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 |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 60,267 | $178.0 萬 | 0.50% | +3,330+5.8% | 加碼 |
| RSM US Wealth Management LLC | 58,449 | $174.9 萬 | 0.03% | +58,449 | 新進 |
| Groupama Asset Managment | 58,428 | $172.0 萬 | 0.04% | −87,828−60.1% | 減碼 |
| Syon Capital LLC | 57,553 | $170.0 萬 | 0.16% | +6,080+11.8% | 加碼 |
| Forum Financial Management, LP | 56,356 | $166.5 萬 | 0.03% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 56,041 | $165.5 萬 | 0.01% | +46,823+508.0% | 加碼 |
| Yousif Capital Management, LLC | 55,653 | $164.4 萬 | 0.02% | −4,480−7.5% | 減碼 |
| Qtron Investments LLC | 53,790 | $158.3 萬 | 0.23% | −5,167−8.8% | 減碼 |
| Vident Advisory, LLC | 53,477 | $158.0 萬 | 0.04% | +10,929+25.7% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 53,281 | $157.4 萬 | 0.83% | −540−1.0% | 減碼 |
| GWM Advisors LLC | 52,792 | $155.9 萬 | 0.01% | +7,711+17.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 52,746 | $155.8 萬 | 0.01% | −11,212−17.5% | 減碼 |
| Himension Fund | 51,837 | $153.1 萬 | 0.11% | +51,837 | 新進 |
| Massachusetts Wealth Management | 50,563 | $149.4 萬 | 1.00% | −1,000−1.9% | 減碼 |
| Credit Capital Investments LLC | 50,000 | $147.7 萬 | 1.85% | 00.0% | 不變 |
| Rhumbline Advisers | 49,403 | $145.9 萬 | 0.00% | +1,760+3.7% | 加碼 |
| Vise Technologies, Inc. | 48,890 | $144.4 萬 | 0.25% | +8,471+21.0% | 加碼 |
| Greenleaf Trust | 48,020 | $141.9 萬 | 0.01% | +66+0.1% | 加碼 |
| Wolverine Trading, LLC | 47,841 | $141.3 萬 | 0.02% | +517+1.1% | 加碼 |
| Summit Global Investments | 47,732 | $141.0 萬 | 0.10% | +47,732 | 新進 |
| Advisor Group Holdings, Inc. | 45,797 | $135.3 萬 | 0.00% | +5,072+12.5% | 加碼 |
| Assetmark, Inc | 44,185 | $130.5 萬 | 0.00% | +44,184+4,418,400.0% | 加碼 |
| Morningstar Investment Services LLC | 43,601 | $128.4 萬 | 0.01% | −608−1.4% | 減碼 |
| Campbell & CO Investment Adviser LLC | 42,518 | $125.6 萬 | 0.11% | +42,518 | 新進 |
| Ossiam | 41,868 | $123.2 萬 | 0.02% | −5,396−11.4% | 減碼 |
| Schechter Investment Advisors, LLC | 41,661 | $123.1 萬 | 0.09% | +1,168+2.9% | 加碼 |
| Baker Ellis Asset Management LLC | 41,600 | $122.9 萬 | 0.19% | −1,500−3.5% | 減碼 |
| Stamos Capital Partners, L.P. | 41,440 | $122.4 萬 | 0.26% | +15,750+61.3% | 加碼 |
| Commonwealth Equity Services, LLC | 41,409 | $122.3 萬 | 0.00% | −21,739−34.4% | 減碼 |
| Park Avenue Securities LLC | 41,382 | $122.2 萬 | 0.01% | −486−1.2% | 減碼 |
| Legacy Capital Group California, Inc. | 41,331 | $122.1 萬 | 0.44% | +447+1.1% | 加碼 |
| Balyasny Asset Management LLC | 41,238 | $121.8 萬 | 0.00% | +41,238 | 新進 |
| PEAK6 Investments LLC | 40,964 | $121.0 萬 | 0.06% | +36,642+847.8% | 加碼 |
| Snowden Capital Advisors LLC | 39,188 | $115.8 萬 | 0.03% | −1,034−2.6% | 減碼 |
| Squarepoint Ops LLC | 38,257 | $113.0 萬 | 0.00% | −46,431−54.8% | 減碼 |
| Gabelli Funds LLC | 37,000 | $109.3 萬 | 0.01% | 00.0% | 不變 |
| SOL Capital Management CO | 36,830 | $108.8 萬 | 0.13% | −3,500−8.7% | 減碼 |
| TownSquare Capital, LLC | 36,739 | $108.5 萬 | 0.01% | +1,399+4.0% | 加碼 |
| Quadrant Capital Group LLC | 36,725 | $108.5 萬 | 0.08% | +1,193+3.4% | 加碼 |
| Lake Street Advisors Group, LLC | 36,396 | $107.5 萬 | 0.05% | −1,269−3.4% | 減碼 |
| Bailard, Inc. | 35,961 | $106.2 萬 | 0.03% | −306−0.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 35,948 | $106.2 萬 | 0.00% | +7,700+27.3% | 加碼 |
| Kovitz Investment Group Partners, LLC | 35,448 | $104.8 萬 | 0.01% | +35,448 | 新進 |
| Sequoia Financial Advisors, LLC | 34,822 | $102.9 萬 | 0.01% | +1,083+3.2% | 加碼 |
| BTC Capital Management, Inc. | 34,820 | $102.9 萬 | 0.10% | −1,366−3.8% | 減碼 |
| Janney Montgomery Scott LLC | 34,699 | $102.5 萬 | 0.00% | +1,732+5.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 34,627 | $102.3 萬 | 0.00% | +11,328+48.6% | 加碼 |
| Raymond James Trust N.A. | 34,260 | $101.2 萬 | 0.02% | +5,149+17.7% | 加碼 |
| Private Advisor Group, LLC | 34,145 | $100.9 萬 | 0.01% | −158−0.5% | 減碼 |
| Kathmere Capital Management, LLC | 33,967 | $100.3 萬 | 0.11% | −685−2.0% | 減碼 |
| Centennial Bank | 33,528 | $99.0 萬 | 0.49% | −100−0.3% | 減碼 |
| Trivant Custom Portfolio Group, LLC | 33,150 | $97.9 萬 | 0.60% | +33,150 | 新進 |
| Atlas Capital Advisors LLC | 32,622 | $96.4 萬 | 0.13% | −745−2.2% | 減碼 |
| Zhang Financial LLC | 32,000 | $94.5 萬 | 0.07% | −2,337−6.8% | 減碼 |
| Bayesian Capital Management, LP | 31,800 | $93.9 萬 | 0.11% | −10,600−25.0% | 減碼 |
| MAI Capital Management | 31,641 | $93.5 萬 | 0.01% | −2,538−7.4% | 減碼 |
| Seven Eight Capital, LP | 31,137 | $92.0 萬 | 0.10% | −17,529−36.0% | 減碼 |
| First Hawaiian Bank | 31,125 | $91.9 萬 | 0.03% | −1,594−4.9% | 減碼 |
| Beverly Hills Private Wealth, LLC | 31,054 | $91.7 萬 | 0.20% | +5,392+21.0% | 加碼 |
| Avantax Advisory Services, Inc. | 30,985 | $91.5 萬 | 0.01% | +30,985 | 新進 |
| Ethic Inc. | 30,730 | $90.8 萬 | 0.02% | +8,044+35.5% | 加碼 |
| Ballentine Partners, LLC | 30,628 | $90.5 萬 | 0.02% | +552+1.8% | 加碼 |
| AdvisorShares Investments LLC | 29,797 | $89.2 萬 | 0.16% | −716−2.3% | 減碼 |
| Advisors Capital Management, LLC | 29,983 | $88.6 萬 | 0.02% | +1,429+5.0% | 加碼 |
| Personal Cfo Solutions, LLC | 29,694 | $87.7 萬 | 0.13% | +170+0.6% | 加碼 |
| Transatlantique Private Wealth LLC | 29,507 | $86.8 萬 | 0.35% | +285+1.0% | 加碼 |
| Connable Office Inc | 29,352 | $86.7 萬 | 0.09% | −1,307−4.3% | 減碼 |
| Valeo Financial Advisors, LLC | 29,083 | $85.9 萬 | 0.03% | −61−0.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 29,025 | $85.7 萬 | 0.00% | +3,762+14.9% | 加碼 |
| Cullinan Associates Inc | 29,000 | $85.7 萬 | 0.05% | +2,500+9.4% | 加碼 |
| ABN AMRO Bank N.V. | 28,300 | $83.9 萬 | 0.01% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 28,388 | $83.9 萬 | 0.02% | +1,416+5.2% | 加碼 |
| AQR Capital Management LLC | 27,928 | $82.5 萬 | 0.00% | +19,382+226.8% | 加碼 |
| Atomi Financial Group, Inc. | 27,881 | $82.4 萬 | 0.06% | −3,825−12.1% | 減碼 |
| Diversify Wealth Management, LLC | 29,382 | $82.2 萬 | 0.10% | +29,382 | 新進 |
| Clarius Group, LLC | 27,831 | $82.2 萬 | 0.06% | −2,218−7.4% | 減碼 |
| Ronald Blue Trust, Inc. | 26,344 | $80.9 萬 | 0.01% | +14,461+121.7% | 加碼 |
| Rehmann Capital Advisory Group | 27,081 | $80.0 萬 | 0.06% | +721+2.7% | 加碼 |
| Simmons Bank | 27,003 | $79.8 萬 | 0.06% | −44,163−62.1% | 減碼 |
| Tudor Investment Corp Et Al | 26,119 | $77.2 萬 | 0.01% | +14,930+133.4% | 加碼 |
| Cookson Peirce & Co Inc | 26,021 | $76.9 萬 | 0.04% | +105+0.4% | 加碼 |
| Liberty One Investment Management, LLC | 24,881 | $73.5 萬 | 0.08% | −1,349−5.1% | 減碼 |
| Greenwich Wealth Management LLC | 24,847 | $73.4 萬 | 0.05% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 26,446 | $72.4 萬 | 0.01% | +26,446 | 新進 |
| Fifth Third Bancorp | 24,239 | $71.6 萬 | 0.00% | −3,695−13.2% | 減碼 |
| United Capital Financial Advisers, LLC | 24,041 | $71.0 萬 | 0.01% | +572+2.4% | 加碼 |
| Evergreen Capital Management LLC | 23,480 | $69.4 萬 | 0.03% | −608−2.5% | 減碼 |
| Coldstream Capital Management Inc | 22,883 | $67.6 萬 | 0.02% | +9,113+66.2% | 加碼 |
| Compton Wealth Advisory Group, LLC | 22,591 | $66.7 萬 | 0.18% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 22,354 | $66.0 萬 | 0.05% | +40+0.2% | 加碼 |
| Sciencast Management LP | 20,789 | $61.4 萬 | 0.21% | +20,789 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 20,392 | $60.2 萬 | 0.00% | +443+2.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 20,264 | $59.9 萬 | 0.04% | −68−0.3% | 減碼 |
| Covenant Partners, LLC | 20,031 | $59.2 萬 | 0.18% | +10,123+102.2% | 加碼 |
| Verition Fund Management LLC | 19,683 | $58.1 萬 | 0.00% | +9,795+99.1% | 加碼 |
| Solstein Capital, LLC | 19,334 | $57.0 萬 | 0.37% | 00.0% | 不變 |
| Prudential Financial Inc | 18,850 | $55.7 萬 | 0.00% | −175−0.9% | 減碼 |
| Rockefeller Capital Management L.P. | 18,654 | $55.1 萬 | 0.00% | −534,966−96.6% | 減碼 |
| Clearstead Advisors, LLC | 18,423 | $54.4 萬 | 0.01% | +2,751+17.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 18,009 | $53.2 萬 | 0.01% | +1,386+8.3% | 加碼 |