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 3 季 13F 持有人
UBS Group AG 在 2025/9/30 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
- 622
- 較 2025 年第 2 季 +31 家
- 持有股數
- 12.2 億
- 較 2025 年第 2 季 +3,895 萬 (+3.3%)
- 總市值
- $498.1 億
- 較 2025 年第 2 季 +$102.0 億 (+25.7%)
- 新進機構
- 89
- 另有 241 家加碼
- 清倉機構
- 58
- 另有 193 家減碼
另有 8 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 137,347,438 | $56.5 億 | 0.08% | +1,990,426+1.5% | 加碼 |
| UBS Group AG | 132,478,549 | $54.3 億 | 1.06% | +16,563,064+14.3% | 加碼 |
| Massachusetts Financial Services Co | 77,353,590 | $31.7 億 | 0.98% | +13,417,945+21.0% | 加碼 |
| Wellington Management Group LLP | 63,671,310 | $26.0 億 | 0.46% | +45,731,061+254.9% | 加碼 |
| Fisher Asset Management, LLC | 61,168,437 | $25.1 億 | 0.91% | +2,744,348+4.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,794,518 | $21.6 億 | 4.95% | −6,767,119−11.4% | 減碼 |
| FMR LLC | 48,458,708 | $19.8 億 | 0.10% | −129,622−0.3% | 減碼 |
| Cevian Capital II GP LTD | 48,117,675 | $19.7 億 | 57.90% | 00.0% | 不變 |
| Dodge & Cox | 42,641,442 | $17.5 億 | 0.95% | −2,994,500−6.6% | 減碼 |
| Capital World Investors | 37,343,504 | $15.3 億 | 0.21% | +386,264+1.0% | 加碼 |
| Pictet Asset Management Holding SA | 35,302,882 | $14.4 億 | 1.39% | −432,793−1.2% | 減碼 |
| JPMorgan Chase & Co | 34,776,844 | $14.3 億 | 0.09% | +3,215,721+10.2% | 加碼 |
| Deutsche Bank AG | 24,860,799 | $10.2 億 | 0.34% | +1,910,646+8.3% | 加碼 |
| Pzena Investment Management LLC | 29,746,473 | $9.67 億 | 3.13% | −1,155,919−3.7% | 減碼 |
| Legal & General Group Plc | 23,403,367 | $9.56 億 | 0.21% | −1,386,131−5.6% | 減碼 |
| Goldman Sachs Group Inc | 20,907,270 | $8.57 億 | 0.12% | +2,456,351+13.3% | 加碼 |
| Amundi | 19,997,948 | $8.21 億 | 0.26% | −348,571−1.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 19,434,955 | $7.95 億 | 0.50% | +695,796+3.7% | 加碼 |
| Bank of America Corp | 17,026,177 | $6.98 億 | 0.05% | +8,596,940+102.0% | 加碼 |
| Acadian Asset Management LLC | 15,367,879 | $6.28 億 | 1.10% | +15,256,938+13,752.3% | 加碼 |
| Vontobel Holding Ltd. | 13,835,545 | $5.65 億 | 1.77% | +11,778+0.1% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 13,096,560 | $5.35 億 | 1.39% | +10,516,148+407.5% | 加碼 |
| Nuveen, LLC | 10,695,670 | $4.37 億 | 0.12% | −700,523−6.1% | 減碼 |
| AXA Investment Managers S.A. | 4,222,171 | $4.17 億 | 1.12% | +4,222,171 | 新進 |
| Bank of Montreal | 9,325,276 | $3.81 億 | 0.17% | +6,650,862+248.7% | 加碼 |
| Ninety One UK Ltd | 8,689,535 | $3.55 億 | 0.77% | +8,689,535 | 新進 |
| Citigroup Inc | 8,618,813 | $3.52 億 | 0.24% | +2,571,421+42.5% | 加碼 |
| Russell Investments Group, Ltd. | 8,282,908 | $3.38 億 | 0.38% | +532,230+6.9% | 加碼 |
| Caisse des Depots Et Consignations | 7,922,061 | $3.23 億 | 13.73% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 7,771,740 | $3.18 億 | 0.06% | −475,473−5.8% | 減碼 |
| Morgan Stanley | 7,713,775 | $3.16 億 | 0.02% | +11,612+0.2% | 加碼 |
| Banque Cantonale Vaudoise | 6,760,992 | $2.76 億 | 10.35% | +61,837+0.9% | 加碼 |
| Royal Bank of Canada | 6,701,770 | $2.75 億 | 0.05% | −851,900−11.3% | 減碼 |
| Canada Pension Plan Investment Board | 5,726,162 | $2.34 億 | 0.16% | −677,474−10.6% | 減碼 |
| WCM Investment Management, LLC | 5,217,681 | $2.16 億 | 0.45% | −4,016−0.1% | 減碼 |
| Compagnie Lombard Odier SCmA | 5,223,667 | $2.13 億 | 2.36% | −155,526−2.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,102,940 | $2.08 億 | 0.19% | −1,898,117−27.1% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 4,527,451 | $1.85 億 | 0.52% | −915,904−16.8% | 減碼 |
| Northern Trust Corp | 4,449,460 | $1.82 億 | 0.02% | +145,442+3.4% | 加碼 |
| Allianz Asset Management GmbH | 4,439,632 | $1.81 億 | 0.22% | +265,475+6.4% | 加碼 |
| DekaBank Deutsche Girozentrale | 4,269,505 | $1.76 億 | 0.30% | 00.0% | 不變 |
| BlackRock, Inc. | 4,202,101 | $1.72 億 | 0.00% | +215,552+5.4% | 加碼 |
| M&G Plc | 4,111,495 | $1.70 億 | 0.91% | −301,567−6.8% | 減碼 |
| Natixis Advisors, L.P. | 3,662,233 | $1.50 億 | 0.22% | +651,133+21.6% | 加碼 |
| Royal London Asset Management Ltd | 3,585,113 | $1.47 億 | 0.32% | −810,672−18.4% | 減碼 |
| Aviva PLC | 3,428,251 | $1.40 億 | 0.25% | −344,539−9.1% | 減碼 |
| LGT Group Foundation | 3,244,463 | $1.31 億 | 1.51% | +303,120+10.3% | 加碼 |
| Great West Life Assurance Co | 2,978,387 | $1.21 億 | 0.17% | +73,986+2.5% | 加碼 |
| Qube Research & Technologies Ltd | 2,818,856 | $1.15 億 | 0.16% | +1,197,262+73.8% | 加碼 |
| Public Sector Pension Investment Board | 2,742,259 | $1.12 億 | 0.41% | +97,509+3.7% | 加碼 |
| Public Employees Retirement System of Ohio | 2,474,228 | $1.01 億 | 0.32% | +181,593+7.9% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 2,307,000 | $9,426 萬 | 1.64% | 00.0% | 不變 |
| Liontrust Investment Partners LLP | 2,259,318 | $9,231 萬 | 1.35% | +130,424+6.1% | 加碼 |
| Captrust Financial Advisors | 2,130,180 | $8,733 萬 | 0.18% | −7,317−0.3% | 減碼 |
| FIL Ltd | 2,129,404 | $8,696 萬 | 0.07% | −3,580,262−62.7% | 減碼 |
| Janus Henderson Group PLC | 1,942,252 | $7,935 萬 | 0.04% | −57,499−2.9% | 減碼 |
| State of Tennessee, Treasury Department | 1,931,380 | $7,892 萬 | 0.26% | +24,552+1.3% | 加碼 |
| Generali Asset Management SPA SGR | 2,337,752 | $7,600 萬 | 1.62% | +380,665+19.5% | 加碼 |
| Invesco Ltd. | 1,780,106 | $7,298 萬 | 0.01% | +146,155+8.9% | 加碼 |
| ABN AMRO Bank N.V. | 1,766,328 | $7,176 萬 | 0.71% | +194,764+12.4% | 加碼 |
| Franklin Resources Inc | 1,727,240 | $7,100 萬 | 0.02% | +1,089,938+171.0% | 加碼 |
| HSBC Holdings PLC | 1,734,273 | $7,084 萬 | 0.04% | +13,997+0.8% | 加碼 |
| Korea Investment CORP | 1,728,618 | $7,063 萬 | 0.15% | −75,037−4.2% | 減碼 |
| J. Safra Sarasin Holding AG | 1,714,534 | $7,005 萬 | 1.13% | −52,001−2.9% | 減碼 |
| ARGA Investment Management, LP | 1,686,108 | $6,886 萬 | 1.83% | −5,603,001−76.9% | 減碼 |
| Credit Agricole S A | 1,651,615 | $6,772 萬 | 0.22% | +1,651,615 | 新進 |
| Moore Capital Management, LP | 1,653,290 | $6,751 萬 | 1.34% | −812,371−32.9% | 減碼 |
| Renaissance Technologies LLC | 1,603,191 | $6,573 萬 | 0.09% | −874,700−35.3% | 減碼 |
| American Century Companies Inc | 1,585,805 | $6,502 萬 | 0.03% | +337,208+27.0% | 加碼 |
| Envestnet Asset Management Inc | 1,576,783 | $6,465 萬 | 0.02% | −51,525−3.2% | 減碼 |
| Patient Capital Management, LLC | 1,500,849 | $6,153 萬 | 2.46% | −436,790−22.5% | 減碼 |
| Platinum Investment Management Ltd | 1,442,578 | $5,897 萬 | 3.81% | −1,335,911−48.1% | 減碼 |
| Brandes Investment Partners, LP | 1,425,439 | $5,844 萬 | 0.47% | −329,007−18.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,418,692 | $5,782 萬 | 0.05% | −3,293−0.2% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 1,336,145 | $5,459 萬 | 0.28% | +45,811+3.6% | 加碼 |
| Banque Pictet & Cie SA | 1,302,988 | $5,324 萬 | 0.53% | +269,518+26.1% | 加碼 |
| Ameriprise Financial Inc | 1,234,325 | $5,071 萬 | 0.01% | −2,028,294−62.2% | 減碼 |
| TD Asset Management Inc | 1,150,323 | $4,700 萬 | 0.04% | +35,482+3.2% | 加碼 |
| Two Sigma Advisers, LP | 1,113,955 | $4,567 萬 | 0.09% | +825,350+286.0% | 加碼 |
| Antipodes Partners Ltd | 1,089,854 | $4,453 萬 | 1.00% | −1,342,375−55.2% | 減碼 |
| Thrivent Financial for Lutherans | 1,061,215 | $4,336 萬 | 0.09% | −627−0.1% | 減碼 |
| Crocodile Capital Partners GmbH | 1,010,000 | $4,143 萬 | 33.72% | +15,000+1.5% | 加碼 |
| Worldquant Millennium Advisors LLC | 881,630 | $3,600 萬 | 0.16% | +3,313+0.4% | 加碼 |
| GAM Holding AG | 872,819 | $3,566 萬 | 2.20% | +13,776+1.6% | 加碼 |
| ASR Vermogensbeheer N.V. | 839,193 | $3,429 萬 | 0.42% | +45,095+5.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 818,817 | $3,357 萬 | 0.03% | +420,468+105.6% | 加碼 |
| Mackenzie Financial Corp | 789,683 | $3,224 萬 | 0.04% | +21,702+2.8% | 加碼 |
| Exane Asset Management | 789,001 | $3,014 萬 | 10.16% | −249,990−24.1% | 減碼 |
| Fullerton Fund Management Co Ltd. | 727,292 | $2,972 萬 | 1.15% | −18,071−2.4% | 減碼 |
| Levin Capital Strategies, L.P. | 698,736 | $2,865 萬 | 2.63% | −21,740−3.0% | 減碼 |
| Alliancebernstein L.P. | 687,911 | $2,820 萬 | 0.01% | +146,816+27.1% | 加碼 |
| Haven Global Partners, LLC | 679,072 | $2,775 萬 | 19.88% | +3,248+0.5% | 加碼 |
| Channing Global Advisors, LLC | 673,409 | $2,752 萬 | 19.05% | −68,452−9.2% | 減碼 |
| Wells Fargo & Company | 657,432 | $2,695 萬 | 0.01% | −165,550−20.1% | 減碼 |
| Zurich Insurance Group Ltd | 655,660 | $2,673 萬 | 0.19% | +91,590+16.2% | 加碼 |
| SIH Partners, LLLP | 645,813 | $2,648 萬 | 2.32% | +297,637+85.5% | 加碼 |
| Great Lakes Advisors, LLC | 627,555 | $2,573 萬 | 0.21% | −1020.0% | 減碼 |
| Systrade AG | 625,000 | $2,551 萬 | 18.95% | 00.0% | 不變 |
| Raymond James Financial Inc | 596,798 | $2,447 萬 | 0.01% | +75,744+14.5% | 加碼 |
| Stifel Financial Corp | 548,881 | $2,250 萬 | 0.02% | +1,152+0.2% | 加碼 |