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 |
|---|---|---|---|---|---|
| Stamos Capital Partners, L.P. | 70,464 | $238.3 萬 | 0.43% | +24,824+54.4% | 加碼 |
| Altman Advisors, Inc. | 71,825 | $242.6 萬 | 0.99% | +2,043+2.9% | 加碼 |
| National Bank of Canada | 70,869 | $246.5 萬 | 0.00% | −56,710−44.5% | 減碼 |
| Signaturefd, LLC | 72,966 | $246.8 萬 | 0.04% | −4,824−6.2% | 減碼 |
| Alaethes Wealth LLC | 75,126 | $254.1 萬 | 0.76% | +2,305+3.2% | 加碼 |
| Hantz Financial Services, Inc. | 75,232 | $254.4 萬 | 0.04% | −648−0.9% | 減碼 |
| Equitable Trust Co | 75,285 | $254.6 萬 | 0.13% | +1,136+1.5% | 加碼 |
| TrueMark Investments, LLC | 75,686 | $256.0 萬 | 0.55% | +11,730+18.3% | 加碼 |
| Nekton Capital Ltd. | 77,510 | $262.4 萬 | 5.32% | +77,510 | 新進 |
| Legacy Wealth Asset Management, LLC | 83,370 | $282.0 萬 | 0.72% | +23,356+38.9% | 加碼 |
| Plato Investment Management Ltd | 84,458 | $283.7 萬 | 0.21% | +1,275+1.5% | 加碼 |
| Ossiam | 84,740 | $285.8 萬 | 0.03% | +2,171+2.6% | 加碼 |
| Independent Advisor Alliance | 86,721 | $293.3 萬 | 0.08% | +836+1.0% | 加碼 |
| Highland Capital Management, LLC | 86,756 | $293.4 萬 | 0.16% | −1,810−2.0% | 減碼 |
| Cloverfields Capital Group, LP | 88,192 | $298.3 萬 | 0.89% | 00.0% | 不變 |
| NatWest Group plc | 92,787 | $313.8 萬 | 0.93% | −108,222−53.8% | 減碼 |
| CI Private Wealth, LLC | 95,681 | $323.6 萬 | 0.00% | +21,829+29.6% | 加碼 |
| Brinker Capital Investments, LLC | 95,852 | $324.2 萬 | 0.03% | −12,689−11.7% | 減碼 |
| US Bancorp | 96,411 | $326.1 萬 | 0.00% | −9,396−8.9% | 減碼 |
| MML Investors Services, LLC | 97,960 | $331.3 萬 | 0.01% | −4,743−4.6% | 減碼 |
| Nebula Research & Development LLC | 98,175 | $332.0 萬 | 0.28% | +35,075+55.6% | 加碼 |
| Mercer Global Advisors Inc | 98,308 | $332.5 萬 | 0.01% | −8,176−7.7% | 減碼 |
| Group One Trading, L.P. | 99,375 | $336.1 萬 | 0.11% | +15,986+19.2% | 加碼 |
| Oddo BHF Asset Management SAS | 127,785 | $343.1 萬 | 0.13% | +109,785+609.9% | 加碼 |
| Mitchell Capital Management Co | 96,483 | $347.5 萬 | 0.65% | −13,862−12.6% | 減碼 |
| Metis Global Partners, LLC | 106,313 | $359.8 萬 | 0.09% | +7,833+8.0% | 加碼 |
| Quadrant Capital Group LLC | 106,855 | $361.4 萬 | 0.13% | −11,446−9.7% | 減碼 |
| Mirabella Financial Services LLP | 109,430 | $370.1 萬 | 0.39% | +109,430 | 新進 |
| Acadian Asset Management LLC | 110,941 | $374.0 萬 | 0.01% | −416,728−79.0% | 減碼 |
| Groupama Asset Managment | 145,805 | $390.5 萬 | 0.06% | −3,629−2.4% | 減碼 |
| HighTower Advisors, LLC | 117,435 | $397.2 萬 | 0.00% | −739−0.6% | 減碼 |
| Groupe la Francaise | 119,479 | $402.8 萬 | 0.07% | +33,826+39.5% | 加碼 |
| Campbell & CO Investment Adviser LLC | 119,894 | $405.5 萬 | 0.26% | +119,894 | 新進 |
| Vident Advisory, LLC | 121,820 | $411.6 萬 | 0.05% | −2,573−2.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 121,067 | $422.3 萬 | 0.01% | −3,328−2.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 127,614 | $431.6 萬 | 0.00% | +7,688+6.4% | 加碼 |
| Kestra Advisory Services, LLC | 129,280 | $437.2 萬 | 0.02% | −16,100−11.1% | 減碼 |
| Wetherby Asset Management Inc | 129,469 | $437.9 萬 | 0.19% | +129,469 | 新進 |
| Timber Creek Capital Management LLC | 117,084 | $439.5 萬 | 1.12% | −570.0% | 減碼 |
| Clearbridge Investments, LLC | 134,991 | $456.5 萬 | 0.00% | −10,058−6.9% | 減碼 |
| Inspire Trust Co, N.A. | 135,000 | $456.6 萬 | 0.94% | +22,000+19.5% | 加碼 |
| Helios Capital Management Pte. Ltd | 136,000 | $460.4 萬 | 3.54% | +24,000+21.4% | 加碼 |
| AQR Capital Management LLC | 139,033 | $470.2 萬 | 0.00% | +76,121+121.0% | 加碼 |
| Ritholtz Wealth Management | 144,231 | $487.8 萬 | 0.11% | −37,059−20.4% | 減碼 |
| SEI Investments Co | 145,847 | $493.3 萬 | 0.01% | −78,129−34.9% | 減碼 |
| Credit Industriel Et Commercial | 147,378 | $495.3 萬 | 0.79% | +6,245+4.4% | 加碼 |
| Ingalls & Snyder LLC | 150,061 | $507.5 萬 | 0.18% | +150,061 | 新進 |
| Trexquant Investment LP | 151,537 | $512.5 萬 | 0.06% | +151,537 | 新進 |
| Permanens Capital L.P. | 151,596 | $512.7 萬 | 0.70% | +20,899+16.0% | 加碼 |
| RPg Family Wealth Advisory, LLC | 155,348 | $525.4 萬 | 1.40% | −126,682−44.9% | 減碼 |
| DJE Kapital AG | 162,371 | $539.7 萬 | 0.13% | −290,646−64.2% | 減碼 |
| 111 Capital | 160,693 | $544.0 萬 | 0.94% | +117,534+272.3% | 加碼 |
| Cerity Partners LLC | 167,275 | $565.7 萬 | 0.01% | −5,761−3.3% | 減碼 |
| Mariner, LLC | 181,030 | $612.2 萬 | 0.01% | +4,483+2.5% | 加碼 |
| JustInvest LLC | 181,097 | $613.1 萬 | 0.07% | −10,180−5.3% | 減碼 |
| Neuberger Berman Group LLC | 181,910 | $614.4 萬 | 0.00% | +23,627+14.9% | 加碼 |
| QRG Capital Management, Inc. | 188,021 | $635.9 萬 | 0.06% | −19,329−9.3% | 減碼 |
| Pathstone Holdings, LLC | 190,870 | $644.9 萬 | 0.03% | −35,644−15.7% | 減碼 |
| First Trust Advisors LP | 199,559 | $675.1 萬 | 0.01% | +30.0% | 加碼 |
| Jefferies Financial Group Inc. | 202,272 | $684.5 萬 | 0.11% | +50,992+33.7% | 加碼 |
| Ensign Peak Advisors, Inc | 204,044 | $688.3 萬 | 0.01% | −17,850−8.0% | 減碼 |
| LPL Financial LLC | 215,150 | $727.6 萬 | 0.00% | −11,096−4.9% | 減碼 |
| Promethos Capital, LLC | 215,042 | $727.7 萬 | 2.46% | +12,710+6.3% | 加碼 |
| Assenagon Asset Management S.A. | 217,715 | $734.4 萬 | 0.01% | +15,042+7.4% | 加碼 |
| LGT Fund Management Co Ltd. | 244,036 | $826.2 萬 | 0.72% | −97,461−28.5% | 減碼 |
| Fiera Capital Corp | 252,885 | $855.3 萬 | 0.03% | +35,894+16.5% | 加碼 |
| Creative Planning | 259,110 | $876.3 萬 | 0.01% | −39,316−13.2% | 減碼 |
| Value Partners Investments Inc. | 259,856 | $878.9 萬 | 0.69% | −1,025−0.4% | 減碼 |
| Alberta Investment Management Corp | 267,593 | $905.9 萬 | 0.07% | +267,593 | 新進 |
| Crossmark Global Holdings, Inc. | 278,366 | $941.4 萬 | 0.15% | +8,322+3.1% | 加碼 |
| Two Sigma Advisers, LP | 288,605 | $976.1 萬 | 0.02% | +271,649+1,602.1% | 加碼 |
| Macquarie Group Ltd | 365,271 | $990.5 萬 | 0.01% | +7,860+2.2% | 加碼 |
| M&T Bank Corp | 298,111 | $1,009 萬 | 0.03% | +17,305+6.2% | 加碼 |
| Quantinno Capital Management LP | 299,953 | $1,014 萬 | 0.04% | +14,057+4.9% | 加碼 |
| Maryland State Retirement & Pension System | 302,560 | $1,024 萬 | 0.22% | −115,146−27.6% | 減碼 |
| PDT Partners, LLC | 305,378 | $1,033 萬 | 0.58% | +305,378 | 新進 |
| MetLife Investment Management | 321,595 | $1,088 萬 | 0.06% | −19,726−5.8% | 減碼 |
| Charles Schwab Investment Management Inc | 331,410 | $1,121 萬 | 0.00% | +30,996+10.3% | 加碼 |
| Contravisory Investment Management, Inc. | 345,381 | $1,168 萬 | 2.30% | −2,479−0.7% | 減碼 |
| SIH Partners, LLLP | 348,176 | $1,178 萬 | 1.12% | −3,697,367−91.4% | 減碼 |
| RBF Capital, LLC | 348,859 | $1,180 萬 | 0.58% | +23,859+7.3% | 加碼 |
| Black Diamond Capital Management, L.L.C. | 350,000 | $1,184 萬 | 6.90% | 00.0% | 不變 |
| CIBC World Markets Inc. | 350,316 | $1,186 萬 | 0.03% | −4,650−1.3% | 減碼 |
| Prudential PLC | 360,657 | $1,221 萬 | 0.07% | +61,009+20.4% | 加碼 |
| Baader Bank INC | 360,840 | $1,222 萬 | 1.05% | 00.0% | 不變 |
| Gardner Lewis Asset Management L P | 368,696 | $1,247 萬 | 3.11% | −2,000−0.5% | 減碼 |
| Henry James International Management, Inc. | 372,723 | $1,261 萬 | 4.14% | −38,200−9.3% | 減碼 |
| Pictet North America Advisors SA | 382,355 | $1,290 萬 | 1.29% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 398,349 | $1,347 萬 | 0.01% | +257,680+183.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 426,291 | $1,442 萬 | 0.10% | −58,397−12.0% | 減碼 |
| Voya Investment Management LLC | 507,951 | $1,713 萬 | 0.02% | −8,566−1.7% | 減碼 |
| Baker Avenue Asset Management, LP | 509,982 | $1,725 萬 | 0.49% | −2,501−0.5% | 減碼 |
| USS Investment Management Ltd | 516,436 | $1,749 萬 | 0.11% | 00.0% | 不變 |
| Raymond James Financial Inc | 521,054 | $1,762 萬 | 0.01% | −272,431−34.3% | 減碼 |
| Sienna Gestion | 577,949 | $1,779 萬 | 1.22% | +577,949 | 新進 |
| Mangrove Partners | 527,637 | $1,784 萬 | 1.92% | 00.0% | 不變 |
| Alliancebernstein L.P. | 541,095 | $1,830 萬 | 0.01% | −38,196−6.6% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 543,866 | $1,835 萬 | 0.17% | −25,648−4.5% | 減碼 |
| Point72 Asset Management, L.P. | 542,976 | $1,836 萬 | 0.04% | +405,370+294.6% | 加碼 |
| Stifel Financial Corp | 547,729 | $1,852 萬 | 0.02% | +10,194+1.9% | 加碼 |