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 |
|---|---|---|---|---|---|
| New Republic Capital, LLC | 11,216 | $51.9 萬 | 0.14% | +11,216 | 新進 |
| GeoWealth Management, LLC | 11,269 | $52.2 萬 | 0.02% | +2,561+29.4% | 加碼 |
| American Trust Investment Advisors, LLC | 11,295 | $52.3 萬 | 0.28% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 11,365 | $52.6 萬 | 0.03% | −16−0.1% | 減碼 |
| EJMK Ventures LLC | 11,398 | $52.8 萬 | 0.32% | +11,398 | 新進 |
| Mission Wealth Management, LP | 11,419 | $52.9 萬 | 0.01% | −435−3.7% | 減碼 |
| Trust Point Inc. | 11,420 | $52.9 萬 | 0.04% | +2,888+33.8% | 加碼 |
| Studio Investment Management LLC | 11,512 | $53.3 萬 | 0.10% | −863−7.0% | 減碼 |
| Seed Wealth Management, Inc. | 11,695 | $54.2 萬 | 0.37% | −250−2.1% | 減碼 |
| Smartleaf Asset Management LLC | 11,654 | $54.2 萬 | 0.02% | +1,529+15.1% | 加碼 |
| Custom Index Systems, LLC | 11,718 | $54.3 萬 | 0.24% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 11,756 | $54.4 萬 | 0.00% | −116,042−90.8% | 減碼 |
| Corient IA LLC | 11,890 | $55.1 萬 | 0.52% | −8,110−40.6% | 減碼 |
| Venturi Wealth Management, LLC | 12,075 | $55.9 萬 | 0.02% | +1,091+9.9% | 加碼 |
| Stephens Inc | 12,139 | $56.2 萬 | 0.01% | +1,274+11.7% | 加碼 |
| Evelyn Partners Investment Management Services Ltd | 12,109 | $56.5 萬 | 0.07% | +4,009+49.5% | 加碼 |
| Spire Wealth Management | 12,277 | $56.9 萬 | 0.02% | −62−0.5% | 減碼 |
| Leuthold Group, LLC | 12,341 | $57.2 萬 | 0.06% | +18+0.1% | 加碼 |
| EP Wealth Advisors, LLC | 12,494 | $57.9 萬 | 0.00% | +12,494 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 12,510 | $57.9 萬 | 0.06% | +189+1.5% | 加碼 |
| Drive Wealth Management, LLC | 12,600 | $58.3 萬 | 0.11% | +1,500+13.5% | 加碼 |
| Ninety One SA (PTY) Ltd | 12,516 | $58.4 萬 | 0.03% | 00.0% | 不變 |
| Quinn Opportunity Partners LLC | 12,617 | $58.4 萬 | 0.03% | 00.0% | 不變 |
| Cordatus Wealth Management LLC | 12,737 | $59.0 萬 | 0.14% | −401−3.1% | 減碼 |
| NBC Securities, Inc. | 13,210 | $61.2 萬 | 0.05% | −419−3.1% | 減碼 |
| Davenport & Co LLC | 13,429 | $62.2 萬 | 0.00% | +2,566+23.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 13,500 | $62.5 萬 | 0.02% | +1,516+12.7% | 加碼 |
| Merit Financial Group, LLC | 13,558 | $62.8 萬 | 0.01% | −787−5.5% | 減碼 |
| HRT Financial LP | 13,568 | $62.8 萬 | 0.00% | +3,573+35.7% | 加碼 |
| Legacy Financial Advisors, Inc. | 13,584 | $62.9 萬 | 0.09% | +153+1.1% | 加碼 |
| Savant Capital, LLC | 13,586 | $62.9 萬 | 0.00% | +2,429+21.8% | 加碼 |
| National Asset Management, Inc. | 13,664 | $63.3 萬 | 0.03% | −1,060−7.2% | 減碼 |
| Sax Wealth Advisors, LLC | 13,990 | $64.8 萬 | 0.03% | +186+1.3% | 加碼 |
| swisspartners Advisors Ltd | 14,000 | $65.2 萬 | 0.47% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 14,089 | $65.3 萬 | 0.00% | +1,234+9.6% | 加碼 |
| Sage Rhino Capital LLC | 14,214 | $65.8 萬 | 0.12% | −901−6.0% | 減碼 |
| NewEdge Wealth, LLC | 14,355 | $66.5 萬 | 0.01% | +7,504+109.5% | 加碼 |
| Keybank National Association | 14,463 | $67.0 萬 | 0.00% | +5,121+54.8% | 加碼 |
| Liberty One Investment Management, LLC | 14,500 | $67.2 萬 | 0.09% | −8,131−35.9% | 減碼 |
| Bridgewater Advisors Inc. | 14,205 | $67.4 萬 | 0.04% | +385+2.8% | 加碼 |
| HB Wealth Management, LLC | 14,677 | $68.0 萬 | 0.00% | +1,957+15.4% | 加碼 |
| First National Bank of Hutchinson | 14,790 | $68.5 萬 | 0.40% | −12−0.1% | 減碼 |
| Klingenstein Fields & Co LP | 14,930 | $69.1 萬 | 0.03% | 00.0% | 不變 |
| Gallacher Capital Management LLC | 14,950 | $69.2 萬 | 0.27% | −2,326−13.5% | 減碼 |
| Credit Capital Investments LLC | 15,000 | $69.5 萬 | 0.65% | −15,000−50.0% | 減碼 |
| Winning Points Advisors, LLC | 39,780 | $69.5 萬 | 0.79% | +39,780 | 新進 |
| Oppenheimer Asset Management Inc. | 15,051 | $69.7 萬 | 0.01% | +104+0.7% | 加碼 |
| Concurrent Investment Advisors, LLC | 15,083 | $69.8 萬 | 0.01% | +3,919+35.1% | 加碼 |
| Clarius Group, LLC | 15,199 | $70.4 萬 | 0.04% | +303+2.0% | 加碼 |
| Beverly Hills Private Wealth, LLC | 15,478 | $71.7 萬 | 0.12% | −17,314−52.8% | 減碼 |
| Wealthspire Advisors, LLC | 15,481 | $71.7 萬 | 0.01% | +9,834+174.1% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 15,531 | $71.9 萬 | 0.04% | +2,590+20.0% | 加碼 |
| Clearstead Advisors, LLC | 15,571 | $72.1 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 15,646 | $72.5 萬 | 0.01% | +741+5.0% | 加碼 |
| Global Retirement Partners, LLC | 15,814 | $73.2 萬 | 0.01% | +10,227+183.0% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,884 | $73.6 萬 | 0.01% | +3,177+25.0% | 加碼 |
| Sagespring Wealth Partners, LLC | 15,893 | $73.6 萬 | 0.01% | +3,188+25.1% | 加碼 |
| Credit Industriel Et Commercial | 15,928 | $74.3 萬 | 0.11% | −37,950−70.4% | 減碼 |
| Root Financial Partners, LLC | 16,187 | $75.0 萬 | 0.04% | +803+5.2% | 加碼 |
| Warren Averett Asset Management, LLC | 16,348 | $75.7 萬 | 0.01% | +671+4.3% | 加碼 |
| Basecamp Wealth Advisors LLC | 16,353 | $75.7 萬 | 0.16% | +16,353 | 新進 |
| Ascent Group, LLC | 16,368 | $75.8 萬 | 0.03% | +1,068+7.0% | 加碼 |
| Harbour Capital Advisors, LLC | 16,140 | $76.0 萬 | 0.15% | −65−0.4% | 減碼 |
| Brown Brothers Harriman & Co | 16,711 | $77.4 萬 | 0.00% | +1,282+8.3% | 加碼 |
| Impact Capital Partners LLC | 16,753 | $77.6 萬 | 0.23% | +6,571+64.5% | 加碼 |
| Valeo Financial Advisors, LLC | 16,786 | $77.7 萬 | 0.02% | +1,061+6.7% | 加碼 |
| Resources Investment Advisors, LLC. | 17,144 | $79.4 萬 | 0.01% | −431−2.5% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 17,551 | $81.3 萬 | 0.00% | +1,535+9.6% | 加碼 |
| Net Worth Advisory Group | 17,895 | $82.9 萬 | 0.17% | −6,831−27.6% | 減碼 |
| AlphaCore Capital LLC | 17,958 | $83.2 萬 | 0.02% | −3,092−14.7% | 減碼 |
| Versant Capital Management, Inc | 18,208 | $84.3 萬 | 0.11% | +1,649+10.0% | 加碼 |
| Prospera Financial Services Inc | 18,246 | $84.5 萬 | 0.01% | −116−0.6% | 減碼 |
| PDS Planning, Inc | 18,522 | $85.8 萬 | 0.06% | −783−4.1% | 減碼 |
| New Vernon Capital Holdings II LLC | 18,627 | $86.3 萬 | 0.41% | 00.0% | 不變 |
| Citizens Financial Group Inc | 18,875 | $87.4 萬 | 0.01% | +29+0.2% | 加碼 |
| Personal Cfo Solutions, LLC | 19,048 | $88.2 萬 | 0.14% | −305−1.6% | 減碼 |
| SkyView Investment Advisors, LLC | 19,332 | $89.5 萬 | 0.11% | −285−1.5% | 減碼 |
| Gryphon Financial Partners LLC | 19,505 | $90.3 萬 | 0.10% | +2,850+17.1% | 加碼 |
| Intesa Sanpaolo Wealth Management | 19,384 | $90.4 萬 | 0.19% | +19,384 | 新進 |
| Fred Alger Management, LLC | 19,535 | $90.5 萬 | 0.00% | +19,535 | 新進 |
| University of Texas/Texas Am Investment Managment Co | 19,656 | $91.0 萬 | 0.13% | +19,656 | 新進 |
| Rehmann Capital Advisory Group | 19,659 | $91.0 萬 | 0.05% | +4,089+26.3% | 加碼 |
| British Columbia Investment Management Corp | 19,595 | $91.3 萬 | 0.00% | −44−0.2% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 19,905 | $92.2 萬 | 0.02% | +260+1.3% | 加碼 |
| Centennial Bank | 19,927 | $93.1 萬 | 0.37% | −7,005−26.0% | 減碼 |
| TD Waterhouse Canada Inc. | 20,123 | $93.2 萬 | 0.01% | +650+3.3% | 加碼 |
| Themes Management Co LLC | 20,311 | $94.1 萬 | 0.75% | +20,311 | 新進 |
| Massachusetts Wealth Management | 21,080 | $97.6 萬 | 0.45% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 21,353 | $98.9 萬 | 0.00% | −1,476−6.5% | 減碼 |
| Susquehanna International Group, LLP | 21,382 | $99.0 萬 | 0.00% | −170,238−88.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 21,556 | $99.8 萬 | 0.01% | +16,605+335.4% | 加碼 |
| Skopos Labs, Inc. | 21,514 | $100.1 萬 | 0.05% | +21,514 | 新進 |
| Syon Capital LLC | 21,959 | $101.7 萬 | 0.05% | −1,138−4.9% | 減碼 |
| Sivia Capital Partners, LLC | 22,206 | $102.8 萬 | 0.21% | +7,827+54.4% | 加碼 |
| United Capital Financial Advisers, LLC | 22,405 | $103.8 萬 | 0.01% | +2,378+11.9% | 加碼 |
| Solstein Capital, LLC | 22,647 | $105.5 萬 | 0.42% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 22,916 | $106.1 萬 | 0.08% | −129−0.6% | 減碼 |
| Chicago Trust Co NA | 22,940 | $106.2 萬 | 0.17% | −281−1.2% | 減碼 |
| Havemeyer Place LP | 23,425 | $108.5 萬 | 0.21% | +23,425 | 新進 |
| Checchi Capital Advisers, LLC | 23,866 | $110.5 萬 | 0.08% | −1,002−4.0% | 減碼 |