−17.4% | 減碼 |
| Stonegate Investment Group, LLC | 14,659 | $43.3 萬 | 0.01% | +2,101+16.7% | 加碼 |
| Bridgewater Advisors Inc. | 14,477 | $43.7 萬 | 0.05% | +14,477 | 新進 |
| Klingenstein Fields & Co LP | 14,930 | $44.1 萬 | 0.02% | 00.0% | 不變 |
| Studio Investment Management LLC | 15,092 | $44.6 萬 | 0.10% | +184+1.2% | 加碼 |
| Fox Run Management, L.L.C. | 15,186 | $44.9 萬 | 0.08% | +5,679+59.7% | 加碼 |
| Walleye Capital LLC | 15,252 | $45.1 萬 | 0.00% | −236,999−94.0% | 減碼 |
| Perigon Wealth Management, LLC | 15,280 | $45.1 萬 | 0.01% | −44−0.3% | 減碼 |
| FDx Advisors, Inc. | 15,457 | $45.7 萬 | 0.13% | −724−4.5% | 減碼 |
| Gallacher Capital Management LLC | 15,515 | $45.8 萬 | 0.24% | +1,118+7.8% | 加碼 |
| Guggenheim Capital LLC | 15,577 | $46.0 萬 | 0.00% | +2,402+18.2% | 加碼 |
| Ieq Capital, LLC | 15,670 | $46.3 萬 | 0.01% | +3,022+23.9% | 加碼 |
| HRT Financial LP | 15,703 | $46.3 萬 | 0.00% | −459−2.8% | 減碼 |
| Sage Rhino Capital LLC | 15,775 | $46.6 萬 | 0.11% | −423−2.6% | 減碼 |
| National Asset Management, Inc. | 15,867 | $46.9 萬 | 0.01% | −14,049−47.0% | 減碼 |
| Thoroughbred Financial Services, LLC | 16,016 | $47.3 萬 | 0.03% | +16,016 | 新進 |
| Gradient Investments LLC | 16,131 | $47.7 萬 | 0.01% | +30.0% | 加碼 |
| XTX Topco Ltd | 16,212 | $47.9 萬 | 0.04% | +16,212 | 新進 |
| PDS Planning, Inc | 16,381 | $48.4 萬 | 0.05% | −173−1.0% | 減碼 |
| Callan Capital, LLC | 16,455 | $48.6 萬 | 0.04% | +2,200+15.4% | 加碼 |
| Parallel Advisors, LLC | 16,552 | $48.9 萬 | 0.01% | +420+2.6% | 加碼 |
| Davenport & Co LLC | 16,831 | $49.7 萬 | 0.00% | +3,080+22.4% | 加碼 |
| NBC Securities, Inc. | 17,154 | $50.6 萬 | 0.05% | +2,873+20.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 18,009 | $53.2 萬 | 0.01% | +1,386+8.3% | 加碼 |
| Clearstead Advisors, LLC | 18,423 | $54.4 萬 | 0.01% | +2,751+17.6% | 加碼 |
| Rockefeller Capital Management L.P. | 18,654 | $55.1 萬 | 0.00% | −534,966−96.6% | 減碼 |
| Prudential Financial Inc | 18,850 | $55.7 萬 | 0.00% | −175−0.9% | 減碼 |
| Solstein Capital, LLC | 19,334 | $57.0 萬 | 0.37% | 00.0% | 不變 |
| Verition Fund Management LLC | 19,683 | $58.1 萬 | 0.00% | +9,795+99.1% | 加碼 |
| Covenant Partners, LLC | 20,031 | $59.2 萬 | 0.18% | +10,123+102.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 20,264 | $59.9 萬 | 0.04% | −68−0.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 20,392 | $60.2 萬 | 0.00% | +443+2.2% | 加碼 |
| Sciencast Management LP | 20,789 | $61.4 萬 | 0.21% | +20,789 | 新進 |
| Checchi Capital Advisers, LLC | 22,354 | $66.0 萬 | 0.05% | +40+0.2% | 加碼 |
| Compton Wealth Advisory Group, LLC | 22,591 | $66.7 萬 | 0.18% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 22,883 | $67.6 萬 | 0.02% | +9,113+66.2% | 加碼 |
| Evergreen Capital Management LLC | 23,480 | $69.4 萬 | 0.03% | −608−2.5% | 減碼 |
| United Capital Financial Advisers, LLC | 24,041 | $71.0 萬 | 0.01% | +572+2.4% | 加碼 |
| Fifth Third Bancorp | 24,239 | $71.6 萬 | 0.00% | −3,695−13.2% | 減碼 |
| Sanctuary Advisors, LLC | 26,446 | $72.4 萬 | 0.01% | +26,446 | 新進 |
| Greenwich Wealth Management LLC | 24,847 | $73.4 萬 | 0.05% | 00.0% | 不變 |
| Liberty One Investment Management, LLC | 24,881 | $73.5 萬 | 0.08% | −1,349−5.1% | 減碼 |
| Cookson Peirce & Co Inc | 26,021 | $76.9 萬 | 0.04% | +105+0.4% | 加碼 |
| Tudor Investment Corp Et Al | 26,119 | $77.2 萬 | 0.01% | +14,930+133.4% | 加碼 |
| Simmons Bank | 27,003 | $79.8 萬 | 0.06% | −44,163−62.1% | 減碼 |
| Rehmann Capital Advisory Group | 27,081 | $80.0 萬 | 0.06% | +721+2.7% | 加碼 |
| Ronald Blue Trust, Inc. | 26,344 | $80.9 萬 | 0.01% | +14,461+121.7% | 加碼 |
| Clarius Group, LLC | 27,831 | $82.2 萬 | 0.06% | −2,218−7.4% | 減碼 |
| Diversify Wealth Management, LLC | 29,382 | $82.2 萬 | 0.10% | +29,382 | 新進 |
| Atomi Financial Group, Inc. | 27,881 | $82.4 萬 | 0.06% | −3,825−12.1% | 減碼 |
| AQR Capital Management LLC | 27,928 | $82.5 萬 | 0.00% | +19,382+226.8% | 加碼 |
| Advisors Asset Management, Inc. | 28,388 | $83.9 萬 | 0.02% | +1,416+5.2% | 加碼 |
| ABN AMRO Bank N.V. | 28,300 | $83.9 萬 | 0.01% | 00.0% | 不變 |
| Cullinan Associates Inc | 29,000 | $85.7 萬 | 0.05% | +2,500+9.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 29,025 | $85.7 萬 | 0.00% | +3,762+14.9% | 加碼 |
| Valeo Financial Advisors, LLC | 29,083 | $85.9 萬 | 0.03% | −61−0.2% | 減碼 |
| Connable Office Inc | 29,352 | $86.7 萬 | 0.09% | −1,307−4.3% | 減碼 |
| Transatlantique Private Wealth LLC | 29,507 | $86.8 萬 | 0.35% | +285+1.0% | 加碼 |
| Personal Cfo Solutions, LLC | 29,694 | $87.7 萬 | 0.13% | +170+0.6% | 加碼 |
| Advisors Capital Management, LLC | 29,983 | $88.6 萬 | 0.02% | +1,429+5.0% | 加碼 |
| AdvisorShares Investments LLC | 29,797 | $89.2 萬 | 0.16% | −716−2.3% | 減碼 |
| Ballentine Partners, LLC | 30,628 | $90.5 萬 | 0.02% | +552+1.8% | 加碼 |
| Ethic Inc. | 30,730 | $90.8 萬 | 0.02% | +8,044+35.5% | 加碼 |
| Avantax Advisory Services, Inc. | 30,985 | $91.5 萬 | 0.01% | +30,985 | 新進 |
| Beverly Hills Private Wealth, LLC | 31,054 | $91.7 萬 | 0.20% | +5,392+21.0% | 加碼 |
| First Hawaiian Bank | 31,125 | $91.9 萬 | 0.03% | −1,594−4.9% | 減碼 |
| Seven Eight Capital, LP | 31,137 | $92.0 萬 | 0.10% | −17,529−36.0% | 減碼 |
| MAI Capital Management | 31,641 | $93.5 萬 | 0.01% | −2,538−7.4% | 減碼 |
| Bayesian Capital Management, LP | 31,800 | $93.9 萬 | 0.11% | −10,600−25.0% | 減碼 |