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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 767 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 季與 2025 年第 2 季比較

持有 UBS Group AG 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

UBS 的 13F 持有人：2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數5998622+31
股數13.2 億1.45 億12.2 億+3,895 萬 (+3.3%)
市值$445.1 億$48.9 億$498.1 億+$102.0 億 (+25.7%)

8 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（89 家）

2025 年第 3 季季末持有 UBS Group AG、2025 年第 2 季季末沒有持有的機構。

2025 年第 3 季新進 UBS 的機構
機構股數市值佔組合 %
AXA Investment Managers S.A.4,222,171$4.17 億1.12%
Ninety One UK Ltd8,689,535$3.55 億0.77%
Credit Agricole S A1,651,615$6,772 萬0.22%
Optiver Holding B.V.342,362$1,404 萬0.23%
Lazard Asset Management LLC265,805$1,085 萬0.01%
Black Diamond Capital Management I, LLLP200,000$820.0 萬5.45%
Intech Investment Management LLC183,082$748.1 萬0.07%
Lighthouse Investment Partners, LLC146,341$600.0 萬0.22%
Triasima Portfolio Management inc.144,965$594.4 萬0.90%
Perbak Capital Partners LLP122,966$502.0 萬0.88%
Point72 (DIFC) Ltd121,900$499.8 萬0.35%
Vestmark Advisory Solutions, Inc.99,503$408.0 萬0.08%
Point72 Hong Kong Ltd93,505$383.4 萬0.18%
Factory Mutual Insurance Co77,256$316.7 萬0.03%
Permanent Capital Management, LP69,327$284.2 萬0.53%
Susquehanna Advisors Group, Inc.65,200$267.3 萬0.08%
Occudo Quantitative Strategies LP59,318$243.2 萬0.30%
Cim, LLC55,456$227.4 萬0.30%
Marex Group plc54,183$221.2 萬0.03%
XTX Topco Ltd52,351$214.6 萬0.11%
Cubist Systematic Strategies, LLC49,569$203.2 萬0.03%
Henshaw Capital LLC33,267$136.4 萬0.05%
1832 Asset Management L.P.32,400$132.8 萬0.00%
CAPROCK Group, Inc.26,971$109.3 萬0.03%
New Vernon Capital Holdings II LLC18,627$76.4 萬0.35%
Harbour Capital Advisors, LLC16,205$66.3 萬0.14%
Schonfeld Strategic Advisors LLC15,711$64.4 萬0.00%
Root Financial Partners, LLC15,384$63.1 萬0.04%
Ninety One SA (PTY) Ltd12,516$51.1 萬0.02%
Dynamic Technology Lab Private Ltd10,736$44.0 萬0.07%
Catalytic Wealth RIA, LLC7,606$31.2 萬0.01%
Jain Global LLC7,484$30.7 萬0.00%
Pure Financial Advisors, Inc.7,390$30.3 萬0.00%
Grantham, Mayo, Van Otterloo & Co. LLC6,743$27.6 萬0.00%
Centurion Wealth Management LLC6,500$26.6 萬0.06%
NewEdge Wealth, LLC6,851$26.3 萬0.00%
Summit Financial, LLC6,396$26.2 萬0.00%
Brighton Jones LLC6,219$25.5 萬0.01%
Wealthstream Advisors, Inc.6,091$25.0 萬0.04%
Prime Capital Investment Advisors, LLC5,955$24.4 萬0.00%
Balyasny Asset Management LLC5,947$24.4 萬0.00%
Pensionmark Financial Group, LLC5,940$24.4 萬0.00%
SCS Capital Management LLC5,831$23.9 萬0.00%
Keebeck Wealth Management, LLC5,776$23.7 萬0.03%
Pictet Bank & Trust Ltd5,758$23.5 萬0.28%
FLC Capital Advisors5,693$23.3 萬0.05%
a16z Perennial Management, L.P.5,648$23.2 萬0.02%
Aire Advisors, LLC5,617$23.0 萬0.04%
Texas Capital Bank Wealth Management Services Inc5,281$21.7 萬0.02%
Riversedge Advisors, LLC5,252$21.5 萬0.04%
We Are One Seven, LLC5,225$21.4 萬0.00%
National Philanthropic Trust5,214$21.4 萬0.00%
Soltis Investment Advisors LLC5,204$21.3 萬0.01%
Welch & Forbes LLC5,008$20.5 萬0.00%
Diametric Capital, LP4,989$20.5 萬0.08%
Kestra Private Wealth Services, LLC4,951$20.3 萬0.00%
Evoke Wealth, LLC4,895$20.1 萬0.00%
Banque Transatlantique SA4,847$19.8 萬0.00%
Advisory Services Network, LLC4,266$17.5 萬0.00%
Cloud Capital Management, LLC2,690$11.0 萬0.06%
Virtus ETF Advisers LLC2,520$8.19 萬0.05%
Parallax Volatility Advisers, L.P.1,887$7.74 萬0.00%
Mather Group, LLC.1,123$4.60 萬0.00%
JPL Wealth Management, LLC908$3.72 萬0.01%
Flagship Wealth Advisors, LLC700$2.87 萬0.01%
True Wealth Design, LLC584$2.39 萬0.01%
Quarry LP286$1.17 萬0.00%
Guerra Advisors Inc262$1.07 萬0.00%
Financial Consulate, Inc254$1.04 萬0.00%
Retirement Wealth Solutions LLC244$1.00 萬0.01%
Wolff Wiese Magana LLC228$9,3480.01%
Silicon Valley Capital Partners217$8,8970.00%
Teachers Insurance & Annuity Association of America200$8,2000.01%
Westend Capital Management, LLC199$8,1590.00%
Albion Financial Group188$7,7080.00%
Essential Partners LLC166$6,8060.00%
Wealth Watch Advisors, INC152$6,2320.00%
Kozak & Associates, Inc.96$3,6720.00%
Manchester Capital Management LLC62$2,5420.00%
Grey Fox Wealth Advisors, LLC47$1,9270.00%
St Germain D J Co Inc46$1,8860.00%
American Capital Advisory, LLC46$1,8860.00%
Caitlin John, LLC27$1,1070.00%
Stone House Investment Management, LLC22$9020.00%
Central Trust Co20$8200.00%
Crewe Advisors LLC17$6970.00%
Bear Mountain Capital, Inc.18$6760.00%
Palisade Asset Management, LLC15$6150.00%
North Star Investment Management Corp.13$5330.00%

清倉機構（58 家）

2025 年第 2 季季末持有 UBS Group AG、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 UBS 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
AXA S.A.3,614,786$1.22 億
Jupiter Asset Management Ltd999,014$3,370 萬
AMF Pensionsforsakring AB708,033$2,395 萬
Mangrove Partners527,637$1,784 萬
Sienna Gestion577,949$1,779 萬
Trexquant Investment LP151,537$512.5 萬
Nebula Research & Development LLC98,175$332.0 萬
Nekton Capital Ltd.77,510$262.4 萬
Andra AP-fonden86,857$233.2 萬
Twin Tree Management, LP42,234$142.8 萬
GTS Securities LLC37,307$126.2 萬
Capital Fund Management S.A.37,132$125.6 萬
Longfellow Investment Management Co LLC41,675$111.9 萬
Victory Capital Management Inc31,511$109.6 萬
Squarepoint Ops LLC31,592$106.8 萬
Virtu Financial LLC26,722$90.4 萬
Bayforest Capital Ltd22,622$76.5 萬
Allspring Global Investments Holdings, LLC17,782$60.3 萬
PEAK6 LLC17,389$58.8 萬
ICONIQ Capital, LLC13,488$45.6 萬
IMC-Chicago, LLC13,036$44.1 萬
Dakota Wealth Management12,564$42.5 萬
Eqis Capital Management, Inc.11,803$39.9 萬
Mitsubishi UFJ Trust & Banking Corp11,493$38.6 萬
Shilanski & Associates, Inc.8,790$29.7 萬
Fox Run Management, L.L.C.8,573$29.0 萬
Haven Private, LLC8,516$28.8 萬
Saba Capital Management, L.P.7,844$26.5 萬
MQS Management LLC7,825$26.5 萬
Beacon Pointe Advisors, LLC7,424$25.1 萬
RMR Wealth Builders6,980$23.6 萬
Logan Capital Management Inc6,666$22.5 萬
Boston Private Wealth LLC6,531$22.1 萬
Fortress Financial Solutions, LLC6,528$22.1 萬
Brown Advisory Inc6,051$20.5 萬
IPG Investment Advisors LLC4,512$15.3 萬
Opal Wealth Advisors, LLC3,653$12.4 萬
Clear Street Markets LLC2,919$9.87 萬
Skopos Labs, Inc.2,787$9.42 萬
Park Place Capital Corp1,500$5.07 萬
Geneos Wealth Management Inc.1,416$4.79 萬
Twin Peaks Wealth Advisors, LLC978$3.87 萬
Whipplewood Advisors, LLC716$2.42 萬
NewSquare Capital LLC681$2.30 萬
Grove Bank & Trust395$1.34 萬
Transce3nd, LLC305$1.03 萬
Traub Capital Management LLC200$6,764
South State Corp.158$5,344
Sierra Ocean, LLC156$5,276
Whittier Trust Co152$5,139
Beacon Capital Management, LLC114$3,855
Stephens Consulting, LLC103$3,484
Motco73$2,725
Kiker Wealth Management, LLC69$2,334
Hallmark Capital Management Inc40$1,353
Wood Tarver Financial Group, LLC32$1,000
High Note Wealth, LLC13$440
Moisand Fitzgerald Tamayo, LLC9$305

尚未申報 2025 年第 3 季的機構（8 家）

2025 年第 2 季季末持有 UBS Group AG、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 2 季持有 UBS、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank144,091,392$48.8 億
Black Diamond Capital Management, L.L.C.350,000$1,184 萬
Avantax Advisory Services, Inc.57,244$193.6 萬
Atlas Capital Advisors LLC26,894$91.0 萬
EP Wealth Advisors, LLC7,638$25.8 萬
First Horizon Advisors, Inc.1,066$3.61 萬
Union Savings Bank410$1.53 萬
Oliver Lagore Vanvalin Investment Group180$5,513