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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 1,177 | $3.61 萬 | 0.00% | −471−28.6% | 減碼 |
| Quarry LP | 1,218 | $3.70 萬 | 0.01% | +1,218 | 新進 |
| Berbice Capital Management LLC | 1,300 | $3.98 萬 | 0.03% | +400+44.4% | 加碼 |
| Washington Trust Co | 1,374 | $4.21 萬 | 0.00% | −578−29.6% | 減碼 |
| Rakuten Securities, Inc. | 1,466 | $4.49 萬 | 0.02% | +461+45.9% | 加碼 |
| Geneos Wealth Management Inc. | 1,497 | $4.59 萬 | 0.00% | +573+62.0% | 加碼 |
| Mather Group, LLC. | 1,630 | $4.99 萬 | 0.00% | −15−0.9% | 減碼 |
| Federation des caisses Desjardins du Quebec | 1,716 | $5.24 萬 | 0.00% | +1,111+183.6% | 加碼 |
| Parkside Financial Bank & Trust | 1,741 | $5.33 萬 | 0.01% | +390+28.9% | 加碼 |
| Continuum Advisory, LLC | 1,826 | $5.59 萬 | 0.01% | −183−9.1% | 減碼 |
| TD Private Client Wealth LLC | 1,901 | $5.82 萬 | 0.00% | −10,867−85.1% | 減碼 |
| Activest Wealth Management | 2,000 | $6.07 萬 | 0.02% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,105 | $6.45 萬 | 0.00% | 00.0% | 不變 |
| Opal Wealth Advisors, LLC | 2,110 | $6.46 萬 | 0.02% | +2,110 | 新進 |
| CIBC Private Wealth Group, LLC | 2,669 | $6.97 萬 | 0.00% | +527+24.6% | 加碼 |
| Sandy Spring Bank | 2,564 | $7.85 萬 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 2,624 | $8.04 萬 | 0.02% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 2,653 | $8.05 萬 | 0.00% | +423+19.0% | 加碼 |
| Cloud Capital Management, LLC | 2,690 | $8.20 萬 | 0.06% | +2,690 | 新進 |
| Park Place Capital Corp | 2,700 | $8.27 萬 | 0.02% | +2,601+2,627.3% | 加碼 |
| Bruce G. Allen Investments, LLC | 2,752 | $8.43 萬 | 0.07% | −1,124−29.0% | 減碼 |
| Creative Financial Designs Inc | 2,864 | $8.77 萬 | 0.01% | −256−8.2% | 減碼 |
| Wayfinding Financial, LLC | 3,292 | $10.0 萬 | 0.04% | +3,292 | 新進 |
| Rothschild Investment LLC | 3,802 | $11.6 萬 | 0.01% | −11−0.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 3,992 | $12.2 萬 | 0.00% | +1,003+33.6% | 加碼 |
| Umb Bank N A | 4,046 | $12.4 萬 | 0.00% | +335+9.0% | 加碼 |
| Golden State Wealth Management, LLC | 4,072 | $12.5 萬 | 0.02% | 00.0% | 不變 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,100 | $12.5 萬 | 0.04% | +650+18.8% | 加碼 |
| Principal Securities, Inc. | 4,296 | $13.0 萬 | 0.00% | +87+2.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 4,518 | $13.7 萬 | 0.00% | +708+18.6% | 加碼 |
| Banque Transatlantique SA | 4,847 | $14.7 萬 | 0.00% | +4,847 | 新進 |
| SRS Capital Advisors, Inc. | 4,848 | $14.8 萬 | 0.01% | +482+11.0% | 加碼 |
| Financial Perspectives, Inc | 4,894 | $15.0 萬 | 0.05% | 00.0% | 不變 |
| Independence Bank of Kentucky | 5,100 | $15.5 萬 | 0.02% | +25+0.5% | 加碼 |
| Hexagon Capital Partners LLC | 5,331 | $16.3 萬 | 0.03% | −254−4.5% | 減碼 |
| IFP Advisors, Inc | 5,470 | $16.8 萬 | 0.01% | +251+4.8% | 加碼 |
| Cheviot Value Management, LLC | 5,578 | $17.2 萬 | 0.02% | +5,578 | 新進 |
| Glen Eagle Advisors, LLC | 5,689 | $17.4 萬 | 0.03% | −281−4.7% | 減碼 |
| Greykasell Wealth Strategies, Inc. | 6,044 | $18.5 萬 | 0.10% | +6,044 | 新進 |
| Massmutual Trust Co FSB | 6,236 | $19.1 萬 | 0.01% | +1,010+19.3% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,597 | $20.2 萬 | 0.01% | −348−5.0% | 減碼 |
| Central Pacific Bank - Trust Division | 6,600 | $20.2 萬 | 0.03% | −1,000−13.2% | 減碼 |
| Diametric Capital, LP | 6,638 | $20.3 萬 | 0.24% | +6,638 | 新進 |
| Logan Capital Management Inc | 6,666 | $20.4 萬 | 0.01% | −82,839−92.6% | 減碼 |
| Vista Wealth Management Group, LLC | 6,752 | $20.7 萬 | 0.01% | −26−0.4% | 減碼 |
| Cullen/Frost Bankers, Inc. | 6,798 | $20.8 萬 | 0.00% | −2,077−23.4% | 減碼 |
| CWM, LLC | 6,872 | $21.0 萬 | 0.00% | −434−5.9% | 減碼 |
| First City Capital Management, Inc. | 6,878 | $21.1 萬 | 0.13% | −281−3.9% | 減碼 |
| Genus Capital Management Inc. | 6,930 | $21.2 萬 | 0.03% | +6,930 | 新進 |
| Keybank National Association | 6,969 | $21.3 萬 | 0.00% | −484−6.5% | 減碼 |
| RMR Wealth Builders | 6,980 | $21.4 萬 | 0.02% | 00.0% | 不變 |
| Choate Investment Advisors | 7,077 | $21.6 萬 | 0.01% | +7,077 | 新進 |
| Prime Capital Investment Advisors, LLC | 7,100 | $21.7 萬 | 0.00% | +7,100 | 新進 |
| Brown Miller Wealth Management, LLC | 7,159 | $21.9 萬 | 0.08% | −1,782−19.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 7,238 | $22.2 萬 | 0.00% | +232+3.3% | 加碼 |
| Cromwell Holdings LLC | 7,242 | $22.2 萬 | 0.14% | 00.0% | 不變 |
| Park National Corp | 7,245 | $22.2 萬 | 0.01% | −435−5.7% | 減碼 |
| SBI Securities Co., Ltd. | 7,279 | $22.3 萬 | 0.01% | +239+3.4% | 加碼 |
| Empower Advisory Group, LLC | 7,309 | $22.4 萬 | 0.00% | +456+6.7% | 加碼 |
| Merit Financial Group, LLC | 7,403 | $22.7 萬 | 0.00% | +7,403 | 新進 |
| HighPoint Advisor Group LLC | 7,441 | $22.7 萬 | 0.01% | −192−2.5% | 減碼 |
| Summit Trail Advisors, LLC | 7,420 | $22.7 萬 | 0.01% | +7,420 | 新進 |
| Kingsview Wealth Management, LLC | 7,423 | $22.7 萬 | 0.00% | +241+3.4% | 加碼 |
| Financial Advocates Investment Management | 7,582 | $23.2 萬 | 0.02% | −19−0.2% | 減碼 |
| Seven Mile Advisory | 7,657 | $23.5 萬 | 0.16% | −182−2.3% | 減碼 |
| Principal Street Partners, LLC | 7,808 | $23.9 萬 | 0.04% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 7,833 | $24.0 萬 | 0.05% | +533+7.3% | 加碼 |
| Allworth Financial LP | 8,134 | $24.2 萬 | 0.00% | +2,606+47.1% | 加碼 |
| Virtu Financial LLC | 8,011 | $24.5 萬 | 0.01% | +8,011 | 新進 |
| Evelyn Partners Investment Management Services Ltd | 8,100 | $24.6 萬 | 0.04% | −69−0.8% | 減碼 |
| Werba Rubin Papier Wealth Management | 8,053 | $24.7 萬 | 0.05% | −1,332−14.2% | 減碼 |
| OneAscent Financial Services LLC | 8,138 | $24.7 萬 | 0.02% | +345+4.4% | 加碼 |
| Venturi Wealth Management, LLC | 8,088 | $24.8 萬 | 0.01% | +184+2.3% | 加碼 |
| GeoWealth Management, LLC | 8,106 | $24.8 萬 | 0.01% | −518−6.0% | 減碼 |
| Commerce Bank | 8,200 | $25.1 萬 | 0.00% | −640−7.2% | 減碼 |
| Simon Quick Advisors, LLC | 8,210 | $25.1 萬 | 0.01% | +8,210 | 新進 |
| Nomura Holdings Inc | 8,220 | $25.2 萬 | 0.00% | +8,220 | 新進 |
| Fiduciary Trust Co | 8,222 | $25.2 萬 | 0.00% | −924−10.1% | 減碼 |
| Wedmont Private Capital | 9,094 | $25.9 萬 | 0.01% | −179−1.9% | 減碼 |
| Oppenheimer & Co Inc | 8,472 | $25.9 萬 | 0.00% | −45−0.5% | 減碼 |
| Cyndeo Wealth Partners, LLC | 8,527 | $26.1 萬 | 0.02% | +1,181+16.1% | 加碼 |
| Columbia Asset Management | 8,552 | $26.2 萬 | 0.05% | 00.0% | 不變 |
| Chicago Trust Co NA | 8,572 | $26.3 萬 | 0.05% | +860+11.2% | 加碼 |
| Traveka Wealth, LLC | 8,590 | $26.3 萬 | 0.15% | +736+9.4% | 加碼 |
| SG Americas Securities, LLC | 8,694 | $26.6 萬 | 0.00% | +2,180+33.5% | 加碼 |
| Compton Wealth Advisory Group, LLC | 8,780 | $26.9 萬 | 0.07% | −13,811−61.1% | 減碼 |
| Pictet & Cie (Europe) SA | 8,949 | $27.2 萬 | 0.01% | −1,260−12.3% | 減碼 |
| Shilanski & Associates, Inc. | 8,898 | $27.3 萬 | 0.09% | −774−8.0% | 減碼 |
| Zhang Financial LLC | 8,927 | $27.3 萬 | 0.01% | −31,284−77.8% | 減碼 |
| Citizens Financial Group Inc | 8,936 | $27.4 萬 | 0.01% | +8,936 | 新進 |
| Lido Advisors, LLC | 9,043 | $27.7 萬 | 0.00% | +9,043 | 新進 |
| Journey Strategic Wealth LLC | 9,122 | $27.9 萬 | 0.01% | +9,122 | 新進 |
| Keel Point, LLC | 9,142 | $27.9 萬 | 0.02% | −85−0.9% | 減碼 |
| Concurrent Investment Advisors, LLC | 9,149 | $28.0 萬 | 0.01% | +9,149 | 新進 |
| Five Oceans Advisors | 9,293 | $28.5 萬 | 0.14% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 9,341 | $28.6 萬 | 0.02% | −452−4.6% | 減碼 |
| Blair William & Co | 9,441 | $28.9 萬 | 0.00% | +1,465+18.4% | 加碼 |
| West Family Investments, Inc. | 9,534 | $29.2 萬 | 0.11% | −3,907−29.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 9,555 | $29.3 萬 | 0.02% | −5,560−36.8% | 減碼 |
| Impact Capital Partners LLC | 9,600 | $29.4 萬 | 0.11% | +62+0.7% | 加碼 |