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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 9,624 | $29.5 萬 | 0.00% | +231+2.5% | 加碼 |
| Calamos Wealth Management LLC | 9,695 | $29.7 萬 | 0.01% | 00.0% | 不變 |
| D.A. Davidson & Co. | 9,820 | $30.1 萬 | 0.00% | 00.0% | 不變 |
| Covenant Partners, LLC | 9,908 | $30.3 萬 | 0.10% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 9,936 | $30.4 萬 | 0.01% | +9,936 | 新進 |
| Gryphon Financial Partners LLC | 9,966 | $30.5 萬 | 0.04% | +3,084+44.8% | 加碼 |
| Hilltop Holdings Inc. | 10,090 | $30.7 萬 | 0.02% | −306−2.9% | 減碼 |
| Claro Advisors LLC | 10,733 | $32.9 萬 | 0.04% | +559+5.5% | 加碼 |
| Drive Wealth Management, LLC | 10,765 | $33.0 萬 | 0.08% | −271−2.5% | 減碼 |
| Guggenheim Capital LLC | 10,809 | $33.1 萬 | 0.00% | +10,809 | 新進 |
| Stephens Inc | 10,890 | $33.4 萬 | 0.00% | +458+4.4% | 加碼 |
| Sage Mountain Advisors LLC | 10,910 | $33.4 萬 | 0.02% | −25−0.2% | 減碼 |
| Bryn Mawr Trust Co | 10,926 | $33.5 萬 | 0.01% | −689−5.9% | 減碼 |
| Parallax Volatility Advisers, L.P. | 10,940 | $33.5 萬 | 0.01% | +7,515+219.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 10,968 | $33.6 萬 | 0.05% | +1,380+14.4% | 加碼 |
| Mountain Hill Investment Partners Corp. | 11,000 | $33.7 萬 | 0.33% | 00.0% | 不變 |
| Investors Research Corp | 11,118 | $34.1 萬 | 0.07% | 00.0% | 不變 |
| D'Orazio & Associates, Inc. | 11,163 | $34.2 萬 | 0.05% | −23−0.2% | 減碼 |
| American Trust Investment Advisors, LLC | 11,295 | $34.6 萬 | 0.14% | −45−0.4% | 減碼 |
| Eqis Capital Management, Inc. | 11,421 | $35.0 萬 | 0.03% | −1,502−11.6% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 11,540 | $35.3 萬 | 0.01% | −8,738−43.1% | 減碼 |
| M.E. Allison & Co., Inc. | 11,660 | $35.7 萬 | 0.35% | 00.0% | 不變 |
| Synovus Financial Corp | 11,684 | $35.8 萬 | 0.00% | +543+4.9% | 加碼 |
| Boston Private Wealth LLC | 11,807 | $36.2 萬 | 0.01% | −2,491−17.4% | 減碼 |
| Clear Street Markets LLC | 11,901 | $36.5 萬 | 0.25% | +11,901 | 新進 |
| Lindbrook Capital, LLC | 12,069 | $37.0 萬 | 0.03% | +822+7.3% | 加碼 |
| Allianz SE | 12,312 | $37.4 萬 | 0.01% | +380+3.2% | 加碼 |
| Leuthold Group, LLC | 12,323 | $37.7 萬 | 0.05% | −419−3.3% | 減碼 |
| Stonegate Investment Group, LLC | 12,348 | $37.8 萬 | 0.01% | −3,108−20.1% | 減碼 |
| First National Bank of Hutchinson | 12,384 | $37.9 萬 | 0.25% | +367+3.1% | 加碼 |
| Legacy Financial Advisors, Inc. | 12,496 | $38.3 萬 | 0.06% | +1,877+17.7% | 加碼 |
| Perigon Wealth Management, LLC | 12,509 | $38.3 萬 | 0.01% | +602+5.1% | 加碼 |
| Dakota Wealth Management | 12,522 | $38.4 萬 | 0.01% | −687−5.2% | 減碼 |
| Mission Wealth Management, LP | 12,583 | $38.5 萬 | 0.01% | −290−2.3% | 減碼 |
| Smartleaf Asset Management LLC | 12,468 | $39.3 萬 | 0.04% | +2,796+28.9% | 加碼 |
| British Columbia Investment Management Corp | 13,019 | $39.6 萬 | 0.00% | −8,111−38.4% | 減碼 |
| Barometer Capital Management Inc. | 13,489 | $40.0 萬 | 0.15% | +2,600+23.9% | 加碼 |
| Aprio Wealth Management, LLC | 13,088 | $40.1 萬 | 0.05% | +1,705+15.0% | 加碼 |
| TD Waterhouse Canada Inc. | 13,243 | $40.2 萬 | 0.00% | +745+6.0% | 加碼 |
| Seed Wealth Management, Inc. | 13,135 | $40.2 萬 | 0.33% | 00.0% | 不變 |
| HB Wealth Management, LLC | 13,141 | $40.3 萬 | 0.00% | −89−0.7% | 減碼 |
| Cordatus Wealth Management LLC | 13,290 | $40.7 萬 | 0.11% | +13,290 | 新進 |
| FDx Advisors, Inc. | 13,379 | $41.0 萬 | 0.13% | −442−3.2% | 減碼 |
| Studio Investment Management LLC | 13,390 | $41.0 萬 | 0.08% | −1,946−12.7% | 減碼 |
| Spire Wealth Management | 13,401 | $41.0 萬 | 0.01% | +210+1.6% | 加碼 |
| Diversify Advisory Services, LLC | 13,623 | $41.6 萬 | 0.03% | +1,428+11.7% | 加碼 |
| Optas, LLC | 13,606 | $41.7 萬 | 0.07% | +224+1.7% | 加碼 |
| Sivia Capital Partners, LLC | 13,661 | $41.8 萬 | 0.20% | +501+3.8% | 加碼 |
| Colony Group, LLC | 14,111 | $43.2 萬 | 0.00% | +1,141+8.8% | 加碼 |
| Davenport & Co LLC | 14,254 | $43.7 萬 | 0.00% | −2,701−15.9% | 減碼 |
| Bridgewater Advisors Inc. | 14,498 | $44.2 萬 | 0.04% | +219+1.5% | 加碼 |
| Centiva Capital, LP | 14,593 | $44.7 萬 | 0.03% | +14,593 | 新進 |
| Sax Wealth Advisors, LLC | 14,636 | $44.8 萬 | 0.03% | +3,375+30.0% | 加碼 |
| Syon Capital LLC | 14,887 | $45.6 萬 | 0.04% | −868−5.5% | 減碼 |
| Klingenstein Fields & Co LP | 14,930 | $45.7 萬 | 0.02% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 14,946 | $45.8 萬 | 0.01% | +1,891+14.5% | 加碼 |
| Bleakley Financial Group, LLC | 15,076 | $46.2 萬 | 0.01% | +3,074+25.6% | 加碼 |
| HAP Trading, LLC | 15,102 | $46.3 萬 | 0.16% | +15,102 | 新進 |
| Brown Brothers Harriman & Co | 15,230 | $46.6 萬 | 0.00% | 00.0% | 不變 |
| Ascent Group, LLC | 15,233 | $46.7 萬 | 0.02% | +4,620+43.5% | 加碼 |
| Gradient Investments LLC | 15,315 | $46.9 萬 | 0.01% | +433+2.9% | 加碼 |
| Sage Rhino Capital LLC | 15,421 | $47.2 萬 | 0.11% | −40−0.3% | 減碼 |
| Clearstead Advisors, LLC | 15,611 | $47.8 萬 | 0.01% | +30+0.2% | 加碼 |
| Oddo BHF Asset Management SAS | 18,000 | $48.4 萬 | 0.02% | +5,339+42.2% | 加碼 |
| Thoroughbred Financial Services, LLC | 15,966 | $48.9 萬 | 0.03% | 00.0% | 不變 |
| Simmons Bank | 16,376 | $50.2 萬 | 0.04% | −3,084−15.8% | 減碼 |
| Versant Capital Management, Inc | 16,383 | $50.2 萬 | 0.08% | +15,068+1,145.9% | 加碼 |
| Gallacher Capital Management LLC | 16,570 | $50.8 萬 | 0.25% | +537+3.3% | 加碼 |
| NBC Securities, Inc. | 16,686 | $51.1 萬 | 0.04% | +16,669+98,052.9% | 加碼 |
| Warren Averett Asset Management, LLC | 16,870 | $51.7 萬 | 0.01% | −750−4.3% | 減碼 |
| Sagespring Wealth Partners, LLC | 16,954 | $51.9 萬 | 0.01% | +1,030+6.5% | 加碼 |
| Two Sigma Advisers, LP | 16,956 | $51.9 萬 | 0.00% | −75,430−81.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 17,227 | $52.8 萬 | 0.01% | −686−3.8% | 減碼 |
| Custom Index Systems, LLC | 17,246 | $52.8 萬 | 0.27% | +10,217+145.4% | 加碼 |
| Thrivent Financial for Lutherans | 16,302 | $53.1 萬 | 0.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 17,564 | $53.8 萬 | 0.00% | −5,677−24.4% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 17,691 | $54.2 萬 | 0.02% | +3,536+25.0% | 加碼 |
| Solstein Capital, LLC | 17,834 | $54.3 萬 | 0.32% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 17,744 | $54.4 萬 | 0.02% | +5,807+48.6% | 加碼 |
| Parallel Advisors, LLC | 18,037 | $55.3 萬 | 0.01% | −1,092−5.7% | 減碼 |
| Prospera Financial Services Inc | 18,124 | $55.5 萬 | 0.01% | +18,124 | 新進 |
| Resources Investment Advisors, LLC. | 18,262 | $55.9 萬 | 0.01% | −50−0.3% | 減碼 |
| PDS Planning, Inc | 18,564 | $56.9 萬 | 0.05% | +1,008+5.7% | 加碼 |
| Ieq Capital, LLC | 19,064 | $58.4 萬 | 0.00% | +536+2.9% | 加碼 |
| ICONIQ Capital, LLC | 19,399 | $59.4 萬 | 0.01% | +6,581+51.3% | 加碼 |
| Brucke Financial, Inc. | 19,678 | $59.5 萬 | 0.52% | −678−3.3% | 減碼 |
| SkyView Investment Advisors, LLC | 19,747 | $60.5 萬 | 0.09% | +1,119+6.0% | 加碼 |
| Cresset Asset Management, LLC | 19,780 | $60.6 萬 | 0.00% | −5,079−20.4% | 減碼 |
| CenterStar Asset Management, LLC | 19,805 | $60.8 萬 | 0.87% | +19,805 | 新進 |
| Corient IA LLC | 20,000 | $61.3 萬 | 0.44% | +20,000 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 20,539 | $62.9 萬 | 0.00% | −768−3.6% | 減碼 |
| Assetmark, Inc | 20,683 | $63.4 萬 | 0.00% | −31,255−60.2% | 減碼 |
| Belpointe Asset Management LLC | 20,850 | $63.9 萬 | 0.03% | +20,850 | 新進 |
| Fortis Capital Advisors, LLC | 20,850 | $63.9 萬 | 0.13% | +20,850 | 新進 |
| Dorsey & Whitney Trust CO LLC | 20,902 | $64.0 萬 | 0.04% | +358+1.7% | 加碼 |
| Massachusetts Wealth Management | 21,080 | $64.6 萬 | 0.44% | 00.0% | 不變 |
| Liberty One Investment Management, LLC | 21,378 | $65.5 萬 | 0.07% | −743−3.4% | 減碼 |
| Pinnacle Associates Ltd | 21,433 | $65.6 萬 | 0.01% | +11,710+120.4% | 加碼 |
| United Capital Financial Advisers, LLC | 21,459 | $65.7 萬 | 0.01% | +576+2.8% | 加碼 |
| Walleye Trading LLC | 22,087 | $67.7 萬 | 0.02% | −10,320−31.8% | 減碼 |