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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 17,909 | $54.3 萬 | 0.04% | −850−4.5% | 減碼 |
| Warren Averett Asset Management, LLC | 17,620 | $53.4 萬 | 0.01% | +17,620 | 新進 |
| PDS Planning, Inc | 17,556 | $53.2 萬 | 0.05% | +1,101+6.7% | 加碼 |
| Thrivent Financial for Lutherans | 16,302 | $53.1 萬 | 0.00% | +527+3.3% | 加碼 |
| Davenport & Co LLC | 16,955 | $51.4 萬 | 0.00% | −1,034−5.7% | 減碼 |
| Credit Industriel Et Commercial | 17,573 | $48.7 萬 | 0.13% | +17,573 | 新進 |
| Gallacher Capital Management LLC | 16,033 | $48.6 萬 | 0.24% | +416+2.7% | 加碼 |
| Rockefeller Capital Management L.P. | 15,999 | $48.5 萬 | 0.00% | +3,166+24.7% | 加碼 |
| Thoroughbred Financial Services, LLC | 15,966 | $48.4 萬 | 0.03% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 15,924 | $48.3 萬 | 0.01% | +15,924 | 新進 |
| Syon Capital LLC | 15,755 | $47.8 萬 | 0.04% | −43,764−73.5% | 減碼 |
| Carlson Capital L P | 15,700 | $47.6 萬 | 0.28% | +15,700 | 新進 |
| Clearstead Advisors, LLC | 15,581 | $47.2 萬 | 0.01% | −2,842−15.4% | 減碼 |
| Sage Rhino Capital LLC | 15,461 | $46.9 萬 | 0.10% | −409−2.6% | 減碼 |
| Stonegate Investment Group, LLC | 15,456 | $46.9 萬 | 0.01% | 00.0% | 不變 |
| Studio Investment Management LLC | 15,336 | $46.5 萬 | 0.10% | −220−1.4% | 減碼 |
| Brown Brothers Harriman & Co | 15,230 | $46.2 萬 | 0.00% | +15,000+6,521.7% | 加碼 |
| Bridgewater Advisors Inc. | 14,279 | $46.0 萬 | 0.05% | +13+0.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 15,115 | $45.8 萬 | 0.03% | +8,773+138.3% | 加碼 |
| Klingenstein Fields & Co LP | 14,930 | $45.3 萬 | 0.02% | 00.0% | 不變 |
| Gradient Investments LLC | 14,882 | $45.1 萬 | 0.01% | −1,107−6.9% | 減碼 |
| Strategic Global Advisors, LLC | 14,395 | $43.6 萬 | 0.08% | +14,395 | 新進 |
| Boston Private Wealth LLC | 14,298 | $43.4 萬 | 0.01% | +14,298 | 新進 |
| National Asset Management, Inc. | 14,214 | $43.1 萬 | 0.01% | −1,157−7.5% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 14,155 | $42.9 萬 | 0.01% | +4,675+49.3% | 加碼 |
| Macquarie Group Ltd | 14,000 | $42.8 萬 | 0.00% | 00.0% | 不變 |
| FDx Advisors, Inc. | 13,821 | $41.9 萬 | 0.12% | −799−5.5% | 減碼 |
| West Family Investments, Inc. | 13,441 | $40.8 萬 | 0.14% | −96−0.7% | 減碼 |
| Optas, LLC | 13,382 | $40.6 萬 | 0.09% | +3,418+34.3% | 加碼 |
| HB Wealth Management, LLC | 13,230 | $40.1 萬 | 0.00% | +6,577+98.9% | 加碼 |
| Dakota Wealth Management | 13,209 | $40.0 萬 | 0.01% | −361−2.7% | 減碼 |
| Spire Wealth Management | 13,191 | $40.0 萬 | 0.01% | −383−2.8% | 減碼 |
| Sivia Capital Partners, LLC | 13,160 | $39.9 萬 | 0.20% | −234−1.7% | 減碼 |
| Seed Wealth Management, Inc. | 13,135 | $39.8 萬 | 0.32% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 13,055 | $39.6 萬 | 0.01% | −16,838−56.3% | 減碼 |
| Perigon Wealth Management, LLC | 11,907 | $39.5 萬 | 0.01% | +754+6.8% | 加碼 |
| Diversify Advisory Services, LLC | 12,195 | $39.4 萬 | 0.02% | +2,329+23.6% | 加碼 |
| Colony Group, LLC | 12,970 | $39.3 萬 | 0.00% | +3,100+31.4% | 加碼 |
| Eqis Capital Management, Inc. | 12,923 | $39.2 萬 | 0.03% | −718−5.3% | 減碼 |
| Mission Wealth Management, LP | 12,873 | $39.0 萬 | 0.01% | +1,622+14.4% | 加碼 |
| ICONIQ Capital, LLC | 12,818 | $38.9 萬 | 0.01% | +12,818 | 新進 |
| swisspartners Advisors Ltd | 14,000 | $38.8 萬 | 0.42% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 12,768 | $38.7 萬 | 0.01% | −45−0.4% | 減碼 |
| Leuthold Group, LLC | 12,742 | $38.6 萬 | 0.05% | −315−2.4% | 減碼 |
| TD Waterhouse Canada Inc. | 12,498 | $37.9 萬 | 0.00% | −35−0.3% | 減碼 |
| 44 Wealth Management LLC | 12,450 | $37.7 萬 | 0.15% | −764−5.8% | 減碼 |
| New Vernon Capital Holdings II LLC | 12,114 | $36.7 萬 | 0.25% | −2,653−18.0% | 減碼 |
| Squarepoint Ops LLC | 12,092 | $36.7 萬 | 0.00% | −17,976−59.8% | 減碼 |
| Allianz SE | 11,932 | $36.5 萬 | 0.01% | +389+3.4% | 加碼 |
| First National Bank of Hutchinson | 12,017 | $36.4 萬 | 0.22% | −112−0.9% | 減碼 |
| Bleakley Financial Group, LLC | 12,002 | $36.4 萬 | 0.01% | +41+0.3% | 加碼 |
| CAPROCK Group, Inc. | 11,937 | $36.2 萬 | 0.01% | +1,261+11.8% | 加碼 |
| M.E. Allison & Co., Inc. | 11,660 | $35.4 萬 | 0.39% | +11,660 | 新進 |
| Bryn Mawr Trust Co | 11,615 | $35.2 萬 | 0.01% | −190−1.6% | 減碼 |
| Oddo BHF Asset Management SAS | 12,661 | $35.1 萬 | 0.02% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 11,383 | $34.5 萬 | 0.05% | +1,785+18.6% | 加碼 |
| American Trust Investment Advisors, LLC | 11,340 | $34.4 萬 | 0.14% | 00.0% | 不變 |
| Sax Wealth Advisors, LLC | 11,261 | $34.1 萬 | 0.03% | −1,582−12.3% | 減碼 |
| Lindbrook Capital, LLC | 11,247 | $34.1 萬 | 0.03% | +345+3.2% | 加碼 |
| D'Orazio & Associates, Inc. | 11,186 | $33.9 萬 | 0.05% | −8−0.1% | 減碼 |
| Synovus Financial Corp | 11,141 | $33.8 萬 | 0.00% | −96−0.9% | 減碼 |
| Investors Research Corp | 11,118 | $33.7 萬 | 0.07% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 11,036 | $33.5 萬 | 0.08% | −128−1.1% | 減碼 |
| Mountain Hill Investment Partners Corp. | 11,000 | $33.4 萬 | 0.34% | +11,000 | 新進 |
| Sage Mountain Advisors LLC | 10,935 | $33.2 萬 | 0.02% | −31−0.3% | 減碼 |
| Sowell Financial Services LLC | 10,713 | $32.5 萬 | 0.02% | −770−6.7% | 減碼 |
| Legacy Financial Advisors, Inc. | 10,619 | $32.2 萬 | 0.05% | +10,619 | 新進 |
| Ascent Group, LLC | 10,613 | $32.2 萬 | 0.02% | +105+1.0% | 加碼 |
| Barometer Capital Management Inc. | 10,889 | $32.2 萬 | 0.13% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 10,396 | $31.7 萬 | 0.02% | −32−0.3% | 減碼 |
| Stephens Inc | 10,432 | $31.6 萬 | 0.00% | 00.0% | 不變 |
| Pictet & Cie (Europe) SA | 10,209 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| Scientech Research LLC | 10,288 | $31.2 萬 | 0.09% | +10,288 | 新進 |
| Claro Advisors LLC | 10,174 | $30.8 萬 | 0.04% | −540−5.0% | 減碼 |
| Whittier Trust Co | 10,152 | $30.8 萬 | 0.00% | 00.0% | 不變 |
| Covenant Partners, LLC | 9,908 | $30.0 萬 | 0.09% | 00.0% | 不變 |
| Wedmont Private Capital | 9,273 | $30.0 萬 | 0.02% | +100+1.1% | 加碼 |
| D.A. Davidson & Co. | 9,820 | $29.8 萬 | 0.00% | +70+0.7% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 9,793 | $29.7 萬 | 0.02% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 9,672 | $29.6 萬 | 0.03% | +6,269+184.2% | 加碼 |
| Pinnacle Associates Ltd | 9,723 | $29.5 萬 | 0.00% | −3,400−25.9% | 減碼 |
| Calamos Wealth Management LLC | 9,695 | $29.4 萬 | 0.01% | 00.0% | 不變 |
| Shilanski & Associates, Inc. | 9,672 | $29.3 萬 | 0.09% | −721−6.9% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 9,588 | $29.1 萬 | 0.04% | −2,623−21.5% | 減碼 |
| Impact Capital Partners LLC | 9,538 | $28.9 萬 | 0.10% | +9,538 | 新進 |
| Millennium Management LLC | 9,480 | $28.7 萬 | 0.00% | +9,480 | 新進 |
| BNP Paribas Arbitrage, SA | 9,393 | $28.5 萬 | 0.00% | −66,501−87.6% | 減碼 |
| Werba Rubin Papier Wealth Management | 9,385 | $28.5 萬 | 0.07% | +30.0% | 加碼 |
| Five Oceans Advisors | 9,293 | $28.2 萬 | 0.13% | +468+5.3% | 加碼 |
| Keel Point, LLC | 9,227 | $28.0 萬 | 0.02% | +389+4.4% | 加碼 |
| Fiduciary Trust Co | 9,146 | $27.7 萬 | 0.00% | +1,072+13.3% | 加碼 |
| Nebula Research & Development LLC | 9,098 | $27.6 萬 | 0.03% | +563+6.6% | 加碼 |
| Brown Miller Wealth Management, LLC | 8,941 | $27.1 萬 | 0.10% | +8,941 | 新進 |
| Cullen/Frost Bankers, Inc. | 8,875 | $26.9 萬 | 0.00% | −206−2.3% | 減碼 |
| Commerce Bank | 8,840 | $26.8 萬 | 0.00% | −438−4.7% | 減碼 |
| Kestra Private Wealth Services, LLC | 8,674 | $26.3 萬 | 0.00% | −294−3.3% | 減碼 |
| GeoWealth Management, LLC | 8,624 | $26.1 萬 | 0.01% | +3,683+74.5% | 加碼 |
| Columbia Asset Management | 8,552 | $25.9 萬 | 0.05% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 8,517 | $25.8 萬 | 0.00% | −1,262−12.9% | 減碼 |
| HighPoint Advisor Group LLC | 7,633 | $25.3 萬 | 0.01% | +349+4.8% | 加碼 |