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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 767 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 季與 2025 年第 3 季比較

持有 UBS Group AG 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

UBS 的 13F 持有人：2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數62212695+85
股數12.2 億474.4 萬13.3 億+1.19 億 (+9.8%)
市值$498.1 億$4.38 億$613.6 億+$119.9 億 (+24.3%)

12 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（132 家）

2025 年第 4 季季末持有 UBS Group AG、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家，共 132 家。

2025 年第 4 季新進 UBS 的機構
機構股數市值佔組合 %
Norges Bank104,982,026$48.9 億0.52%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.3,984,259$1.47 億0.17%
Alyeska Investment Group, L.P.2,138,351$9,903 萬0.28%
Marshall Wace, LLP1,819,630$8,487 萬0.08%
State of Wisconsin Investment Board1,260,085$5,879 萬0.13%
Rathbone Brothers plc1,207,500$5,633 萬0.22%
Life Cycle Investment Partners Ltd1,512,017$5,588 萬0.39%
EFG International AG526,484$2,438 萬0.47%
PBU - The Pension Fund of Early Childhood & Youth Educators379,049$1,768 萬0.25%
Leonteq Securities AG356,549$1,319 萬0.71%
Chilton Investment Co LLC246,392$1,141 萬0.24%
NLB Skladi, upravljanje premozenja, d.o.o.197,727$920.9 萬0.42%
Laird Norton Trust Company, LLC173,284$802.5 萬0.17%
Two Sigma Investments, LP140,530$650.8 萬0.01%
Osmosis Investment Management UK Ltd136,094$634.9 萬0.16%
Ninety One North America, Inc.134,367$626.8 萬0.25%
Symmetry Investments LP111,400$515.9 萬0.96%
Opal Capital LLC82,276$380.9 萬0.95%
Glenmede Trust Co NA75,851$351.3 萬0.02%
Landesbank Baden-Wuerttemberg70,440$329.9 萬0.60%
Runnymede Capital Advisors, Inc.64,279$297.7 萬1.71%
Man Group plc59,063$273.5 萬0.01%
Andra AP-fonden65,164$240.8 萬0.03%
Abacus Wealth Partners, LLC44,536$206.2 萬0.20%
Quantbot Technologies LP43,829$203.0 萬0.07%
Morningstar Investment Management LLC29,854$137.8 萬0.08%
Atlas Capital Advisors LLC26,301$121.8 萬0.14%
Xponance, Inc.25,011$116.7 萬0.01%
U S Global Investors Inc24,500$113.5 萬0.12%
Havemeyer Place LP23,425$108.5 萬0.21%
Skopos Labs, Inc.21,514$100.1 萬0.05%
Themes Management Co LLC20,311$94.1 萬0.75%
University of Texas/Texas Am Investment Managment Co19,656$91.0 萬0.13%
Fred Alger Management, LLC19,535$90.5 萬0.00%
Intesa Sanpaolo Wealth Management19,384$90.4 萬0.19%
Basecamp Wealth Advisors LLC16,353$75.7 萬0.16%
Winning Points Advisors, LLC39,780$69.5 萬0.79%
EP Wealth Advisors, LLC12,494$57.9 萬0.00%
EJMK Ventures LLC11,398$52.8 萬0.32%
New Republic Capital, LLC11,216$51.9 萬0.14%
Roundview Capital LLC11,062$51.2 萬0.03%
Indivisible Partners10,639$49.3 萬0.05%
Pinnacle Financial Partners, Inc.10,099$46.8 萬0.00%
Winton Group Ltd9,300$43.1 萬0.01%
Anchyra Partners LLC8,796$40.7 萬0.12%
Focused Alpha, LLC8,773$40.6 萬0.12%
Edge Financial Advisors LLC4,366$40.4 萬0.17%
Magnetar Financial LLC8,330$38.6 萬0.00%
Sanibel Captiva Trust Company, Inc.8,166$37.8 萬0.01%
Evolve Private Wealth, LLC8,146$37.7 萬0.02%
Frec Markets, Inc.7,509$34.8 萬0.10%
PUREfi Wealth, LLC6,940$32.1 萬0.25%
Greenspring Advisors, LLC6,496$30.1 萬0.02%
Oakmont Investment Advisors, Inc.6,190$28.7 萬0.21%
Gotham Asset Management, LLC6,161$28.5 萬0.00%
FourThought Financial Partners, LLC5,680$26.3 萬0.02%
Ashton Thomas Private Wealth, LLC5,668$26.2 萬0.01%
MONECO Advisors, LLC5,283$24.5 萬0.02%
SG Trading Solutions, LLC5,218$24.2 萬0.06%
Interchange Capital Partners, LLC5,104$23.6 萬0.04%
Foster Group, Inc.4,924$22.8 萬0.01%
Sapient Capital LLC4,903$22.8 萬0.00%
Stronghold Wealth Management L.L.C.4,901$22.7 萬0.34%
American Trust4,879$22.6 萬0.02%
Sowell Financial Services LLC4,868$22.5 萬0.01%
Capital Investment Advisors, LLC4,834$22.4 萬0.00%
Granville Capital, Inc.4,803$22.2 萬0.12%
55 North Private Wealth, LLC4,659$21.6 萬0.06%
Tranquilli Financial Advisor LLC4,621$21.4 萬0.12%
Sym Financial Corp4,597$21.3 萬0.02%
Boston Private Wealth LLC4,595$21.3 萬0.01%
Choate Investment Advisors4,546$21.1 萬0.00%
Titleist Asset Management, LLC4,541$21.0 萬0.02%
Fortress Financial Solutions, LLC4,492$20.8 萬0.21%
Financial Engines Advisors L.L.C.4,486$20.8 萬0.00%
Tiaa Trust, National Association4,480$20.7 萬0.00%
Exencial Wealth Advisors, LLC4,464$20.7 萬0.01%
AlTi Global, Inc.4,437$20.5 萬0.00%
Shelton Capital Management4,435$20.5 萬0.00%
Capital Performance Advisors LLP4,409$20.4 萬0.01%
Itau Unibanco Holding S.A.3,916$18.1 萬0.00%
Bayforest Capital Ltd3,508$16.2 萬0.12%
Cary Street Partners Financial LLC2,403$11.1 萬0.00%
Cary Street Partner Investment Advisory LLC2,109$9.77 萬0.03%
Kohmann Bosshard Financial Services, LLC1,350$6.25 萬0.01%
YANKCOM Partnership1,008$4.67 萬0.02%
Bayban1,000$4.63 萬0.04%
SHP Wealth Management903$4.18 萬0.00%
Prosperity Bancshares Inc870$4.03 萬0.04%
Navalign, LLC688$3.19 萬0.01%
MidFirst Bank658$3.05 萬0.00%
SageView Advisory Group, LLC522$2.42 萬0.00%
Acumen Wealth Advisors, LLC472$2.19 萬0.01%
Transamerica Financial Advisors, Inc.447$2.07 萬0.00%
SJS Investment Consulting Inc.441$2.04 萬0.00%
Triumph Capital Management439$2.03 萬0.00%
Union Savings Bank410$1.90 萬0.01%
United Financial Planning Group LLC244$1.13 萬0.01%
Ancora Advisors, LLC218$1.01 萬0.00%
Cornerstone Financial Management LLC198$9,1690.01%

清倉機構（47 家）

2025 年第 3 季季末持有 UBS Group AG、2025 年第 4 季有申報但已經沒有持有的機構。

2025 年第 4 季清倉 UBS 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Fullerton Fund Management Co Ltd.727,292$2,972 萬
Optiver Holding B.V.342,362$1,404 萬
UBS Asset Management Americas Inc257,886$1,057 萬
Tudor Investment Corp Et Al188,340$772.2 萬
Perbak Capital Partners LLP122,966$502.0 萬
Campbell & CO Investment Adviser LLC81,636$334.4 萬
Governors Lane LP75,861$311.0 萬
Susquehanna Advisors Group, Inc.65,200$267.3 萬
Oddo BHF Asset Management SAS81,084$263.6 萬
XTX Topco Ltd52,351$214.6 萬
Centiva Capital, LP41,989$172.2 萬
Pitcairn Co37,806$155.0 萬
Graham Capital Management, L.P.26,903$110.3 萬
Barometer Capital Management Inc.22,789$93.4 萬
Macquarie Group Ltd14,000$57.3 萬
Verition Fund Management LLC13,910$57.0 萬
FDx Advisors, Inc.12,301$47.2 萬
Mesirow Financial Investment Management, Inc.11,146$45.7 萬
Calamos Wealth Management LLC11,053$45.3 萬
Dynamic Technology Lab Private Ltd10,736$44.0 萬
Jain Global LLC7,484$30.7 萬
111 Capital6,890$28.1 萬
SG Americas Securities, LLC6,368$26.1 萬
Brighton Jones LLC6,219$25.5 萬
Balyasny Asset Management LLC5,947$24.4 萬
OneAscent Financial Services LLC5,281$21.7 萬
Oppenheimer & Co Inc5,225$21.4 萬
Diametric Capital, LP4,989$20.5 萬
Cloud Capital Management, LLC2,690$11.0 萬
Ameritas Advisory Services, LLC1,925$7.89 萬
Parallax Volatility Advisers, L.P.1,887$7.74 萬
JPL Wealth Management, LLC908$3.72 萬
Maseco LLP836$3.43 萬
Main Street Group, LTD442$1.81 萬
Quarry LP286$1.17 萬
Salem Investment Counselors Inc270$1.11 萬
Arlington Trust Co LLC235$9,635
Wolff Wiese Magana LLC228$9,348
Silicon Valley Capital Partners217$8,897
Teachers Insurance & Annuity Association of America200$8,200
Baillie Gifford & Co172$7,052
Essential Partners LLC166$6,806
Foster Dykema Cabot & Partners, LLC128$5,248
Grey Fox Wealth Advisors, LLC47$1,927
Bear Mountain Capital, Inc.18$676
Palisade Asset Management, LLC15$615
Tortoise Investment Management, LLC3$123

尚未申報 2025 年第 4 季的機構（12 家）

2025 年第 3 季季末持有 UBS Group AG、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 3 季持有 UBS、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
AXA Investment Managers S.A.4,222,171$4.17 億
Wetherby Asset Management Inc130,216$533.9 萬
Point72 (DIFC) Ltd121,900$499.8 萬
Point72 Hong Kong Ltd93,505$383.4 萬
Glenmede Investment Management, LP73,582$301.7 萬
Cubist Systematic Strategies, LLC49,569$203.2 萬
Lingohr & Partner Asset Management GmbH21,509$88.0 萬
Stonegate Investment Group, LLC14,518$59.5 萬
Synovus Financial Corp10,661$43.7 萬
Wealthstream Advisors, Inc.6,091$25.0 萬
Binnacle Investments Inc335$1.37 萬
Guerra Advisors Inc262$1.07 萬