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 4 季 13F 持有人
UBS Group AG 在 2024/12/31 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
- 574
- 較 2024 年第 3 季 +35 家
- 持有股數
- 14.1 億
- 較 2024 年第 3 季 +3,825 萬 (+2.8%)
- 總市值
- $429.7 億
- 較 2024 年第 3 季 +$6.50 億 (+1.5%)
- 新進機構
- 89
- 另有 207 家加碼
- 清倉機構
- 54
- 另有 180 家減碼
另有 11 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 1,000 | $3.03 萬 | 0.00% | 00.0% | 不變 |
| Rakuten Securities, Inc. | 1,005 | $3.05 萬 | 0.01% | +1,005 | 新進 |
| Headlands Technologies LLC | 1,096 | $3.32 萬 | 0.00% | +1,096 | 新進 |
| Van Hulzen Asset Management, LLC | 1,184 | $3.59 萬 | 0.00% | +1,184 | 新進 |
| CKW Financial Group | 1,200 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 1,315 | $3.99 萬 | 0.01% | +1,315 | 新進 |
| Kohmann Bosshard Financial Services, LLC | 1,350 | $4.09 萬 | 0.00% | +1,350 | 新進 |
| Parkside Financial Bank & Trust | 1,351 | $4.10 萬 | 0.01% | −32−2.3% | 減碼 |
| Mather Group, LLC. | 1,645 | $4.99 萬 | 0.00% | +15+0.9% | 加碼 |
| Fifth Third Bancorp | 1,648 | $5.00 萬 | 0.00% | −16,281−90.8% | 減碼 |
| Proequities, Inc. | 1,578 | $5.47 萬 | 0.00% | −277−14.9% | 減碼 |
| IAG Wealth Partners, LLC | 1,915 | $5.81 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Co | 1,952 | $5.92 萬 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 2,009 | $6.09 萬 | 0.01% | +477+31.1% | 加碼 |
| Activest Wealth Management | 2,000 | $6.12 萬 | 0.02% | +183+10.1% | 加碼 |
| Harbour Investments, Inc. | 2,105 | $6.38 萬 | 0.00% | −426−16.8% | 減碼 |
| Farther Finance Advisors, LLC | 2,230 | $6.76 萬 | 0.00% | +482+27.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 2,142 | $6.96 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,362 | $7.16 萬 | 0.00% | +267+12.7% | 加碼 |
| Hilltop National Bank | 2,509 | $7.61 萬 | 0.02% | −64−2.5% | 減碼 |
| Bayforest Capital Ltd | 2,535 | $7.69 萬 | 0.10% | +2,535 | 新進 |
| Sandy Spring Bank | 2,564 | $7.77 萬 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 2,624 | $7.96 萬 | 0.02% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 2,989 | $9.06 萬 | 0.00% | +887+42.2% | 加碼 |
| Creative Financial Designs Inc | 3,120 | $9.46 萬 | 0.01% | +500+19.1% | 加碼 |
| Parallax Volatility Advisers, L.P. | 3,425 | $10.4 萬 | 0.00% | −53,462−94.0% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,450 | $10.6 萬 | 0.03% | 00.0% | 不變 |
| Umb Bank N A | 3,711 | $11.3 萬 | 0.00% | +203+5.8% | 加碼 |
| Rothschild Investment LLC | 3,813 | $11.6 萬 | 0.01% | +56+1.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 3,810 | $11.7 萬 | 0.00% | +1,463+62.3% | 加碼 |
| Bruce G. Allen Investments, LLC | 3,876 | $11.8 萬 | 0.10% | −119−3.0% | 減碼 |
| Golden State Wealth Management, LLC | 4,072 | $12.3 萬 | 0.02% | +4,072 | 新進 |
| Principal Securities, Inc. | 4,209 | $12.8 萬 | 0.00% | −867−17.1% | 減碼 |
| SRS Capital Advisors, Inc. | 4,366 | $13.2 萬 | 0.01% | +121+2.9% | 加碼 |
| Financial Perspectives, Inc | 4,894 | $14.8 萬 | 0.05% | 00.0% | 不變 |
| Chesapeake Asset Management LLC | 4,950 | $15.0 萬 | 0.14% | 00.0% | 不變 |
| Independence Bank of Kentucky | 5,075 | $15.4 萬 | 0.02% | +5,075 | 新進 |
| IFP Advisors, Inc | 5,219 | $15.8 萬 | 0.01% | +138+2.7% | 加碼 |
| Massmutual Trust Co FSB | 5,226 | $15.8 萬 | 0.00% | +978+23.0% | 加碼 |
| Hexagon Capital Partners LLC | 5,585 | $16.9 萬 | 0.03% | +408+7.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,862 | $17.8 萬 | 0.00% | −491−7.7% | 減碼 |
| Glen Eagle Advisors, LLC | 5,970 | $18.1 萬 | 0.03% | 00.0% | 不變 |
| Allworth Financial LP | 5,528 | $19.2 萬 | 0.00% | +334+6.4% | 加碼 |
| SG Americas Securities, LLC | 6,514 | $19.8 萬 | 0.00% | +6,514 | 新進 |
| Vista Wealth Management Group, LLC | 6,778 | $20.6 萬 | 0.01% | +6,778 | 新進 |
| Empower Advisory Group, LLC | 6,853 | $20.8 萬 | 0.00% | −300−4.2% | 減碼 |
| Gryphon Financial Partners LLC | 6,882 | $20.9 萬 | 0.03% | +6,882 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,945 | $21.1 萬 | 0.01% | −67−1.0% | 減碼 |
| Bayesian Capital Management, LP | 6,949 | $21.1 萬 | 0.03% | +6,949 | 新進 |
| RMR Wealth Builders | 6,980 | $21.2 萬 | 0.02% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 7,006 | $21.2 萬 | 0.00% | +7,006 | 新進 |
| Angeles Investment Advisors, LLC | 7,017 | $21.3 萬 | 0.01% | −92−1.3% | 減碼 |
| Custom Index Systems, LLC | 7,029 | $21.3 萬 | 0.11% | +7,029 | 新進 |
| SBI Securities Co., Ltd. | 7,040 | $21.3 萬 | 0.01% | +7,040 | 新進 |
| First City Capital Management, Inc. | 7,159 | $21.7 萬 | 0.12% | −5−0.1% | 減碼 |
| Kingsview Wealth Management, LLC | 7,182 | $21.8 萬 | 0.00% | +7,182 | 新進 |
| Cromwell Holdings LLC | 7,242 | $22.0 萬 | 0.13% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 7,300 | $22.1 萬 | 0.05% | 00.0% | 不變 |
| CWM, LLC | 7,306 | $22.2 萬 | 0.00% | −41−0.6% | 減碼 |
| Cyndeo Wealth Partners, LLC | 7,346 | $22.3 萬 | 0.02% | 00.0% | 不變 |
| Wrapmanager Inc | 7,347 | $22.3 萬 | 0.06% | −428−5.5% | 減碼 |
| Keybank National Association | 7,453 | $22.6 萬 | 0.00% | −825−10.0% | 減碼 |
| Central Pacific Bank - Trust Division | 7,600 | $23.0 萬 | 0.03% | 00.0% | 不變 |
| Financial Advocates Investment Management | 7,601 | $23.0 萬 | 0.01% | −1,603−17.4% | 減碼 |
| Savant Capital, LLC | 7,610 | $23.1 萬 | 0.00% | +659+9.5% | 加碼 |
| Park National Corp | 7,680 | $23.3 萬 | 0.01% | 00.0% | 不變 |
| Chicago Trust Co NA | 7,712 | $23.4 萬 | 0.04% | −116−1.5% | 減碼 |
| OneAscent Financial Services LLC | 7,793 | $23.6 萬 | 0.02% | +7,793 | 新進 |
| Principal Street Partners, LLC | 7,808 | $23.7 萬 | 0.05% | −6,241−44.4% | 減碼 |
| Seven Mile Advisory | 7,839 | $23.8 萬 | 0.15% | +241+3.2% | 加碼 |
| Traveka Wealth, LLC | 7,854 | $23.8 萬 | 0.13% | +72+0.9% | 加碼 |
| Venturi Wealth Management, LLC | 7,904 | $24.0 萬 | 0.01% | +174+2.3% | 加碼 |
| Blair William & Co | 7,976 | $24.2 萬 | 0.00% | +823+11.5% | 加碼 |
| Evelyn Partners Investment Management Services Ltd | 8,169 | $25.0 萬 | 0.04% | +8,169 | 新進 |
| HighPoint Advisor Group LLC | 7,633 | $25.3 萬 | 0.01% | +349+4.8% | 加碼 |
| Oppenheimer & Co Inc | 8,517 | $25.8 萬 | 0.00% | −1,262−12.9% | 減碼 |
| Columbia Asset Management | 8,552 | $25.9 萬 | 0.05% | 00.0% | 不變 |
| GeoWealth Management, LLC | 8,624 | $26.1 萬 | 0.01% | +3,683+74.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 8,674 | $26.3 萬 | 0.00% | −294−3.3% | 減碼 |
| Commerce Bank | 8,840 | $26.8 萬 | 0.00% | −438−4.7% | 減碼 |
| Cullen/Frost Bankers, Inc. | 8,875 | $26.9 萬 | 0.00% | −206−2.3% | 減碼 |
| Brown Miller Wealth Management, LLC | 8,941 | $27.1 萬 | 0.10% | +8,941 | 新進 |
| Nebula Research & Development LLC | 9,098 | $27.6 萬 | 0.03% | +563+6.6% | 加碼 |
| Fiduciary Trust Co | 9,146 | $27.7 萬 | 0.00% | +1,072+13.3% | 加碼 |
| Keel Point, LLC | 9,227 | $28.0 萬 | 0.02% | +389+4.4% | 加碼 |
| Five Oceans Advisors | 9,293 | $28.2 萬 | 0.13% | +468+5.3% | 加碼 |
| Werba Rubin Papier Wealth Management | 9,385 | $28.5 萬 | 0.07% | +30.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 9,393 | $28.5 萬 | 0.00% | −66,501−87.6% | 減碼 |
| Millennium Management LLC | 9,480 | $28.7 萬 | 0.00% | +9,480 | 新進 |
| Impact Capital Partners LLC | 9,538 | $28.9 萬 | 0.10% | +9,538 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 9,588 | $29.1 萬 | 0.04% | −2,623−21.5% | 減碼 |
| Shilanski & Associates, Inc. | 9,672 | $29.3 萬 | 0.09% | −721−6.9% | 減碼 |
| Calamos Wealth Management LLC | 9,695 | $29.4 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 9,723 | $29.5 萬 | 0.00% | −3,400−25.9% | 減碼 |
| Smartleaf Asset Management LLC | 9,672 | $29.6 萬 | 0.03% | +6,269+184.2% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 9,793 | $29.7 萬 | 0.02% | 00.0% | 不變 |
| D.A. Davidson & Co. | 9,820 | $29.8 萬 | 0.00% | +70+0.7% | 加碼 |
| Wedmont Private Capital | 9,273 | $30.0 萬 | 0.02% | +100+1.1% | 加碼 |
| Covenant Partners, LLC | 9,908 | $30.0 萬 | 0.09% | 00.0% | 不變 |
| Whittier Trust Co | 10,152 | $30.8 萬 | 0.00% | 00.0% | 不變 |