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 |
|---|---|---|---|---|---|
| Shilanski & Associates, Inc. | 8,790 | $29.7 萬 | 0.08% | −108−1.2% | 減碼 |
| Journey Strategic Wealth LLC | 8,794 | $29.7 萬 | 0.01% | −328−3.6% | 減碼 |
| Hilltop Holdings Inc. | 8,796 | $29.8 萬 | 0.02% | −1,294−12.8% | 減碼 |
| Lido Advisors, LLC | 8,823 | $29.8 萬 | 0.00% | −220−2.4% | 減碼 |
| Diversify Advisory Services, LLC | 7,546 | $29.8 萬 | 0.01% | −6,077−44.6% | 減碼 |
| Blair William & Co | 9,047 | $30.6 萬 | 0.00% | −394−4.2% | 減碼 |
| Davenport & Co LLC | 9,243 | $31.3 萬 | 0.00% | −5,011−35.2% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 9,341 | $31.6 萬 | 0.02% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 9,378 | $31.7 萬 | 0.04% | −3,710−28.3% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 9,405 | $31.8 萬 | 0.01% | −2,135−18.5% | 減碼 |
| HB Wealth Management, LLC | 9,447 | $31.9 萬 | 0.00% | −3,694−28.1% | 減碼 |
| Keel Point, LLC | 9,488 | $32.1 萬 | 0.02% | +346+3.8% | 加碼 |
| Arkadios Wealth Advisors | 9,576 | $32.4 萬 | 0.01% | −360−3.6% | 減碼 |
| Calamos Wealth Management LLC | 9,696 | $32.8 萬 | 0.01% | +10.0% | 加碼 |
| Wedmont Private Capital | 9,240 | $33.1 萬 | 0.01% | +146+1.6% | 加碼 |
| D.A. Davidson & Co. | 9,902 | $33.5 萬 | 0.00% | +82+0.8% | 加碼 |
| Covenant Partners, LLC | 9,908 | $33.5 萬 | 0.10% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 9,947 | $33.6 萬 | 0.02% | +1,859+23.0% | 加碼 |
| Optas, LLC | 9,948 | $33.6 萬 | 0.06% | −3,658−26.9% | 減碼 |
| Impact Capital Partners LLC | 9,994 | $33.8 萬 | 0.11% | +394+4.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 10,134 | $34.3 萬 | 0.01% | +985+10.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 10,488 | $35.5 萬 | 0.00% | +6,496+162.7% | 加碼 |
| Sage Mountain Advisors LLC | 10,591 | $35.8 萬 | 0.02% | −319−2.9% | 減碼 |
| Drive Wealth Management, LLC | 10,651 | $36.0 萬 | 0.08% | −114−1.1% | 減碼 |
| D'Orazio & Associates, Inc. | 10,835 | $36.6 萬 | 0.05% | −328−2.9% | 減碼 |
| Stephens Inc | 10,865 | $36.7 萬 | 0.01% | −25−0.2% | 減碼 |
| Mountain Hill Investment Partners Corp. | 11,000 | $37.2 萬 | 0.31% | 00.0% | 不變 |
| Investors Research Corp | 11,118 | $37.6 萬 | 0.07% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 11,149 | $37.7 萬 | 0.02% | +1,594+16.7% | 加碼 |
| Synovus Financial Corp | 11,186 | $37.8 萬 | 0.00% | −498−4.3% | 減碼 |
| American Trust Investment Advisors, LLC | 11,295 | $38.2 萬 | 0.19% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 11,344 | $38.4 萬 | 0.00% | −1,675−12.9% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 11,493 | $38.6 萬 | 0.00% | +11,493 | 新進 |
| M.E. Allison & Co., Inc. | 11,660 | $39.4 萬 | 0.32% | 00.0% | 不變 |
| Custom Index Systems, LLC | 11,718 | $39.6 萬 | 0.19% | −5,528−32.1% | 減碼 |
| Eqis Capital Management, Inc. | 11,803 | $39.9 萬 | 0.03% | +382+3.3% | 加碼 |
| Mission Wealth Management, LP | 11,874 | $40.2 萬 | 0.01% | −709−5.6% | 減碼 |
| Seed Wealth Management, Inc. | 12,245 | $41.4 萬 | 0.31% | −890−6.8% | 減碼 |
| Leuthold Group, LLC | 12,323 | $41.7 萬 | 0.05% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 12,390 | $41.9 萬 | 0.01% | −4,564−26.9% | 減碼 |
| Gryphon Financial Partners LLC | 12,424 | $42.0 萬 | 0.05% | +2,458+24.7% | 加碼 |
| Citizens Financial Group Inc | 12,479 | $42.2 萬 | 0.01% | +3,543+39.6% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 12,528 | $42.4 萬 | 0.06% | +1,560+14.2% | 加碼 |
| Dakota Wealth Management | 12,564 | $42.5 萬 | 0.01% | +42+0.3% | 加碼 |
| Quinn Opportunity Partners LLC | 12,617 | $42.7 萬 | 0.04% | +12,617 | 新進 |
| Stonegate Investment Group, LLC | 12,659 | $42.8 萬 | 0.01% | +311+2.5% | 加碼 |
| Cresset Asset Management, LLC | 12,721 | $43.0 萬 | 0.00% | −7,059−35.7% | 減碼 |
| Legacy Financial Advisors, Inc. | 12,729 | $43.1 萬 | 0.07% | +233+1.9% | 加碼 |
| First National Bank of Hutchinson | 12,883 | $43.6 萬 | 0.27% | +499+4.0% | 加碼 |
| IMC-Chicago, LLC | 13,036 | $44.1 萬 | 0.01% | +13,036 | 新進 |
| Cordatus Wealth Management LLC | 13,066 | $44.2 萬 | 0.11% | −224−1.7% | 減碼 |
| Studio Investment Management LLC | 13,141 | $44.4 萬 | 0.09% | −249−1.9% | 減碼 |
| FDx Advisors, Inc. | 13,157 | $44.5 萬 | 0.14% | −222−1.7% | 減碼 |
| Spire Wealth Management | 13,424 | $45.4 萬 | 0.02% | +23+0.2% | 加碼 |
| ICONIQ Capital, LLC | 13,488 | $45.6 萬 | 0.01% | −5,911−30.5% | 減碼 |
| Farther Finance Advisors, LLC | 13,722 | $46.4 萬 | 0.01% | +11,069+417.2% | 加碼 |
| Sax Wealth Advisors, LLC | 13,774 | $46.6 萬 | 0.03% | −862−5.9% | 減碼 |
| swisspartners Advisors Ltd | 14,000 | $47.3 萬 | 0.45% | −52,277−78.9% | 減碼 |
| Valeo Financial Advisors, LLC | 14,102 | $47.7 萬 | 0.01% | −844−5.6% | 減碼 |
| Merit Financial Group, LLC | 14,225 | $48.1 萬 | 0.01% | +6,822+92.2% | 加碼 |
| Sivia Capital Partners, LLC | 14,300 | $48.4 萬 | 0.16% | +639+4.7% | 加碼 |
| Barometer Capital Management Inc. | 14,489 | $49.0 萬 | 0.14% | +1,000+7.4% | 加碼 |
| Parallel Advisors, LLC | 14,634 | $49.5 萬 | 0.01% | −3,403−18.9% | 減碼 |
| Klingenstein Fields & Co LP | 14,930 | $50.5 萬 | 0.02% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 15,093 | $51.0 萬 | 0.11% | −328−2.1% | 減碼 |
| Ascent Group, LLC | 15,251 | $51.6 萬 | 0.02% | +18+0.1% | 加碼 |
| Janney Montgomery Scott LLC | 15,402 | $52.1 萬 | 0.00% | −2,162−12.3% | 減碼 |
| Brown Brothers Harriman & Co | 15,429 | $52.2 萬 | 0.00% | +199+1.3% | 加碼 |
| Warren Averett Asset Management, LLC | 15,564 | $52.6 萬 | 0.01% | −1,306−7.7% | 減碼 |
| Clearstead Advisors, LLC | 15,571 | $52.7 萬 | 0.01% | −40−0.3% | 減碼 |
| Gallacher Capital Management LLC | 15,719 | $53.2 萬 | 0.25% | −851−5.1% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 15,980 | $54.0 萬 | 0.00% | −6,404−28.6% | 減碼 |
| Bridgewater Advisors Inc. | 14,428 | $54.8 萬 | 0.04% | −70−0.5% | 減碼 |
| Versant Capital Management, Inc | 17,089 | $57.8 萬 | 0.09% | +706+4.3% | 加碼 |
| HRT Financial LP | 17,254 | $58.3 萬 | 0.00% | +17,254 | 新進 |
| Resources Investment Advisors, LLC. | 17,388 | $58.8 萬 | 0.01% | −874−4.8% | 減碼 |
| PEAK6 LLC | 17,389 | $58.8 萬 | 0.02% | −23,528−57.5% | 減碼 |
| Syon Capital LLC | 17,603 | $59.5 萬 | 0.04% | +2,716+18.2% | 加碼 |
| Rehmann Capital Advisory Group | 17,724 | $59.9 萬 | 0.04% | −4,551−20.4% | 減碼 |
| Solstein Capital, LLC | 17,834 | $60.2 萬 | 0.31% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 17,782 | $60.3 萬 | 0.00% | −19,536−52.4% | 減碼 |
| Prospera Financial Services Inc | 18,434 | $62.3 萬 | 0.01% | +310+1.7% | 加碼 |
| NBC Securities, Inc. | 18,488 | $62.5 萬 | 0.05% | +1,802+10.8% | 加碼 |
| Bleakley Financial Group, LLC | 18,506 | $62.6 萬 | 0.02% | +3,430+22.8% | 加碼 |
| PDS Planning, Inc | 18,655 | $63.1 萬 | 0.05% | +91+0.5% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 18,666 | $63.1 萬 | 0.02% | +975+5.5% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 18,781 | $63.5 萬 | 0.03% | −2,121−10.1% | 減碼 |
| Brucke Financial, Inc. | 18,866 | $63.8 萬 | 0.44% | −812−4.1% | 減碼 |
| United Capital Financial Advisers, LLC | 18,887 | $63.9 萬 | 0.01% | −2,572−12.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 18,941 | $64.1 萬 | 0.02% | −5,941−23.9% | 減碼 |
| Personal Cfo Solutions, LLC | 19,197 | $64.9 萬 | 0.12% | −8,307−30.2% | 減碼 |
| Gradient Investments LLC | 19,225 | $65.0 萬 | 0.01% | +3,910+25.5% | 加碼 |
| SkyView Investment Advisors, LLC | 19,487 | $65.2 萬 | 0.09% | −260−1.3% | 減碼 |
| SG Americas Securities, LLC | 19,331 | $65.4 萬 | 0.00% | +10,637+122.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 19,795 | $66.9 萬 | 0.01% | +2,568+14.9% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 19,880 | $67.2 萬 | 1.22% | +19,880 | 新進 |
| Citadel Advisors LLC | 19,934 | $67.4 萬 | 0.00% | −393,379−95.2% | 減碼 |
| TD Waterhouse Canada Inc. | 19,998 | $67.5 萬 | 0.00% | +6,755+51.0% | 加碼 |
| Corient IA LLC | 20,000 | $67.6 萬 | 0.40% | 00.0% | 不變 |
| Private Advisor Group, LLC | 20,173 | $68.2 萬 | 0.00% | −4,124−17.0% | 減碼 |