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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 22,275 | $68.2 萬 | 0.04% | −4,199−15.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 22,384 | $68.6 萬 | 0.00% | −31,026−58.1% | 減碼 |
| Future Fund LLC | 22,474 | $68.8 萬 | 0.88% | +22,474 | 新進 |
| Callan Family Office, LLC | 22,753 | $69.7 萬 | 0.05% | −3,130−12.1% | 減碼 |
| Main Street Financial Solutions, LLC | 23,270 | $71.3 萬 | 0.06% | −550−2.3% | 減碼 |
| Clarius Group, LLC | 24,028 | $73.5 萬 | 0.05% | +6,119+34.2% | 加碼 |
| Private Advisor Group, LLC | 24,297 | $74.4 萬 | 0.00% | −9,901−29.0% | 減碼 |
| Net Worth Advisory Group | 24,820 | $76.0 萬 | 0.24% | −1,842−6.9% | 減碼 |
| Greenwich Wealth Management LLC | 24,847 | $76.1 萬 | 0.06% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 24,882 | $76.2 萬 | 0.02% | +19,020+324.5% | 加碼 |
| Rockefeller Capital Management L.P. | 25,129 | $77.0 萬 | 0.00% | +9,130+57.1% | 加碼 |
| Checchi Capital Advisers, LLC | 25,292 | $77.5 萬 | 0.05% | +1,796+7.6% | 加碼 |
| JFS Wealth Advisors, LLC | 25,692 | $78.7 萬 | 0.05% | −1,125−4.2% | 減碼 |
| Callan Capital, LLC | 25,867 | $79.2 萬 | 0.06% | +3,623+16.3% | 加碼 |
| Coldstream Capital Management Inc | 25,889 | $79.3 萬 | 0.02% | +998+4.0% | 加碼 |
| Ethic Inc. | 26,687 | $81.0 萬 | 0.02% | −24−0.1% | 減碼 |
| Sanctuary Advisors, LLC | 26,814 | $82.1 萬 | 0.01% | −4,069−13.2% | 減碼 |
| Atlas Capital Advisors LLC | 26,894 | $82.4 萬 | 0.10% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 27,046 | $82.9 萬 | 0.00% | −13,685−33.6% | 減碼 |
| Connable Office Inc | 27,293 | $83.6 萬 | 0.09% | −1,511−5.2% | 減碼 |
| Personal Cfo Solutions, LLC | 27,504 | $84.2 萬 | 0.17% | −765−2.7% | 減碼 |
| Advisors Asset Management, Inc. | 27,838 | $85.3 萬 | 0.02% | −2,901−9.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 27,145 | $85.7 萬 | 0.01% | +517+1.9% | 加碼 |
| Evelyn Partners Investment Management LLP | 28,866 | $87.7 萬 | 0.03% | 00.0% | 不變 |
| Cullinan Associates Inc | 29,000 | $88.8 萬 | 0.06% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 30,188 | $92.5 萬 | 0.03% | +2,237+8.0% | 加碼 |
| Centennial Bank | 30,577 | $92.9 萬 | 0.44% | −135−0.4% | 減碼 |
| Ronald Blue Trust, Inc. | 30,751 | $94.2 萬 | 0.01% | +2,354+8.3% | 加碼 |
| Squarepoint Ops LLC | 31,292 | $95.8 萬 | 0.00% | +19,200+158.8% | 加碼 |
| Jones Financial Companies LLLP | 30,723 | $96.9 萬 | 0.00% | +8,700+39.5% | 加碼 |
| Simplex Trading, LLC | 32,263 | $98.8 萬 | 0.04% | +32,263 | 新進 |
| Schechter Investment Advisors, LLC | 33,416 | $102.4 萬 | 0.08% | −8,004−19.3% | 減碼 |
| Gabelli Funds LLC | 34,000 | $104.1 萬 | 0.01% | 00.0% | 不變 |
| AdvisorShares Investments LLC | 34,816 | $105.7 萬 | 0.21% | +11,271+47.9% | 加碼 |
| Kathmere Capital Management, LLC | 35,696 | $109.3 萬 | 0.09% | +949+2.7% | 加碼 |
| SOL Capital Management CO | 36,080 | $110.5 萬 | 0.12% | −750−2.0% | 減碼 |
| Bailard, Inc. | 36,264 | $111.1 萬 | 0.03% | −503−1.4% | 減碼 |
| Snowden Capital Advisors LLC | 36,414 | $111.5 萬 | 0.04% | −990−2.6% | 減碼 |
| Ballentine Partners, LLC | 36,444 | $111.6 萬 | 0.02% | −865−2.3% | 減碼 |
| Advisors Capital Management, LLC | 36,546 | $111.9 萬 | 0.02% | −4,339−10.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 37,318 | $113.4 萬 | 0.00% | −5,435−12.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 37,273 | $114.2 萬 | 0.01% | +2,274+6.5% | 加碼 |
| Mount Yale Investment Advisors, LLC | 37,537 | $115.0 萬 | 0.10% | −16,925−31.1% | 減碼 |
| Legacy Capital Group California, Inc. | 37,877 | $116.0 萬 | 0.40% | −2,287−5.7% | 減碼 |
| Baker Ellis Asset Management LLC | 39,000 | $119.5 萬 | 0.17% | −900−2.3% | 減碼 |
| Kovitz Investment Group Partners, LLC | 39,831 | $122.0 萬 | 0.01% | −7,198−15.3% | 減碼 |
| Atomi Financial Group, Inc. | 39,965 | $122.4 萬 | 0.06% | +3,705+10.2% | 加碼 |
| PEAK6 LLC | 40,917 | $125.3 萬 | 0.05% | +10,886+36.2% | 加碼 |
| Diversify Wealth Management, LLC | 41,885 | $127.8 萬 | 0.09% | +4,831+13.0% | 加碼 |
| GWM Advisors LLC | 41,772 | $127.9 萬 | 0.01% | +1,267+3.1% | 加碼 |
| National Asset Management, Inc. | 42,108 | $129.0 萬 | 0.04% | +27,894+196.2% | 加碼 |
| Transatlantique Private Wealth LLC | 42,569 | $129.3 萬 | 0.52% | +6,133+16.8% | 加碼 |
| Rhumbline Advisers | 42,554 | $130.3 萬 | 0.00% | +3,971+10.3% | 加碼 |
| 111 Capital | 43,159 | $131.1 萬 | 0.25% | +43,159 | 新進 |
| Beverly Hills Private Wealth, LLC | 42,830 | $131.2 萬 | 0.26% | +2,707+6.7% | 加碼 |
| Credit Capital Investments LLC | 43,000 | $131.7 萬 | 2.26% | 00.0% | 不變 |
| BTC Capital Management, Inc. | 43,657 | $133.7 萬 | 0.12% | +3,268+8.1% | 加碼 |
| Qsemble Capital Management, LP | 43,942 | $134.6 萬 | 0.14% | +43,942 | 新進 |
| Stamos Capital Partners, L.P. | 45,640 | $139.8 萬 | 0.37% | −11,860−20.6% | 減碼 |
| TownSquare Capital, LLC | 46,727 | $143.1 萬 | 0.02% | −9,773−17.3% | 減碼 |
| Gator Capital Management, LLC | 47,600 | $145.8 萬 | 0.56% | 00.0% | 不變 |
| Greenleaf Trust | 48,717 | $149.2 萬 | 0.01% | +168+0.3% | 加碼 |
| Commonwealth Equity Services, LLC | 49,054 | $150.3 萬 | 0.00% | +1,474+3.1% | 加碼 |
| Avantax Advisory Services, Inc. | 49,181 | $150.6 萬 | 0.01% | +1,778+3.8% | 加碼 |
| Truist Financial Corp | 51,404 | $157.5 萬 | 0.00% | −7,333−12.5% | 減碼 |
| RSM US Wealth Management LLC | 51,688 | $158.3 萬 | 0.02% | −6,512−11.2% | 減碼 |
| Qtron Investments LLC | 53,833 | $163.5 萬 | 0.24% | 00.0% | 不變 |
| Mitchell & Pahl Private Wealth, LLC | 53,756 | $164.7 萬 | 0.77% | −1,641−3.0% | 減碼 |
| Yousif Capital Management, LLC | 53,850 | $164.9 萬 | 0.02% | +178+0.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 54,410 | $166.7 萬 | 0.00% | +13,370+32.6% | 加碼 |
| Atria Investments LLC | 56,560 | $173.2 萬 | 0.02% | +8,743+18.3% | 加碼 |
| Park Avenue Securities LLC | 57,927 | $177.4 萬 | 0.02% | +20,722+55.7% | 加碼 |
| swisspartners Advisors Ltd | 66,277 | $178.1 萬 | 1.88% | +52,277+373.4% | 加碼 |
| Capital International Sarl | 59,554 | $181.3 萬 | 0.04% | 00.0% | 不變 |
| Orca Wealth Management, LLC | 59,979 | $183.7 萬 | 1.64% | −229−0.4% | 減碼 |
| Legacy Wealth Asset Management, LLC | 60,014 | $183.8 萬 | 0.51% | −308−0.5% | 減碼 |
| Cigna Investments Inc | 60,660 | $184.2 萬 | 0.34% | −591−1.0% | 減碼 |
| Monaco Asset Management SAM | 62,500 | $189.9 萬 | 0.96% | +62,500 | 新進 |
| AQR Capital Management LLC | 62,912 | $192.7 萬 | 0.00% | +26,728+73.9% | 加碼 |
| Nebula Research & Development LLC | 63,100 | $193.3 萬 | 0.18% | +54,002+593.6% | 加碼 |
| Integrated Wealth Concepts LLC | 63,317 | $193.9 萬 | 0.02% | −2,572−3.9% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 63,400 | $194.2 萬 | 0.40% | 00.0% | 不變 |
| Bessemer Group Inc | 63,761 | $195.4 萬 | 0.00% | +4,984+8.5% | 加碼 |
| TrueMark Investments, LLC | 63,956 | $195.9 萬 | 0.51% | +63,956 | 新進 |
| Trivant Custom Portfolio Group, LLC | 64,155 | $196.5 萬 | 1.13% | +32,094+100.1% | 加碼 |
| Summit Global Investments | 64,247 | $196.8 萬 | 0.14% | +64,247 | 新進 |
| Glenmede Trust Co NA | 65,573 | $200.8 萬 | 0.01% | −3,057−4.5% | 減碼 |
| Pitcairn Co | 67,103 | $205.5 萬 | 0.12% | +7,272+12.2% | 加碼 |
| Advanced Portfolio Management, LLC | 67,500 | $206.8 萬 | 4.17% | −97,500−59.1% | 減碼 |
| Forum Financial Management, LP | 68,105 | $208.6 萬 | 0.03% | 00.0% | 不變 |
| Altman Advisors, Inc. | 69,782 | $211.0 萬 | 0.97% | +948+1.4% | 加碼 |
| Beach Investment Counsel Inc | 71,775 | $219.8 萬 | 0.32% | 00.0% | 不變 |
| Alaethes Wealth LLC | 72,821 | $223.1 萬 | 0.82% | +1,078+1.5% | 加碼 |
| CI Private Wealth, LLC | 73,852 | $226.2 萬 | 0.00% | +562+0.8% | 加碼 |
| Great Lakes Advisors, LLC | 74,119 | $227.0 萬 | 0.02% | +4,308+6.2% | 加碼 |
| Equitable Trust Co | 74,149 | $227.1 萬 | 0.13% | −1,064−1.4% | 減碼 |
| Hantz Financial Services, Inc. | 75,880 | $232.4 萬 | 0.04% | −2,930−3.7% | 減碼 |
| Andra AP-fonden | 86,857 | $233.4 萬 | 0.04% | +39,373+82.9% | 加碼 |
| Signaturefd, LLC | 77,790 | $238.3 萬 | 0.05% | −935−1.2% | 減碼 |
| Marex Group plc | 79,413 | $243.2 萬 | 0.05% | +17,856+29.0% | 加碼 |