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 |
|---|---|---|---|---|---|
| Westover Capital Advisors, LLC | 7,300 | $29.9 萬 | 0.06% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 7,390 | $30.3 萬 | 0.00% | +7,390 | 新進 |
| Jain Global LLC | 7,484 | $30.7 萬 | 0.00% | +7,484 | 新進 |
| Catalytic Wealth RIA, LLC | 7,606 | $31.2 萬 | 0.01% | +7,606 | 新進 |
| Principal Street Partners, LLC | 7,907 | $32.4 萬 | 0.05% | −15,388−66.1% | 減碼 |
| Summit Global Investments | 8,040 | $33.0 萬 | 0.02% | −45,158−84.9% | 減碼 |
| Evelyn Partners Investment Management Services Ltd | 8,100 | $33.1 萬 | 0.04% | 00.0% | 不變 |
| Werba Rubin Papier Wealth Management | 8,360 | $34.3 萬 | 0.06% | −40−0.5% | 減碼 |
| Lido Advisors, LLC | 8,501 | $34.9 萬 | 0.00% | −322−3.6% | 減碼 |
| Trust Point Inc. | 8,532 | $35.0 萬 | 0.03% | +2,095+32.5% | 加碼 |
| Kingsview Wealth Management, LLC | 8,553 | $35.1 萬 | 0.01% | +910+11.9% | 加碼 |
| HighPoint Advisor Group LLC | 8,569 | $35.1 萬 | 0.02% | +384+4.7% | 加碼 |
| Simmons Bank | 8,619 | $35.3 萬 | 0.02% | −151−1.7% | 減碼 |
| Empower Advisory Group, LLC | 8,621 | $35.3 萬 | 0.00% | +602+7.5% | 加碼 |
| SRS Capital Advisors, Inc. | 8,699 | $35.7 萬 | 0.01% | +3,329+62.0% | 加碼 |
| GeoWealth Management, LLC | 8,708 | $35.7 萬 | 0.01% | +3,370+63.1% | 加碼 |
| CWM, LLC | 8,759 | $35.9 萬 | 0.00% | +2,193+33.4% | 加碼 |
| Fiduciary Trust Co | 8,758 | $35.9 萬 | 0.00% | +456+5.5% | 加碼 |
| Five Oceans Advisors | 8,767 | $35.9 萬 | 0.13% | 00.0% | 不變 |
| Compton Wealth Advisory Group, LLC | 8,780 | $36.0 萬 | 0.08% | 00.0% | 不變 |
| West Family Investments, Inc. | 8,787 | $36.0 萬 | 0.08% | +1,977+29.0% | 加碼 |
| Summit Trail Advisors, LLC | 8,902 | $36.5 萬 | 0.01% | +1,994+28.9% | 加碼 |
| Blair William & Co | 9,066 | $37.2 萬 | 0.00% | +19+0.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 9,101 | $37.3 萬 | 0.00% | −43,248−82.6% | 減碼 |
| Park National Corp | 9,178 | $37.6 萬 | 0.01% | +1,389+17.8% | 加碼 |
| Journey Strategic Wealth LLC | 9,225 | $37.8 萬 | 0.01% | +431+4.9% | 加碼 |
| Walleye Trading LLC | 9,284 | $38.1 萬 | 0.01% | −53,929−85.3% | 減碼 |
| Wedmont Private Capital | 9,311 | $38.1 萬 | 0.01% | +71+0.8% | 加碼 |
| Keel Point, LLC | 9,316 | $38.2 萬 | 0.02% | −172−1.8% | 減碼 |
| Keybank National Association | 9,342 | $38.3 萬 | 0.00% | +1,909+25.7% | 加碼 |
| Hilltop Holdings Inc. | 9,593 | $39.2 萬 | 0.02% | +797+9.1% | 加碼 |
| Arkadios Wealth Advisors | 9,877 | $40.5 萬 | 0.01% | +301+3.1% | 加碼 |
| Covenant Partners, LLC | 9,908 | $40.6 萬 | 0.12% | 00.0% | 不變 |
| D.A. Davidson & Co. | 9,926 | $40.7 萬 | 0.00% | +24+0.2% | 加碼 |
| HRT Financial LP | 9,995 | $40.9 萬 | 0.00% | −7,259−42.1% | 減碼 |
| Optas, LLC | 10,108 | $41.4 萬 | 0.07% | +160+1.6% | 加碼 |
| Impact Capital Partners LLC | 10,182 | $41.7 萬 | 0.13% | +188+1.9% | 加碼 |
| Smartleaf Asset Management LLC | 10,125 | $41.8 萬 | 0.03% | +2,446+31.9% | 加碼 |
| Investors Research Corp | 10,311 | $42.3 萬 | 0.08% | −807−7.3% | 減碼 |
| M.E. Allison & Co., Inc. | 10,560 | $43.3 萬 | 0.30% | −1,100−9.4% | 減碼 |
| Sage Mountain Advisors LLC | 10,638 | $43.6 萬 | 0.02% | +47+0.4% | 加碼 |
| Synovus Financial Corp | 10,661 | $43.7 萬 | 0.01% | −525−4.7% | 減碼 |
| Dynamic Technology Lab Private Ltd | 10,736 | $44.0 萬 | 0.07% | +10,736 | 新進 |
| D'Orazio & Associates, Inc. | 10,784 | $44.2 萬 | 0.06% | −51−0.5% | 減碼 |
| Davenport & Co LLC | 10,863 | $44.5 萬 | 0.00% | +1,620+17.5% | 加碼 |
| Stephens Inc | 10,865 | $44.5 萬 | 0.01% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 10,984 | $45.0 萬 | 0.02% | +1,037+10.4% | 加碼 |
| Mountain Hill Investment Partners Corp. | 11,000 | $45.1 萬 | 0.40% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 11,053 | $45.3 萬 | 0.02% | +1,357+14.0% | 加碼 |
| Drive Wealth Management, LLC | 11,100 | $45.5 萬 | 0.10% | +449+4.2% | 加碼 |
| Brucke Financial, Inc. | 11,877 | $45.6 萬 | 0.27% | −6,989−37.0% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 11,116 | $45.6 萬 | 0.03% | +1,775+19.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 11,136 | $45.7 萬 | 0.00% | +648+6.2% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 11,146 | $45.7 萬 | 0.01% | +1,741+18.5% | 加碼 |
| Savant Capital, LLC | 11,157 | $45.7 萬 | 0.00% | +5,034+82.2% | 加碼 |
| Concurrent Investment Advisors, LLC | 11,164 | $45.8 萬 | 0.01% | +1,030+10.2% | 加碼 |
| American Trust Investment Advisors, LLC | 11,295 | $46.3 萬 | 0.24% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 11,381 | $46.7 萬 | 0.05% | +2,003+21.4% | 加碼 |
| FDx Advisors, Inc. | 12,301 | $47.2 萬 | 0.14% | −856−6.5% | 減碼 |
| Custom Index Systems, LLC | 11,718 | $48.0 萬 | 0.14% | 00.0% | 不變 |
| Mission Wealth Management, LP | 11,854 | $48.6 萬 | 0.01% | −20−0.2% | 減碼 |
| Seed Wealth Management, Inc. | 11,945 | $49.0 萬 | 0.34% | −300−2.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 11,984 | $49.1 萬 | 0.02% | +835+7.5% | 加碼 |
| Walleye Capital LLC | 12,023 | $49.3 萬 | 0.00% | +5,552+85.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 12,133 | $49.7 萬 | 0.00% | +9,528+365.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 12,321 | $50.5 萬 | 0.06% | −207−1.7% | 減碼 |
| Leuthold Group, LLC | 12,323 | $50.5 萬 | 0.06% | 00.0% | 不變 |
| Spire Wealth Management | 12,339 | $50.6 萬 | 0.02% | −1,085−8.1% | 減碼 |
| Studio Investment Management LLC | 12,375 | $50.7 萬 | 0.10% | −766−5.8% | 減碼 |
| Ninety One SA (PTY) Ltd | 12,516 | $51.1 萬 | 0.02% | +12,516 | 新進 |
| Quinn Opportunity Partners LLC | 12,617 | $51.7 萬 | 0.04% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 12,705 | $52.1 萬 | 0.01% | +315+2.5% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,707 | $52.1 萬 | 0.01% | +4,760+59.9% | 加碼 |
| HB Wealth Management, LLC | 12,720 | $52.2 萬 | 0.00% | +3,273+34.6% | 加碼 |
| Bridgewater Advisors Inc. | 13,820 | $52.6 萬 | 0.04% | −608−4.2% | 減碼 |
| Cresset Asset Management, LLC | 12,855 | $52.7 萬 | 0.00% | +134+1.1% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 12,941 | $53.1 萬 | 0.03% | −5,840−31.1% | 減碼 |
| Cordatus Wealth Management LLC | 13,138 | $53.9 萬 | 0.13% | +72+0.6% | 加碼 |
| Legacy Financial Advisors, Inc. | 13,431 | $55.1 萬 | 0.08% | +702+5.5% | 加碼 |
| NBC Securities, Inc. | 13,629 | $55.9 萬 | 0.04% | −4,859−26.3% | 減碼 |
| Sax Wealth Advisors, LLC | 13,804 | $56.6 萬 | 0.03% | +30+0.2% | 加碼 |
| Verition Fund Management LLC | 13,910 | $57.0 萬 | 0.00% | −7,883−36.2% | 減碼 |
| Macquarie Group Ltd | 14,000 | $57.3 萬 | 0.00% | −351,271−96.2% | 減碼 |
| swisspartners Advisors Ltd | 14,000 | $57.3 萬 | 0.47% | 00.0% | 不變 |
| Merit Financial Group, LLC | 14,345 | $58.8 萬 | 0.01% | +120+0.8% | 加碼 |
| Sivia Capital Partners, LLC | 14,379 | $59.0 萬 | 0.17% | +79+0.6% | 加碼 |
| Stonegate Investment Group, LLC | 14,518 | $59.5 萬 | 0.01% | +1,859+14.7% | 加碼 |
| National Asset Management, Inc. | 14,724 | $60.4 萬 | 0.03% | −11,836−44.6% | 減碼 |
| First National Bank of Hutchinson | 14,802 | $60.7 萬 | 0.32% | +1,919+14.9% | 加碼 |
| Clarius Group, LLC | 14,896 | $61.1 萬 | 0.04% | −7,331−33.0% | 減碼 |
| Parallel Advisors, LLC | 14,905 | $61.1 萬 | 0.01% | +271+1.9% | 加碼 |
| Klingenstein Fields & Co LP | 14,930 | $61.2 萬 | 0.02% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 14,947 | $61.3 萬 | 0.01% | −4,848−24.5% | 減碼 |
| Sage Rhino Capital LLC | 15,115 | $62.0 萬 | 0.12% | +22+0.1% | 加碼 |
| Ascent Group, LLC | 15,300 | $62.7 萬 | 0.02% | +49+0.3% | 加碼 |
| Root Financial Partners, LLC | 15,384 | $63.1 萬 | 0.04% | +15,384 | 新進 |
| Brown Brothers Harriman & Co | 15,429 | $63.3 萬 | 0.00% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 15,570 | $63.8 萬 | 0.03% | −2,154−12.2% | 減碼 |
| Clearstead Advisors, LLC | 15,571 | $63.8 萬 | 0.01% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 15,677 | $64.3 萬 | 0.01% | +113+0.7% | 加碼 |