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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 11,237 | $34.7 萬 | 0.00% | +58+0.5% | 加碼 |
| Mission Wealth Management, LP | 11,251 | $34.8 萬 | 0.01% | −871−7.2% | 減碼 |
| American Trust Investment Advisors, LLC | 11,340 | $35.1 萬 | 0.14% | −1,440−11.3% | 減碼 |
| Sowell Financial Services LLC | 11,483 | $35.5 萬 | 0.02% | −292−2.5% | 減碼 |
| Allianz SE | 11,543 | $35.7 萬 | 0.01% | −12−0.1% | 減碼 |
| Crestline Management, LP | 11,711 | $36.2 萬 | 0.02% | +11,711 | 新進 |
| swisspartners Advisors Ltd | 14,000 | $36.5 萬 | 0.34% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 11,805 | $36.5 萬 | 0.01% | +11,805 | 新進 |
| Bleakley Financial Group, LLC | 11,961 | $37.0 萬 | 0.01% | +1,410+13.4% | 加碼 |
| First National Bank of Hutchinson | 12,129 | $37.5 萬 | 0.24% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 12,211 | $37.7 萬 | 0.05% | +103+0.9% | 加碼 |
| Winning Points Advisors, LLC | 15,534 | $38.4 萬 | 0.73% | +15,534 | 新進 |
| TD Waterhouse Canada Inc. | 12,533 | $38.6 萬 | 0.00% | +3,350+36.5% | 加碼 |
| TD Private Client Wealth LLC | 12,813 | $39.6 萬 | 0.01% | +394+3.2% | 加碼 |
| Rockefeller Capital Management L.P. | 12,833 | $39.7 萬 | 0.00% | −5,821−31.2% | 減碼 |
| Sax Wealth Advisors, LLC | 12,843 | $39.7 萬 | 0.04% | +1,070+9.1% | 加碼 |
| Citadel Advisors LLC | 12,933 | $40.0 萬 | 0.00% | −235,666−94.8% | 減碼 |
| Leuthold Group, LLC | 13,057 | $40.4 萬 | 0.04% | −327−2.4% | 減碼 |
| Pinnacle Associates Ltd | 13,123 | $40.6 萬 | 0.01% | +3,400+35.0% | 加碼 |
| Seed Wealth Management, Inc. | 13,135 | $40.6 萬 | 0.32% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 13,394 | $41.4 萬 | 0.24% | −284−2.1% | 減碼 |
| Principal Street Partners, LLC | 14,049 | $41.5 萬 | 0.07% | +6,918+97.0% | 加碼 |
| West Family Investments, Inc. | 13,537 | $41.8 萬 | 0.14% | +13,537 | 新進 |
| Dakota Wealth Management | 13,570 | $41.9 萬 | 0.01% | −443−3.2% | 減碼 |
| Spire Wealth Management | 13,574 | $42.0 萬 | 0.01% | −423−3.0% | 減碼 |
| Eqis Capital Management, Inc. | 13,641 | $42.2 萬 | 0.03% | −658−4.6% | 減碼 |
| 44 Wealth Management LLC | 13,214 | $42.2 萬 | 0.15% | +13,214 | 新進 |
| Macquarie Group Ltd | 14,000 | $43.1 萬 | 0.00% | 00.0% | 不變 |
| FDx Advisors, Inc. | 14,620 | $45.2 萬 | 0.12% | −837−5.4% | 減碼 |
| New Vernon Capital Holdings II LLC | 14,767 | $45.6 萬 | 0.25% | +14,767 | 新進 |
| Klingenstein Fields & Co LP | 14,930 | $46.1 萬 | 0.02% | 00.0% | 不變 |
| Bridgewater Advisors Inc. | 14,266 | $46.8 萬 | 0.05% | −211−1.5% | 減碼 |
| Mediolanum International Funds Ltd | 15,083 | $46.9 萬 | 0.01% | +812+5.7% | 加碼 |
| Prudential Financial Inc | 15,292 | $47.3 萬 | 0.00% | −3,558−18.9% | 減碼 |
| National Asset Management, Inc. | 15,371 | $47.3 萬 | 0.01% | −496−3.1% | 減碼 |
| Stonegate Investment Group, LLC | 15,456 | $47.8 萬 | 0.01% | +797+5.4% | 加碼 |
| Studio Investment Management LLC | 15,556 | $48.1 萬 | 0.10% | +464+3.1% | 加碼 |
| Gallacher Capital Management LLC | 15,617 | $48.3 萬 | 0.22% | +102+0.7% | 加碼 |
| Thrivent Financial for Lutherans | 15,775 | $48.8 萬 | 0.00% | +4,889+44.9% | 加碼 |
| Sage Rhino Capital LLC | 15,870 | $49.1 萬 | 0.11% | +95+0.6% | 加碼 |
| Thoroughbred Financial Services, LLC | 15,966 | $49.3 萬 | 0.03% | −50−0.3% | 減碼 |
| Gradient Investments LLC | 15,989 | $49.4 萬 | 0.01% | −142−0.9% | 減碼 |
| PDS Planning, Inc | 16,455 | $50.9 萬 | 0.05% | +74+0.5% | 加碼 |
| Parallel Advisors, LLC | 16,824 | $52.0 萬 | 0.01% | +272+1.6% | 加碼 |
| NBC Securities, Inc. | 17,142 | $52.9 萬 | 0.04% | −12−0.1% | 減碼 |
| Ieq Capital, LLC | 17,336 | $53.6 萬 | 0.01% | +1,666+10.6% | 加碼 |
| Fifth Third Bancorp | 17,929 | $55.4 萬 | 0.00% | −6,310−26.0% | 減碼 |
| Solstein Capital, LLC | 17,996 | $55.6 萬 | 0.29% | −1,338−6.9% | 減碼 |
| Davenport & Co LLC | 17,989 | $55.6 萬 | 0.00% | +1,158+6.9% | 加碼 |
| Capital Fund Management S.A. | 18,053 | $55.8 萬 | 0.01% | +18,053 | 新進 |
| Harbour Capital Advisors, LLC | 17,890 | $56.5 萬 | 0.13% | +9,065+102.7% | 加碼 |
| Clearstead Advisors, LLC | 18,423 | $56.9 萬 | 0.01% | 00.0% | 不變 |
| Clarius Group, LLC | 18,759 | $58.0 萬 | 0.04% | −9,072−32.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 19,054 | $58.9 萬 | 0.01% | +1,045+5.8% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 20,423 | $63.1 萬 | 0.03% | +159+0.8% | 加碼 |
| XTX Topco Ltd | 20,534 | $63.5 萬 | 0.05% | +4,322+26.7% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 20,948 | $64.4 萬 | 0.01% | +7,557+56.4% | 加碼 |
| Callan Capital, LLC | 21,330 | $65.9 萬 | 0.05% | +4,875+29.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 21,658 | $66.9 萬 | 0.00% | +1,266+6.2% | 加碼 |
| Ethic Inc. | 22,686 | $69.7 萬 | 0.02% | −8,044−26.2% | 減碼 |
| Checchi Capital Advisers, LLC | 22,579 | $69.8 萬 | 0.05% | +225+1.0% | 加碼 |
| Compton Wealth Advisory Group, LLC | 22,591 | $69.8 萬 | 0.18% | 00.0% | 不變 |
| Massachusetts Wealth Management | 23,080 | $71.3 萬 | 0.45% | −27,483−54.4% | 減碼 |
| Summit Global Investments | 23,445 | $72.5 萬 | 0.05% | −24,287−50.9% | 減碼 |
| United Capital Financial Advisers, LLC | 23,656 | $73.1 萬 | 0.01% | −385−1.6% | 減碼 |
| Liberty One Investment Management, LLC | 23,697 | $73.2 萬 | 0.07% | −1,184−4.8% | 減碼 |
| Susquehanna International Securities, Ltd. | 23,869 | $73.8 萬 | 0.25% | −4,992,556−99.5% | 減碼 |
| Evergreen Capital Management LLC | 24,317 | $75.2 萬 | 0.03% | +837+3.6% | 加碼 |
| Cookson Peirce & Co Inc | 24,436 | $75.5 萬 | 0.04% | −1,585−6.1% | 減碼 |
| Simmons Bank | 24,769 | $76.6 萬 | 0.06% | −2,234−8.3% | 減碼 |
| Greenwich Wealth Management LLC | 24,847 | $76.8 萬 | 0.05% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 24,863 | $76.9 萬 | 0.02% | +1,980+8.7% | 加碼 |
| Advisors Capital Management, LLC | 25,408 | $78.5 萬 | 0.01% | −4,575−15.3% | 減碼 |
| JFS Wealth Advisors, LLC | 26,817 | $82.9 萬 | 0.06% | +26,071+3,494.8% | 加碼 |
| Rehmann Capital Advisory Group | 27,012 | $83.5 萬 | 0.05% | −69−0.3% | 減碼 |
| Net Worth Advisory Group | 27,110 | $83.8 萬 | 0.25% | +27,110 | 新進 |
| First Hawaiian Bank | 27,978 | $86.5 萬 | 0.03% | −3,147−10.1% | 減碼 |
| AdvisorShares Investments LLC | 28,005 | $86.6 萬 | 0.17% | −1,792−6.0% | 減碼 |
| Personal Cfo Solutions, LLC | 28,578 | $88.3 萬 | 0.12% | −1,116−3.8% | 減碼 |
| Connable Office Inc | 29,352 | $90.7 萬 | 0.09% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 29,429 | $91.0 萬 | 0.00% | −6,519−18.1% | 減碼 |
| Atomi Financial Group, Inc. | 29,587 | $91.5 萬 | 0.06% | +1,706+6.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 29,836 | $92.2 萬 | 0.00% | +811+2.8% | 加碼 |
| Valeo Financial Advisors, LLC | 29,893 | $92.4 萬 | 0.03% | +810+2.8% | 加碼 |
| Squarepoint Ops LLC | 30,068 | $92.9 萬 | 0.00% | −8,189−21.4% | 減碼 |
| Atlas Capital Advisors LLC | 30,318 | $93.7 萬 | 0.14% | −2,304−7.1% | 減碼 |
| Cullinan Associates Inc | 29,000 | $93.7 萬 | 0.05% | 00.0% | 不變 |
| Park Avenue Securities LLC | 30,567 | $94.5 萬 | 0.01% | −10,815−26.1% | 減碼 |
| Avantax Advisory Services, Inc. | 30,680 | $94.8 萬 | 0.01% | −305−1.0% | 減碼 |
| AQR Capital Management LLC | 30,936 | $95.6 萬 | 0.00% | +3,008+10.8% | 加碼 |
| Verition Fund Management LLC | 31,214 | $96.5 萬 | 0.01% | +11,531+58.6% | 加碼 |
| Centennial Bank | 31,339 | $96.9 萬 | 0.44% | −2,189−6.5% | 減碼 |
| Advisors Asset Management, Inc. | 31,596 | $97.7 萬 | 0.02% | +3,208+11.3% | 加碼 |
| Diversify Wealth Management, LLC | 31,060 | $99.2 萬 | 0.10% | +1,678+5.7% | 加碼 |
| Raymond James Trust N.A. | 32,506 | $100.5 萬 | 0.02% | −1,754−5.1% | 減碼 |
| Janney Montgomery Scott LLC | 32,593 | $100.7 萬 | 0.00% | −2,106−6.1% | 減碼 |
| Wolverine Trading, LLC | 32,577 | $101.1 萬 | 0.03% | −15,264−31.9% | 減碼 |
| Trivant Custom Portfolio Group, LLC | 32,920 | $101.8 萬 | 0.59% | −230−0.7% | 減碼 |
| Seven Eight Capital, LP | 33,293 | $102.9 萬 | 0.09% | +2,156+6.9% | 加碼 |
| Kathmere Capital Management, LLC | 33,438 | $103.4 萬 | 0.10% | −529−1.6% | 減碼 |