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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 516,436 | $2,108 萬 | 0.10% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 509,746 | $2,078 萬 | 0.32% | −164,914−24.4% | 減碼 |
| Baker Avenue Asset Management, LP | 498,686 | $2,045 萬 | 0.49% | −11,296−2.2% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 461,495 | $1,886 萬 | 0.15% | −82,371−15.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 456,553 | $1,872 萬 | 0.11% | +30,262+7.1% | 加碼 |
| Charles Schwab Investment Management Inc | 430,808 | $1,766 萬 | 0.00% | +99,398+30.0% | 加碼 |
| Quantinno Capital Management LP | 389,099 | $1,595 萬 | 0.04% | +89,146+29.7% | 加碼 |
| Voya Investment Management LLC | 386,143 | $1,578 萬 | 0.02% | −121,808−24.0% | 減碼 |
| Pictet North America Advisors SA | 382,355 | $1,562 萬 | 1.46% | 00.0% | 不變 |
| Gardner Lewis Asset Management L P | 367,625 | $1,507 萬 | 3.95% | −1,071−0.3% | 減碼 |
| CIBC World Markets Inc. | 367,982 | $1,503 萬 | 0.03% | +17,666+5.0% | 加碼 |
| Henry James International Management, Inc. | 365,710 | $1,499 萬 | 4.59% | −7,013−1.9% | 減碼 |
| Baader Bank INC | 360,840 | $1,473 萬 | 1.22% | 00.0% | 不變 |
| RBF Capital, LLC | 348,859 | $1,430 萬 | 0.66% | 00.0% | 不變 |
| Optiver Holding B.V. | 342,362 | $1,404 萬 | 0.23% | +342,362 | 新進 |
| Maryland State Retirement & Pension System | 333,884 | $1,363 萬 | 0.29% | +31,324+10.4% | 加碼 |
| Prudential PLC | 331,564 | $1,354 萬 | 0.10% | −29,093−8.1% | 減碼 |
| Contravisory Investment Management, Inc. | 324,359 | $1,330 萬 | 2.58% | −21,022−6.1% | 減碼 |
| Creative Planning | 323,367 | $1,326 萬 | 0.01% | +64,257+24.8% | 加碼 |
| Fiera Capital Corp | 315,288 | $1,293 萬 | 0.04% | +62,403+24.7% | 加碼 |
| PDT Partners, LLC | 305,288 | $1,247 萬 | 0.79% | −900.0% | 減碼 |
| MetLife Investment Management | 298,912 | $1,227 萬 | 0.06% | −22,683−7.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 277,075 | $1,136 萬 | 0.17% | −1,291−0.5% | 減碼 |
| LGT Fund Management Co Ltd. | 279,100 | $1,130 萬 | 0.91% | +35,064+14.4% | 加碼 |
| Lazard Asset Management LLC | 265,805 | $1,085 萬 | 0.01% | +265,805 | 新進 |
| UBS Asset Management Americas Inc | 257,886 | $1,057 萬 | 0.00% | −70,408,568−99.6% | 減碼 |
| Jane Street Group, LLC | 254,053 | $1,042 萬 | 0.01% | −1,841,430−87.9% | 減碼 |
| LPL Financial LLC | 253,240 | $1,038 萬 | 0.00% | +38,090+17.7% | 加碼 |
| Assenagon Asset Management S.A. | 248,546 | $1,016 萬 | 0.02% | +30,831+14.2% | 加碼 |
| Value Partners Investments Inc. | 240,090 | $983.9 萬 | 0.80% | −19,766−7.6% | 減碼 |
| Promethos Capital, LLC | 262,652 | $983.2 萬 | 2.64% | +47,610+22.1% | 加碼 |
| Millennium Management LLC | 236,319 | $968.9 萬 | 0.01% | −469,234−66.5% | 減碼 |
| Point72 Asset Management, L.P. | 233,529 | $957.5 萬 | 0.02% | −309,447−57.0% | 減碼 |
| Mariner, LLC | 207,949 | $852.6 萬 | 0.01% | +26,919+14.9% | 加碼 |
| AQR Capital Management LLC | 207,876 | $852.3 萬 | 0.01% | +68,843+49.5% | 加碼 |
| Pathstone Holdings, LLC | 205,340 | $840.9 萬 | 0.03% | +14,470+7.6% | 加碼 |
| Black Diamond Capital Management I, LLLP | 200,000 | $820.0 萬 | 5.45% | +200,000 | 新進 |
| JustInvest LLC | 194,897 | $799.8 萬 | 0.08% | +13,800+7.6% | 加碼 |
| Susquehanna International Group, LLP | 191,620 | $785.6 萬 | 0.01% | +152,746+392.9% | 加碼 |
| Neuberger Berman Group LLC | 191,219 | $782.7 萬 | 0.01% | +9,309+5.1% | 加碼 |
| Tudor Investment Corp Et Al | 188,340 | $772.2 萬 | 0.05% | +143,976+324.5% | 加碼 |
| Intech Investment Management LLC | 183,082 | $748.1 萬 | 0.07% | +183,082 | 新進 |
| Ingalls & Snyder LLC | 170,069 | $697.3 萬 | 0.23% | +20,008+13.3% | 加碼 |
| Alberta Investment Management Corp | 169,993 | $694.1 萬 | 0.05% | −97,600−36.5% | 減碼 |
| First Trust Advisors LP | 165,551 | $677.0 萬 | 0.01% | −34,008−17.0% | 減碼 |
| Cerity Partners LLC | 164,638 | $675.0 萬 | 0.01% | −2,637−1.6% | 減碼 |
| RPg Family Wealth Advisory, LLC | 154,919 | $635.2 萬 | 1.39% | −429−0.3% | 減碼 |
| Permanens Capital L.P. | 151,917 | $622.9 萬 | 0.93% | +321+0.2% | 加碼 |
| QRG Capital Management, Inc. | 148,941 | $610.7 萬 | 0.07% | −39,080−20.8% | 減碼 |
| Lighthouse Investment Partners, LLC | 146,341 | $600.0 萬 | 0.22% | +146,341 | 新進 |
| Ritholtz Wealth Management | 145,117 | $595.0 萬 | 0.12% | +886+0.6% | 加碼 |
| Triasima Portfolio Management inc. | 144,965 | $594.4 萬 | 0.90% | +144,965 | 新進 |
| Ensign Peak Advisors, Inc | 140,094 | $572.4 萬 | 0.01% | −63,950−31.3% | 減碼 |
| M&T Bank Corp | 137,409 | $563.4 萬 | 0.02% | −160,702−53.9% | 減碼 |
| Clearbridge Investments, LLC | 136,918 | $561.4 萬 | 0.00% | +1,927+1.4% | 加碼 |
| Helios Capital Management Pte. Ltd | 136,000 | $555.1 萬 | 3.76% | 00.0% | 不變 |
| DJE Kapital AG | 162,371 | $539.7 萬 | 0.13% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 130,216 | $533.9 萬 | 0.22% | +747+0.6% | 加碼 |
| SEI Investments Co | 128,677 | $527.7 萬 | 0.01% | −17,170−11.8% | 減碼 |
| Kestra Advisory Services, LLC | 127,798 | $524.0 萬 | 0.02% | −1,482−1.1% | 減碼 |
| HighTower Advisors, LLC | 125,363 | $514.0 萬 | 0.01% | +7,928+6.8% | 加碼 |
| Inspire Trust Co, N.A. | 125,000 | $512.5 萬 | 0.93% | −10,000−7.4% | 減碼 |
| CI Private Wealth, LLC | 124,811 | $511.7 萬 | 0.01% | +29,130+30.4% | 加碼 |
| Cetera Investment Advisers | 123,152 | $504.9 萬 | 0.01% | +57,505+87.6% | 加碼 |
| Perbak Capital Partners LLP | 122,966 | $502.0 萬 | 0.88% | +122,966 | 新進 |
| Point72 (DIFC) Ltd | 121,900 | $499.8 萬 | 0.35% | +121,900 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 121,385 | $496.6 萬 | 0.01% | +318+0.3% | 加碼 |
| Plato Investment Management Ltd | 120,920 | $490.5 萬 | 0.33% | +36,462+43.2% | 加碼 |
| Timber Creek Capital Management LLC | 116,466 | $477.5 萬 | 1.15% | −618−0.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 116,217 | $476.5 萬 | 0.00% | −11,397−8.9% | 減碼 |
| Groupama Asset Managment | 144,379 | $469.4 萬 | 0.07% | −1,426−1.0% | 減碼 |
| Simplex Trading, LLC | 109,948 | $450.7 萬 | 0.10% | +74,402+209.3% | 加碼 |
| Group One Trading, L.P. | 109,542 | $449.1 萬 | 0.13% | +10,167+10.2% | 加碼 |
| Metis Global Partners, LLC | 109,565 | $447.5 萬 | 0.11% | +3,252+3.1% | 加碼 |
| Quadrant Capital Group LLC | 107,440 | $440.5 萬 | 0.14% | +585+0.5% | 加碼 |
| MML Investors Services, LLC | 105,266 | $431.6 萬 | 0.01% | +7,306+7.5% | 加碼 |
| Brinker Capital Investments, LLC | 104,819 | $429.8 萬 | 0.03% | +8,967+9.4% | 加碼 |
| Mirabella Financial Services LLP | 104,728 | $429.4 萬 | 0.37% | −4,702−4.3% | 減碼 |
| US Bancorp | 102,902 | $421.9 萬 | 0.01% | +6,491+6.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 99,503 | $408.0 萬 | 0.28% | +62,545+169.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 99,503 | $408.0 萬 | 0.08% | +99,503 | 新進 |
| Mitchell Capital Management Co | 97,877 | $401.3 萬 | 0.69% | +1,394+1.4% | 加碼 |
| Citadel Advisors LLC | 94,172 | $386.1 萬 | 0.00% | +74,238+372.4% | 加碼 |
| Highland Capital Management, LLC | 93,866 | $384.9 萬 | 0.19% | +7,110+8.2% | 加碼 |
| Point72 Hong Kong Ltd | 93,505 | $383.4 萬 | 0.18% | +93,505 | 新進 |
| Mercer Global Advisors Inc | 88,102 | $361.2 萬 | 0.01% | −10,206−10.4% | 減碼 |
| Independent Advisor Alliance | 87,277 | $357.8 萬 | 0.09% | +556+0.6% | 加碼 |
| Pictet & Cie (Europe) SA | 86,115 | $351.9 萬 | 0.07% | +50,941+144.8% | 加碼 |
| Cloverfields Capital Group, LP | 85,328 | $349.8 萬 | 1.10% | −2,864−3.2% | 減碼 |
| Vident Advisory, LLC | 83,077 | $340.6 萬 | 0.03% | −38,743−31.8% | 減碼 |
| Campbell & CO Investment Adviser LLC | 81,636 | $334.4 萬 | 0.25% | −38,258−31.9% | 減碼 |
| Signaturefd, LLC | 78,314 | $321.1 萬 | 0.05% | +5,348+7.3% | 加碼 |
| Factory Mutual Insurance Co | 77,256 | $316.7 萬 | 0.03% | +77,256 | 新進 |
| Governors Lane LP | 75,861 | $311.0 萬 | 0.43% | −801,961−91.4% | 減碼 |
| Equitable Trust Co | 74,168 | $304.1 萬 | 0.14% | −1,117−1.5% | 減碼 |
| Glenmede Investment Management, LP | 73,582 | $301.7 萬 | 0.01% | +11,130+17.8% | 加碼 |
| Altman Advisors, Inc. | 71,772 | $294.3 萬 | 1.13% | −53−0.1% | 減碼 |
| TrueMark Investments, LLC | 71,133 | $291.6 萬 | 0.51% | −4,553−6.0% | 減碼 |
| Alaethes Wealth LLC | 70,057 | $287.2 萬 | 0.81% | −5,069−6.7% | 減碼 |
| Mediolanum International Funds Ltd | 70,206 | $286.4 萬 | 0.03% | +766+1.1% | 加碼 |