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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 8,902 | $36.5 萬 | 0.01% | +1,994+28.9% | 加碼 |
| West Family Investments, Inc. | 8,787 | $36.0 萬 | 0.08% | +1,977+29.0% | 加碼 |
| Compton Wealth Advisory Group, LLC | 8,780 | $36.0 萬 | 0.08% | 00.0% | 不變 |
| Five Oceans Advisors | 8,767 | $35.9 萬 | 0.13% | 00.0% | 不變 |
| Fiduciary Trust Co | 8,758 | $35.9 萬 | 0.00% | +456+5.5% | 加碼 |
| CWM, LLC | 8,759 | $35.9 萬 | 0.00% | +2,193+33.4% | 加碼 |
| GeoWealth Management, LLC | 8,708 | $35.7 萬 | 0.01% | +3,370+63.1% | 加碼 |
| SRS Capital Advisors, Inc. | 8,699 | $35.7 萬 | 0.01% | +3,329+62.0% | 加碼 |
| Empower Advisory Group, LLC | 8,621 | $35.3 萬 | 0.00% | +602+7.5% | 加碼 |
| Simmons Bank | 8,619 | $35.3 萬 | 0.02% | −151−1.7% | 減碼 |
| HighPoint Advisor Group LLC | 8,569 | $35.1 萬 | 0.02% | +384+4.7% | 加碼 |
| Kingsview Wealth Management, LLC | 8,553 | $35.1 萬 | 0.01% | +910+11.9% | 加碼 |
| Trust Point Inc. | 8,532 | $35.0 萬 | 0.03% | +2,095+32.5% | 加碼 |
| Lido Advisors, LLC | 8,501 | $34.9 萬 | 0.00% | −322−3.6% | 減碼 |
| Werba Rubin Papier Wealth Management | 8,360 | $34.3 萬 | 0.06% | −40−0.5% | 減碼 |
| Evelyn Partners Investment Management Services Ltd | 8,100 | $33.1 萬 | 0.04% | 00.0% | 不變 |
| Summit Global Investments | 8,040 | $33.0 萬 | 0.02% | −45,158−84.9% | 減碼 |
| Principal Street Partners, LLC | 7,907 | $32.4 萬 | 0.05% | −15,388−66.1% | 減碼 |
| Catalytic Wealth RIA, LLC | 7,606 | $31.2 萬 | 0.01% | +7,606 | 新進 |
| Jain Global LLC | 7,484 | $30.7 萬 | 0.00% | +7,484 | 新進 |
| Pure Financial Advisors, Inc. | 7,390 | $30.3 萬 | 0.00% | +7,390 | 新進 |
| Westover Capital Advisors, LLC | 7,300 | $29.9 萬 | 0.06% | 00.0% | 不變 |
| Zhang Financial LLC | 7,273 | $29.8 萬 | 0.01% | −1,242−14.6% | 減碼 |
| Perigon Wealth Management, LLC | 7,267 | $29.8 萬 | 0.01% | −564−7.2% | 減碼 |
| Flputnam Investment Management Co | 7,243 | $29.7 萬 | 0.00% | −504−6.5% | 減碼 |
| Cromwell Holdings LLC | 7,242 | $29.7 萬 | 0.16% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 7,700 | $29.2 萬 | 0.01% | +154+2.0% | 加碼 |
| Allworth Financial LP | 7,115 | $29.2 萬 | 0.00% | +288+4.2% | 加碼 |
| Columbia Asset Management | 6,936 | $28.4 萬 | 0.05% | −950−12.0% | 減碼 |
| Seven Mile Advisory | 6,934 | $28.4 萬 | 0.05% | +420+6.4% | 加碼 |
| SBI Securities Co., Ltd. | 6,933 | $28.4 萬 | 0.01% | +82+1.2% | 加碼 |
| Commerce Bank | 6,915 | $28.4 萬 | 0.00% | +354+5.4% | 加碼 |
| 111 Capital | 6,890 | $28.1 萬 | 0.05% | −153,803−95.7% | 減碼 |
| Traveka Wealth, LLC | 6,801 | $27.9 萬 | 0.12% | +40+0.6% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,743 | $27.6 萬 | 0.00% | +6,743 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,688 | $27.4 萬 | 0.01% | +76+1.1% | 加碼 |
| Genus Capital Management Inc. | 6,620 | $27.1 萬 | 0.03% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 6,500 | $26.6 萬 | 0.06% | +6,500 | 新進 |
| First City Capital Management, Inc. | 6,469 | $26.5 萬 | 0.14% | −25−0.4% | 減碼 |
| Principal Securities, Inc. | 6,462 | $26.5 萬 | 0.00% | −522−7.5% | 減碼 |
| Janney Montgomery Scott LLC | 6,446 | $26.4 萬 | 0.00% | −8,956−58.1% | 減碼 |
| Granite Group Advisors, LLC | 6,437 | $26.4 萬 | 0.16% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 6,851 | $26.3 萬 | 0.00% | +6,851 | 新進 |
| Summit Financial, LLC | 6,396 | $26.2 萬 | 0.00% | +6,396 | 新進 |
| SG Americas Securities, LLC | 6,368 | $26.1 萬 | 0.00% | −12,963−67.1% | 減碼 |
| Brighton Jones LLC | 6,219 | $25.5 萬 | 0.01% | +6,219 | 新進 |
| Sunpointe, LLC | 6,164 | $25.3 萬 | 0.09% | 00.0% | 不變 |
| Cozad Asset Management Inc | 6,130 | $25.1 萬 | 0.02% | +110+1.8% | 加碼 |
| Wealthstream Advisors, Inc. | 6,091 | $25.0 萬 | 0.04% | +6,091 | 新進 |
| Greykasell Wealth Strategies, Inc. | 6,044 | $24.8 萬 | 0.10% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 5,981 | $24.5 萬 | 0.04% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 5,955 | $24.4 萬 | 0.00% | +5,955 | 新進 |
| Balyasny Asset Management LLC | 5,947 | $24.4 萬 | 0.00% | +5,947 | 新進 |
| Pensionmark Financial Group, LLC | 5,940 | $24.4 萬 | 0.00% | +5,940 | 新進 |
| Syverson Strege & Co | 5,878 | $24.1 萬 | 0.06% | −1,013−14.7% | 減碼 |
| SCS Capital Management LLC | 5,831 | $23.9 萬 | 0.00% | +5,831 | 新進 |
| Keebeck Wealth Management, LLC | 5,776 | $23.7 萬 | 0.03% | +5,776 | 新進 |
| Pictet Bank & Trust Ltd | 5,758 | $23.5 萬 | 0.28% | +5,758 | 新進 |
| FLC Capital Advisors | 5,693 | $23.3 萬 | 0.05% | +5,693 | 新進 |
| Massmutual Trust Co FSB | 5,654 | $23.2 萬 | 0.01% | +410+7.8% | 加碼 |
| a16z Perennial Management, L.P. | 5,648 | $23.2 萬 | 0.02% | +5,648 | 新進 |
| Wealthspire Advisors, LLC | 5,647 | $23.2 萬 | 0.00% | −585−9.4% | 減碼 |
| Aire Advisors, LLC | 5,617 | $23.0 萬 | 0.04% | +5,617 | 新進 |
| Global Retirement Partners, LLC | 5,587 | $22.9 萬 | 0.01% | +691+14.1% | 加碼 |
| Janney Capital Management LLC | 5,590 | $22.9 萬 | 0.01% | −600−9.7% | 減碼 |
| Glen Eagle Advisors, LLC | 5,342 | $21.9 萬 | 0.03% | 00.0% | 不變 |
| Cheviot Value Management, LLC | 5,578 | $21.8 萬 | 0.02% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 5,281 | $21.7 萬 | 0.01% | −1,868−26.1% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 5,281 | $21.7 萬 | 0.02% | +5,281 | 新進 |
| Aspen Grove Capital, LLC | 5,263 | $21.6 萬 | 0.04% | −752−12.5% | 減碼 |
| Riversedge Advisors, LLC | 5,252 | $21.5 萬 | 0.04% | +5,252 | 新進 |
| Oppenheimer & Co Inc | 5,225 | $21.4 萬 | 0.00% | −1,366−20.7% | 減碼 |
| We Are One Seven, LLC | 5,225 | $21.4 萬 | 0.00% | +5,225 | 新進 |
| National Philanthropic Trust | 5,214 | $21.4 萬 | 0.00% | +5,214 | 新進 |
| Soltis Investment Advisors LLC | 5,204 | $21.3 萬 | 0.01% | +5,204 | 新進 |
| Brown Miller Wealth Management, LLC | 5,176 | $21.2 萬 | 0.06% | −780−13.1% | 減碼 |
| Welch & Forbes LLC | 5,008 | $20.5 萬 | 0.00% | +5,008 | 新進 |
| Diametric Capital, LP | 4,989 | $20.5 萬 | 0.08% | +4,989 | 新進 |
| Rothschild Investment LLC | 4,952 | $20.3 萬 | 0.01% | +1,548+45.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 4,951 | $20.3 萬 | 0.00% | +4,951 | 新進 |
| Evoke Wealth, LLC | 4,895 | $20.1 萬 | 0.00% | +4,895 | 新進 |
| Financial Perspectives, Inc | 4,894 | $20.1 萬 | 0.06% | 00.0% | 不變 |
| Banque Transatlantique SA | 4,847 | $19.8 萬 | 0.00% | +4,847 | 新進 |
| Independence Bank of Kentucky | 4,600 | $18.8 萬 | 0.02% | 00.0% | 不變 |
| Hilltop National Bank | 4,275 | $17.5 萬 | 0.04% | +745+21.1% | 加碼 |
| Advisory Services Network, LLC | 4,266 | $17.5 萬 | 0.00% | +4,266 | 新進 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,250 | $17.4 萬 | 0.04% | −800−15.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 4,039 | $16.5 萬 | 0.00% | −1,006−19.9% | 減碼 |
| Umb Bank N A | 3,905 | $16.0 萬 | 0.00% | +324+9.0% | 加碼 |
| Allianz SE | 3,390 | $13.9 萬 | 0.00% | −152−4.3% | 減碼 |
| IFP Advisors, Inc | 3,236 | $13.3 萬 | 0.00% | −1,951−37.6% | 減碼 |
| Golden State Wealth Management, LLC | 3,199 | $13.1 萬 | 0.01% | 00.0% | 不變 |
| Creative Financial Designs Inc | 2,868 | $11.8 萬 | 0.01% | +68+2.4% | 加碼 |
| Rosenberg Matthew Hamilton | 2,748 | $11.3 萬 | 0.02% | 00.0% | 不變 |
| Cloud Capital Management, LLC | 2,690 | $11.0 萬 | 0.06% | +2,690 | 新進 |
| Bruce G. Allen Investments, LLC | 2,651 | $10.9 萬 | 0.08% | −8−0.3% | 減碼 |
| Atlantic Union Bankshares Corp | 2,564 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,518 | $10.3 萬 | 0.00% | +413+19.6% | 加碼 |
| Fifth Third Bancorp | 2,403 | $9.85 萬 | 0.00% | +1,272+112.5% | 加碼 |
| Westside Investment Management, Inc. | 2,095 | $8.47 萬 | 0.01% | +958+84.3% | 加碼 |