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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 525,503 | $1,602 萬 | 0.28% | −22,868−4.2% | 減碼 |
| Acadian Asset Management LLC | 527,669 | $1,602 萬 | 0.05% | −6,277,156−92.2% | 減碼 |
| USS Investment Management Ltd | 516,436 | $1,570 萬 | 0.12% | −1810.0% | 減碼 |
| Baker Avenue Asset Management, LP | 512,483 | $1,570 萬 | 0.49% | −4,925−1.0% | 減碼 |
| Voya Investment Management LLC | 516,517 | $1,569 萬 | 0.02% | −43,477−7.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 484,688 | $1,485 萬 | 0.12% | −4,606−0.9% | 減碼 |
| DJE Kapital AG | 453,017 | $1,356 萬 | 0.40% | +217,831+92.6% | 加碼 |
| Janney Capital Management LLC | 438,527 | $1,343 萬 | 0.92% | −25,264−5.4% | 減碼 |
| Maryland State Retirement & Pension System | 417,706 | $1,270 萬 | 0.30% | +109,105+35.4% | 加碼 |
| Citadel Advisors LLC | 413,313 | $1,266 萬 | 0.01% | +317,917+333.3% | 加碼 |
| Levin Capital Strategies, L.P. | 412,616 | $1,264 萬 | 1.34% | −508,132−55.2% | 減碼 |
| Henry James International Management, Inc. | 410,923 | $1,259 萬 | 4.31% | −70.0% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 408,401 | $1,240 萬 | 0.03% | −472,267−53.6% | 減碼 |
| Pictet North America Advisors SA | 382,355 | $1,161 萬 | 1.16% | 00.0% | 不變 |
| Gardner Lewis Asset Management L P | 370,696 | $1,135 萬 | 2.74% | −1,250−0.3% | 減碼 |
| Baader Bank INC | 360,840 | $1,096 萬 | 1.11% | +10,840+3.1% | 加碼 |
| CIBC World Markets Inc. | 354,966 | $1,079 萬 | 0.02% | +1,961+0.6% | 加碼 |
| Black Diamond Capital Management, L.L.C. | 350,000 | $1,072 萬 | 6.36% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 347,860 | $1,065 萬 | 2.24% | +31,355+9.9% | 加碼 |
| MetLife Investment Management | 341,321 | $1,044 萬 | 0.06% | −44,166−11.5% | 減碼 |
| LGT Fund Management Co Ltd. | 341,497 | $1,038 萬 | 0.94% | +66,606+24.2% | 加碼 |
| RBF Capital, LLC | 325,000 | $995.5 萬 | 0.63% | 00.0% | 不變 |
| Macquarie Group Ltd | 357,411 | $965.3 萬 | 0.01% | +343,411+2,452.9% | 加碼 |
| Charles Schwab Investment Management Inc | 300,414 | $920.2 萬 | 0.00% | +41,088+15.8% | 加碼 |
| Creative Planning | 298,426 | $914.1 萬 | 0.01% | +31,874+12.0% | 加碼 |
| Prudential PLC | 299,648 | $910.7 萬 | 0.05% | +14,886+5.2% | 加碼 |
| Quantinno Capital Management LP | 285,896 | $875.7 萬 | 0.06% | +34,225+13.6% | 加碼 |
| RPg Family Wealth Advisory, LLC | 282,030 | $863.9 萬 | 2.46% | +5,261+1.9% | 加碼 |
| M&T Bank Corp | 280,806 | $861.3 萬 | 0.03% | −10,958−3.8% | 減碼 |
| Crossmark Global Holdings, Inc. | 270,044 | $827.1 萬 | 0.15% | +10,365+4.0% | 加碼 |
| Value Partners Investments Inc. | 260,881 | $800.0 萬 | 0.69% | +260,881 | 新進 |
| Millennium Management LLC | 254,828 | $780.5 萬 | 0.01% | +245,348+2,588.1% | 加碼 |
| LPL Financial LLC | 226,246 | $693.0 萬 | 0.00% | +30,617+15.7% | 加碼 |
| Pathstone Holdings, LLC | 226,514 | $692.1 萬 | 0.03% | +288+0.1% | 加碼 |
| SEI Investments Co | 223,976 | $686.1 萬 | 0.01% | +26,775+13.6% | 加碼 |
| Ensign Peak Advisors, Inc | 221,894 | $673.9 萬 | 0.01% | 00.0% | 不變 |
| Fiera Capital Corp | 216,991 | $664.6 萬 | 0.02% | +59,012+37.4% | 加碼 |
| QRG Capital Management, Inc. | 207,350 | $635.1 萬 | 0.07% | −70,135−25.3% | 減碼 |
| Promethos Capital, LLC | 202,332 | $622.2 萬 | 2.28% | +16,501+8.9% | 加碼 |
| NatWest Group plc | 201,009 | $615.7 萬 | 1.82% | +3,108+1.6% | 加碼 |
| Assenagon Asset Management S.A. | 202,673 | $615.5 萬 | 0.01% | +1,609+0.8% | 加碼 |
| First Trust Advisors LP | 199,556 | $612.0 萬 | 0.01% | −42,915−17.7% | 減碼 |
| JustInvest LLC | 191,277 | $585.9 萬 | 0.09% | +20,372+11.9% | 加碼 |
| Mediolanum International Funds Ltd | 177,284 | $562.3 萬 | 0.08% | +34,733+24.4% | 加碼 |
| Parkwood LLC | 184,105 | $559.4 萬 | 0.55% | −15,402−7.7% | 減碼 |
| Ritholtz Wealth Management | 181,290 | $555.3 萬 | 0.17% | −25,513−12.3% | 減碼 |
| Mariner, LLC | 176,547 | $541.1 萬 | 0.01% | +7,315+4.3% | 加碼 |
| Cerity Partners LLC | 173,036 | $530.0 萬 | 0.01% | +81,214+88.4% | 加碼 |
| Neuberger Berman Group LLC | 158,283 | $483.1 萬 | 0.00% | −24,072−13.2% | 減碼 |
| Sustainable Insight Capital Management, LLC | 154,375 | $469.1 萬 | 2.34% | +154,375 | 新進 |
| Jefferies Financial Group Inc. | 151,280 | $460.1 萬 | 0.08% | +123,422+443.0% | 加碼 |
| Entropy Technologies, LP | 149,362 | $457.5 萬 | 0.45% | +149,362 | 新進 |
| Kestra Advisory Services, LLC | 145,380 | $445.3 萬 | 0.02% | +386+0.3% | 加碼 |
| Clearbridge Investments, LLC | 145,049 | $444.3 萬 | 0.00% | +936+0.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 140,669 | $430.9 萬 | 0.01% | −517,409−78.6% | 減碼 |
| Credit Industriel Et Commercial | 141,133 | $430.3 萬 | 0.78% | +123,560+703.1% | 加碼 |
| Point72 Asset Management, L.P. | 137,606 | $421.5 萬 | 0.01% | +137,606 | 新進 |
| Groupama Asset Managment | 149,434 | $417.5 萬 | 0.08% | +35,071+30.7% | 加碼 |
| Walleye Capital LLC | 135,849 | $416.1 萬 | 0.05% | +110,433+434.5% | 加碼 |
| Permanens Capital L.P. | 130,697 | $400.3 萬 | 0.73% | +130,697 | 新進 |
| Point72 Hong Kong Ltd | 128,319 | $393.0 萬 | 0.28% | +128,319 | 新進 |
| National Bank of Canada | 127,579 | $391.1 萬 | 0.00% | −3,450,613−96.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 124,395 | $381.0 萬 | 0.01% | +19,229+18.3% | 加碼 |
| Vident Advisory, LLC | 124,393 | $379.8 萬 | 0.06% | +11,384+10.1% | 加碼 |
| Banco Santander, S.A. | 121,094 | $370.9 萬 | 0.04% | +34,594+40.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 119,926 | $367.3 萬 | 0.00% | +17,066+16.6% | 加碼 |
| Quadrant Capital Group LLC | 118,301 | $362.4 萬 | 0.13% | +79,516+205.0% | 加碼 |
| HighTower Advisors, LLC | 118,174 | $362.0 萬 | 0.00% | −4,526−3.7% | 減碼 |
| Timber Creek Capital Management LLC | 117,141 | $358.8 萬 | 0.96% | −472−0.4% | 減碼 |
| United Services Automobile Association | 110,504 | $350.2 萬 | 0.11% | 00.0% | 不變 |
| Inspire Trust Co, N.A. | 113,000 | $346.1 萬 | 0.82% | +5,000+4.6% | 加碼 |
| Helios Capital Management Pte. Ltd | 112,000 | $340.3 萬 | 5.95% | 00.0% | 不變 |
| Mitchell Capital Management Co | 110,345 | $338.0 萬 | 0.64% | +4,149+3.9% | 加碼 |
| Brinker Capital Investments, LLC | 108,541 | $332.5 萬 | 0.03% | −27,232−20.1% | 減碼 |
| Orion Portfolio Solutions, LLC | 108,541 | $332.5 萬 | 0.03% | −27,232−20.1% | 減碼 |
| Mercer Global Advisors Inc | 106,484 | $326.2 萬 | 0.01% | −44,355−29.4% | 減碼 |
| US Bancorp | 105,807 | $324.1 萬 | 0.00% | −8,100−7.1% | 減碼 |
| MML Investors Services, LLC | 102,703 | $314.6 萬 | 0.01% | +16,688+19.4% | 加碼 |
| Dorsey Wright & Associates | 98,068 | $300.4 萬 | 0.77% | −12,262−11.1% | 減碼 |
| Metis Global Partners, LLC | 98,480 | $299.1 萬 | 0.08% | −5,971−5.7% | 減碼 |
| Groupe la Francaise | 85,653 | $274.4 萬 | 0.06% | +85,653 | 新進 |
| Highland Capital Management, LLC | 88,566 | $271.3 萬 | 0.16% | −6,750−7.1% | 減碼 |
| Cloverfields Capital Group, LP | 88,192 | $270.1 萬 | 0.89% | −364−0.4% | 減碼 |
| Independent Advisor Alliance | 85,885 | $263.1 萬 | 0.09% | −90−0.1% | 減碼 |
| Group One Trading, L.P. | 83,389 | $255.4 萬 | 0.11% | +28,596+52.2% | 加碼 |
| Plato Investment Management Ltd | 83,183 | $255.4 萬 | 0.22% | −24,307−22.6% | 減碼 |
| Ossiam | 82,569 | $250.8 萬 | 0.04% | +10,304+14.3% | 加碼 |
| Cetera Investment Advisers | 80,090 | $245.3 萬 | 0.00% | +19,541+32.3% | 加碼 |
| Marex Group plc | 79,413 | $243.2 萬 | 0.05% | +17,856+29.0% | 加碼 |
| Signaturefd, LLC | 77,790 | $238.3 萬 | 0.05% | −935−1.2% | 減碼 |
| Andra AP-fonden | 86,857 | $233.4 萬 | 0.04% | +39,373+82.9% | 加碼 |
| Hantz Financial Services, Inc. | 75,880 | $232.4 萬 | 0.04% | −2,930−3.7% | 減碼 |
| Equitable Trust Co | 74,149 | $227.1 萬 | 0.13% | −1,064−1.4% | 減碼 |
| Great Lakes Advisors, LLC | 74,119 | $227.0 萬 | 0.02% | +4,308+6.2% | 加碼 |
| CI Private Wealth, LLC | 73,852 | $226.2 萬 | 0.00% | +562+0.8% | 加碼 |
| Alaethes Wealth LLC | 72,821 | $223.1 萬 | 0.82% | +1,078+1.5% | 加碼 |
| Beach Investment Counsel Inc | 71,775 | $219.8 萬 | 0.32% | 00.0% | 不變 |
| Altman Advisors, Inc. | 69,782 | $211.0 萬 | 0.97% | +948+1.4% | 加碼 |
| Forum Financial Management, LP | 68,105 | $208.6 萬 | 0.03% | 00.0% | 不變 |
| Advanced Portfolio Management, LLC | 67,500 | $206.8 萬 | 4.17% | −97,500−59.1% | 減碼 |