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 2 季 13F 持有人
UBS Group AG 在 2025/6/30 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
- 599
- 較 2025 年第 1 季 +20 家
- 持有股數
- 13.2 億
- 較 2025 年第 1 季 −9,098 萬 (−6.4%)
- 總市值
- $445.1 億
- 較 2025 年第 1 季 +$14.6 億 (+3.4%)
- 新進機構
- 73
- 另有 213 家加碼
- 清倉機構
- 53
- 另有 224 家減碼
另有 10 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Norges Bank | 144,091,392 | $48.8 億 | 0.61% | +4,204,430+3.0% | 加碼 |
| Vanguard Group Inc | 135,357,012 | $46.0 億 | 0.07% | +3,907,669+3.0% | 加碼 |
| UBS Group AG | 115,915,485 | $39.2 億 | 0.82% | −31,355,557−21.3% | 減碼 |
| UBS Asset Management Americas Inc | 70,666,454 | $23.9 億 | 0.48% | −4,226,975−5.6% | 減碼 |
| Massachusetts Financial Services Co | 63,935,645 | $21.6 億 | 0.69% | −10,485,383−14.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,561,637 | $20.1 億 | 4.91% | +3,975,405+7.2% | 加碼 |
| Fisher Asset Management, LLC | 58,424,089 | $19.8 億 | 0.78% | +8,448,219+16.9% | 加碼 |
| FMR LLC | 48,588,330 | $16.4 億 | 0.09% | −22,364,232−31.5% | 減碼 |
| Cevian Capital II GP LTD | 48,117,675 | $16.3 億 | 57.40% | +4,330,274+9.9% | 加碼 |
| Dodge & Cox | 45,635,942 | $15.4 億 | 0.87% | −26,972,850−37.1% | 減碼 |
| Capital World Investors | 36,957,240 | $12.5 億 | 0.18% | −843,414−2.2% | 減碼 |
| Pictet Asset Management Holding SA | 35,735,675 | $12.1 億 | 1.23% | +306,867+0.9% | 加碼 |
| JPMorgan Chase & Co | 31,561,123 | $10.7 億 | 0.07% | −1,108,874−3.4% | 減碼 |
| Legal & General Group Plc | 24,789,498 | $8.36 億 | 0.21% | −2,380,200−8.8% | 減碼 |
| Pzena Investment Management LLC | 30,902,392 | $8.30 億 | 2.70% | +1,551,567+5.3% | 加碼 |
| Deutsche Bank AG | 22,950,153 | $7.76 億 | 0.29% | −8,400,758−26.8% | 減碼 |
| Amundi | 20,346,519 | $7.07 億 | 0.24% | +3,125,744+18.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 18,739,159 | $6.34 億 | 0.45% | +1,177,438+6.7% | 加碼 |
| Goldman Sachs Group Inc | 18,450,919 | $6.24 億 | 0.10% | +2,693,720+17.1% | 加碼 |
| Wellington Management Group LLP | 17,940,249 | $6.05 億 | 0.11% | +5,779,346+47.5% | 加碼 |
| Vontobel Holding Ltd. | 13,823,767 | $4.68 億 | 1.54% | −3,322,417−19.4% | 減碼 |
| Nuveen, LLC | 11,396,193 | $3.85 億 | 0.11% | −48,926−0.4% | 減碼 |
| Caisse des Depots Et Consignations | 7,922,061 | $2.87 億 | 12.02% | 00.0% | 不變 |
| Bank of America Corp | 8,429,237 | $2.85 億 | 0.02% | −358,077−4.1% | 減碼 |
| Bank of New York Mellon Corp | 8,247,213 | $2.79 億 | 0.05% | −242,440−2.9% | 減碼 |
| Russell Investments Group, Ltd. | 7,750,678 | $2.61 億 | 0.33% | −51,351−0.7% | 減碼 |
| Morgan Stanley | 7,702,163 | $2.60 億 | 0.02% | −433,762−5.3% | 減碼 |
| Royal Bank of Canada | 7,553,670 | $2.55 億 | 0.05% | −21,932−0.3% | 減碼 |
| ARGA Investment Management, LP | 7,289,109 | $2.47 億 | 6.75% | +68,446+0.9% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,001,057 | $2.36 億 | 0.24% | −15,258,285−68.5% | 減碼 |
| Banque Cantonale Vaudoise | 6,699,155 | $2.26 億 | 9.22% | −112,879−1.7% | 減碼 |
| Canada Pension Plan Investment Board | 6,403,636 | $2.17 億 | 0.19% | +928,160+17.0% | 加碼 |
| Citigroup Inc | 6,047,392 | $2.04 億 | 0.14% | +221,563+3.8% | 加碼 |
| FIL Ltd | 5,709,666 | $1.93 億 | 0.17% | −3,179,535−35.8% | 減碼 |
| Compagnie Lombard Odier SCmA | 5,379,193 | $1.81 億 | 2.39% | +689,228+14.7% | 加碼 |
| WCM Investment Management, LLC | 5,221,697 | $1.75 億 | 0.40% | −82,824−1.6% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 5,443,355 | $1.51 億 | 0.45% | +936,502+20.8% | 加碼 |
| M&G Plc | 4,413,062 | $1.50 億 | 0.83% | +640,249+17.0% | 加碼 |
| Royal London Asset Management Ltd | 4,395,785 | $1.49 億 | 0.34% | −2,472,218−36.0% | 減碼 |
| Northern Trust Corp | 4,304,018 | $1.46 億 | 0.02% | +12,355+0.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 4,269,505 | $1.44 億 | 0.26% | −96,917−2.2% | 減碼 |
| Allianz Asset Management GmbH | 4,174,157 | $1.41 億 | 0.19% | +41,780+1.0% | 加碼 |
| BlackRock, Inc. | 3,986,549 | $1.35 億 | 0.00% | −111,131−2.7% | 減碼 |
| Aviva PLC | 3,772,790 | $1.28 億 | 0.26% | −7,821−0.2% | 減碼 |
| AXA S.A. | 3,614,786 | $1.22 億 | 0.35% | −1,451,149−28.6% | 減碼 |
| Ameriprise Financial Inc | 3,262,619 | $1.12 億 | 0.03% | +234,907+7.8% | 加碼 |
| Natixis Advisors, L.P. | 3,011,100 | $1.02 億 | 0.16% | −1,339,177−30.8% | 減碼 |
| LGT Group Foundation | 2,941,343 | $9,958 萬 | 1.25% | −339,663−10.4% | 減碼 |
| Great West Life Assurance Co | 2,904,401 | $9,810 萬 | 0.16% | +689,740+31.1% | 加碼 |
| Platinum Investment Management Ltd | 2,778,489 | $9,367 萬 | 6.23% | −1,558,307−35.9% | 減碼 |
| Bank of Montreal | 2,674,414 | $9,054 萬 | 0.05% | +768,473+40.3% | 加碼 |
| Public Sector Pension Investment Board | 2,644,750 | $8,921 萬 | 0.38% | −11,895−0.4% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 2,580,412 | $8,732 萬 | 0.25% | +2,580,412 | 新進 |
| Renaissance Technologies LLC | 2,477,891 | $8,380 萬 | 0.11% | +1,386,500+127.0% | 加碼 |
| Moore Capital Management, LP | 2,465,661 | $8,345 萬 | 1.67% | +1,023,375+71.0% | 加碼 |
| Antipodes Partners Ltd | 2,432,229 | $8,205 萬 | 2.54% | −252,060−9.4% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 2,307,000 | $7,782 萬 | 1.43% | +217,000+10.4% | 加碼 |
| Public Employees Retirement System of Ohio | 2,292,635 | $7,734 萬 | 0.26% | −364,273−13.7% | 減碼 |
| Captrust Financial Advisors | 2,137,497 | $7,229 萬 | 0.16% | +14,256+0.7% | 加碼 |
| Liontrust Investment Partners LLP | 2,128,894 | $7,181 萬 | 1.03% | −615,670−22.4% | 減碼 |
| Jane Street Group, LLC | 2,095,483 | $7,087 萬 | 0.11% | +1,544,310+280.2% | 加碼 |
| Janus Henderson Group PLC | 1,999,751 | $6,747 萬 | 0.03% | +22,121+1.1% | 加碼 |
| Patient Capital Management, LLC | 1,937,639 | $6,553 萬 | 2.96% | −105,414−5.2% | 減碼 |
| State of Tennessee, Treasury Department | 1,906,828 | $6,432 萬 | 0.23% | +43,742+2.3% | 加碼 |
| Korea Investment CORP | 1,803,655 | $6,084 萬 | 0.14% | −507,212−21.9% | 減碼 |
| J. Safra Sarasin Holding AG | 1,766,535 | $5,958 萬 | 1.03% | −255,545−12.6% | 減碼 |
| Brandes Investment Partners, LP | 1,754,446 | $5,934 萬 | 0.54% | +180,965+11.5% | 加碼 |
| HSBC Holdings PLC | 1,720,276 | $5,800 萬 | 0.04% | +160,119+10.3% | 加碼 |
| Invesco Ltd. | 1,633,951 | $5,526 萬 | 0.01% | −354,756−17.8% | 減碼 |
| Envestnet Asset Management Inc | 1,628,308 | $5,507 萬 | 0.02% | −88,116−5.1% | 減碼 |
| Qube Research & Technologies Ltd | 1,621,594 | $5,489 萬 | 0.08% | +996,358+159.4% | 加碼 |
| ABN AMRO Bank N.V. | 1,571,564 | $5,327 萬 | 0.69% | +55,025+3.6% | 加碼 |
| Generali Asset Management SPA SGR | 1,957,087 | $5,255 萬 | 1.20% | +396,741+25.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,421,985 | $4,779 萬 | 0.04% | −17,005−1.2% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 1,290,334 | $4,352 萬 | 0.25% | +109,073+9.2% | 加碼 |
| American Century Companies Inc | 1,248,597 | $4,223 萬 | 0.02% | +13,582+1.1% | 加碼 |
| TD Asset Management Inc | 1,114,841 | $3,761 萬 | 0.03% | +32,968+3.0% | 加碼 |
| Thrivent Financial for Lutherans | 1,061,842 | $3,581 萬 | 0.08% | +1,045,540+6,413.6% | 加碼 |
| Banque Pictet & Cie SA | 1,033,470 | $3,486 萬 | 0.36% | +211,199+25.7% | 加碼 |
| Jupiter Asset Management Ltd | 999,014 | $3,370 萬 | 0.28% | −276,831−21.7% | 減碼 |
| Crocodile Capital Partners GmbH | 995,000 | $3,365 萬 | 56.52% | +425,000+74.6% | 加碼 |
| Exane Asset Management | 1,038,991 | $3,273 萬 | 12.78% | −251,444−19.5% | 減碼 |
| Worldquant Millennium Advisors LLC | 878,317 | $2,973 萬 | 0.15% | +206,127+30.7% | 加碼 |
| Governors Lane LP | 877,822 | $2,970 萬 | 4.06% | +179,922+25.8% | 加碼 |
| GAM Holding AG | 859,043 | $2,898 萬 | 2.04% | +859,043 | 新進 |
| Wells Fargo & Company | 822,982 | $2,783 萬 | 0.01% | +83,348+11.3% | 加碼 |
| ASR Vermogensbeheer N.V. | 794,098 | $2,679 萬 | 0.35% | +3,322+0.4% | 加碼 |
| Mackenzie Financial Corp | 767,981 | $2,600 萬 | 0.03% | −372,424−32.7% | 減碼 |
| Fullerton Fund Management Co Ltd. | 745,363 | $2,514 萬 | 1.02% | −383,950−34.0% | 減碼 |
| Channing Global Advisors, LLC | 741,861 | $2,503 萬 | 16.15% | −3,907−0.5% | 減碼 |
| Levin Capital Strategies, L.P. | 720,476 | $2,437 萬 | 2.39% | +307,860+74.6% | 加碼 |
| AMF Pensionsforsakring AB | 708,033 | $2,395 萬 | 0.16% | +79,163+12.6% | 加碼 |
| Millennium Management LLC | 705,553 | $2,386 萬 | 0.02% | +450,725+176.9% | 加碼 |
| Haven Global Partners, LLC | 675,824 | $2,280 萬 | 17.88% | +91,152+15.6% | 加碼 |
| Edmond de Rothschild Holding S.A. | 674,660 | $2,271 萬 | 0.36% | +149,157+28.4% | 加碼 |
| Franklin Resources Inc | 637,302 | $2,165 萬 | 0.01% | −1,578,028−71.2% | 減碼 |
| Great Lakes Advisors, LLC | 627,657 | $2,123 萬 | 0.18% | +553,538+746.8% | 加碼 |
| Systrade AG | 625,000 | $2,094 萬 | 23.91% | +30,000+5.0% | 加碼 |
| Zurich Insurance Group Ltd | 564,070 | $1,905 萬 | 0.15% | −244,412−30.2% | 減碼 |
| Stifel Financial Corp | 547,729 | $1,852 萬 | 0.02% | +10,194+1.9% | 加碼 |