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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 1,000 | $3.38 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 1,066 | $3.61 萬 | 0.00% | +38+3.7% | 加碼 |
| Fairscale Capital, LLC | 969 | $3.62 萬 | 0.03% | +969 | 新進 |
| Fifth Third Bancorp | 1,131 | $3.83 萬 | 0.00% | −46−3.9% | 減碼 |
| Westside Investment Management, Inc. | 1,137 | $3.84 萬 | 0.01% | +958+535.2% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 978 | $3.87 萬 | 0.01% | +978 | 新進 |
| Federation des caisses Desjardins du Quebec | 1,226 | $4.15 萬 | 0.00% | −490−28.6% | 減碼 |
| Parkside Financial Bank & Trust | 1,321 | $4.47 萬 | 0.00% | −420−24.1% | 減碼 |
| Geneos Wealth Management Inc. | 1,416 | $4.79 萬 | 0.00% | −81−5.4% | 減碼 |
| Park Place Capital Corp | 1,500 | $5.07 萬 | 0.01% | −1,200−44.4% | 減碼 |
| Berbice Capital Management LLC | 1,500 | $5.07 萬 | 0.04% | +200+15.4% | 加碼 |
| Barclays PLC | 1,819 | $6.15 萬 | 0.00% | +707+63.6% | 加碼 |
| Ameritas Advisory Services, LLC | 1,926 | $6.51 萬 | 0.00% | +1,926 | 新進 |
| Activest Wealth Management | 2,000 | $6.75 萬 | 0.02% | 00.0% | 不變 |
| AlphaCore Capital LLC | 2,077 | $7.02 萬 | 0.00% | +2,077 | 新進 |
| Harbour Investments, Inc. | 2,105 | $7.12 萬 | 0.00% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 2,564 | $8.67 萬 | 0.00% | +2,564 | 新進 |
| CIBC Private Wealth Group, LLC | 2,605 | $8.81 萬 | 0.00% | −64−2.4% | 減碼 |
| Bruce G. Allen Investments, LLC | 2,659 | $8.99 萬 | 0.07% | −93−3.4% | 減碼 |
| Rosenberg Matthew Hamilton | 2,748 | $9.29 萬 | 0.02% | +124+4.7% | 加碼 |
| Skopos Labs, Inc. | 2,787 | $9.42 萬 | 0.01% | +2,489+835.2% | 加碼 |
| Creative Financial Designs Inc | 2,800 | $9.47 萬 | 0.01% | −64−2.2% | 減碼 |
| Clear Street Markets LLC | 2,919 | $9.87 萬 | 0.04% | −8,982−75.5% | 減碼 |
| Golden State Wealth Management, LLC | 3,199 | $10.8 萬 | 0.01% | −873−21.4% | 減碼 |
| Bryn Mawr Trust Co | 3,297 | $11.2 萬 | 0.00% | −7,629−69.8% | 減碼 |
| Rothschild Investment LLC | 3,404 | $11.5 萬 | 0.01% | −398−10.5% | 減碼 |
| Hilltop National Bank | 3,530 | $11.9 萬 | 0.03% | +3,530 | 新進 |
| Allianz SE | 3,542 | $11.9 萬 | 0.00% | −8,770−71.2% | 減碼 |
| Umb Bank N A | 3,581 | $12.1 萬 | 0.00% | −465−11.5% | 減碼 |
| Opal Wealth Advisors, LLC | 3,653 | $12.4 萬 | 0.03% | +1,543+73.1% | 加碼 |
| MAI Capital Management | 4,376 | $14.8 萬 | 0.00% | +4,045+1,222.1% | 加碼 |
| IPG Investment Advisors LLC | 4,512 | $15.3 萬 | 0.03% | +4,512 | 新進 |
| Independence Bank of Kentucky | 4,600 | $15.6 萬 | 0.02% | −500−9.8% | 減碼 |
| Financial Perspectives, Inc | 4,894 | $16.6 萬 | 0.05% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 4,896 | $16.6 萬 | 0.00% | +4,896 | 新進 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,050 | $17.0 萬 | 0.05% | +950+23.2% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 5,045 | $17.0 萬 | 0.00% | +527+11.7% | 加碼 |
| IFP Advisors, Inc | 5,187 | $17.5 萬 | 0.00% | −283−5.2% | 減碼 |
| Massmutual Trust Co FSB | 5,244 | $17.7 萬 | 0.00% | −992−15.9% | 減碼 |
| GeoWealth Management, LLC | 5,338 | $18.1 萬 | 0.01% | −2,768−34.1% | 減碼 |
| Glen Eagle Advisors, LLC | 5,342 | $18.1 萬 | 0.03% | −347−6.1% | 減碼 |
| SRS Capital Advisors, Inc. | 5,370 | $18.2 萬 | 0.01% | +522+10.8% | 加碼 |
| Brown Miller Wealth Management, LLC | 5,956 | $20.1 萬 | 0.06% | −1,203−16.8% | 減碼 |
| Integrated Investment Consultants, LLC | 5,981 | $20.2 萬 | 0.04% | +5,981 | 新進 |
| Aspen Grove Capital, LLC | 6,015 | $20.3 萬 | 0.03% | +6,015 | 新進 |
| Cozad Asset Management Inc | 6,020 | $20.4 萬 | 0.02% | +6,020 | 新進 |
| Greykasell Wealth Strategies, Inc. | 6,044 | $20.4 萬 | 0.10% | 00.0% | 不變 |
| Brown Advisory Inc | 6,051 | $20.5 萬 | 0.00% | +6,051 | 新進 |
| Savant Capital, LLC | 6,123 | $20.7 萬 | 0.00% | +6,123 | 新進 |
| Sunpointe, LLC | 6,164 | $20.8 萬 | 0.08% | +6,164 | 新進 |
| Janney Capital Management LLC | 6,190 | $20.9 萬 | 0.01% | −432,337−98.6% | 減碼 |
| Wealthspire Advisors, LLC | 6,232 | $21.1 萬 | 0.00% | +6,232 | 新進 |
| Granite Group Advisors, LLC | 6,437 | $21.8 萬 | 0.13% | +6,437 | 新進 |
| Trust Point Inc. | 6,437 | $21.8 萬 | 0.02% | +6,437 | 新進 |
| Walleye Capital LLC | 6,471 | $21.9 萬 | 0.00% | −129,378−95.2% | 減碼 |
| First City Capital Management, Inc. | 6,494 | $22.0 萬 | 0.13% | −384−5.6% | 減碼 |
| Seven Mile Advisory | 6,514 | $22.0 萬 | 0.13% | −1,143−14.9% | 減碼 |
| Cheviot Value Management, LLC | 5,578 | $22.1 萬 | 0.03% | 00.0% | 不變 |
| Fortress Financial Solutions, LLC | 6,528 | $22.1 萬 | 0.28% | +6,528 | 新進 |
| Boston Private Wealth LLC | 6,531 | $22.1 萬 | 0.01% | −5,276−44.7% | 減碼 |
| Commerce Bank | 6,561 | $22.2 萬 | 0.00% | −1,639−20.0% | 減碼 |
| CWM, LLC | 6,566 | $22.2 萬 | 0.00% | −306−4.5% | 減碼 |
| Oppenheimer & Co Inc | 6,591 | $22.3 萬 | 0.00% | −1,881−22.2% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,612 | $22.4 萬 | 0.01% | +15+0.2% | 加碼 |
| Genus Capital Management Inc. | 6,620 | $22.4 萬 | 0.03% | −310−4.5% | 減碼 |
| Logan Capital Management Inc | 6,666 | $22.5 萬 | 0.01% | 00.0% | 不變 |
| Traveka Wealth, LLC | 6,761 | $22.9 萬 | 0.12% | −1,829−21.3% | 減碼 |
| West Family Investments, Inc. | 6,810 | $23.0 萬 | 0.06% | −2,724−28.6% | 減碼 |
| Allworth Financial LP | 6,827 | $23.1 萬 | 0.00% | −1,307−16.1% | 減碼 |
| SBI Securities Co., Ltd. | 6,851 | $23.2 萬 | 0.01% | −428−5.9% | 減碼 |
| Syverson Strege & Co | 6,891 | $23.3 萬 | 0.06% | +6,891 | 新進 |
| Summit Trail Advisors, LLC | 6,908 | $23.4 萬 | 0.00% | −512−6.9% | 減碼 |
| RMR Wealth Builders | 6,980 | $23.6 萬 | 0.02% | 00.0% | 不變 |
| Principal Securities, Inc. | 6,984 | $23.6 萬 | 0.00% | +2,688+62.6% | 加碼 |
| OneAscent Financial Services LLC | 7,149 | $24.1 萬 | 0.02% | −989−12.2% | 減碼 |
| Cromwell Holdings LLC | 7,242 | $24.5 萬 | 0.15% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 7,300 | $24.7 萬 | 0.05% | −533−6.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 7,424 | $25.1 萬 | 0.00% | +186+2.6% | 加碼 |
| Keybank National Association | 7,433 | $25.1 萬 | 0.00% | +464+6.7% | 加碼 |
| Smartleaf Asset Management LLC | 7,679 | $25.7 萬 | 0.02% | −4,789−38.4% | 減碼 |
| EP Wealth Advisors, LLC | 7,638 | $25.8 萬 | 0.00% | +7,638 | 新進 |
| Kingsview Wealth Management, LLC | 7,643 | $25.8 萬 | 0.00% | +220+3.0% | 加碼 |
| Flputnam Investment Management Co | 7,747 | $26.2 萬 | 0.00% | +7,747 | 新進 |
| Park National Corp | 7,789 | $26.3 萬 | 0.01% | +544+7.5% | 加碼 |
| MQS Management LLC | 7,825 | $26.5 萬 | 0.15% | +7,825 | 新進 |
| Perigon Wealth Management, LLC | 7,831 | $26.5 萬 | 0.01% | −4,678−37.4% | 減碼 |
| Saba Capital Management, L.P. | 7,844 | $26.5 萬 | 0.01% | +7,844 | 新進 |
| Columbia Asset Management | 7,886 | $26.7 萬 | 0.05% | −666−7.8% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,947 | $26.9 萬 | 0.01% | +7,947 | 新進 |
| Empower Advisory Group, LLC | 8,019 | $27.1 萬 | 0.00% | +710+9.7% | 加碼 |
| Evelyn Partners Investment Management Services Ltd | 8,100 | $27.4 萬 | 0.04% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 8,185 | $27.7 萬 | 0.01% | +744+10.0% | 加碼 |
| Fiduciary Trust Co | 8,302 | $28.1 萬 | 0.00% | +80+1.0% | 加碼 |
| Werba Rubin Papier Wealth Management | 8,400 | $28.4 萬 | 0.05% | +347+4.3% | 加碼 |
| Zhang Financial LLC | 8,515 | $28.8 萬 | 0.01% | −412−4.6% | 減碼 |
| Haven Private, LLC | 8,516 | $28.8 萬 | 0.13% | +8,516 | 新進 |
| Fox Run Management, L.L.C. | 8,573 | $29.0 萬 | 0.05% | +8,573 | 新進 |
| Five Oceans Advisors | 8,767 | $29.6 萬 | 0.13% | −526−5.7% | 減碼 |
| Simmons Bank | 8,770 | $29.7 萬 | 0.02% | −7,606−46.4% | 減碼 |
| Compton Wealth Advisory Group, LLC | 8,780 | $29.7 萬 | 0.08% | 00.0% | 不變 |