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 |
|---|---|---|---|---|---|
| Capital Fund Management S.A. | 18,053 | $55.8 萬 | 0.01% | +18,053 | 新進 |
| Davenport & Co LLC | 17,989 | $55.6 萬 | 0.00% | +1,158+6.9% | 加碼 |
| Solstein Capital, LLC | 17,996 | $55.6 萬 | 0.29% | −1,338−6.9% | 減碼 |
| Fifth Third Bancorp | 17,929 | $55.4 萬 | 0.00% | −6,310−26.0% | 減碼 |
| Ieq Capital, LLC | 17,336 | $53.6 萬 | 0.01% | +1,666+10.6% | 加碼 |
| NBC Securities, Inc. | 17,142 | $52.9 萬 | 0.04% | −12−0.1% | 減碼 |
| Parallel Advisors, LLC | 16,824 | $52.0 萬 | 0.01% | +272+1.6% | 加碼 |
| PDS Planning, Inc | 16,455 | $50.9 萬 | 0.05% | +74+0.5% | 加碼 |
| Gradient Investments LLC | 15,989 | $49.4 萬 | 0.01% | −142−0.9% | 減碼 |
| Thoroughbred Financial Services, LLC | 15,966 | $49.3 萬 | 0.03% | −50−0.3% | 減碼 |
| Sage Rhino Capital LLC | 15,870 | $49.1 萬 | 0.11% | +95+0.6% | 加碼 |
| Thrivent Financial for Lutherans | 15,775 | $48.8 萬 | 0.00% | +4,889+44.9% | 加碼 |
| Gallacher Capital Management LLC | 15,617 | $48.3 萬 | 0.22% | +102+0.7% | 加碼 |
| Studio Investment Management LLC | 15,556 | $48.1 萬 | 0.10% | +464+3.1% | 加碼 |
| Stonegate Investment Group, LLC | 15,456 | $47.8 萬 | 0.01% | +797+5.4% | 加碼 |
| National Asset Management, Inc. | 15,371 | $47.3 萬 | 0.01% | −496−3.1% | 減碼 |
| Prudential Financial Inc | 15,292 | $47.3 萬 | 0.00% | −3,558−18.9% | 減碼 |
| Mediolanum International Funds Ltd | 15,083 | $46.9 萬 | 0.01% | +812+5.7% | 加碼 |
| Bridgewater Advisors Inc. | 14,266 | $46.8 萬 | 0.05% | −211−1.5% | 減碼 |
| Klingenstein Fields & Co LP | 14,930 | $46.1 萬 | 0.02% | 00.0% | 不變 |
| New Vernon Capital Holdings II LLC | 14,767 | $45.6 萬 | 0.25% | +14,767 | 新進 |
| FDx Advisors, Inc. | 14,620 | $45.2 萬 | 0.12% | −837−5.4% | 減碼 |
| Macquarie Group Ltd | 14,000 | $43.1 萬 | 0.00% | 00.0% | 不變 |
| 44 Wealth Management LLC | 13,214 | $42.2 萬 | 0.15% | +13,214 | 新進 |
| Eqis Capital Management, Inc. | 13,641 | $42.2 萬 | 0.03% | −658−4.6% | 減碼 |
| Spire Wealth Management | 13,574 | $42.0 萬 | 0.01% | −423−3.0% | 減碼 |
| Dakota Wealth Management | 13,570 | $41.9 萬 | 0.01% | −443−3.2% | 減碼 |
| West Family Investments, Inc. | 13,537 | $41.8 萬 | 0.14% | +13,537 | 新進 |
| Principal Street Partners, LLC | 14,049 | $41.5 萬 | 0.07% | +6,918+97.0% | 加碼 |
| Sivia Capital Partners, LLC | 13,394 | $41.4 萬 | 0.24% | −284−2.1% | 減碼 |
| Seed Wealth Management, Inc. | 13,135 | $40.6 萬 | 0.32% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 13,123 | $40.6 萬 | 0.01% | +3,400+35.0% | 加碼 |
| Leuthold Group, LLC | 13,057 | $40.4 萬 | 0.04% | −327−2.4% | 減碼 |
| Citadel Advisors LLC | 12,933 | $40.0 萬 | 0.00% | −235,666−94.8% | 減碼 |
| Sax Wealth Advisors, LLC | 12,843 | $39.7 萬 | 0.04% | +1,070+9.1% | 加碼 |
| Rockefeller Capital Management L.P. | 12,833 | $39.7 萬 | 0.00% | −5,821−31.2% | 減碼 |
| TD Private Client Wealth LLC | 12,813 | $39.6 萬 | 0.01% | +394+3.2% | 加碼 |
| TD Waterhouse Canada Inc. | 12,533 | $38.6 萬 | 0.00% | +3,350+36.5% | 加碼 |
| Winning Points Advisors, LLC | 15,534 | $38.4 萬 | 0.73% | +15,534 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 12,211 | $37.7 萬 | 0.05% | +103+0.9% | 加碼 |
| First National Bank of Hutchinson | 12,129 | $37.5 萬 | 0.24% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 11,961 | $37.0 萬 | 0.01% | +1,410+13.4% | 加碼 |
| Bryn Mawr Trust Co | 11,805 | $36.5 萬 | 0.01% | +11,805 | 新進 |
| swisspartners Advisors Ltd | 14,000 | $36.5 萬 | 0.34% | 00.0% | 不變 |
| Crestline Management, LP | 11,711 | $36.2 萬 | 0.02% | +11,711 | 新進 |
| Allianz SE | 11,543 | $35.7 萬 | 0.01% | −12−0.1% | 減碼 |
| Sowell Financial Services LLC | 11,483 | $35.5 萬 | 0.02% | −292−2.5% | 減碼 |
| American Trust Investment Advisors, LLC | 11,340 | $35.1 萬 | 0.14% | −1,440−11.3% | 減碼 |
| Mission Wealth Management, LP | 11,251 | $34.8 萬 | 0.01% | −871−7.2% | 減碼 |
| Synovus Financial Corp | 11,237 | $34.7 萬 | 0.00% | +58+0.5% | 加碼 |
| D'Orazio & Associates, Inc. | 11,194 | $34.6 萬 | 0.05% | −72−0.6% | 減碼 |
| Drive Wealth Management, LLC | 11,164 | $34.5 萬 | 0.09% | +64+0.6% | 加碼 |
| Perigon Wealth Management, LLC | 11,153 | $34.5 萬 | 0.01% | −4,127−27.0% | 減碼 |
| Investors Research Corp | 11,118 | $34.4 萬 | 0.08% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 10,966 | $33.9 萬 | 0.03% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 10,902 | $33.7 萬 | 0.03% | −1,923−15.0% | 減碼 |
| Barometer Capital Management Inc. | 10,889 | $33.7 萬 | 0.10% | 00.0% | 不變 |
| Claro Advisors LLC | 10,714 | $33.1 萬 | 0.04% | −45−0.4% | 減碼 |
| CAPROCK Group, Inc. | 10,676 | $33.0 萬 | 0.01% | +671+6.7% | 加碼 |
| Oddo BHF Asset Management SAS | 12,661 | $33.0 萬 | 0.02% | +12,661 | 新進 |
| Ascent Group, LLC | 10,508 | $32.5 萬 | 0.02% | −67−0.6% | 減碼 |
| Stephens Inc | 10,432 | $32.2 萬 | 0.00% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 10,428 | $32.1 萬 | 0.02% | +2,435+30.5% | 加碼 |
| Shilanski & Associates, Inc. | 10,393 | $32.1 萬 | 0.10% | −152−1.4% | 減碼 |
| Diversify Advisory Services, LLC | 9,866 | $32.1 萬 | 0.02% | −3,566−26.5% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 10,238 | $31.6 萬 | 0.01% | −273−2.6% | 減碼 |
| Pictet & Cie (Europe) SA | 10,209 | $31.5 萬 | 0.01% | +1,500+17.2% | 加碼 |
| Whittier Trust Co | 10,152 | $31.4 萬 | 0.00% | +1,500+17.3% | 加碼 |
| Optas, LLC | 9,964 | $30.8 萬 | 0.07% | +74+0.7% | 加碼 |
| Covenant Partners, LLC | 9,908 | $30.6 萬 | 0.09% | −10,123−50.5% | 減碼 |
| Colony Group, LLC | 9,870 | $30.5 萬 | 0.00% | −2,494−20.2% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 9,793 | $30.3 萬 | 0.02% | +2,023+26.0% | 加碼 |
| Oppenheimer & Co Inc | 9,779 | $30.2 萬 | 0.00% | −63,322−86.6% | 減碼 |
| D.A. Davidson & Co. | 9,750 | $30.1 萬 | 0.00% | +20+0.2% | 加碼 |
| Calamos Wealth Management LLC | 9,695 | $30.0 萬 | 0.02% | 00.0% | 不變 |
| Centiva Capital, LP | 9,689 | $29.9 萬 | 0.01% | −4,469−31.6% | 減碼 |
| Aprio Wealth Management, LLC | 9,598 | $29.7 萬 | 0.05% | −106−1.1% | 減碼 |
| Bridgefront Capital, LLC | 9,509 | $29.4 萬 | 0.11% | +9,509 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 9,480 | $29.3 萬 | 0.01% | −1,421−13.0% | 減碼 |
| Werba Rubin Papier Wealth Management | 9,382 | $29.0 萬 | 0.07% | +295+3.2% | 加碼 |
| Wedmont Private Capital | 9,173 | $28.7 萬 | 0.02% | +879+10.6% | 加碼 |
| Commerce Bank | 9,278 | $28.7 萬 | 0.00% | +346+3.9% | 加碼 |
| Financial Advocates Investment Management | 9,204 | $28.4 萬 | 0.02% | −394−4.1% | 減碼 |
| Jones Financial Companies LLLP | 9,084 | $28.2 萬 | 0.00% | +6,282+224.2% | 加碼 |
| Cullen/Frost Bankers, Inc. | 9,081 | $28.1 萬 | 0.00% | +2,192+31.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 8,968 | $27.7 萬 | 0.01% | +8,968 | 新進 |
| Keel Point, LLC | 8,838 | $27.3 萬 | 0.02% | +40+0.5% | 加碼 |
| Five Oceans Advisors | 8,825 | $27.3 萬 | 0.13% | +102+1.2% | 加碼 |
| MQS Management LLC | 8,649 | $26.7 萬 | 0.15% | +8,649 | 新進 |
| Columbia Asset Management | 8,552 | $26.4 萬 | 0.05% | +284+3.4% | 加碼 |
| Nebula Research & Development LLC | 8,535 | $26.4 萬 | 0.03% | +8,535 | 新進 |
| Keybank National Association | 8,278 | $25.6 萬 | 0.00% | −176−2.1% | 減碼 |
| Autumn Glory Partners, LLC | 7,888 | $25.2 萬 | 0.10% | +7,888 | 新進 |
| Fiduciary Trust Co | 8,074 | $25.0 萬 | 0.00% | −5−0.1% | 減碼 |
| Morse Asset Management, Inc | 7,875 | $24.3 萬 | 0.05% | +7,875 | 新進 |
| Chicago Trust Co NA | 7,828 | $24.2 萬 | 0.04% | +1,031+15.2% | 加碼 |
| Traveka Wealth, LLC | 7,782 | $24.1 萬 | 0.12% | +316+4.2% | 加碼 |
| Wrapmanager Inc | 7,775 | $24.0 萬 | 0.06% | −1,775−18.6% | 減碼 |
| Venturi Wealth Management, LLC | 7,730 | $23.9 萬 | 0.01% | +3,634+88.7% | 加碼 |
| Park National Corp | 7,680 | $23.7 萬 | 0.01% | −227−2.9% | 減碼 |