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 |
|---|---|---|---|---|---|
| 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 |
| Vontobel Holding Ltd. | 13,835,545 | $5.65 億 | 1.77% | +11,778+0.1% | 加碼 |
| Acadian Asset Management LLC | 15,367,879 | $6.28 億 | 1.10% | +15,256,938+13,752.3% | 加碼 |
| Bank of America Corp | 17,026,177 | $6.98 億 | 0.05% | +8,596,940+102.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 19,434,955 | $7.95 億 | 0.50% | +695,796+3.7% | 加碼 |
| Amundi | 19,997,948 | $8.21 億 | 0.26% | −348,571−1.7% | 減碼 |
| Goldman Sachs Group Inc | 20,907,270 | $8.57 億 | 0.12% | +2,456,351+13.3% | 加碼 |
| Legal & General Group Plc | 23,403,367 | $9.56 億 | 0.21% | −1,386,131−5.6% | 減碼 |
| Pzena Investment Management LLC | 29,746,473 | $9.67 億 | 3.13% | −1,155,919−3.7% | 減碼 |
| Deutsche Bank AG | 24,860,799 | $10.2 億 | 0.34% | +1,910,646+8.3% | 加碼 |
| JPMorgan Chase & Co | 34,776,844 | $14.3 億 | 0.09% | +3,215,721+10.2% | 加碼 |
| Pictet Asset Management Holding SA | 35,302,882 | $14.4 億 | 1.39% | −432,793−1.2% | 減碼 |
| Capital World Investors | 37,343,504 | $15.3 億 | 0.21% | +386,264+1.0% | 加碼 |
| Dodge & Cox | 42,641,442 | $17.5 億 | 0.95% | −2,994,500−6.6% | 減碼 |
| Cevian Capital II GP LTD | 48,117,675 | $19.7 億 | 57.90% | 00.0% | 不變 |
| FMR LLC | 48,458,708 | $19.8 億 | 0.10% | −129,622−0.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,794,518 | $21.6 億 | 4.95% | −6,767,119−11.4% | 減碼 |
| Fisher Asset Management, LLC | 61,168,437 | $25.1 億 | 0.91% | +2,744,348+4.7% | 加碼 |
| Wellington Management Group LLP | 63,671,310 | $26.0 億 | 0.46% | +45,731,061+254.9% | 加碼 |
| Massachusetts Financial Services Co | 77,353,590 | $31.7 億 | 0.98% | +13,417,945+21.0% | 加碼 |
| UBS Group AG | 132,478,549 | $54.3 億 | 1.06% | +16,563,064+14.3% | 加碼 |
| Vanguard Group Inc | 137,347,438 | $56.5 億 | 0.08% | +1,990,426+1.5% | 加碼 |
| AXA S.A. | 0 | $0 | 0.00% | −3,614,786−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −999,014−100.0% | 清倉 |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −708,033−100.0% | 清倉 |
| Mangrove Partners | 0 | $0 | 0.00% | −527,637−100.0% | 清倉 |
| Sienna Gestion | 0 | $0 | 0.00% | −577,949−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −151,537−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −98,175−100.0% | 清倉 |
| Nekton Capital Ltd. | 0 | $0 | 0.00% | −77,510−100.0% | 清倉 |
| Andra AP-fonden | 0 | $0 | 0.00% | −86,857−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −42,234−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −37,307−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −37,132−100.0% | 清倉 |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −41,675−100.0% | 清倉 |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −31,511−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −31,592−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −26,722−100.0% | 清倉 |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −22,622−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −17,782−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −17,389−100.0% | 清倉 |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −13,488−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −13,036−100.0% | 清倉 |
| Dakota Wealth Management | 0 | $0 | 0.00% | −12,564−100.0% | 清倉 |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −11,803−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −11,493−100.0% | 清倉 |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −8,790−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,573−100.0% | 清倉 |
| Haven Private, LLC | 0 | $0 | 0.00% | −8,516−100.0% | 清倉 |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −7,844−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −7,825−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −7,424−100.0% | 清倉 |
| RMR Wealth Builders | 0 | $0 | 0.00% | −6,980−100.0% | 清倉 |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −6,666−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −6,531−100.0% | 清倉 |
| Fortress Financial Solutions, LLC | 0 | $0 | 0.00% | −6,528−100.0% | 清倉 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −6,051−100.0% | 清倉 |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −4,512−100.0% | 清倉 |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,653−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2,919−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −2,787−100.0% | 清倉 |
| Park Place Capital Corp | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,416−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −978−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −716−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −681−100.0% | 清倉 |
| Grove Bank & Trust | 0 | $0 | 0.00% | −395−100.0% | 清倉 |
| Transce3nd, LLC | 0 | $0 | 0.00% | −305−100.0% | 清倉 |
| Traub Capital Management LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| South State Corp. | 0 | $0 | 0.00% | −158−100.0% | 清倉 |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −156−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −152−100.0% | 清倉 |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −114−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −103−100.0% | 清倉 |
| Motco | 0 | $0 | 0.00% | −73−100.0% | 清倉 |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −69−100.0% | 清倉 |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Norges Bank | – | – | – | – | 本季未申報 |
| Black Diamond Capital Management, L.L.C. | – | – | – | – | 本季未申報 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |
| Atlas Capital Advisors LLC | – | – | – | – | 本季未申報 |
| EP Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| First Horizon Advisors, Inc. | – | – | – | – | 本季未申報 |
| Union Savings Bank | – | – | – | – | 本季未申報 |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | 本季未申報 |