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 |
|---|---|---|---|---|---|
| Liberty One Investment Management, LLC | 20,480 | $69.3 萬 | 0.07% | −898−4.2% | 減碼 |
| Chicago Trust Co NA | 20,743 | $70.2 萬 | 0.10% | +12,171+142.0% | 加碼 |
| Massachusetts Wealth Management | 21,080 | $71.3 萬 | 0.40% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 21,196 | $71.7 萬 | 0.00% | +657+3.2% | 加碼 |
| Verition Fund Management LLC | 21,793 | $73.7 萬 | 0.00% | +21,793 | 新進 |
| Clarius Group, LLC | 22,227 | $75.1 萬 | 0.04% | −1,801−7.5% | 減碼 |
| Ronald Blue Trust, Inc. | 22,334 | $75.5 萬 | 0.01% | −8,417−27.4% | 減碼 |
| Bayforest Capital Ltd | 22,622 | $76.5 萬 | 0.33% | +22,622 | 新進 |
| Main Street Financial Solutions, LLC | 23,045 | $77.9 萬 | 0.06% | −225−1.0% | 減碼 |
| Principal Street Partners, LLC | 23,295 | $78.8 萬 | 0.08% | +15,487+198.3% | 加碼 |
| Colony Group, LLC | 23,757 | $80.3 萬 | 0.00% | +9,646+68.4% | 加碼 |
| Checchi Capital Advisers, LLC | 24,581 | $83.1 萬 | 0.06% | −711−2.8% | 減碼 |
| Future Fund LLC | 24,775 | $83.8 萬 | 0.37% | +2,301+10.2% | 加碼 |
| Greenwich Wealth Management LLC | 24,847 | $84.0 萬 | 0.04% | 00.0% | 不變 |
| Connable Office Inc | 25,409 | $85.9 萬 | 0.09% | −1,884−6.9% | 減碼 |
| JFS Wealth Advisors, LLC | 25,692 | $86.9 萬 | 0.06% | 00.0% | 不變 |
| Net Worth Advisory Group | 25,960 | $87.8 萬 | 0.19% | +1,140+4.6% | 加碼 |
| Coldstream Capital Management Inc | 26,179 | $88.5 萬 | 0.01% | +290+1.1% | 加碼 |
| Ieq Capital, LLC | 26,267 | $88.8 萬 | 0.01% | +7,203+37.8% | 加碼 |
| Pinnacle Associates Ltd | 26,555 | $89.8 萬 | 0.01% | +5,122+23.9% | 加碼 |
| National Asset Management, Inc. | 26,560 | $89.8 萬 | 0.04% | −15,548−36.9% | 減碼 |
| Virtu Financial LLC | 26,722 | $90.4 萬 | 0.05% | +18,711+233.6% | 加碼 |
| Atlas Capital Advisors LLC | 26,894 | $91.0 萬 | 0.11% | 00.0% | 不變 |
| Ethic Inc. | 27,845 | $93.1 萬 | 0.02% | +1,158+4.3% | 加碼 |
| Evergreen Capital Management LLC | 28,618 | $96.8 萬 | 0.03% | −1,570−5.2% | 減碼 |
| Evelyn Partners Investment Management LLP | 28,866 | $97.7 萬 | 0.03% | 00.0% | 不變 |
| Cullinan Associates Inc | 29,000 | $98.1 萬 | 0.06% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 29,060 | $98.3 萬 | 0.04% | −10,905−27.3% | 減碼 |
| Credit Capital Investments LLC | 30,000 | $101.5 萬 | 1.42% | −13,000−30.2% | 減碼 |
| Centennial Bank | 30,277 | $102.4 萬 | 0.43% | −300−1.0% | 減碼 |
| Cullen/Frost Bankers, Inc. | 30,923 | $104.6 萬 | 0.01% | +24,125+354.9% | 加碼 |
| Squarepoint Ops LLC | 31,592 | $106.8 萬 | 0.00% | +300+1.0% | 加碼 |
| Advisor Group Holdings, Inc. | 32,345 | $109.0 萬 | 0.00% | +5,299+19.6% | 加碼 |
| Victory Capital Management Inc | 31,511 | $109.6 萬 | 0.00% | +31,511 | 新進 |
| SOL Capital Management CO | 32,580 | $110.2 萬 | 0.11% | −3,500−9.7% | 減碼 |
| Kathmere Capital Management, LLC | 32,969 | $111.5 萬 | 0.09% | −2,727−7.6% | 減碼 |
| Longfellow Investment Management Co LLC | 41,675 | $111.9 萬 | 0.28% | +41,675 | 新進 |
| Advisors Asset Management, Inc. | 33,200 | $112.3 萬 | 0.02% | +5,362+19.3% | 加碼 |
| Rockefeller Capital Management L.P. | 33,649 | $113.8 萬 | 0.00% | +8,520+33.9% | 加碼 |
| Jones Financial Companies LLLP | 34,167 | $114.3 萬 | 0.00% | +3,444+11.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 34,341 | $114.5 萬 | 0.01% | +7,196+26.5% | 加碼 |
| Sanctuary Advisors, LLC | 34,066 | $115.2 萬 | 0.01% | +7,252+27.0% | 加碼 |
| Assetmark, Inc | 34,363 | $116.2 萬 | 0.00% | +13,680+66.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 34,541 | $116.8 萬 | 0.01% | −2,732−7.3% | 減碼 |
| Gabelli Funds LLC | 35,000 | $118.4 萬 | 0.01% | +1,000+2.9% | 加碼 |
| Pictet & Cie (Europe) SA | 35,174 | $118.6 萬 | 0.03% | +26,225+293.0% | 加碼 |
| Snowden Capital Advisors LLC | 35,319 | $119.4 萬 | 0.04% | −1,095−3.0% | 減碼 |
| Simplex Trading, LLC | 35,546 | $120.2 萬 | 0.03% | +3,283+10.2% | 加碼 |
| Bailard, Inc. | 35,880 | $121.3 萬 | 0.03% | −384−1.1% | 減碼 |
| Mount Yale Investment Advisors, LLC | 36,958 | $125.0 萬 | 0.10% | −579−1.5% | 減碼 |
| Capital Fund Management S.A. | 37,132 | $125.6 萬 | 0.01% | +37,132 | 新進 |
| GTS Securities LLC | 37,307 | $126.2 萬 | 0.06% | +37,307 | 新進 |
| Ballentine Partners, LLC | 37,407 | $126.5 萬 | 0.02% | +963+2.6% | 加碼 |
| Commonwealth Equity Services, LLC | 38,098 | $128.8 萬 | 0.00% | −10,956−22.3% | 減碼 |
| Atria Investments LLC | 38,158 | $129.1 萬 | 0.02% | −18,402−32.5% | 減碼 |
| Beverly Hills Private Wealth, LLC | 38,192 | $129.2 萬 | 0.24% | −4,638−10.8% | 減碼 |
| Legacy Capital Group California, Inc. | 38,708 | $130.9 萬 | 0.36% | +831+2.2% | 加碼 |
| Susquehanna International Group, LLP | 38,874 | $131.5 萬 | 0.00% | −804,837−95.4% | 減碼 |
| Baker Ellis Asset Management LLC | 40,050 | $135.4 萬 | 0.19% | +1,050+2.7% | 加碼 |
| Truist Financial Corp | 41,782 | $141.3 萬 | 0.00% | −9,622−18.7% | 減碼 |
| Twin Tree Management, LP | 42,234 | $142.8 萬 | 0.04% | +42,234 | 新進 |
| Northside Capital Management, LLC | 42,761 | $144.6 萬 | 0.11% | +42,761 | 新進 |
| Pitcairn Co | 44,334 | $149.9 萬 | 0.10% | −22,769−33.9% | 減碼 |
| Tudor Investment Corp Et Al | 44,364 | $150.0 萬 | 0.01% | +44,364 | 新進 |
| Rhumbline Advisers | 44,451 | $150.3 萬 | 0.00% | +1,897+4.5% | 加碼 |
| Kovitz Investment Group Partners, LLC | 45,009 | $152.2 萬 | 0.01% | +5,178+13.0% | 加碼 |
| BTC Capital Management, Inc. | 45,458 | $153.7 萬 | 0.13% | +1,801+4.1% | 加碼 |
| Gator Capital Management, LLC | 47,600 | $161.0 萬 | 0.50% | 00.0% | 不變 |
| GWM Advisors LLC | 48,654 | $164.5 萬 | 0.01% | +6,882+16.5% | 加碼 |
| Greenleaf Trust | 48,682 | $164.6 萬 | 0.01% | −35−0.1% | 減碼 |
| Graham Capital Management, L.P. | 51,522 | $174.2 萬 | 0.05% | +51,522 | 新進 |
| BNP Paribas Arbitrage, SA | 52,349 | $177.0 萬 | 0.00% | +42,725+443.9% | 加碼 |
| Advisors Capital Management, LLC | 52,648 | $178.1 萬 | 0.02% | +16,102+44.1% | 加碼 |
| Summit Global Investments | 53,198 | $179.9 萬 | 0.11% | −11,049−17.2% | 減碼 |
| Qtron Investments LLC | 53,833 | $181.6 萬 | 0.23% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 53,878 | $182.4 萬 | 0.67% | +11,309+26.6% | 加碼 |
| Park Avenue Securities LLC | 54,294 | $183.6 萬 | 0.02% | −3,633−6.3% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 54,675 | $184.9 萬 | 0.82% | +919+1.7% | 加碼 |
| Forum Financial Management, LP | 56,356 | $190.6 萬 | 0.03% | −11,749−17.3% | 減碼 |
| Callan Family Office, LLC | 57,031 | $192.9 萬 | 0.06% | +34,278+150.7% | 加碼 |
| Vise Technologies, Inc. | 57,103 | $193.1 萬 | 0.08% | +57,103 | 新進 |
| Avantax Advisory Services, Inc. | 57,244 | $193.6 萬 | 0.01% | +8,063+16.4% | 加碼 |
| Yousif Capital Management, LLC | 57,675 | $195.1 萬 | 0.02% | +3,825+7.1% | 加碼 |
| Centiva Capital, LP | 58,268 | $197.1 萬 | 0.13% | +43,675+299.3% | 加碼 |
| Capital International Sarl | 59,554 | $201.1 萬 | 0.04% | 00.0% | 不變 |
| Cigna Investments Inc | 59,806 | $201.7 萬 | 0.35% | −854−1.4% | 減碼 |
| Banco Santander, S.A. | 61,082 | $206.6 萬 | 0.02% | −60,012−49.6% | 減碼 |
| Orca Wealth Management, LLC | 61,113 | $206.7 萬 | 1.74% | +1,134+1.9% | 加碼 |
| Glenmede Investment Management, LP | 62,452 | $211.2 萬 | 0.01% | +62,452 | 新進 |
| Walleye Trading LLC | 63,213 | $213.8 萬 | 0.05% | +41,126+186.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 63,304 | $214.1 萬 | 0.00% | +8,894+16.3% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 63,400 | $214.4 萬 | 0.41% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 63,594 | $215.1 萬 | 0.02% | +277+0.4% | 加碼 |
| RSM US Wealth Management LLC | 64,425 | $217.9 萬 | 0.03% | +12,737+24.6% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 64,529 | $218.2 萬 | 1.20% | +374+0.6% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 65,204 | $220.5 萬 | 0.05% | +65,204 | 新進 |
| Cetera Investment Advisers | 65,647 | $222.0 萬 | 0.00% | −14,443−18.0% | 減碼 |
| Bessemer Group Inc | 67,727 | $229.0 萬 | 0.00% | +3,966+6.2% | 加碼 |
| Mediolanum International Funds Ltd | 69,440 | $232.6 萬 | 0.03% | −107,844−60.8% | 減碼 |
| Andra AP-fonden | 86,857 | $233.2 萬 | 0.03% | 00.0% | 不變 |