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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 24,891 | $75.5 萬 | 0.02% | +28+0.1% | 加碼 |
| Walleye Capital LLC | 25,416 | $77.1 萬 | 0.01% | −14,349−36.1% | 減碼 |
| Quantbot Technologies LP | 25,478 | $77.2 萬 | 0.03% | −126,673−83.3% | 減碼 |
| Callan Family Office, LLC | 25,883 | $78.5 萬 | 0.05% | +25,883 | 新進 |
| Rehmann Capital Advisory Group | 26,474 | $80.3 萬 | 0.05% | −538−2.0% | 減碼 |
| Net Worth Advisory Group | 26,662 | $80.8 萬 | 0.25% | −448−1.7% | 減碼 |
| Ethic Inc. | 26,711 | $81.0 萬 | 0.02% | +4,025+17.7% | 加碼 |
| JFS Wealth Advisors, LLC | 26,817 | $81.3 萬 | 0.06% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 26,894 | $81.5 萬 | 0.10% | −3,424−11.3% | 減碼 |
| Balyasny Asset Management LLC | 27,112 | $82.2 萬 | 0.00% | +27,112 | 新進 |
| First Hawaiian Bank | 27,114 | $82.2 萬 | 0.03% | −864−3.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 26,628 | $83.3 萬 | 0.01% | +5,680+27.1% | 加碼 |
| Jefferies Financial Group Inc. | 27,858 | $84.5 萬 | 0.01% | −7,613−21.5% | 減碼 |
| Evergreen Capital Management LLC | 27,951 | $84.7 萬 | 0.03% | +3,634+14.9% | 加碼 |
| Personal Cfo Solutions, LLC | 28,269 | $85.7 萬 | 0.17% | −309−1.1% | 減碼 |
| Ronald Blue Trust, Inc. | 28,397 | $86.1 萬 | 0.01% | −9,756−25.6% | 減碼 |
| Fox Run Management, L.L.C. | 28,788 | $87.3 萬 | 0.16% | +28,788 | 新進 |
| Connable Office Inc | 28,804 | $87.3 萬 | 0.09% | −548−1.9% | 減碼 |
| Cullinan Associates Inc | 29,000 | $87.9 萬 | 0.06% | 00.0% | 不變 |
| Evelyn Partners Investment Management LLP | 28,866 | $88.2 萬 | 0.03% | +28,866 | 新進 |
| PEAK6 LLC | 30,031 | $91.1 萬 | 0.04% | +30,031 | 新進 |
| Centennial Bank | 30,712 | $93.1 萬 | 0.44% | −627−2.0% | 減碼 |
| Advisors Asset Management, Inc. | 30,739 | $93.2 萬 | 0.02% | −857−2.7% | 減碼 |
| Trivant Custom Portfolio Group, LLC | 32,061 | $97.2 萬 | 0.57% | −859−2.6% | 減碼 |
| Walleye Trading LLC | 32,407 | $98.3 萬 | 0.02% | +32,407 | 新進 |
| Gabelli Funds LLC | 34,000 | $103.1 萬 | 0.01% | 00.0% | 不變 |
| Private Advisor Group, LLC | 34,198 | $103.7 萬 | 0.01% | −764−2.2% | 減碼 |
| Kathmere Capital Management, LLC | 34,747 | $105.4 萬 | 0.09% | +1,309+3.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 34,999 | $106.1 萬 | 0.01% | +771+2.3% | 加碼 |
| AQR Capital Management LLC | 36,184 | $109.7 萬 | 0.00% | +5,248+17.0% | 加碼 |
| Lake Street Advisors Group, LLC | 36,239 | $109.9 萬 | 0.05% | +811+2.3% | 加碼 |
| Atomi Financial Group, Inc. | 36,260 | $109.9 萬 | 0.06% | +6,673+22.6% | 加碼 |
| Sanctuary Advisors, LLC | 30,883 | $110.0 萬 | 0.01% | −3,632−10.5% | 減碼 |
| Geode Capital Management, LLC | 36,420 | $110.4 萬 | 0.00% | +36,420 | 新進 |
| Transatlantique Private Wealth LLC | 36,436 | $111.3 萬 | 0.42% | +1,241+3.5% | 加碼 |
| Bailard, Inc. | 36,767 | $111.5 萬 | 0.03% | +541+1.5% | 加碼 |
| SOL Capital Management CO | 36,830 | $111.7 萬 | 0.12% | 00.0% | 不變 |
| Park Avenue Securities LLC | 37,205 | $112.8 萬 | 0.01% | +6,638+21.7% | 加碼 |
| Ballentine Partners, LLC | 37,309 | $113.1 萬 | 0.02% | +3,742+11.1% | 加碼 |
| Snowden Capital Advisors LLC | 37,404 | $113.4 萬 | 0.04% | −342−0.9% | 減碼 |
| Rhumbline Advisers | 38,583 | $117.0 萬 | 0.00% | −10,820−21.9% | 減碼 |
| Quadrant Capital Group LLC | 38,785 | $117.6 萬 | 0.08% | +1,203+3.2% | 加碼 |
| Diversify Wealth Management, LLC | 37,054 | $119.7 萬 | 0.09% | +5,994+19.3% | 加碼 |
| Baker Ellis Asset Management LLC | 39,900 | $121.0 萬 | 0.18% | −1,700−4.1% | 減碼 |
| Beverly Hills Private Wealth, LLC | 40,123 | $121.7 萬 | 0.25% | +4,076+11.3% | 加碼 |
| BTC Capital Management, Inc. | 40,389 | $121.7 萬 | 0.11% | +2,898+7.7% | 加碼 |
| Legacy Capital Group California, Inc. | 40,164 | $121.8 萬 | 0.37% | −373−0.9% | 減碼 |
| Zhang Financial LLC | 40,211 | $121.9 萬 | 0.07% | +5,571+16.1% | 加碼 |
| GWM Advisors LLC | 40,505 | $122.8 萬 | 0.01% | +2,685+7.1% | 加碼 |
| Advisor Group Holdings, Inc. | 40,731 | $123.5 萬 | 0.00% | −5,608−12.1% | 減碼 |
| Advisors Capital Management, LLC | 40,885 | $124.0 萬 | 0.02% | +15,477+60.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 41,040 | $124.4 萬 | 0.00% | +11,204+37.6% | 加碼 |
| Schechter Investment Advisors, LLC | 41,420 | $125.6 萬 | 0.10% | +221+0.5% | 加碼 |
| Credit Capital Investments LLC | 43,000 | $130.4 萬 | 1.69% | −3,000−6.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 42,753 | $130.7 萬 | 0.00% | +4,912+13.0% | 加碼 |
| Andra AP-fonden | 47,484 | $131.7 萬 | 0.02% | −118,545−71.4% | 減碼 |
| Kovitz Investment Group Partners, LLC | 47,029 | $142.7 萬 | 0.01% | −742−1.6% | 減碼 |
| Avantax Advisory Services, Inc. | 47,403 | $143.7 萬 | 0.01% | +16,723+54.5% | 加碼 |
| Commonwealth Equity Services, LLC | 47,580 | $144.3 萬 | 0.00% | −3,255−6.4% | 減碼 |
| Gator Capital Management, LLC | 47,600 | $144.3 萬 | 0.55% | +47,600 | 新進 |
| Atria Investments LLC | 47,817 | $145.0 萬 | 0.02% | −11,848−19.9% | 減碼 |
| Greenleaf Trust | 48,549 | $147.2 萬 | 0.01% | +78+0.2% | 加碼 |
| Wolverine Trading, LLC | 48,769 | $149.2 萬 | 0.03% | +16,192+49.7% | 加碼 |
| Assetmark, Inc | 51,938 | $157.5 萬 | 0.00% | +5,974+13.0% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 53,410 | $161.9 萬 | 0.01% | +2,009+3.9% | 加碼 |
| Yousif Capital Management, LLC | 53,672 | $162.7 萬 | 0.02% | 00.0% | 不變 |
| Vise Technologies, Inc. | 54,234 | $164.4 萬 | 0.14% | +7,690+16.5% | 加碼 |
| Qtron Investments LLC | 53,833 | $164.7 萬 | 0.23% | +43+0.1% | 加碼 |
| Mount Yale Investment Advisors, LLC | 54,462 | $165.1 萬 | 0.13% | −3,506−6.0% | 減碼 |
| Group One Trading, L.P. | 54,793 | $166.1 萬 | 0.06% | +52,984+2,928.9% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 55,397 | $168.0 萬 | 0.78% | +2,177+4.1% | 加碼 |
| TownSquare Capital, LLC | 56,500 | $171.3 萬 | 0.02% | +4,967+9.6% | 加碼 |
| Stamos Capital Partners, L.P. | 57,500 | $174.3 萬 | 0.41% | +15,620+37.3% | 加碼 |
| RSM US Wealth Management LLC | 58,200 | $178.1 萬 | 0.03% | −3,421−5.6% | 減碼 |
| Truist Financial Corp | 58,737 | $178.1 萬 | 0.00% | −3,633−5.8% | 減碼 |
| Bessemer Group Inc | 58,777 | $178.2 萬 | 0.00% | +538+0.9% | 加碼 |
| Pitcairn Co | 59,831 | $181.4 萬 | 0.11% | +6,544+12.3% | 加碼 |
| Capital International Sarl | 59,554 | $182.0 萬 | 0.04% | 00.0% | 不變 |
| Orca Wealth Management, LLC | 60,208 | $182.6 萬 | 1.64% | +60,208 | 新進 |
| Legacy Wealth Asset Management, LLC | 60,322 | $182.9 萬 | 0.50% | −383−0.6% | 減碼 |
| Cetera Investment Advisers | 60,549 | $183.6 萬 | 0.00% | +538+0.9% | 加碼 |
| Marex Group plc | 61,557 | $186.6 萬 | 0.03% | −9,499−13.4% | 減碼 |
| Cigna Investments Inc | 61,251 | $187.4 萬 | 0.33% | −208−0.3% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 63,400 | $192.2 萬 | 0.41% | −167−0.3% | 減碼 |
| Integrated Wealth Concepts LLC | 65,889 | $199.8 萬 | 0.02% | +320+0.5% | 加碼 |
| Forum Financial Management, LP | 68,105 | $206.5 萬 | 0.03% | +11,749+20.8% | 加碼 |
| Glenmede Trust Co NA | 68,630 | $208.1 萬 | 0.01% | +2,126+3.2% | 加碼 |
| Altman Advisors, Inc. | 68,834 | $208.7 萬 | 0.89% | +253+0.4% | 加碼 |
| Great Lakes Advisors, LLC | 69,811 | $211.7 萬 | 0.02% | +5,389+8.4% | 加碼 |
| Alaethes Wealth LLC | 71,743 | $217.5 萬 | 0.78% | +632+0.9% | 加碼 |
| Beach Investment Counsel Inc | 71,775 | $217.6 萬 | 0.29% | −8,981−11.1% | 減碼 |
| Ossiam | 72,265 | $221.1 萬 | 0.04% | −9,780−11.9% | 減碼 |
| CI Private Wealth, LLC | 73,290 | $222.2 萬 | 0.00% | +797+1.1% | 加碼 |
| Gendell Jeffrey L | 75,000 | $227.4 萬 | 0.07% | 00.0% | 不變 |
| Equitable Trust Co | 75,213 | $228.0 萬 | 0.13% | −1,364−1.8% | 減碼 |
| Signaturefd, LLC | 78,725 | $238.7 萬 | 0.05% | +4,178+5.6% | 加碼 |
| Hantz Financial Services, Inc. | 78,810 | $239.0 萬 | 0.04% | −2,499−3.1% | 減碼 |
| Independent Advisor Alliance | 85,975 | $260.7 萬 | 0.03% | +339+0.4% | 加碼 |
| MML Investors Services, LLC | 86,015 | $260.8 萬 | 0.01% | −993−1.1% | 減碼 |
| Banco Santander, S.A. | 86,500 | $262.3 萬 | 0.03% | +23,457+37.2% | 加碼 |