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 3 季 13F 持有人
UBS Group AG 在 2024/9/30 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
- 550
- 較 2024 年第 2 季 +1 家
- 持有股數
- 13.8 億
- 較 2024 年第 2 季 −1,638 萬 (−1.2%)
- 總市值
- $425.8 億
- 較 2024 年第 2 季 +$13.7 億 (+3.3%)
- 新進機構
- 57
- 另有 192 家加碼
- 清倉機構
- 56
- 另有 204 家減碼
另有 5 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Proequities, Inc. | 1,855 | $5.73 萬 | 0.00% | −141−7.1% | 減碼 |
| Huntington National Bank | 1,872 | $5.79 萬 | 0.00% | −574−23.5% | 減碼 |
| IAG Wealth Partners, LLC | 1,915 | $5.92 萬 | 0.01% | +1,915 | 新進 |
| Washington Trust Co | 1,952 | $6.03 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,095 | $6.47 萬 | 0.00% | −1,315−38.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,102 | $6.50 萬 | 0.00% | −1,242−37.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 2,142 | $6.62 萬 | 0.00% | −46−2.1% | 減碼 |
| FSC Wealth Advisors, LLC | 2,313 | $7.15 萬 | 0.05% | +2,313 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 2,347 | $7.25 萬 | 0.00% | +2,347 | 新進 |
| Harbour Investments, Inc. | 2,531 | $7.82 萬 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 2,564 | $7.93 萬 | 0.00% | +2,564 | 新進 |
| Hilltop National Bank | 2,573 | $7.95 萬 | 0.02% | 00.0% | 不變 |
| Creative Financial Designs Inc | 2,620 | $8.10 萬 | 0.01% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 2,624 | $8.11 萬 | 0.02% | +355+15.6% | 加碼 |
| Smartleaf Asset Management LLC | 3,403 | $10.6 萬 | 0.01% | +2,119+165.0% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,450 | $10.7 萬 | 0.04% | 00.0% | 不變 |
| Umb Bank N A | 3,508 | $10.8 萬 | 0.00% | −1,198−25.5% | 減碼 |
| Rothschild Investment LLC | 3,757 | $11.6 萬 | 0.01% | +234+6.6% | 加碼 |
| Bruce G. Allen Investments, LLC | 3,995 | $12.3 萬 | 0.10% | +652+19.5% | 加碼 |
| SRS Capital Advisors, Inc. | 4,245 | $13.1 萬 | 0.01% | −30−0.7% | 減碼 |
| Massmutual Trust Co FSB | 4,248 | $13.1 萬 | 0.00% | +174+4.3% | 加碼 |
| Financial Perspectives, Inc | 4,894 | $15.1 萬 | 0.05% | 00.0% | 不變 |
| GeoWealth Management, LLC | 4,941 | $15.3 萬 | 0.01% | −1,160−19.0% | 減碼 |
| Chesapeake Asset Management LLC | 4,950 | $15.3 萬 | 0.13% | 00.0% | 不變 |
| Principal Securities, Inc. | 5,076 | $15.7 萬 | 0.00% | −247−4.6% | 減碼 |
| IFP Advisors, Inc | 5,081 | $15.7 萬 | 0.01% | −1,507−22.9% | 減碼 |
| Hexagon Capital Partners LLC | 5,177 | $16.0 萬 | 0.03% | −157−2.9% | 減碼 |
| Allworth Financial LP | 5,194 | $16.1 萬 | 0.00% | +273+5.5% | 加碼 |
| Glen Eagle Advisors, LLC | 5,970 | $18.5 萬 | 0.03% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 6,342 | $19.6 萬 | 0.01% | −3,031−32.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 6,353 | $19.6 萬 | 0.01% | −6,054−48.8% | 減碼 |
| 180 Wealth Advisors, LLC | 6,589 | $20.4 萬 | 0.03% | −427−6.1% | 減碼 |
| HB Wealth Management, LLC | 6,653 | $20.6 萬 | 0.00% | +6,653 | 新進 |
| Savant Capital, LLC | 6,951 | $21.5 萬 | 0.00% | +6,951 | 新進 |
| RMR Wealth Builders | 6,980 | $21.6 萬 | 0.02% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,012 | $21.7 萬 | 0.01% | −4−0.1% | 減碼 |
| Angeles Investment Advisors, LLC | 7,109 | $22.0 萬 | 0.01% | −66−0.9% | 減碼 |
| Advisor OS, LLC | 7,146 | $22.1 萬 | 0.02% | −794−10.0% | 減碼 |
| Empower Advisory Group, LLC | 7,153 | $22.1 萬 | 0.00% | +303+4.4% | 加碼 |
| Blair William & Co | 7,153 | $22.1 萬 | 0.00% | −210−2.9% | 減碼 |
| First City Capital Management, Inc. | 7,164 | $22.1 萬 | 0.11% | −340−4.5% | 減碼 |
| Cromwell Holdings LLC | 7,242 | $22.4 萬 | 0.14% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 7,300 | $22.6 萬 | 0.04% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 7,322 | $22.6 萬 | 0.00% | −10.0% | 減碼 |
| HighPoint Advisor Group LLC | 7,284 | $22.7 萬 | 0.01% | +7,284 | 新進 |
| CWM, LLC | 7,347 | $22.7 萬 | 0.00% | −271−3.6% | 減碼 |
| Cyndeo Wealth Partners, LLC | 7,346 | $22.7 萬 | 0.02% | +454+6.6% | 加碼 |
| Seven Mile Advisory | 7,598 | $23.5 萬 | 0.16% | +459+6.4% | 加碼 |
| Central Pacific Bank - Trust Division | 7,600 | $23.5 萬 | 0.03% | 00.0% | 不變 |
| Financial Counselors Inc | 7,659 | $23.7 萬 | 0.00% | −2,155−22.0% | 減碼 |
| Park National Corp | 7,680 | $23.7 萬 | 0.01% | −227−2.9% | 減碼 |
| Venturi Wealth Management, LLC | 7,730 | $23.9 萬 | 0.01% | +3,634+88.7% | 加碼 |
| Wrapmanager Inc | 7,775 | $24.0 萬 | 0.06% | −1,775−18.6% | 減碼 |
| Traveka Wealth, LLC | 7,782 | $24.1 萬 | 0.12% | +316+4.2% | 加碼 |
| Chicago Trust Co NA | 7,828 | $24.2 萬 | 0.04% | +1,031+15.2% | 加碼 |
| Morse Asset Management, Inc | 7,875 | $24.3 萬 | 0.05% | +7,875 | 新進 |
| Fiduciary Trust Co | 8,074 | $25.0 萬 | 0.00% | −5−0.1% | 減碼 |
| Autumn Glory Partners, LLC | 7,888 | $25.2 萬 | 0.10% | +7,888 | 新進 |
| Keybank National Association | 8,278 | $25.6 萬 | 0.00% | −176−2.1% | 減碼 |
| Nebula Research & Development LLC | 8,535 | $26.4 萬 | 0.03% | +8,535 | 新進 |
| Columbia Asset Management | 8,552 | $26.4 萬 | 0.05% | +284+3.4% | 加碼 |
| MQS Management LLC | 8,649 | $26.7 萬 | 0.15% | +8,649 | 新進 |
| Five Oceans Advisors | 8,825 | $27.3 萬 | 0.13% | +102+1.2% | 加碼 |
| Keel Point, LLC | 8,838 | $27.3 萬 | 0.02% | +40+0.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 8,968 | $27.7 萬 | 0.01% | +8,968 | 新進 |
| Cullen/Frost Bankers, Inc. | 9,081 | $28.1 萬 | 0.00% | +2,192+31.8% | 加碼 |
| Jones Financial Companies LLLP | 9,084 | $28.2 萬 | 0.00% | +6,282+224.2% | 加碼 |
| Financial Advocates Investment Management | 9,204 | $28.4 萬 | 0.02% | −394−4.1% | 減碼 |
| Commerce Bank | 9,278 | $28.7 萬 | 0.00% | +346+3.9% | 加碼 |
| Wedmont Private Capital | 9,173 | $28.7 萬 | 0.02% | +879+10.6% | 加碼 |
| Werba Rubin Papier Wealth Management | 9,382 | $29.0 萬 | 0.07% | +295+3.2% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 9,480 | $29.3 萬 | 0.01% | −1,421−13.0% | 減碼 |
| Bridgefront Capital, LLC | 9,509 | $29.4 萬 | 0.11% | +9,509 | 新進 |
| Aprio Wealth Management, LLC | 9,598 | $29.7 萬 | 0.05% | −106−1.1% | 減碼 |
| Centiva Capital, LP | 9,689 | $29.9 萬 | 0.01% | −4,469−31.6% | 減碼 |
| Calamos Wealth Management LLC | 9,695 | $30.0 萬 | 0.02% | 00.0% | 不變 |
| D.A. Davidson & Co. | 9,750 | $30.1 萬 | 0.00% | +20+0.2% | 加碼 |
| Oppenheimer & Co Inc | 9,779 | $30.2 萬 | 0.00% | −63,322−86.6% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 9,793 | $30.3 萬 | 0.02% | +2,023+26.0% | 加碼 |
| Colony Group, LLC | 9,870 | $30.5 萬 | 0.00% | −2,494−20.2% | 減碼 |
| Covenant Partners, LLC | 9,908 | $30.6 萬 | 0.09% | −10,123−50.5% | 減碼 |
| Optas, LLC | 9,964 | $30.8 萬 | 0.07% | +74+0.7% | 加碼 |
| Whittier Trust Co | 10,152 | $31.4 萬 | 0.00% | +1,500+17.3% | 加碼 |
| Pictet & Cie (Europe) SA | 10,209 | $31.5 萬 | 0.01% | +1,500+17.2% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 10,238 | $31.6 萬 | 0.01% | −273−2.6% | 減碼 |
| Diversify Advisory Services, LLC | 9,866 | $32.1 萬 | 0.02% | −3,566−26.5% | 減碼 |
| Shilanski & Associates, Inc. | 10,393 | $32.1 萬 | 0.10% | −152−1.4% | 減碼 |
| Hilltop Holdings Inc. | 10,428 | $32.1 萬 | 0.02% | +2,435+30.5% | 加碼 |
| Stephens Inc | 10,432 | $32.2 萬 | 0.00% | 00.0% | 不變 |
| Ascent Group, LLC | 10,508 | $32.5 萬 | 0.02% | −67−0.6% | 減碼 |
| Oddo BHF Asset Management SAS | 12,661 | $33.0 萬 | 0.02% | +12,661 | 新進 |
| CAPROCK Group, Inc. | 10,676 | $33.0 萬 | 0.01% | +671+6.7% | 加碼 |
| Claro Advisors LLC | 10,714 | $33.1 萬 | 0.04% | −45−0.4% | 減碼 |
| Barometer Capital Management Inc. | 10,889 | $33.7 萬 | 0.10% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 10,902 | $33.7 萬 | 0.03% | −1,923−15.0% | 減碼 |
| Sage Mountain Advisors LLC | 10,966 | $33.9 萬 | 0.03% | 00.0% | 不變 |
| Investors Research Corp | 11,118 | $34.4 萬 | 0.08% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 11,153 | $34.5 萬 | 0.01% | −4,127−27.0% | 減碼 |
| Drive Wealth Management, LLC | 11,164 | $34.5 萬 | 0.09% | +64+0.6% | 加碼 |
| D'Orazio & Associates, Inc. | 11,194 | $34.6 萬 | 0.05% | −72−0.6% | 減碼 |