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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 17,154 | $50.6 萬 | 0.05% | +2,873+20.1% | 加碼 |
| Davenport & Co LLC | 16,831 | $49.7 萬 | 0.00% | +3,080+22.4% | 加碼 |
| Parallel Advisors, LLC | 16,552 | $48.9 萬 | 0.01% | +420+2.6% | 加碼 |
| Callan Capital, LLC | 16,455 | $48.6 萬 | 0.04% | +2,200+15.4% | 加碼 |
| PDS Planning, Inc | 16,381 | $48.4 萬 | 0.05% | −173−1.0% | 減碼 |
| XTX Topco Ltd | 16,212 | $47.9 萬 | 0.04% | +16,212 | 新進 |
| Gradient Investments LLC | 16,131 | $47.7 萬 | 0.01% | +30.0% | 加碼 |
| Thoroughbred Financial Services, LLC | 16,016 | $47.3 萬 | 0.03% | +16,016 | 新進 |
| National Asset Management, Inc. | 15,867 | $46.9 萬 | 0.01% | −14,049−47.0% | 減碼 |
| Sage Rhino Capital LLC | 15,775 | $46.6 萬 | 0.11% | −423−2.6% | 減碼 |
| HRT Financial LP | 15,703 | $46.3 萬 | 0.00% | −459−2.8% | 減碼 |
| Ieq Capital, LLC | 15,670 | $46.3 萬 | 0.01% | +3,022+23.9% | 加碼 |
| Guggenheim Capital LLC | 15,577 | $46.0 萬 | 0.00% | +2,402+18.2% | 加碼 |
| Gallacher Capital Management LLC | 15,515 | $45.8 萬 | 0.24% | +1,118+7.8% | 加碼 |
| FDx Advisors, Inc. | 15,457 | $45.7 萬 | 0.13% | −724−4.5% | 減碼 |
| Perigon Wealth Management, LLC | 15,280 | $45.1 萬 | 0.01% | −44−0.3% | 減碼 |
| Walleye Capital LLC | 15,252 | $45.1 萬 | 0.00% | −236,999−94.0% | 減碼 |
| Fox Run Management, L.L.C. | 15,186 | $44.9 萬 | 0.08% | +5,679+59.7% | 加碼 |
| Studio Investment Management LLC | 15,092 | $44.6 萬 | 0.10% | +184+1.2% | 加碼 |
| Klingenstein Fields & Co LP | 14,930 | $44.1 萬 | 0.02% | 00.0% | 不變 |
| Bridgewater Advisors Inc. | 14,477 | $43.7 萬 | 0.05% | +14,477 | 新進 |
| Stonegate Investment Group, LLC | 14,659 | $43.3 萬 | 0.01% | +2,101+16.7% | 加碼 |
| Boston Private Wealth LLC | 14,585 | $43.1 萬 | 0.01% | −3,062−17.4% | 減碼 |
| Eqis Capital Management, Inc. | 14,299 | $42.2 萬 | 0.03% | −3,481−19.6% | 減碼 |
| Centiva Capital, LP | 14,158 | $41.8 萬 | 0.02% | +14,158 | 新進 |
| Dakota Wealth Management | 14,013 | $41.4 萬 | 0.01% | −583−4.0% | 減碼 |
| Spire Wealth Management | 13,997 | $41.3 萬 | 0.01% | −3,990−22.2% | 減碼 |
| Two Sigma Securities, LLC | 13,766 | $40.7 萬 | 0.02% | +13,766 | 新進 |
| Diversify Advisory Services, LLC | 13,432 | $40.7 萬 | 0.02% | −20,539−60.5% | 減碼 |
| Sivia Capital Partners, LLC | 13,678 | $40.4 萬 | 0.27% | +796+6.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 13,391 | $39.6 萬 | 0.02% | +2,906+27.7% | 加碼 |
| Leuthold Group, LLC | 13,384 | $39.5 萬 | 0.05% | +5,669+73.5% | 加碼 |
| Mediolanum International Funds Ltd | 14,271 | $39.2 萬 | 0.01% | +1,217+9.3% | 加碼 |
| Seed Wealth Management, Inc. | 13,135 | $38.8 萬 | 0.34% | +890+7.3% | 加碼 |
| Wedbush Securities Inc | 12,967 | $38.3 萬 | 0.01% | −4,416−25.4% | 減碼 |
| Lindbrook Capital, LLC | 12,825 | $37.9 萬 | 0.04% | +444+3.6% | 加碼 |
| American Trust Investment Advisors, LLC | 12,780 | $37.8 萬 | 0.18% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 12,668 | $37.4 萬 | 0.07% | +12,668 | 新進 |
| Scientech Research LLC | 12,562 | $37.1 萬 | 0.08% | +12,562 | 新進 |
| 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 |
| TD Private Client Wealth LLC | 12,419 | $36.7 萬 | 0.01% | +10,709+626.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 12,407 | $36.7 萬 | 0.01% | −14,641−54.1% | 減碼 |
| Colony Group, LLC | 12,364 | $36.5 萬 | 0.00% | +52+0.4% | 加碼 |
| First National Bank of Hutchinson | 12,129 | $35.8 萬 | 0.23% | −2,547−17.4% | 減碼 |
| Mission Wealth Management, LP | 12,122 | $35.8 萬 | 0.01% | +2,714+28.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 12,108 | $35.8 萬 | 0.05% | +5,390+80.2% | 加碼 |
| Sowell Financial Services LLC | 11,775 | $34.8 萬 | 0.02% | +8+0.1% | 加碼 |
| Sax Wealth Advisors, LLC | 11,773 | $34.8 萬 | 0.03% | +11,773 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 11,480 | $34.4 萬 | 0.00% | −655−5.4% | 減碼 |
| Allianz SE | 11,555 | $34.0 萬 | 0.01% | −6,205−34.9% | 減碼 |
| D'Orazio & Associates, Inc. | 11,266 | $33.3 萬 | 0.05% | +20.0% | 加碼 |
| Synovus Financial Corp | 11,179 | $33.0 萬 | 0.00% | −66−0.6% | 減碼 |
| Investors Research Corp | 11,118 | $32.8 萬 | 0.08% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 11,100 | $32.8 萬 | 0.09% | +349+3.2% | 加碼 |
| Sage Mountain Advisors LLC | 10,966 | $32.4 萬 | 0.03% | +3,642+49.7% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 10,901 | $32.2 萬 | 0.01% | +591+5.7% | 加碼 |
| Thrivent Financial for Lutherans | 10,886 | $32.2 萬 | 0.00% | +952+9.6% | 加碼 |
| Barometer Capital Management Inc. | 10,889 | $32.2 萬 | 0.12% | +10,889 | 新進 |
| Claro Advisors LLC | 10,759 | $31.8 萬 | 0.05% | −923−7.9% | 減碼 |
| Ascent Group, LLC | 10,575 | $31.2 萬 | 0.03% | −1,423−11.9% | 減碼 |
| Bleakley Financial Group, LLC | 10,551 | $31.2 萬 | 0.01% | −1,183−10.1% | 減碼 |
| Shilanski & Associates, Inc. | 10,545 | $31.1 萬 | 0.10% | −804−7.1% | 減碼 |
| Simplicity Wealth,LLC | 10,527 | $31.1 萬 | 0.01% | −1,207−10.3% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 10,511 | $31.1 萬 | 0.01% | +437+4.3% | 加碼 |
| Stephens Inc | 10,432 | $30.8 萬 | 0.00% | 00.0% | 不變 |
| L & S Advisors Inc | – | $30.0 萬 | 0.03% | – | – |
| Gamco Investors, Inc. Et Al | 10,070 | $29.7 萬 | 0.00% | +10+0.1% | 加碼 |
| CAPROCK Group, Inc. | 10,005 | $29.6 萬 | 0.01% | −368−3.5% | 減碼 |
| GenTrust, LLC | 9,918 | $29.3 萬 | 0.02% | +9,918 | 新進 |
| Optas, LLC | 9,890 | $29.2 萬 | 0.08% | +123+1.3% | 加碼 |
| Financial Counselors Inc | 9,814 | $29.0 萬 | 0.00% | −1,465−13.0% | 減碼 |
| D.A. Davidson & Co. | 9,730 | $28.7 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 9,723 | $28.7 萬 | 0.00% | −1,900−16.3% | 減碼 |
| Aprio Wealth Management, LLC | 9,704 | $28.7 萬 | 0.05% | −252−2.5% | 減碼 |
| Calamos Wealth Management LLC | 9,695 | $28.6 萬 | 0.02% | −320−3.2% | 減碼 |
| Financial Advocates Investment Management | 9,598 | $28.4 萬 | 0.02% | +14+0.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 9,373 | $28.3 萬 | 0.02% | +819+9.6% | 加碼 |
| Wrapmanager Inc | 9,550 | $28.2 萬 | 0.08% | −1,800−15.9% | 減碼 |
| Millennium Management LLC | 9,495 | $28.0 萬 | 0.00% | −645,862−98.6% | 減碼 |
| TD Waterhouse Canada Inc. | 9,183 | $27.5 萬 | 0.00% | −5,156−36.0% | 減碼 |
| Legacy Financial Advisors, Inc. | 9,256 | $27.3 萬 | 0.05% | +9,256 | 新進 |
| Werba Rubin Papier Wealth Management | 9,087 | $26.8 萬 | 0.07% | −1,372−13.1% | 減碼 |
| Engineers Gate Manager LP | 9,036 | $26.7 萬 | 0.01% | +9,036 | 新進 |
| Harbour Capital Advisors, LLC | 8,825 | $26.4 萬 | 0.06% | +8,825 | 新進 |
| Commerce Bank | 8,932 | $26.4 萬 | 0.00% | −137−1.5% | 減碼 |
| Wedmont Private Capital | 8,294 | $25.9 萬 | 0.02% | +768+10.2% | 加碼 |
| Five Oceans Advisors | 8,723 | $25.8 萬 | 0.14% | −48−0.5% | 減碼 |
| Keel Point, LLC | 8,798 | $25.7 萬 | 0.02% | −550−5.9% | 減碼 |
| Pictet & Cie (Europe) SA | 8,709 | $25.6 萬 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co | 8,652 | $25.6 萬 | 0.00% | +3,652+73.0% | 加碼 |
| Keybank National Association | 8,454 | $25.0 萬 | 0.00% | +8,454 | 新進 |
| Cozad Asset Management Inc | 8,286 | $24.5 萬 | 0.02% | 00.0% | 不變 |
| Columbia Asset Management | 8,268 | $24.4 萬 | 0.05% | +8,268 | 新進 |
| Fiduciary Trust Co | 8,079 | $23.9 萬 | 0.00% | +40.0% | 加碼 |
| Hilltop Holdings Inc. | 7,993 | $23.5 萬 | 0.03% | +30.0% | 加碼 |
| Advisor OS, LLC | 7,940 | $23.5 萬 | 0.03% | −298−3.6% | 減碼 |
| Park National Corp | 7,907 | $23.4 萬 | 0.01% | +262+3.4% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 7,770 | $23.0 萬 | 0.01% | +3,070+65.3% | 加碼 |
| CWM, LLC | 7,618 | $22.5 萬 | 0.00% | +555+7.9% | 加碼 |