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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 767 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 季與 2025 年第 1 季比較

持有 UBS Group AG 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

UBS 的 13F 持有人：2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數58910599+20
股數14.2 億112.9 萬13.2 億−9,098 萬 (−6.4%)
市值$430.8 億$3,459 萬$445.1 億+$14.6 億 (+3.4%)

10 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（73 家）

2025 年第 2 季季末持有 UBS Group AG、2025 年第 1 季季末沒有持有的機構。

2025 年第 2 季新進 UBS 的機構
機構股數市值佔組合 %
Viking Global Investors LP大師維京全球投資2,580,412$8,732 萬0.25%
GAM Holding AG859,043$2,898 萬2.04%
Sienna Gestion577,949$1,779 萬1.22%
PDT Partners, LLC305,378$1,033 萬0.58%
Alberta Investment Management Corp267,593$905.9 萬0.07%
Trexquant Investment LP151,537$512.5 萬0.06%
Ingalls & Snyder LLC150,061$507.5 萬0.18%
Wetherby Asset Management Inc129,469$437.9 萬0.19%
Campbell & CO Investment Adviser LLC119,894$405.5 萬0.26%
Mirabella Financial Services LLP109,430$370.1 萬0.39%
Nekton Capital Ltd.77,510$262.4 萬5.32%
Y-Intercept (Hong Kong) Ltd65,204$220.5 萬0.05%
Glenmede Investment Management, LP62,452$211.2 萬0.01%
Vise Technologies, Inc.57,103$193.1 萬0.08%
Graham Capital Management, L.P.51,522$174.2 萬0.05%
Tudor Investment Corp Et Al44,364$150.0 萬0.01%
Northside Capital Management, LLC42,761$144.6 萬0.11%
Twin Tree Management, LP42,234$142.8 萬0.04%
GTS Securities LLC37,307$126.2 萬0.06%
Capital Fund Management S.A.37,132$125.6 萬0.01%
Longfellow Investment Management Co LLC41,675$111.9 萬0.28%
Victory Capital Management Inc31,511$109.6 萬0.00%
Bayforest Capital Ltd22,622$76.5 萬0.33%
Verition Fund Management LLC21,793$73.7 萬0.00%
Lingohr & Partner Asset Management GmbH19,880$67.2 萬1.22%
HRT Financial LP17,254$58.3 萬0.00%
IMC-Chicago, LLC13,036$44.1 萬0.01%
Quinn Opportunity Partners LLC12,617$42.7 萬0.04%
Mitsubishi UFJ Trust & Banking Corp11,493$38.6 萬0.00%
Fox Run Management, L.L.C.8,573$29.0 萬0.05%
Haven Private, LLC8,516$28.8 萬0.13%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management7,947$26.9 萬0.01%
Saba Capital Management, L.P.7,844$26.5 萬0.01%
MQS Management LLC7,825$26.5 萬0.15%
Flputnam Investment Management Co7,747$26.2 萬0.00%
EP Wealth Advisors, LLC7,638$25.8 萬0.00%
Syverson Strege & Co6,891$23.3 萬0.06%
Fortress Financial Solutions, LLC6,528$22.1 萬0.28%
Trust Point Inc.6,437$21.8 萬0.02%
Granite Group Advisors, LLC6,437$21.8 萬0.13%
Wealthspire Advisors, LLC6,232$21.1 萬0.00%
Sunpointe, LLC6,164$20.8 萬0.08%
Savant Capital, LLC6,123$20.7 萬0.00%
Brown Advisory Inc6,051$20.5 萬0.00%
Cozad Asset Management Inc6,020$20.4 萬0.02%
Aspen Grove Capital, LLC6,015$20.3 萬0.03%
Integrated Investment Consultants, LLC5,981$20.2 萬0.04%
Global Retirement Partners, LLC4,896$16.6 萬0.00%
IPG Investment Advisors LLC4,512$15.3 萬0.03%
Hilltop National Bank3,530$11.9 萬0.03%
Atlantic Union Bankshares Corp2,564$8.67 萬0.00%
AlphaCore Capital LLC2,077$7.02 萬0.00%
Ameritas Advisory Services, LLC1,926$6.51 萬0.00%
Twin Peaks Wealth Advisors, LLC978$3.87 萬0.01%
Fairscale Capital, LLC969$3.62 萬0.03%
Maseco LLP836$2.83 萬0.00%
Smithfield Trust Co675$2.40 萬0.00%
Redmont Wealth Advisors LLC475$1.61 萬0.02%
Strategic Wealth Partners, Ltd.255$8,6240.00%
Traub Capital Management LLC200$6,7640.01%
Baillie Gifford & Co172$5,8170.00%
Oliver Lagore Vanvalin Investment Group180$5,5130.00%
Harbor Asset Planning, Inc.133$4,4980.00%
LRI Investments, LLC110$3,7200.00%
Stephens Consulting, LLC103$3,4840.00%
SWAN Capital LLC96$3,2470.00%
Motco73$2,7250.00%
Principia Wealth Advisory, LLC69$2,3340.00%
Salomon & Ludwin, LLC42$1,4600.00%
Hallmark Capital Management Inc40$1,3530.00%
Armstrong Advisory Group, Inc38$1,2860.00%
Horizon Investments, LLC30$1,0150.00%
Kilter Group LLC23$7780.00%

清倉機構（53 家）

2025 年第 1 季季末持有 UBS Group AG、2025 年第 2 季有申報但已經沒有持有的機構。

2025 年第 2 季清倉 UBS 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Caisse de Depot Et Placement du Quebec408,401$1,240 萬
Parkwood LLC184,105$559.4 萬
Sustainable Insight Capital Management, LLC154,375$469.1 萬
Entropy Technologies, LP149,362$457.5 萬
Point72 Hong Kong Ltd128,319$393.0 萬
United Services Automobile Association110,504$350.2 萬
Dorsey Wright & Associates98,068$300.4 萬
Marex Group plc79,413$243.2 萬
Advanced Portfolio Management, LLC67,500$206.8 萬
Monaco Asset Management SAM62,500$189.9 萬
TownSquare Capital, LLC46,727$143.1 萬
Qsemble Capital Management, LP43,942$134.6 萬
Diversify Wealth Management, LLC41,885$127.8 萬
AdvisorShares Investments LLC34,816$105.7 萬
Belpointe Asset Management LLC20,850$63.9 萬
Fortis Capital Advisors, LLC20,850$63.9 萬
CenterStar Asset Management, LLC19,805$60.8 萬
Thoroughbred Financial Services, LLC15,966$48.9 萬
HAP Trading, LLC15,102$46.3 萬
Parallax Volatility Advisers, L.P.10,940$33.5 萬
Guggenheim Capital LLC10,809$33.1 萬
Claro Advisors LLC10,733$32.9 萬
Cyndeo Wealth Partners, LLC8,527$26.1 萬
Nomura Holdings Inc8,220$25.2 萬
Simon Quick Advisors, LLC8,210$25.1 萬
Financial Advocates Investment Management7,582$23.2 萬
Prime Capital Investment Advisors, LLC7,100$21.7 萬
Choate Investment Advisors7,077$21.6 萬
Diametric Capital, LP6,638$20.3 萬
Central Pacific Bank - Trust Division6,600$20.2 萬
Hexagon Capital Partners LLC5,331$16.3 萬
Banque Transatlantique SA4,847$14.7 萬
Wayfinding Financial, LLC3,292$10.0 萬
Cloud Capital Management, LLC2,690$8.20 萬
Continuum Advisory, LLC1,826$5.59 萬
Mather Group, LLC.1,630$4.99 萬
Rakuten Securities, Inc.1,466$4.49 萬
Washington Trust Co1,374$4.21 萬
Quarry LP1,218$3.70 萬
City Holding Co827$2.53 萬
Caitong International Asset Management Co., Ltd427$1.31 萬
Global Financial Private Client, LLC399$1.22 萬
GPS Wealth Strategies Group, LLC378$1.16 萬
Glass Jacobson Investment Advisors llc315$9,551
REAP Financial Group, LLC300$9,189
Eastern Bank258$7,903
ORG Wealth Partners, LLC170$5,158
DecisionPoint Financial, LLC136$4,166
Mattson Financial Services, LLC40$1,225
Catherine Avery Investment Management LLC10$306
Halbert Hargrove Global Advisors, LLC8$246
McClarren Financial Advisors, Inc.16$0
Financial Connections Group, Inc.354–

尚未申報 2025 年第 2 季的機構（10 家）

2025 年第 1 季季末持有 UBS Group AG、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 1 季持有 UBS、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Credit Agricole S A785,134$2,405 萬
Orion Portfolio Solutions, LLC108,541$332.5 萬
Beach Investment Counsel Inc71,775$219.8 萬
Glenmede Trust Co NA65,573$200.8 萬
Schechter Investment Advisors, LLC33,416$102.4 萬
Callan Capital, LLC25,867$79.2 萬
CAPROCK Group, Inc.17,744$54.4 萬
Lindbrook Capital, LLC12,069$37.0 萬
Vista Wealth Management Group, LLC6,752$20.7 萬
Sandy Spring Bank2,564$7.85 萬