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 |
|---|---|---|---|---|---|
| Union Savings Bank | 410 | $1.90 萬 | 0.01% | +410 | 新進 |
| True Wealth Design, LLC | 429 | $1.99 萬 | 0.01% | −155−26.5% | 減碼 |
| Triumph Capital Management | 439 | $2.03 萬 | 0.00% | +439 | 新進 |
| SJS Investment Consulting Inc. | 441 | $2.04 萬 | 0.00% | +441 | 新進 |
| Transamerica Financial Advisors, Inc. | 447 | $2.07 萬 | 0.00% | +447 | 新進 |
| GW&K Investment Management, LLC | 464 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Lavaca Capital LLC | 460 | $2.13 萬 | 0.00% | 00.0% | 不變 |
| Acumen Wealth Advisors, LLC | 472 | $2.19 萬 | 0.01% | +472 | 新進 |
| Redmont Wealth Advisors LLC | 475 | $2.20 萬 | 0.03% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 497 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Gables Capital Management Inc. | 500 | $2.32 萬 | 0.01% | 00.0% | 不變 |
| Zions Bancorporation, National Association | 501 | $2.32 萬 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 509 | $2.36 萬 | 0.01% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 522 | $2.42 萬 | 0.00% | +522 | 新進 |
| Highline Wealth Partners LLC | 579 | $2.68 萬 | 0.01% | +54+10.3% | 加碼 |
| Clean Yield Group | 591 | $2.74 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | 595 | $2.76 萬 | 0.00% | +28+4.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 630 | $2.92 萬 | 0.00% | −446−41.4% | 減碼 |
| Private Trust Co NA | 635 | $2.96 萬 | 0.00% | −218−25.6% | 減碼 |
| MidFirst Bank | 658 | $3.05 萬 | 0.00% | +658 | 新進 |
| Navalign, LLC | 688 | $3.19 萬 | 0.01% | +688 | 新進 |
| Flagship Wealth Advisors, LLC | 700 | $3.24 萬 | 0.01% | 00.0% | 不變 |
| Addison Advisors LLC | 711 | $3.29 萬 | 0.01% | −167−19.0% | 減碼 |
| Key Financial Inc | 773 | $3.58 萬 | 0.01% | 00.0% | 不變 |
| Robinswood Financial LLC | 798 | $3.70 萬 | 0.01% | 00.0% | 不變 |
| MAI Capital Management | 799 | $3.70 萬 | 0.00% | +179+28.9% | 加碼 |
| Prosperity Bancshares Inc | 870 | $4.03 萬 | 0.04% | +870 | 新進 |
| Larson Financial Group LLC | 876 | $4.06 萬 | 0.00% | +55+6.7% | 加碼 |
| SHP Wealth Management | 903 | $4.18 萬 | 0.00% | +903 | 新進 |
| Smithfield Trust Co | 900 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| Fairscale Capital, LLC | 969 | $4.49 萬 | 0.03% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 971 | $4.50 萬 | 0.01% | +247+34.1% | 加碼 |
| McIlrath & Eck, LLC | 991 | $4.59 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 1,000 | $4.63 萬 | 0.00% | 00.0% | 不變 |
| Community Bank, N.A. | 1,000 | $4.63 萬 | 0.01% | 00.0% | 不變 |
| Bayban | 1,000 | $4.63 萬 | 0.04% | +1,000 | 新進 |
| Cornerstone Planning Group LLC | 969 | $4.65 萬 | 0.01% | +882+1,013.8% | 加碼 |
| YANKCOM Partnership | 1,008 | $4.67 萬 | 0.02% | +1,008 | 新進 |
| TD Private Client Wealth LLC | 1,244 | $5.76 萬 | 0.00% | +295+31.1% | 加碼 |
| Virtus ETF Advisers LLC | 1,608 | $5.94 萬 | 0.03% | −912−36.2% | 減碼 |
| GAMMA Investing LLC | 1,300 | $6.02 萬 | 0.00% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 1,297 | $6.24 萬 | 0.01% | +177+15.8% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 1,350 | $6.25 萬 | 0.01% | +1,350 | 新進 |
| Sound Income Strategies, LLC | 1,367 | $6.48 萬 | 0.00% | +829+154.1% | 加碼 |
| Parkside Financial Bank & Trust | 1,463 | $6.78 萬 | 0.01% | +60+4.3% | 加碼 |
| Newbridge Financial Services Group, Inc. | 1,575 | $7.29 萬 | 0.01% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 1,590 | $7.36 萬 | 0.00% | +325+25.7% | 加碼 |
| Berbice Capital Management LLC | 1,600 | $7.41 萬 | 0.04% | +100+6.7% | 加碼 |
| Activest Wealth Management | 2,000 | $9.33 萬 | 0.02% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 2,109 | $9.77 萬 | 0.03% | +2,109 | 新進 |
| Westside Investment Management, Inc. | 2,095 | $9.87 萬 | 0.02% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,293 | $10.6 萬 | 0.00% | −110−4.6% | 減碼 |
| Cary Street Partners Financial LLC | 2,403 | $11.1 萬 | 0.00% | +2,403 | 新進 |
| Atlantic Union Bankshares Corp | 2,564 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 2,641 | $12.2 萬 | 0.08% | −10−0.4% | 減碼 |
| Rosenberg Matthew Hamilton | 2,667 | $12.4 萬 | 0.03% | −81−2.9% | 減碼 |
| Creative Financial Designs Inc | 2,869 | $13.3 萬 | 0.01% | +10.0% | 加碼 |
| Golden State Wealth Management, LLC | 3,144 | $14.6 萬 | 0.02% | −55−1.7% | 減碼 |
| Allianz SE | 3,390 | $15.8 萬 | 0.00% | 00.0% | 不變 |
| Bayforest Capital Ltd | 3,508 | $16.2 萬 | 0.12% | +3,508 | 新進 |
| Umb Bank N A | 3,828 | $17.7 萬 | 0.00% | −77−2.0% | 減碼 |
| Itau Unibanco Holding S.A. | 3,916 | $18.1 萬 | 0.00% | +3,916 | 新進 |
| IFP Advisors, Inc | 4,154 | $19.2 萬 | 0.00% | +918+28.4% | 加碼 |
| Capital Performance Advisors LLP | 4,409 | $20.4 萬 | 0.01% | +4,409 | 新進 |
| Shelton Capital Management | 4,435 | $20.5 萬 | 0.00% | +4,435 | 新進 |
| AlTi Global, Inc. | 4,437 | $20.5 萬 | 0.00% | +4,437 | 新進 |
| Exencial Wealth Advisors, LLC | 4,464 | $20.7 萬 | 0.01% | +4,464 | 新進 |
| Hilltop National Bank | 4,470 | $20.7 萬 | 0.05% | +195+4.6% | 加碼 |
| Tiaa Trust, National Association | 4,480 | $20.7 萬 | 0.00% | +4,480 | 新進 |
| Financial Engines Advisors L.L.C. | 4,486 | $20.8 萬 | 0.00% | +4,486 | 新進 |
| Summit Trail Advisors, LLC | 4,489 | $20.8 萬 | 0.00% | −4,413−49.6% | 減碼 |
| Fortress Financial Solutions, LLC | 4,492 | $20.8 萬 | 0.21% | +4,492 | 新進 |
| Titleist Asset Management, LLC | 4,541 | $21.0 萬 | 0.02% | +4,541 | 新進 |
| Choate Investment Advisors | 4,546 | $21.1 萬 | 0.00% | +4,546 | 新進 |
| Boston Private Wealth LLC | 4,595 | $21.3 萬 | 0.01% | +4,595 | 新進 |
| Sym Financial Corp | 4,597 | $21.3 萬 | 0.02% | +4,597 | 新進 |
| Tranquilli Financial Advisor LLC | 4,621 | $21.4 萬 | 0.12% | +4,621 | 新進 |
| 55 North Private Wealth, LLC | 4,659 | $21.6 萬 | 0.06% | +4,659 | 新進 |
| Summit Financial, LLC | 4,729 | $21.9 萬 | 0.00% | −1,667−26.1% | 減碼 |
| Independence Bank of Kentucky | 4,766 | $22.1 萬 | 0.03% | +166+3.6% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,750 | $22.1 萬 | 0.06% | +500+11.8% | 加碼 |
| Granville Capital, Inc. | 4,803 | $22.2 萬 | 0.12% | +4,803 | 新進 |
| Integrated Wealth Concepts LLC | 4,817 | $22.3 萬 | 0.00% | −64,527−93.1% | 減碼 |
| Aspen Grove Capital, LLC | 4,828 | $22.4 萬 | 0.04% | −435−8.3% | 減碼 |
| Capital Investment Advisors, LLC | 4,834 | $22.4 萬 | 0.00% | +4,834 | 新進 |
| Advisory Services Network, LLC | 4,836 | $22.4 萬 | 0.00% | +570+13.4% | 加碼 |
| Sowell Financial Services LLC | 4,868 | $22.5 萬 | 0.01% | +4,868 | 新進 |
| American Trust | 4,879 | $22.6 萬 | 0.02% | +4,879 | 新進 |
| Banque Transatlantique SA | 4,847 | $22.6 萬 | 0.01% | 00.0% | 不變 |
| Financial Perspectives, Inc | 4,894 | $22.7 萬 | 0.06% | 00.0% | 不變 |
| Stronghold Wealth Management L.L.C. | 4,901 | $22.7 萬 | 0.34% | +4,901 | 新進 |
| Sapient Capital LLC | 4,903 | $22.8 萬 | 0.00% | +4,903 | 新進 |
| Foster Group, Inc. | 4,924 | $22.8 萬 | 0.01% | +4,924 | 新進 |
| Rothschild Investment LLC | 4,946 | $22.9 萬 | 0.01% | −6−0.1% | 減碼 |
| Riversedge Advisors, LLC | 4,955 | $22.9 萬 | 0.04% | −297−5.7% | 減碼 |
| Walleye Capital LLC | 4,981 | $23.1 萬 | 0.00% | −7,042−58.6% | 減碼 |
| Welch & Forbes LLC | 5,008 | $23.2 萬 | 0.00% | 00.0% | 不變 |
| Banco Santander, S.A. | 5,049 | $23.4 萬 | 0.00% | −23,855−82.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 5,068 | $23.5 萬 | 0.00% | −4,033−44.3% | 減碼 |
| Pure Financial Advisors, Inc. | 5,103 | $23.6 萬 | 0.00% | −2,287−30.9% | 減碼 |