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 4 季 13F 持有人
UBS Group AG 在 2025/12/31 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
- 695
- 較 2025 年第 3 季 +85 家
- 持有股數
- 13.3 億
- 較 2025 年第 3 季 +1.19 億 (+9.8%)
- 總市值
- $613.6 億
- 較 2025 年第 3 季 +$119.9 億 (+24.3%)
- 新進機構
- 132
- 另有 247 家加碼
- 清倉機構
- 47
- 另有 198 家減碼
另有 12 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| UBS Group AG | 140,490,368 | $65.1 億 | 1.29% | +8,011,819+6.0% | 加碼 |
| Vanguard Group Inc | 139,105,725 | $64.2 億 | 0.09% | +1,758,287+1.3% | 加碼 |
| Norges Bank | 104,982,026 | $48.9 億 | 0.52% | +104,982,026 | 新進 |
| Massachusetts Financial Services Co | 68,622,440 | $31.8 億 | 1.03% | −8,731,150−11.3% | 減碼 |
| Fisher Asset Management, LLC | 64,107,264 | $29.7 億 | 1.01% | +2,938,827+4.8% | 加碼 |
| FMR LLC | 58,098,230 | $27.1 億 | 0.14% | +9,639,522+19.9% | 加碼 |
| Wellington Management Group LLP | 57,652,790 | $26.9 億 | 0.47% | −6,018,520−9.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 49,529,270 | $23.1 億 | 4.99% | −3,265,248−6.2% | 減碼 |
| Cevian Capital II GP LTD | 48,117,675 | $22.3 億 | 60.89% | 00.0% | 不變 |
| JPMorgan Chase & Co | 40,392,294 | $18.7 億 | 0.13% | +5,615,450+16.1% | 加碼 |
| Capital World Investors | 37,399,326 | $17.3 億 | 0.24% | +55,822+0.1% | 加碼 |
| Pictet Asset Management Holding SA | 35,932,192 | $16.8 億 | 1.63% | +629,310+1.8% | 加碼 |
| Dodge & Cox | 33,665,342 | $15.6 億 | 0.84% | −8,976,100−21.1% | 減碼 |
| Deutsche Bank AG | 29,605,781 | $13.7 億 | 0.45% | +4,744,982+19.1% | 加碼 |
| Legal & General Group Plc | 23,611,119 | $11.0 億 | 0.24% | +207,752+0.9% | 加碼 |
| Pzena Investment Management LLC | 29,774,573 | $11.0 億 | 3.29% | +28,100+0.1% | 加碼 |
| Amundi | 19,920,331 | $9.23 億 | 0.25% | −77,617−0.4% | 減碼 |
| Goldman Sachs Group Inc | 18,063,332 | $8.37 億 | 0.12% | −2,843,938−13.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 17,527,342 | $8.15 億 | 0.48% | −1,907,613−9.8% | 減碼 |
| Acadian Asset Management LLC | 16,181,297 | $7.55 億 | 1.24% | +813,418+5.3% | 加碼 |
| Vontobel Holding Ltd. | 13,885,012 | $6.47 億 | 2.13% | +49,467+0.4% | 加碼 |
| Nuveen, LLC | 11,408,186 | $5.31 億 | 0.14% | +712,516+6.7% | 加碼 |
| Bank of America Corp | 10,708,372 | $4.96 億 | 0.04% | −6,317,805−37.1% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 9,128,817 | $4.26 億 | 1.13% | −3,967,743−30.3% | 減碼 |
| Ninety One UK Ltd | 8,829,586 | $4.12 億 | 0.88% | +140,051+1.6% | 加碼 |
| Canada Pension Plan Investment Board | 8,778,075 | $4.09 億 | 0.27% | +3,051,913+53.3% | 加碼 |
| Russell Investments Group, Ltd. | 8,414,416 | $3.93 億 | 0.43% | +131,508+1.6% | 加碼 |
| Caisse des Depots Et Consignations | 7,922,061 | $3.70 億 | 8.41% | 00.0% | 不變 |
| Morgan Stanley | 7,654,099 | $3.54 億 | 0.02% | −59,676−0.8% | 減碼 |
| Janus Henderson Group PLC | 6,861,746 | $3.20 億 | 0.14% | +4,919,494+253.3% | 加碼 |
| Banque Cantonale Vaudoise | 6,738,930 | $3.14 億 | 11.22% | −22,062−0.3% | 減碼 |
| Bank of New York Mellon Corp | 6,748,792 | $3.13 億 | 0.06% | −1,022,948−13.2% | 減碼 |
| Allianz Asset Management GmbH | 6,337,956 | $2.96 億 | 0.34% | +1,898,324+42.8% | 加碼 |
| Citigroup Inc | 6,020,046 | $2.81 億 | 0.19% | −2,598,767−30.2% | 減碼 |
| Royal Bank of Canada | 5,826,037 | $2.70 億 | 0.05% | −875,733−13.1% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 5,704,194 | $2.65 億 | 0.73% | +1,176,743+26.0% | 加碼 |
| Compagnie Lombard Odier SCmA | 5,382,437 | $2.51 億 | 2.73% | +158,770+3.0% | 加碼 |
| WCM Investment Management, LLC | 5,211,089 | $2.42 億 | 0.50% | −6,592−0.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,947,156 | $2.29 億 | 0.20% | −155,784−3.1% | 減碼 |
| Franklin Resources Inc | 4,907,214 | $2.26 億 | 0.06% | +3,179,974+184.1% | 加碼 |
| M&G Plc | 4,500,778 | $2.10 億 | 1.08% | +389,283+9.5% | 加碼 |
| Northern Trust Corp | 4,367,018 | $2.02 億 | 0.03% | −82,442−1.9% | 減碼 |
| Natixis Advisors, L.P. | 4,332,234 | $2.01 億 | 0.28% | +670,001+18.3% | 加碼 |
| BlackRock, Inc. | 4,030,917 | $1.87 億 | 0.00% | −171,184−4.1% | 減碼 |
| LGT Group Foundation | 3,672,402 | $1.71 億 | 1.86% | +427,939+13.2% | 加碼 |
| National Bank of Canada | 3,581,801 | $1.67 億 | 0.17% | +3,548,610+10,691.5% | 加碼 |
| Aviva PLC | 3,543,255 | $1.65 億 | 0.28% | +115,004+3.4% | 加碼 |
| Royal London Asset Management Ltd | 3,534,187 | $1.64 億 | 0.34% | −50,926−1.4% | 減碼 |
| Great West Life Assurance Co | 3,221,371 | $1.50 億 | 0.26% | +242,984+8.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,984,259 | $1.47 億 | 0.17% | +3,984,259 | 新進 |
| DekaBank Deutsche Girozentrale | 4,269,505 | $1.25 億 | 0.23% | 00.0% | 不變 |
| SIH Partners, LLLP | 2,613,846 | $1.21 億 | 7.05% | +1,968,033+304.7% | 加碼 |
| CIBC World Markets Inc. | 2,457,317 | $1.15 億 | 0.21% | +2,089,335+567.8% | 加碼 |
| Public Employees Retirement System of Ohio | 2,460,415 | $1.15 億 | 0.36% | −13,813−0.6% | 減碼 |
| Public Sector Pension Investment Board | 2,456,492 | $1.14 億 | 0.39% | −285,767−10.4% | 減碼 |
| Korea Investment CORP | 2,421,191 | $1.13 億 | 0.22% | +692,573+40.1% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 2,307,000 | $1.08 億 | 1.88% | 00.0% | 不變 |
| Liontrust Investment Partners LLP | 2,233,585 | $1.04 億 | 1.55% | −25,733−1.1% | 減碼 |
| Moore Capital Management, LP | 2,197,102 | $1.02 億 | 2.09% | +543,812+32.9% | 加碼 |
| Bank of Montreal | 2,193,282 | $1.02 億 | 0.04% | −7,131,994−76.5% | 減碼 |
| Invesco Ltd. | 2,195,330 | $1.02 億 | 0.01% | +415,224+23.3% | 加碼 |
| Qube Research & Technologies Ltd | 2,134,234 | $9,940 萬 | 0.14% | −684,622−24.3% | 減碼 |
| Alyeska Investment Group, L.P. | 2,138,351 | $9,903 萬 | 0.28% | +2,138,351 | 新進 |
| Captrust Financial Advisors | 2,097,527 | $9,714 萬 | 0.18% | −32,653−1.5% | 減碼 |
| FIL Ltd | 2,066,939 | $9,644 萬 | 0.07% | −62,465−2.9% | 減碼 |
| Generali Asset Management SPA SGR | 2,480,242 | $9,167 萬 | 1.87% | +142,490+6.1% | 加碼 |
| ABN AMRO Bank N.V. | 1,890,886 | $8,780 萬 | 0.83% | +124,558+7.1% | 加碼 |
| State of Tennessee, Treasury Department | 1,841,257 | $8,701 萬 | 0.28% | −90,123−4.7% | 減碼 |
| Marshall Wace, LLP | 1,819,630 | $8,487 萬 | 0.08% | +1,819,630 | 新進 |
| American Century Companies Inc | 1,787,683 | $8,279 萬 | 0.04% | +201,878+12.7% | 加碼 |
| Credit Agricole S A | 1,754,072 | $8,123 萬 | 0.22% | +102,457+6.2% | 加碼 |
| Banque Pictet & Cie SA | 1,519,854 | $7,090 萬 | 0.71% | +216,866+16.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,413,999 | $6,601 萬 | 0.05% | −4,693−0.3% | 減碼 |
| Envestnet Asset Management Inc | 1,412,986 | $6,544 萬 | 0.02% | −163,797−10.4% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 1,366,572 | $6,375 萬 | 0.32% | +30,427+2.3% | 加碼 |
| Brandes Investment Partners, LP | 1,372,632 | $6,357 萬 | 0.48% | −52,807−3.7% | 減碼 |
| State of Wisconsin Investment Board | 1,260,085 | $5,879 萬 | 0.13% | +1,260,085 | 新進 |
| D. E. Shaw & Co., Inc. | 1,268,148 | $5,873 萬 | 0.04% | +449,331+54.9% | 加碼 |
| Rathbone Brothers plc | 1,207,500 | $5,633 萬 | 0.22% | +1,207,500 | 新進 |
| Life Cycle Investment Partners Ltd | 1,512,017 | $5,588 萬 | 0.39% | +1,512,017 | 新進 |
| Patient Capital Management, LLC | 1,187,326 | $5,499 萬 | 2.12% | −313,523−20.9% | 減碼 |
| TD Asset Management Inc | 1,149,096 | $5,360 萬 | 0.04% | −1,227−0.1% | 減碼 |
| Ameriprise Financial Inc | 1,141,947 | $5,289 萬 | 0.01% | −92,378−7.5% | 減碼 |
| J. Safra Sarasin Holding AG | 1,120,619 | $5,228 萬 | 0.85% | −593,915−34.6% | 減碼 |
| Thrivent Financial for Lutherans | 1,062,315 | $4,956 萬 | 0.09% | +1,100+0.1% | 加碼 |
| Crocodile Capital Partners GmbH | 1,070,000 | $4,955 萬 | 29.62% | +60,000+5.9% | 加碼 |
| GAM Holding AG | 1,020,351 | $4,760 萬 | 3.04% | +147,532+16.9% | 加碼 |
| Mackenzie Financial Corp | 926,692 | $4,317 萬 | 0.05% | +137,009+17.3% | 加碼 |
| Antipodes Partners Ltd | 890,432 | $4,154 萬 | 0.87% | −199,422−18.3% | 減碼 |
| ASR Vermogensbeheer N.V. | 863,542 | $4,028 萬 | 0.47% | +24,349+2.9% | 加碼 |
| Zurich Insurance Group Ltd | 850,286 | $3,963 萬 | 0.27% | +194,626+29.7% | 加碼 |
| AQR Capital Management LLC | 698,229 | $3,244 萬 | 0.02% | +490,353+235.9% | 加碼 |
| Raymond James Financial Inc | 691,384 | $3,202 萬 | 0.01% | +94,586+15.8% | 加碼 |
| Two Sigma Advisers, LP | 690,725 | $3,199 萬 | 0.06% | −423,230−38.0% | 減碼 |
| Channing Global Advisors, LLC | 685,636 | $3,198 萬 | 20.44% | +12,227+1.8% | 加碼 |
| Wells Fargo & Company | 676,753 | $3,134 萬 | 0.01% | +19,321+2.9% | 加碼 |
| Haven Global Partners, LLC | 669,028 | $3,121 萬 | 22.93% | −10,044−1.5% | 減碼 |
| Levin Capital Strategies, L.P. | 658,920 | $3,051 萬 | 2.65% | −39,816−5.7% | 減碼 |
| Systrade AG | 625,000 | $2,914 萬 | 17.78% | 00.0% | 不變 |
| Exane Asset Management | 665,458 | $2,888 萬 | 6.08% | −123,543−15.7% | 減碼 |