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 |
|---|---|---|---|---|---|
| Ossiam | 69,905 | $285.6 萬 | 0.04% | −14,835−17.5% | 減碼 |
| Integrated Wealth Concepts LLC | 69,344 | $284.3 萬 | 0.03% | +5,750+9.0% | 加碼 |
| Permanent Capital Management, LP | 69,327 | $284.2 萬 | 0.53% | +69,327 | 新進 |
| Hantz Financial Services, Inc. | 68,764 | $281.9 萬 | 0.04% | −6,468−8.6% | 減碼 |
| Vise Technologies, Inc. | 68,377 | $280.3 萬 | 0.10% | +11,274+19.7% | 加碼 |
| RSM US Wealth Management LLC | 68,133 | $279.3 萬 | 0.04% | +3,708+5.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 65,583 | $268.9 萬 | 0.00% | +2,279+3.6% | 加碼 |
| Susquehanna Advisors Group, Inc. | 65,200 | $267.3 萬 | 0.08% | +65,200 | 新進 |
| Trivant Custom Portfolio Group, LLC | 64,469 | $264.3 萬 | 1.36% | −60−0.1% | 減碼 |
| Oddo BHF Asset Management SAS | 81,084 | $263.6 萬 | 0.10% | −46,701−36.5% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 62,675 | $257.0 萬 | 0.46% | −725−1.1% | 減碼 |
| Bessemer Group Inc | 60,838 | $249.4 萬 | 0.00% | −6,889−10.2% | 減碼 |
| Advisors Capital Management, LLC | 60,692 | $248.8 萬 | 0.03% | +8,044+15.3% | 加碼 |
| Orca Wealth Management, LLC | 59,978 | $245.9 萬 | 1.86% | −1,135−1.9% | 減碼 |
| BTC Capital Management, Inc. | 59,356 | $243.3 萬 | 0.17% | +13,898+30.6% | 加碼 |
| Occudo Quantitative Strategies LP | 59,318 | $243.2 萬 | 0.30% | +59,318 | 新進 |
| Legacy Wealth Asset Management, LLC | 57,966 | $237.7 萬 | 0.58% | −25,404−30.5% | 減碼 |
| Groupe la Francaise | 58,108 | $235.0 萬 | 0.03% | −61,371−51.4% | 減碼 |
| Cigna Investments Inc | 57,269 | $234.0 萬 | 0.33% | −2,537−4.2% | 減碼 |
| Forum Financial Management, LP | 56,404 | $231.3 萬 | 0.03% | +48+0.1% | 加碼 |
| Transatlantique Private Wealth LLC | 56,008 | $228.6 萬 | 0.75% | +2,130+4.0% | 加碼 |
| Cim, LLC | 55,456 | $227.4 萬 | 0.30% | +55,456 | 新進 |
| Marex Group plc | 54,183 | $221.2 萬 | 0.03% | +54,183 | 新進 |
| Park Avenue Securities LLC | 53,882 | $220.9 萬 | 0.02% | −412−0.8% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 53,659 | $220.0 萬 | 0.92% | −1,016−1.9% | 減碼 |
| Credit Industriel Et Commercial | 53,878 | $219.6 萬 | 0.35% | −93,500−63.4% | 減碼 |
| GWM Advisors LLC | 53,437 | $219.1 萬 | 0.01% | +4,783+9.8% | 加碼 |
| Stamos Capital Partners, L.P. | 52,518 | $215.3 萬 | 0.41% | −17,946−25.5% | 減碼 |
| XTX Topco Ltd | 52,351 | $214.6 萬 | 0.11% | +52,351 | 新進 |
| Callan Family Office, LLC | 50,849 | $208.5 萬 | 0.07% | −6,182−10.8% | 減碼 |
| Ieq Capital, LLC | 50,616 | $207.5 萬 | 0.01% | +24,349+92.7% | 加碼 |
| Gator Capital Management, LLC | 49,850 | $204.4 萬 | 0.52% | +2,250+4.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 49,569 | $203.2 萬 | 0.03% | +49,569 | 新進 |
| Greenleaf Trust | 48,901 | $200.5 萬 | 0.02% | +219+0.4% | 加碼 |
| Kovitz Investment Group Partners, LLC | 48,052 | $197.0 萬 | 0.01% | +3,043+6.8% | 加碼 |
| Yousif Capital Management, LLC | 45,665 | $187.2 萬 | 0.02% | −12,010−20.8% | 減碼 |
| Assetmark, Inc | 44,952 | $184.3 萬 | 0.00% | +10,589+30.8% | 加碼 |
| Baker Ellis Asset Management LLC | 42,750 | $175.3 萬 | 0.22% | +2,700+6.7% | 加碼 |
| Capital International Sarl | 42,498 | $173.6 萬 | 0.03% | −17,056−28.6% | 減碼 |
| Centiva Capital, LP | 41,989 | $172.2 萬 | 0.16% | −16,279−27.9% | 減碼 |
| Rhumbline Advisers | 41,871 | $171.7 萬 | 0.00% | −2,580−5.8% | 減碼 |
| Truist Financial Corp | 41,626 | $170.7 萬 | 0.00% | −156−0.4% | 減碼 |
| Jefferies Financial Group Inc. | 40,556 | $166.3 萬 | 0.02% | −161,716−79.9% | 減碼 |
| Ballentine Partners, LLC | 39,973 | $163.9 萬 | 0.02% | +2,566+6.9% | 加碼 |
| Evergreen Capital Management LLC | 39,805 | $163.2 萬 | 0.04% | +11,187+39.1% | 加碼 |
| Advisors Asset Management, Inc. | 39,770 | $163.1 萬 | 0.03% | +6,570+19.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 39,356 | $161.4 萬 | 0.01% | +4,815+13.9% | 加碼 |
| Legacy Capital Group California, Inc. | 39,232 | $160.9 萬 | 0.41% | +524+1.4% | 加碼 |
| Atria Investments LLC | 38,963 | $159.7 萬 | 0.02% | +805+2.1% | 加碼 |
| Atomi Financial Group, Inc. | 38,679 | $158.6 萬 | 0.05% | +9,619+33.1% | 加碼 |
| Qtron Investments LLC | 38,264 | $156.3 萬 | 0.19% | −15,569−28.9% | 減碼 |
| Pitcairn Co | 37,806 | $155.0 萬 | 0.12% | −6,528−14.7% | 減碼 |
| Ethic Inc. | 37,278 | $152.8 萬 | 0.03% | +9,433+33.9% | 加碼 |
| Sanctuary Advisors, LLC | 37,234 | $152.7 萬 | 0.01% | +3,168+9.3% | 加碼 |
| Jones Financial Companies LLLP | 35,865 | $146.3 萬 | 0.00% | +1,698+5.0% | 加碼 |
| Kathmere Capital Management, LLC | 34,999 | $143.5 萬 | 0.10% | +2,030+6.2% | 加碼 |
| Snowden Capital Advisors LLC | 34,858 | $142.9 萬 | 0.04% | −461−1.3% | 減碼 |
| Gabelli Funds LLC | 34,500 | $141.4 萬 | 0.01% | −500−1.4% | 減碼 |
| National Bank of Canada | 33,191 | $139.0 萬 | 0.00% | −37,678−53.2% | 減碼 |
| Henshaw Capital LLC | 33,267 | $136.4 萬 | 0.05% | +33,267 | 新進 |
| NatWest Group plc | 33,219 | $136.2 萬 | 0.34% | −59,568−64.2% | 減碼 |
| Beverly Hills Private Wealth, LLC | 32,792 | $134.4 萬 | 0.24% | −5,400−14.1% | 減碼 |
| SOL Capital Management CO | 32,580 | $133.6 萬 | 0.12% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 32,400 | $132.8 萬 | 0.00% | +32,400 | 新進 |
| Bailard, Inc. | 32,289 | $132.4 萬 | 0.03% | −3,591−10.0% | 減碼 |
| Commonwealth Equity Services, LLC | 31,782 | $130.3 萬 | 0.00% | −6,316−16.6% | 減碼 |
| Future Fund LLC | 30,970 | $127.0 萬 | 0.45% | +6,195+25.0% | 加碼 |
| Gradient Investments LLC | 30,940 | $126.9 萬 | 0.02% | +11,715+60.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 30,789 | $126.2 萬 | 0.01% | −134−0.4% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 30,438 | $124.8 萬 | 0.03% | −34,766−53.3% | 減碼 |
| Advisor Group Holdings, Inc. | 30,482 | $124.7 萬 | 0.00% | −1,863−5.8% | 減碼 |
| Credit Capital Investments LLC | 30,000 | $123.0 萬 | 1.37% | 00.0% | 不變 |
| Cullinan Associates Inc | 29,000 | $118.9 萬 | 0.08% | 00.0% | 不變 |
| Banco Santander, S.A. | 28,904 | $118.5 萬 | 0.01% | −32,178−52.7% | 減碼 |
| Evelyn Partners Investment Management LLP | 28,866 | $117.8 萬 | 0.03% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 28,500 | $116.9 萬 | 0.00% | −5,149−15.3% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 27,633 | $113.3 萬 | 0.01% | −6,708−19.5% | 減碼 |
| Coldstream Capital Management Inc | 27,292 | $111.9 萬 | 0.02% | +1,113+4.3% | 加碼 |
| Graham Capital Management, L.P. | 26,903 | $110.3 萬 | 0.04% | −24,619−47.8% | 減碼 |
| Centennial Bank | 26,932 | $109.9 萬 | 0.43% | −3,345−11.0% | 減碼 |
| CAPROCK Group, Inc. | 26,971 | $109.3 萬 | 0.03% | +26,971 | 新進 |
| Pinnacle Associates Ltd | 26,555 | $108.9 萬 | 0.01% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 25,692 | $105.3 萬 | 0.06% | 00.0% | 不變 |
| Northside Capital Management, LLC | 25,655 | $105.2 萬 | 0.10% | −17,106−40.0% | 減碼 |
| Connable Office Inc | 25,409 | $104.2 萬 | 0.10% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 24,868 | $102.0 萬 | 0.07% | +287+1.2% | 加碼 |
| Greenwich Wealth Management LLC | 24,847 | $101.9 萬 | 0.05% | 00.0% | 不變 |
| Net Worth Advisory Group | 24,726 | $101.4 萬 | 0.29% | −1,234−4.8% | 減碼 |
| Bleakley Financial Group, LLC | 24,299 | $99.6 萬 | 0.02% | +5,793+31.3% | 加碼 |
| Colony Group, LLC | 23,859 | $97.8 萬 | 0.00% | +102+0.4% | 加碼 |
| Ronald Blue Trust, Inc. | 23,783 | $97.5 萬 | 0.01% | +1,449+6.5% | 加碼 |
| Chicago Trust Co NA | 23,221 | $95.2 萬 | 0.13% | +2,478+11.9% | 加碼 |
| Syon Capital LLC | 23,097 | $94.7 萬 | 0.05% | +5,494+31.2% | 加碼 |
| Main Street Financial Solutions, LLC | 23,045 | $94.5 萬 | 0.06% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 22,829 | $93.6 萬 | 0.00% | +1,633+7.7% | 加碼 |
| Barometer Capital Management Inc. | 22,789 | $93.4 萬 | 0.21% | +8,300+57.3% | 加碼 |
| Liberty One Investment Management, LLC | 22,631 | $92.8 萬 | 0.05% | +2,151+10.5% | 加碼 |
| Solstein Capital, LLC | 22,647 | $92.6 萬 | 0.42% | +4,813+27.0% | 加碼 |
| Private Advisor Group, LLC | 21,493 | $88.1 萬 | 0.00% | +1,320+6.5% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 21,509 | $88.0 萬 | 1.54% | +1,629+8.2% | 加碼 |