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。
2025 年第 1 季 13F 持有人
UBS Group AG 在 2025/3/31 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
- 589
- 較 2024 年第 4 季 +24 家
- 持有股數
- 14.2 億
- 較 2024 年第 4 季 +1,310 萬 (+0.9%)
- 總市值
- $430.8 億
- 較 2024 年第 4 季 +$4.77 億 (+1.1%)
- 新進機構
- 72
- 另有 228 家加碼
- 清倉機構
- 48
- 另有 192 家減碼
另有 9 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| UBS Group AG | 147,271,042 | $45.1 億 | 1.00% | −6,313,770−4.1% | 減碼 |
| Norges Bank | 139,886,962 | $42.5 億 | 0.60% | −43,224,389−23.6% | 減碼 |
| Vanguard Group Inc | 131,449,343 | $40.4 億 | 0.07% | +3,562,475+2.8% | 加碼 |
| UBS Asset Management Americas Inc | 74,893,429 | $22.9 億 | 0.59% | +1,363,149+1.9% | 加碼 |
| Massachusetts Financial Services Co | 74,421,028 | $22.8 億 | 0.76% | −6,790,507−8.4% | 減碼 |
| Dodge & Cox | 72,608,792 | $22.2 億 | 1.27% | −888,250−1.2% | 減碼 |
| FMR LLC | 70,952,562 | $21.6 億 | 0.14% | +15,418,942+27.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55,586,232 | $16.9 億 | 4.85% | +4,207,140+8.2% | 加碼 |
| Fisher Asset Management, LLC | 49,975,870 | $15.3 億 | 0.66% | +45,938,949+1,138.0% | 加碼 |
| Cevian Capital II GP LTD | 43,787,401 | $13.4 億 | 56.35% | 00.0% | 不變 |
| Capital World Investors | 37,800,654 | $11.6 億 | 0.19% | +371,846+1.0% | 加碼 |
| Pictet Asset Management Holding SA | 35,428,808 | $10.8 億 | 1.20% | +449,013+1.3% | 加碼 |
| JPMorgan Chase & Co | 32,669,997 | $10.0 億 | 0.08% | +6,196,422+23.4% | 加碼 |
| Deutsche Bank AG | 31,350,911 | $9.60 億 | 0.38% | +4,337,005+16.1% | 加碼 |
| Legal & General Group Plc | 27,169,698 | $8.25 億 | 0.22% | −305,303−1.1% | 減碼 |
| Pzena Investment Management LLC | 29,350,825 | $7.89 億 | 2.75% | −239,498−0.8% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,259,342 | $6.76 億 | 0.79% | −6,047,993−21.4% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 17,561,721 | $5.35 億 | 0.43% | −3,128,523−15.1% | 減碼 |
| Vontobel Holding Ltd. | 17,146,184 | $5.21 億 | 1.90% | +701,116+4.3% | 加碼 |
| Amundi | 17,220,775 | $4.86 億 | 0.18% | +468,814+2.8% | 加碼 |
| Goldman Sachs Group Inc | 15,757,199 | $4.83 億 | 0.09% | −6,676,471−29.8% | 減碼 |
| Wellington Management Group LLP | 12,160,903 | $3.69 億 | 0.07% | −760,582−5.9% | 減碼 |
| Nuveen, LLC | 11,445,119 | $3.48 億 | 0.11% | +11,445,119 | 新進 |
| FIL Ltd | 8,889,201 | $2.70 億 | 0.26% | +1,849,752+26.3% | 加碼 |
| Bank of America Corp | 8,787,314 | $2.69 億 | 0.02% | −490,721−5.3% | 減碼 |
| Bank of New York Mellon Corp | 8,489,653 | $2.60 億 | 0.05% | −101,703−1.2% | 減碼 |
| Caisse des Depots Et Consignations | 7,922,061 | $2.52 億 | 12.11% | −501,700−6.0% | 減碼 |
| Morgan Stanley | 8,135,925 | $2.49 億 | 0.02% | −1,909,551−19.0% | 減碼 |
| Russell Investments Group, Ltd. | 7,802,029 | $2.37 億 | 0.33% | +2,174,366+38.6% | 加碼 |
| Royal Bank of Canada | 7,575,602 | $2.32 億 | 0.05% | −784,182−9.4% | 減碼 |
| ARGA Investment Management, LP | 7,220,663 | $2.19 億 | 7.34% | −117,375−1.6% | 減碼 |
| Royal London Asset Management Ltd | 6,868,003 | $2.10 億 | 0.50% | +92,048+1.4% | 加碼 |
| Banque Cantonale Vaudoise | 6,812,034 | $2.07 億 | 9.11% | +6,812,034 | 新進 |
| Citigroup Inc | 5,825,829 | $1.77 億 | 0.13% | −739,024−11.3% | 減碼 |
| WCM Investment Management, LLC | 5,304,521 | $1.67 億 | 0.43% | +119,188+2.3% | 加碼 |
| Canada Pension Plan Investment Board | 5,475,476 | $1.66 億 | 0.16% | −669,743−10.9% | 減碼 |
| AXA S.A. | 5,065,935 | $1.55 億 | 0.51% | −26,349−0.5% | 減碼 |
| Compagnie Lombard Odier SCmA | 4,689,965 | $1.42 億 | 1.75% | +568,308+13.8% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 4,506,853 | $1.39 億 | 0.45% | +131,014+3.0% | 加碼 |
| DekaBank Deutsche Girozentrale | 4,366,422 | $1.34 億 | 0.26% | +96,917+2.3% | 加碼 |
| Natixis Advisors, L.P. | 4,350,277 | $1.33 億 | 0.25% | −887,552−16.9% | 減碼 |
| Platinum Investment Management Ltd | 4,336,796 | $1.32 億 | 7.63% | +4,336,796 | 新進 |
| Northern Trust Corp | 4,291,663 | $1.31 億 | 0.02% | +181,551+4.4% | 加碼 |
| BlackRock, Inc. | 4,097,680 | $1.26 億 | 0.00% | +95,690+2.4% | 加碼 |
| Allianz Asset Management GmbH | 4,132,377 | $1.25 億 | 0.18% | −105,003−2.5% | 減碼 |
| SIH Partners, LLLP | 4,045,543 | $1.24 億 | 10.87% | −3,030,520−42.8% | 減碼 |
| M&G Plc | 3,772,813 | $1.15 億 | 0.55% | −330,962−8.1% | 減碼 |
| Aviva PLC | 3,780,611 | $1.15 億 | 0.28% | −174,296−4.4% | 減碼 |
| LGT Group Foundation | 3,281,006 | $9,971 萬 | 1.37% | +246,651+8.1% | 加碼 |
| Ameriprise Financial Inc | 3,027,712 | $9,273 萬 | 0.03% | +8,342+0.3% | 加碼 |
| Liontrust Investment Partners LLP | 2,744,564 | $8,335 萬 | 1.30% | +129,114+4.9% | 加碼 |
| Antipodes Partners Ltd | 2,684,289 | $8,153 萬 | 2.55% | +234,528+9.6% | 加碼 |
| Public Employees Retirement System of Ohio | 2,656,908 | $8,082 萬 | 0.29% | +740,755+38.7% | 加碼 |
| Public Sector Pension Investment Board | 2,656,645 | $8,068 萬 | 0.35% | +126,221+5.0% | 加碼 |
| Korea Investment CORP | 2,310,867 | $7,018 萬 | 0.17% | −325,070−12.3% | 減碼 |
| Franklin Resources Inc | 2,215,330 | $6,809 萬 | 0.02% | +425,431+23.8% | 加碼 |
| Great West Life Assurance Co | 2,214,661 | $6,734 萬 | 0.12% | +198,605+9.9% | 加碼 |
| Captrust Financial Advisors | 2,123,241 | $6,503 萬 | 0.16% | −26,821−1.2% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 2,090,000 | $6,347 萬 | 1.30% | 00.0% | 不變 |
| Janus Henderson Group PLC | 1,977,630 | $6,271 萬 | 0.03% | +26,398+1.4% | 加碼 |
| Patient Capital Management, LLC | 2,043,053 | $6,258 萬 | 3.22% | +6330.0% | 加碼 |
| J. Safra Sarasin Holding AG | 2,022,080 | $6,148 萬 | 1.11% | −1,935,848−48.9% | 減碼 |
| Invesco Ltd. | 1,988,707 | $6,091 萬 | 0.01% | −416,226−17.3% | 減碼 |
| Bank of Montreal | 1,905,941 | $5,792 萬 | 0.03% | −3,390,206−64.0% | 減碼 |
| State of Tennessee, Treasury Department | 1,863,086 | $5,658 萬 | 0.22% | +419,453+29.1% | 加碼 |
| Envestnet Asset Management Inc | 1,716,424 | $5,257 萬 | 0.02% | +37,391+2.2% | 加碼 |
| Brandes Investment Partners, LP | 1,573,481 | $4,820 萬 | 0.49% | −60,533−3.7% | 減碼 |
| HSBC Holdings PLC | 1,560,157 | $4,742 萬 | 0.03% | −600,997−27.8% | 減碼 |
| ABN AMRO Bank N.V. | 1,516,539 | $4,615 萬 | 0.64% | +17,300+1.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,438,990 | $4,390 萬 | 0.04% | +27,213+1.9% | 加碼 |
| Moore Capital Management, LP | 1,442,286 | $4,380 萬 | 1.46% | +1,442,286 | 新進 |
| Generali Asset Management SPA SGR | 1,560,346 | $4,193 萬 | 1.03% | +874,214+127.4% | 加碼 |
| Jupiter Asset Management Ltd | 1,275,845 | $3,875 萬 | 0.37% | −574,844−31.1% | 減碼 |
| American Century Companies Inc | 1,235,015 | $3,783 萬 | 0.02% | +83,794+7.3% | 加碼 |
| Exane Asset Management | 1,290,435 | $3,745 萬 | 21.79% | +49,407+4.0% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 1,181,261 | $3,588 萬 | 0.22% | +42,288+3.7% | 加碼 |
| Mackenzie Financial Corp | 1,140,405 | $3,465 萬 | 0.05% | −637,642−35.9% | 減碼 |
| Fullerton Fund Management Co Ltd. | 1,129,313 | $3,437 萬 | 2.21% | +336,481+42.4% | 加碼 |
| Renaissance Technologies LLC | 1,091,391 | $3,343 萬 | 0.05% | +463,000+73.7% | 加碼 |
| TD Asset Management Inc | 1,081,873 | $3,286 萬 | 0.03% | +120,442+12.5% | 加碼 |
| Susquehanna International Group, LLP | 843,711 | $2,584 萬 | 0.04% | +580,258+220.3% | 加碼 |
| Banque Pictet & Cie SA | 822,271 | $2,497 萬 | 0.27% | +144,502+21.3% | 加碼 |
| Zurich Insurance Group Ltd | 808,482 | $2,458 萬 | 0.20% | −46,703−5.5% | 減碼 |
| Raymond James Financial Inc | 793,485 | $2,430 萬 | 0.01% | −243,752−23.5% | 減碼 |
| Credit Agricole S A | 785,134 | $2,405 萬 | 0.09% | −1,461,229−65.0% | 減碼 |
| ASR Vermogensbeheer N.V. | 790,776 | $2,401 萬 | 0.36% | +790,776 | 新進 |
| Channing Global Advisors, LLC | 745,768 | $2,266 萬 | 15.42% | +91,103+13.9% | 加碼 |
| Wells Fargo & Company | 739,634 | $2,265 萬 | 0.01% | −76,928−9.4% | 減碼 |
| Governors Lane LP | 697,900 | $2,123 萬 | 4.59% | −192,900−21.7% | 減碼 |
| Worldquant Millennium Advisors LLC | 672,190 | $2,042 萬 | 0.13% | +672,190 | 新進 |
| Qube Research & Technologies Ltd | 625,236 | $1,915 萬 | 0.03% | −1,239,817−66.5% | 減碼 |
| AMF Pensionsforsakring AB | 628,870 | $1,911 萬 | 0.14% | +366,928+140.1% | 加碼 |
| Systrade AG | 595,000 | $1,809 萬 | 25.18% | +100,000+20.2% | 加碼 |
| Haven Global Partners, LLC | 584,672 | $1,776 萬 | 18.61% | −30,291−4.9% | 減碼 |
| Alliancebernstein L.P. | 579,291 | $1,774 萬 | 0.01% | +5,078+0.9% | 加碼 |
| Crocodile Capital Partners GmbH | 570,000 | $1,747 萬 | 24.72% | +570,000 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 569,514 | $1,730 萬 | 0.17% | +16,082+2.9% | 加碼 |
| Jane Street Group, LLC | 551,173 | $1,688 萬 | 0.03% | +451,536+453.2% | 加碼 |
| Stifel Financial Corp | 537,535 | $1,646 萬 | 0.02% | −51,967−8.8% | 減碼 |
| Mangrove Partners | 527,637 | $1,616 萬 | 1.82% | 00.0% | 不變 |