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 |
|---|---|---|---|---|---|
| Interchange Capital Partners, LLC | 5,104 | $23.6 萬 | 0.04% | +5,104 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 5,138 | $24.0 萬 | 0.00% | +1,099+27.2% | 加碼 |
| Brown Miller Wealth Management, LLC | 5,176 | $24.0 萬 | 0.07% | 00.0% | 不變 |
| Harbour Investments, Inc. | 5,217 | $24.2 萬 | 0.00% | +2,699+107.2% | 加碼 |
| HSBC Holdings PLC | 5,204 | $24.2 萬 | 0.00% | −1,729,069−99.7% | 減碼 |
| SG Trading Solutions, LLC | 5,218 | $24.2 萬 | 0.06% | +5,218 | 新進 |
| Genus Capital Management Inc. | 5,250 | $24.3 萬 | 0.03% | −1,370−20.7% | 減碼 |
| We Are One Seven, LLC | 5,260 | $24.4 萬 | 0.00% | +35+0.7% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 5,281 | $24.5 萬 | 0.01% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 5,282 | $24.5 萬 | 0.03% | −60−1.1% | 減碼 |
| MONECO Advisors, LLC | 5,283 | $24.5 萬 | 0.02% | +5,283 | 新進 |
| Cheviot Value Management, LLC | 5,119 | $24.6 萬 | 0.02% | −459−8.2% | 減碼 |
| FLC Capital Advisors | 5,468 | $25.3 萬 | 0.05% | −225−4.0% | 減碼 |
| National Philanthropic Trust | 5,499 | $25.5 萬 | 0.00% | +285+5.5% | 加碼 |
| Massmutual Trust Co FSB | 5,560 | $25.7 萬 | 0.01% | −94−1.7% | 減碼 |
| Aire Advisors, LLC | 5,618 | $26.0 萬 | 0.05% | +10.0% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 5,668 | $26.2 萬 | 0.01% | +5,668 | 新進 |
| FourThought Financial Partners, LLC | 5,680 | $26.3 萬 | 0.02% | +5,680 | 新進 |
| Syverson Strege & Co | 5,741 | $26.6 萬 | 0.06% | −137−2.3% | 減碼 |
| Pictet Bank & Trust Ltd | 5,758 | $26.9 萬 | 0.32% | 00.0% | 不變 |
| SCS Capital Management LLC | 5,831 | $27.0 萬 | 0.00% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 5,876 | $27.2 萬 | 0.00% | −79−1.3% | 減碼 |
| Integrated Investment Consultants, LLC | 5,981 | $27.7 萬 | 0.05% | 00.0% | 不變 |
| Janney Capital Management LLC | 5,987 | $27.7 萬 | 0.02% | +397+7.1% | 加碼 |
| Soltis Investment Advisors LLC | 5,988 | $27.7 萬 | 0.02% | +784+15.1% | 加碼 |
| Greykasell Wealth Strategies, Inc. | 6,044 | $28.0 萬 | 0.11% | 00.0% | 不變 |
| Granite Group Advisors, LLC | 6,104 | $28.3 萬 | 0.16% | −333−5.2% | 減碼 |
| Cozad Asset Management Inc | 6,130 | $28.4 萬 | 0.02% | 00.0% | 不變 |
| a16z Perennial Management, L.P. | 6,159 | $28.5 萬 | 0.02% | +511+9.0% | 加碼 |
| Gotham Asset Management, LLC | 6,161 | $28.5 萬 | 0.00% | +6,161 | 新進 |
| Sunpointe, LLC | 6,164 | $28.5 萬 | 0.09% | 00.0% | 不變 |
| Oakmont Investment Advisors, Inc. | 6,190 | $28.7 萬 | 0.21% | +6,190 | 新進 |
| Keebeck Wealth Management, LLC | 6,232 | $28.9 萬 | 0.03% | +456+7.9% | 加碼 |
| Summit Global Investments | 6,265 | $29.0 萬 | 0.02% | −1,775−22.1% | 減碼 |
| SBI Securities Co., Ltd. | 6,280 | $29.1 萬 | 0.01% | −653−9.4% | 減碼 |
| Seven Mile Advisory | 6,434 | $29.8 萬 | 0.05% | −500−7.2% | 減碼 |
| First City Capital Management, Inc. | 6,469 | $30.0 萬 | 0.16% | 00.0% | 不變 |
| Greenspring Advisors, LLC | 6,496 | $30.1 萬 | 0.02% | +6,496 | 新進 |
| Centurion Wealth Management LLC | 6,500 | $30.1 萬 | 0.07% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,618 | $30.6 萬 | 0.01% | −70−1.0% | 減碼 |
| Flputnam Investment Management Co | 6,837 | $31.7 萬 | 0.00% | −406−5.6% | 減碼 |
| Evoke Wealth, LLC | 6,863 | $31.8 萬 | 0.01% | +1,968+40.2% | 加碼 |
| Columbia Asset Management | 6,936 | $32.1 萬 | 0.06% | 00.0% | 不變 |
| PUREfi Wealth, LLC | 6,940 | $32.1 萬 | 0.25% | +6,940 | 新進 |
| Cromwell Holdings LLC | 7,242 | $33.5 萬 | 0.18% | 00.0% | 不變 |
| Zhang Financial LLC | 7,273 | $33.7 萬 | 0.01% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 7,300 | $33.8 萬 | 0.06% | 00.0% | 不變 |
| Principal Securities, Inc. | 7,377 | $34.2 萬 | 0.01% | +915+14.2% | 加碼 |
| Frec Markets, Inc. | 7,509 | $34.8 萬 | 0.10% | +7,509 | 新進 |
| Perigon Wealth Management, LLC | 7,551 | $35.0 萬 | 0.01% | +284+3.9% | 加碼 |
| Traveka Wealth, LLC | 7,578 | $35.1 萬 | 0.14% | +777+11.4% | 加碼 |
| Principal Street Partners, LLC | 7,694 | $35.6 萬 | 0.06% | −213−2.7% | 減碼 |
| Lido Advisors, LLC | 8,585 | $35.7 萬 | 0.00% | +84+1.0% | 加碼 |
| SRS Capital Advisors, Inc. | 7,737 | $35.8 萬 | 0.01% | −962−11.1% | 減碼 |
| Mountain Hill Investment Partners Corp. | 8,000 | $37.0 萬 | 0.27% | −3,000−27.3% | 減碼 |
| Investors Research Corp | 8,036 | $37.2 萬 | 0.07% | −2,275−22.1% | 減碼 |
| Allworth Financial LP | 8,132 | $37.7 萬 | 0.00% | +1,017+14.3% | 加碼 |
| Evolve Private Wealth, LLC | 8,146 | $37.7 萬 | 0.02% | +8,146 | 新進 |
| Sanibel Captiva Trust Company, Inc. | 8,166 | $37.8 萬 | 0.01% | +8,166 | 新進 |
| Werba Rubin Papier Wealth Management | 8,283 | $38.4 萬 | 0.10% | −77−0.9% | 減碼 |
| Magnetar Financial LLC | 8,330 | $38.6 萬 | 0.00% | +8,330 | 新進 |
| Pensionmark Financial Group, LLC | 8,368 | $38.8 萬 | 0.01% | +2,428+40.9% | 加碼 |
| Kingsview Wealth Management, LLC | 8,446 | $39.1 萬 | 0.01% | −107−1.3% | 減碼 |
| Empower Advisory Group, LLC | 8,504 | $39.4 萬 | 0.00% | −117−1.4% | 減碼 |
| Simmons Bank | 8,567 | $39.7 萬 | 0.03% | −52−0.6% | 減碼 |
| Edge Financial Advisors LLC | 4,366 | $40.4 萬 | 0.17% | +4,366 | 新進 |
| Five Oceans Advisors | 8,767 | $40.6 萬 | 0.14% | 00.0% | 不變 |
| Focused Alpha, LLC | 8,773 | $40.6 萬 | 0.12% | +8,773 | 新進 |
| Compton Wealth Advisory Group, LLC | 8,780 | $40.7 萬 | 0.09% | 00.0% | 不變 |
| Keel Point, LLC | 8,783 | $40.7 萬 | 0.02% | −533−5.7% | 減碼 |
| Anchyra Partners LLC | 8,796 | $40.7 萬 | 0.12% | +8,796 | 新進 |
| Journey Strategic Wealth LLC | 8,911 | $41.3 萬 | 0.01% | −314−3.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 8,901 | $41.3 萬 | 0.00% | −3,232−26.6% | 減碼 |
| HighPoint Advisor Group LLC | 8,931 | $41.4 萬 | 0.01% | +362+4.2% | 加碼 |
| Commerce Bank | 8,943 | $41.4 萬 | 0.00% | +2,028+29.3% | 加碼 |
| Park National Corp | 9,083 | $42.1 萬 | 0.01% | −95−1.0% | 減碼 |
| Fiduciary Trust Co | 9,114 | $42.2 萬 | 0.00% | +356+4.1% | 加碼 |
| Catalytic Wealth RIA, LLC | 9,117 | $42.2 萬 | 0.02% | +1,511+19.9% | 加碼 |
| Mather Group, LLC. | 9,175 | $42.5 萬 | 0.00% | +8,052+717.0% | 加碼 |
| Winton Group Ltd | 9,300 | $43.1 萬 | 0.01% | +9,300 | 新進 |
| Diversify Advisory Services, LLC | 9,157 | $43.4 萬 | 0.01% | +1,457+18.9% | 加碼 |
| Hilltop Holdings Inc. | 9,490 | $44.1 萬 | 0.03% | −103−1.1% | 減碼 |
| CWM, LLC | 9,581 | $44.4 萬 | 0.00% | +822+9.4% | 加碼 |
| West Family Investments, Inc. | 9,695 | $44.9 萬 | 0.11% | +908+10.3% | 加碼 |
| Janney Montgomery Scott LLC | 9,799 | $45.4 萬 | 0.00% | +3,353+52.0% | 加碼 |
| Arkadios Wealth Advisors | 9,866 | $45.7 萬 | 0.01% | −11−0.1% | 減碼 |
| Covenant Partners, LLC | 9,908 | $45.9 萬 | 0.13% | 00.0% | 不變 |
| Pinnacle Financial Partners, Inc. | 10,099 | $46.8 萬 | 0.00% | +10,099 | 新進 |
| Wedmont Private Capital | 9,920 | $46.9 萬 | 0.02% | +609+6.5% | 加碼 |
| Optas, LLC | 10,203 | $47.3 萬 | 0.07% | +95+0.9% | 加碼 |
| Blair William & Co | 10,264 | $47.5 萬 | 0.00% | +1,198+13.2% | 加碼 |
| Brucke Financial, Inc. | 10,472 | $48.5 萬 | 0.27% | −1,405−11.8% | 減碼 |
| M.E. Allison & Co., Inc. | 10,560 | $48.9 萬 | 0.33% | 00.0% | 不變 |
| Indivisible Partners | 10,639 | $49.3 萬 | 0.05% | +10,639 | 新進 |
| Sage Mountain Advisors LLC | 10,686 | $49.5 萬 | 0.03% | +48+0.5% | 加碼 |
| D.A. Davidson & Co. | 10,719 | $49.6 萬 | 0.00% | +793+8.0% | 加碼 |
| D'Orazio & Associates, Inc. | 10,784 | $49.9 萬 | 0.06% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 10,834 | $50.2 萬 | 0.00% | −302−2.7% | 減碼 |
| Roundview Capital LLC | 11,062 | $51.2 萬 | 0.03% | +11,062 | 新進 |
| Knights of Columbus Asset Advisors LLC | 11,116 | $51.5 萬 | 0.03% | 00.0% | 不變 |