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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 59,665 | $184.4 萬 | 0.02% | −9,813−14.1% | 減碼 |
| Syon Capital LLC | 59,519 | $184.0 萬 | 0.16% | +1,966+3.4% | 加碼 |
| Capital International Sarl | 59,554 | $184.0 萬 | 0.05% | −5,891−9.0% | 減碼 |
| Susquehanna International Group, LLP | 59,260 | $183.2 萬 | 0.00% | −18,664−24.0% | 減碼 |
| Bessemer Group Inc | 58,239 | $180.0 萬 | 0.00% | −3,820−6.2% | 減碼 |
| Mount Yale Investment Advisors, LLC | 57,968 | $179.2 萬 | 0.17% | −4,753−7.6% | 減碼 |
| Parallax Volatility Advisers, L.P. | 56,887 | $175.8 萬 | 0.05% | +56,887 | 新進 |
| Schonfeld Strategic Advisors LLC | 56,701 | $175.3 萬 | 0.01% | +56,701 | 新進 |
| Forum Financial Management, LP | 56,356 | $174.2 萬 | 0.03% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 56,012 | $173.1 萬 | 0.18% | +56,012 | 新進 |
| PEAK6 Investments LLC | 54,971 | $169.9 萬 | 0.09% | +14,007+34.2% | 加碼 |
| Qtron Investments LLC | 53,790 | $166.2 萬 | 0.23% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 53,672 | $165.9 萬 | 0.02% | −1,981−3.6% | 減碼 |
| Pitcairn Co | 53,287 | $164.7 萬 | 0.10% | −7,925−12.9% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 53,220 | $164.5 萬 | 0.77% | −61−0.1% | 減碼 |
| TownSquare Capital, LLC | 51,533 | $159.3 萬 | 0.02% | +14,794+40.3% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 51,401 | $158.9 萬 | 0.01% | −1,345−2.5% | 減碼 |
| Commonwealth Equity Services, LLC | 50,835 | $157.1 萬 | 0.00% | +9,426+22.8% | 加碼 |
| Rhumbline Advisers | 49,403 | $152.7 萬 | 0.00% | 00.0% | 不變 |
| Greenleaf Trust | 48,471 | $149.8 萬 | 0.01% | +451+0.9% | 加碼 |
| Vise Technologies, Inc. | 46,544 | $143.9 萬 | 0.18% | −2,346−4.8% | 減碼 |
| Advisor Group Holdings, Inc. | 46,339 | $143.2 萬 | 0.00% | +542+1.2% | 加碼 |
| Credit Capital Investments LLC | 46,000 | $142.2 萬 | 1.76% | −4,000−8.0% | 減碼 |
| Assetmark, Inc | 45,964 | $142.1 萬 | 0.00% | +1,779+4.0% | 加碼 |
| Morningstar Investment Services LLC | 44,917 | $139.4 萬 | 0.01% | +1,316+3.0% | 加碼 |
| Stamos Capital Partners, L.P. | 41,880 | $129.5 萬 | 0.30% | +440+1.1% | 加碼 |
| Baker Ellis Asset Management LLC | 41,600 | $128.6 萬 | 0.18% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 41,199 | $127.3 萬 | 0.09% | −462−1.1% | 減碼 |
| Legacy Capital Group California, Inc. | 40,537 | $125.3 萬 | 0.42% | −794−1.9% | 減碼 |
| Walleye Capital LLC | 39,765 | $122.9 萬 | 0.01% | +24,513+160.7% | 加碼 |
| GWM Advisors LLC | 37,820 | $116.9 萬 | 0.01% | −14,972−28.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 37,841 | $116.9 萬 | 0.00% | +37,301+6,907.6% | 加碼 |
| Snowden Capital Advisors LLC | 37,746 | $116.7 萬 | 0.03% | −1,442−3.7% | 減碼 |
| Quadrant Capital Group LLC | 37,582 | $116.2 萬 | 0.08% | +857+2.3% | 加碼 |
| BTC Capital Management, Inc. | 37,491 | $115.9 萬 | 0.10% | +2,671+7.7% | 加碼 |
| SOL Capital Management CO | 36,830 | $113.8 萬 | 0.13% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 38,153 | $112.7 萬 | 0.01% | +11,809+44.8% | 加碼 |
| Bailard, Inc. | 36,226 | $112.0 萬 | 0.03% | +265+0.7% | 加碼 |
| Beverly Hills Private Wealth, LLC | 36,047 | $111.4 萬 | 0.23% | +4,993+16.1% | 加碼 |
| Sanctuary Advisors, LLC | 34,515 | $109.8 萬 | 0.01% | +8,069+30.5% | 加碼 |
| Lake Street Advisors Group, LLC | 35,428 | $109.5 萬 | 0.05% | −968−2.7% | 減碼 |
| Jefferies Financial Group Inc. | 35,471 | $109.5 萬 | 0.02% | −272,446−88.5% | 減碼 |
| Transatlantique Private Wealth LLC | 35,195 | $108.5 萬 | 0.42% | +5,688+19.3% | 加碼 |
| Private Advisor Group, LLC | 34,962 | $108.1 萬 | 0.01% | +817+2.4% | 加碼 |
| Zhang Financial LLC | 34,640 | $107.1 萬 | 0.07% | +2,640+8.3% | 加碼 |
| Kovitz Investment Group Partners, LLC | 47,771 | $106.2 萬 | 0.01% | +12,323+34.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 34,228 | $105.8 萬 | 0.01% | −594−1.7% | 減碼 |
| Gabelli Funds LLC | 34,000 | $105.1 萬 | 0.01% | −3,000−8.1% | 減碼 |
| Ballentine Partners, LLC | 33,567 | $103.8 萬 | 0.02% | +2,939+9.6% | 加碼 |
| Occudo Quantitative Strategies LP | 33,466 | $103.4 萬 | 0.19% | +33,466 | 新進 |
| Kathmere Capital Management, LLC | 33,438 | $103.4 萬 | 0.10% | −529−1.6% | 減碼 |
| Seven Eight Capital, LP | 33,293 | $102.9 萬 | 0.09% | +2,156+6.9% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 32,920 | $101.8 萬 | 0.59% | −230−0.7% | 減碼 |
| Wolverine Trading, LLC | 32,577 | $101.1 萬 | 0.03% | −15,264−31.9% | 減碼 |
| Janney Montgomery Scott LLC | 32,593 | $100.7 萬 | 0.00% | −2,106−6.1% | 減碼 |
| Raymond James Trust N.A. | 32,506 | $100.5 萬 | 0.02% | −1,754−5.1% | 減碼 |
| Diversify Wealth Management, LLC | 31,060 | $99.2 萬 | 0.10% | +1,678+5.7% | 加碼 |
| Advisors Asset Management, Inc. | 31,596 | $97.7 萬 | 0.02% | +3,208+11.3% | 加碼 |
| Centennial Bank | 31,339 | $96.9 萬 | 0.44% | −2,189−6.5% | 減碼 |
| Verition Fund Management LLC | 31,214 | $96.5 萬 | 0.01% | +11,531+58.6% | 加碼 |
| AQR Capital Management LLC | 30,936 | $95.6 萬 | 0.00% | +3,008+10.8% | 加碼 |
| Avantax Advisory Services, Inc. | 30,680 | $94.8 萬 | 0.01% | −305−1.0% | 減碼 |
| Park Avenue Securities LLC | 30,567 | $94.5 萬 | 0.01% | −10,815−26.1% | 減碼 |
| Cullinan Associates Inc | 29,000 | $93.7 萬 | 0.05% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 30,318 | $93.7 萬 | 0.14% | −2,304−7.1% | 減碼 |
| Squarepoint Ops LLC | 30,068 | $92.9 萬 | 0.00% | −8,189−21.4% | 減碼 |
| Valeo Financial Advisors, LLC | 29,893 | $92.4 萬 | 0.03% | +810+2.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 29,836 | $92.2 萬 | 0.00% | +811+2.8% | 加碼 |
| Atomi Financial Group, Inc. | 29,587 | $91.5 萬 | 0.06% | +1,706+6.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 29,429 | $91.0 萬 | 0.00% | −6,519−18.1% | 減碼 |
| Connable Office Inc | 29,352 | $90.7 萬 | 0.09% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 28,578 | $88.3 萬 | 0.12% | −1,116−3.8% | 減碼 |
| AdvisorShares Investments LLC | 28,005 | $86.6 萬 | 0.17% | −1,792−6.0% | 減碼 |
| First Hawaiian Bank | 27,978 | $86.5 萬 | 0.03% | −3,147−10.1% | 減碼 |
| Net Worth Advisory Group | 27,110 | $83.8 萬 | 0.25% | +27,110 | 新進 |
| Rehmann Capital Advisory Group | 27,012 | $83.5 萬 | 0.05% | −69−0.3% | 減碼 |
| JFS Wealth Advisors, LLC | 26,817 | $82.9 萬 | 0.06% | +26,071+3,494.8% | 加碼 |
| Advisors Capital Management, LLC | 25,408 | $78.5 萬 | 0.01% | −4,575−15.3% | 減碼 |
| Coldstream Capital Management Inc | 24,863 | $76.9 萬 | 0.02% | +1,980+8.7% | 加碼 |
| Greenwich Wealth Management LLC | 24,847 | $76.8 萬 | 0.05% | 00.0% | 不變 |
| Simmons Bank | 24,769 | $76.6 萬 | 0.06% | −2,234−8.3% | 減碼 |
| Cookson Peirce & Co Inc | 24,436 | $75.5 萬 | 0.04% | −1,585−6.1% | 減碼 |
| Evergreen Capital Management LLC | 24,317 | $75.2 萬 | 0.03% | +837+3.6% | 加碼 |
| Susquehanna International Securities, Ltd. | 23,869 | $73.8 萬 | 0.25% | −4,992,556−99.5% | 減碼 |
| Liberty One Investment Management, LLC | 23,697 | $73.2 萬 | 0.07% | −1,184−4.8% | 減碼 |
| United Capital Financial Advisers, LLC | 23,656 | $73.1 萬 | 0.01% | −385−1.6% | 減碼 |
| Summit Global Investments | 23,445 | $72.5 萬 | 0.05% | −24,287−50.9% | 減碼 |
| Massachusetts Wealth Management | 23,080 | $71.3 萬 | 0.45% | −27,483−54.4% | 減碼 |
| Compton Wealth Advisory Group, LLC | 22,591 | $69.8 萬 | 0.18% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 22,579 | $69.8 萬 | 0.05% | +225+1.0% | 加碼 |
| Ethic Inc. | 22,686 | $69.7 萬 | 0.02% | −8,044−26.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 21,658 | $66.9 萬 | 0.00% | +1,266+6.2% | 加碼 |
| Callan Capital, LLC | 21,330 | $65.9 萬 | 0.05% | +4,875+29.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 20,948 | $64.4 萬 | 0.01% | +7,557+56.4% | 加碼 |
| XTX Topco Ltd | 20,534 | $63.5 萬 | 0.05% | +4,322+26.7% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 20,423 | $63.1 萬 | 0.03% | +159+0.8% | 加碼 |
| Oppenheimer Asset Management Inc. | 19,054 | $58.9 萬 | 0.01% | +1,045+5.8% | 加碼 |
| Clarius Group, LLC | 18,759 | $58.0 萬 | 0.04% | −9,072−32.6% | 減碼 |
| Clearstead Advisors, LLC | 18,423 | $56.9 萬 | 0.01% | 00.0% | 不變 |
| Harbour Capital Advisors, LLC | 17,890 | $56.5 萬 | 0.13% | +9,065+102.7% | 加碼 |