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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 767 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 季與 2024 年第 4 季比較

持有 UBS Group AG 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

UBS 的 13F 持有人：2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數5749589+24
股數14.1 億1,212 萬14.2 億+1,310 萬 (+0.9%)
市值$429.7 億$3.70 億$430.8 億+$4.77 億 (+1.1%)

9 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（72 家）

2025 年第 1 季季末持有 UBS Group AG、2024 年第 4 季季末沒有持有的機構。

2025 年第 1 季新進 UBS 的機構
機構股數市值佔組合 %
Nuveen, LLC11,445,119$3.48 億0.11%
Banque Cantonale Vaudoise6,812,034$2.07 億9.11%
Platinum Investment Management Ltd4,336,796$1.32 億7.63%
Moore Capital Management, LP1,442,286$4,380 萬1.46%
ASR Vermogensbeheer N.V.790,776$2,401 萬0.36%
Worldquant Millennium Advisors LLC672,190$2,042 萬0.13%
Crocodile Capital Partners GmbH570,000$1,747 萬24.72%
Value Partners Investments Inc.260,881$800.0 萬0.69%
Sustainable Insight Capital Management, LLC154,375$469.1 萬2.34%
Entropy Technologies, LP149,362$457.5 萬0.45%
Point72 Asset Management, L.P.137,606$421.5 萬0.01%
Permanens Capital L.P.130,697$400.3 萬0.73%
Point72 Hong Kong Ltd128,319$393.0 萬0.28%
Groupe la Francaise85,653$274.4 萬0.06%
Summit Global Investments64,247$196.8 萬0.14%
TrueMark Investments, LLC63,956$195.9 萬0.51%
Monaco Asset Management SAM62,500$189.9 萬0.96%
Qsemble Capital Management, LP43,942$134.6 萬0.14%
111 Capital43,159$131.1 萬0.25%
Simplex Trading, LLC32,263$98.8 萬0.04%
Future Fund LLC22,474$68.8 萬0.88%
Belpointe Asset Management LLC20,850$63.9 萬0.03%
Fortis Capital Advisors, LLC20,850$63.9 萬0.13%
Corient IA LLC20,000$61.3 萬0.44%
CenterStar Asset Management, LLC19,805$60.8 萬0.87%
Prospera Financial Services Inc18,124$55.5 萬0.01%
HAP Trading, LLC15,102$46.3 萬0.16%
Centiva Capital, LP14,593$44.7 萬0.03%
Cordatus Wealth Management LLC13,290$40.7 萬0.11%
Clear Street Markets LLC11,901$36.5 萬0.25%
Guggenheim Capital LLC10,809$33.1 萬0.00%
Arkadios Wealth Advisors9,936$30.4 萬0.01%
Concurrent Investment Advisors, LLC9,149$28.0 萬0.01%
Journey Strategic Wealth LLC9,122$27.9 萬0.01%
Lido Advisors, LLC9,043$27.7 萬0.00%
Citizens Financial Group Inc8,936$27.4 萬0.01%
Nomura Holdings Inc8,220$25.2 萬0.00%
Simon Quick Advisors, LLC8,210$25.1 萬0.01%
Virtu Financial LLC8,011$24.5 萬0.01%
Summit Trail Advisors, LLC7,420$22.7 萬0.01%
Merit Financial Group, LLC7,403$22.7 萬0.00%
Prime Capital Investment Advisors, LLC7,100$21.7 萬0.00%
Choate Investment Advisors7,077$21.6 萬0.01%
Genus Capital Management Inc.6,930$21.2 萬0.03%
Diametric Capital, LP6,638$20.3 萬0.24%
Greykasell Wealth Strategies, Inc.6,044$18.5 萬0.10%
Cheviot Value Management, LLC5,578$17.2 萬0.02%
Banque Transatlantique SA4,847$14.7 萬0.00%
Wayfinding Financial, LLC3,292$10.0 萬0.04%
Cloud Capital Management, LLC2,690$8.20 萬0.06%
Opal Wealth Advisors, LLC2,110$6.46 萬0.02%
Quarry LP1,218$3.70 萬0.01%
Grove Bank & Trust924$2.83 萬0.00%
City Holding Co827$2.53 萬0.00%
Robinswood Financial LLC798$2.44 萬0.01%
Zions Bancorporation, National Association550$1.68 萬0.00%
Truvestments Capital LLC466$1.43 萬0.00%
Nalls Sherbakoff Group, LLC400$1.23 萬0.01%
GPS Wealth Strategies Group, LLC378$1.16 萬0.00%
Private Wealth Asset Management, LLC195$5,9730.00%
South State Corp.150$4,5950.00%
First Pacific Financial142$4,3500.00%
Binnacle Investments Inc137$4,1970.00%
Kiker Wealth Management, LLC69$2,1130.00%
CX Institutional50$2,0000.00%
ORG Partners LLC60$1,8210.00%
Mattson Financial Services, LLC40$1,2250.00%
First Command Advisory Services, Inc.36$1,0940.00%
Brown, Lisle/Cummings, Inc.35$1,0720.00%
Bare Financial Services, Inc20$6130.00%
Halbert Hargrove Global Advisors, LLC8$2460.00%
McClarren Financial Advisors, Inc.16$00.00%

清倉機構（48 家）

2024 年第 4 季季末持有 UBS Group AG、2025 年第 1 季有申報但已經沒有持有的機構。

2025 年第 1 季清倉 UBS 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Marshall Wace, LLP1,781,263$5,440 萬
Optiver Holding B.V.863,015$2,617 萬
Moran Wealth Management, LLC491,187$1,489 萬
Susquehanna Advisors Group, Inc.343,700$1,042 萬
Portolan Capital Management, LLC321,566$975.0 萬
Tudor Investment Corp Et Al258,525$783.8 萬
Quinn Opportunity Partners LLC173,629$526.4 萬
Gendell Jeffrey L75,000$227.4 萬
Wolverine Trading, LLC48,769$149.2 萬
Geode Capital Management, LLC36,420$110.4 萬
Fox Run Management, L.L.C.28,788$87.3 萬
First Hawaiian Bank27,114$82.2 萬
Balyasny Asset Management LLC27,112$82.2 萬
Quantbot Technologies LP25,478$77.2 萬
Verition Fund Management LLC22,958$69.6 萬
Occudo Quantitative Strategies LP19,120$58.0 萬
Carlson Capital L P15,700$47.6 萬
Strategic Global Advisors, LLC14,395$43.6 萬
44 Wealth Management LLC12,450$37.7 萬
New Vernon Capital Holdings II LLC12,114$36.7 萬
Sowell Financial Services LLC10,713$32.5 萬
Scientech Research LLC10,288$31.2 萬
Kestra Private Wealth Services, LLC8,674$26.3 萬
Savant Capital, LLC7,610$23.1 萬
Wrapmanager Inc7,347$22.3 萬
Angeles Investment Advisors, LLC7,017$21.3 萬
Bayesian Capital Management, LP6,949$21.1 萬
Chesapeake Asset Management LLC4,950$15.0 萬
Bayforest Capital Ltd2,535$7.69 萬
IAG Wealth Partners, LLC1,915$5.81 萬
Proequities, Inc.1,578$5.47 萬
Kohmann Bosshard Financial Services, LLC1,350$4.09 萬
CKW Financial Group1,200$3.60 萬
Van Hulzen Asset Management, LLC1,184$3.59 萬
Headlands Technologies LLC1,096$3.32 萬
Kestra Investment Management, LLC745$2.26 萬
Rise Advisors, LLC725$2.20 萬
Coppell Advisory Solutions LLC487$1.49 萬
Pineridge Advisors LLC283$8,581
Plante Moran Financial Advisors, LLC197$5,973
Albion Financial Group141$4,276
Asset Dedication, LLC95$2,881
Colonial Trust Co79$2,417
New Wave Wealth Advisors LLC61$1,850
Mendota Financial Group, LLC44$1,335
Creekmur Asset Management LLC36$1,092
Sachetta, LLC4$130
Tucker Asset Management LLC4$121

尚未申報 2025 年第 1 季的機構（9 家）

2024 年第 4 季季末持有 UBS Group AG、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 4 季持有 UBS、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC11,891,970$3.63 億
Wetherby Asset Management Inc135,861$411.9 萬
Vise Technologies, Inc.54,234$164.4 萬
Lake Street Advisors Group, LLC36,239$109.9 萬
Hilltop National Bank2,509$7.61 萬
Global Retirement Partners, LLC2,362$7.16 萬
Zions Bancorporation, N.A.550$1.67 萬
WR Wealth Planners, LLC218$6,610
Oliver Lagore Vanvalin Investment Group180$5,458