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 |
|---|---|---|---|---|---|
| U S Global Investors Inc | 24,500 | $113.5 萬 | 0.12% | +24,500 | 新進 |
| Ronald Blue Trust, Inc. | 24,574 | $113.8 萬 | 0.01% | +791+3.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 24,719 | $114.4 萬 | 0.01% | −2,914−10.5% | 減碼 |
| Greenwich Wealth Management LLC | 24,847 | $115.1 萬 | 0.05% | 00.0% | 不變 |
| Xponance, Inc. | 25,011 | $116.7 萬 | 0.01% | +25,011 | 新進 |
| Private Advisor Group, LLC | 25,399 | $117.6 萬 | 0.01% | +3,906+18.2% | 加碼 |
| Connable Office Inc | 25,409 | $117.7 萬 | 0.11% | 00.0% | 不變 |
| Northside Capital Management, LLC | 25,655 | $118.8 萬 | 0.10% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 25,692 | $119.0 萬 | 0.07% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 26,301 | $121.8 萬 | 0.14% | +26,301 | 新進 |
| Future Fund LLC | 27,253 | $126.2 萬 | 0.45% | −3,717−12.0% | 減碼 |
| Walleye Trading LLC | 27,512 | $127.4 萬 | 0.02% | +18,228+196.3% | 加碼 |
| Cullinan Associates Inc | 29,000 | $134.3 萬 | 0.09% | 00.0% | 不變 |
| Evelyn Partners Investment Management LLP | 29,005 | $135.2 萬 | 0.04% | +139+0.5% | 加碼 |
| CAPROCK Group, Inc. | 29,222 | $135.3 萬 | 0.03% | +2,251+8.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 29,426 | $136.3 萬 | 0.01% | +13,715+87.3% | 加碼 |
| Morningstar Investment Management LLC | 29,854 | $137.8 萬 | 0.08% | +29,854 | 新進 |
| Coldstream Capital Management Inc | 30,080 | $139.3 萬 | 0.02% | +2,788+10.2% | 加碼 |
| Pinnacle Associates Ltd | 30,632 | $141.9 萬 | 0.02% | +4,077+15.4% | 加碼 |
| Bailard, Inc. | 31,157 | $144.3 萬 | 0.03% | −1,132−3.5% | 減碼 |
| Farther Finance Advisors, LLC | 31,549 | $146.1 萬 | 0.02% | +15,557+97.3% | 加碼 |
| Cullen/Frost Bankers, Inc. | 31,697 | $146.8 萬 | 0.02% | +908+2.9% | 加碼 |
| Advisor Group Holdings, Inc. | 31,798 | $147.1 萬 | 0.00% | +1,316+4.3% | 加碼 |
| SOL Capital Management CO | 32,580 | $150.9 萬 | 0.14% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 32,883 | $152.3 萬 | 0.00% | +4,383+15.4% | 加碼 |
| Henshaw Capital LLC | 33,267 | $154.1 萬 | 0.06% | 00.0% | 不變 |
| Gabelli Funds LLC | 34,350 | $159.1 萬 | 0.01% | −150−0.4% | 減碼 |
| Commonwealth Equity Services, LLC | 35,117 | $162.6 萬 | 0.00% | +3,335+10.5% | 加碼 |
| Snowden Capital Advisors LLC | 35,142 | $162.7 萬 | 0.04% | +284+0.8% | 加碼 |
| Kathmere Capital Management, LLC | 35,170 | $162.9 萬 | 0.11% | +171+0.5% | 加碼 |
| Kovitz Investment Group Partners, LLC | 35,354 | $163.7 萬 | 0.04% | −12,698−26.4% | 減碼 |
| Baker Ellis Asset Management LLC | 37,150 | $172.1 萬 | 0.21% | −5,600−13.1% | 減碼 |
| Mirabella Financial Services LLP | 37,169 | $172.1 萬 | 0.17% | −67,559−64.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 37,559 | $173.9 萬 | 0.01% | −1,797−4.6% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 37,442 | $174.7 萬 | 0.00% | +30,699+455.3% | 加碼 |
| Ballentine Partners, LLC | 38,653 | $179.0 萬 | 0.03% | −1,320−3.3% | 減碼 |
| Truist Financial Corp | 39,364 | $182.3 萬 | 0.00% | −2,262−5.4% | 減碼 |
| Legacy Capital Group California, Inc. | 39,471 | $182.8 萬 | 0.44% | +239+0.6% | 加碼 |
| Rhumbline Advisers | 40,220 | $186.3 萬 | 0.00% | −1,651−3.9% | 減碼 |
| Atria Investments LLC | 41,085 | $190.3 萬 | 0.02% | +2,122+5.4% | 加碼 |
| Evergreen Capital Management LLC | 41,308 | $191.3 萬 | 0.04% | +1,503+3.8% | 加碼 |
| Jones Financial Companies LLLP | 41,387 | $191.7 萬 | 0.00% | +5,522+15.4% | 加碼 |
| Atomi Financial Group, Inc. | 41,632 | $192.8 萬 | 0.06% | +2,953+7.6% | 加碼 |
| Capital International Sarl | 42,498 | $198.3 萬 | 0.03% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 43,034 | $199.3 萬 | 0.01% | +5,800+15.6% | 加碼 |
| Quantbot Technologies LP | 43,829 | $203.0 萬 | 0.07% | +43,829 | 新進 |
| Ethic Inc. | 44,391 | $205.6 萬 | 0.03% | +7,113+19.1% | 加碼 |
| Abacus Wealth Partners, LLC | 44,536 | $206.2 萬 | 0.20% | +44,536 | 新進 |
| 1832 Asset Management L.P. | 45,500 | $210.7 萬 | 0.00% | +13,100+40.4% | 加碼 |
| Yousif Capital Management, LLC | 45,665 | $212.2 萬 | 0.02% | 00.0% | 不變 |
| Gradient Investments LLC | 45,827 | $212.2 萬 | 0.03% | +14,887+48.1% | 加碼 |
| Qtron Investments LLC | 46,013 | $214.7 萬 | 0.28% | +7,749+20.3% | 加碼 |
| Stamos Capital Partners, L.P. | 46,679 | $216.2 萬 | 0.35% | −5,839−11.1% | 減碼 |
| Advisors Asset Management, Inc. | 47,595 | $220.4 萬 | 0.04% | +7,825+19.7% | 加碼 |
| Greenleaf Trust | 48,731 | $225.7 萬 | 0.02% | −170−0.3% | 減碼 |
| Vise Technologies, Inc. | 48,911 | $226.5 萬 | 0.04% | −19,466−28.5% | 減碼 |
| Cim, LLC | 49,763 | $230.5 萬 | 0.30% | −5,693−10.3% | 減碼 |
| Colony Group, LLC | 51,287 | $237.5 萬 | 0.00% | +27,428+115.0% | 加碼 |
| Marex Group plc | 51,415 | $238.1 萬 | 0.03% | −2,768−5.1% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 51,749 | $239.6 萬 | 0.99% | −1,910−3.6% | 減碼 |
| Andra AP-fonden | 65,164 | $240.8 萬 | 0.03% | +65,164 | 新進 |
| Ieq Capital, LLC | 52,412 | $242.7 萬 | 0.01% | +1,796+3.5% | 加碼 |
| Gator Capital Management, LLC | 52,430 | $242.8 萬 | 0.50% | +2,580+5.2% | 加碼 |
| Simplex Trading, LLC | 53,030 | $245.6 萬 | 0.07% | −56,918−51.8% | 減碼 |
| Legacy Wealth Asset Management, LLC | 54,604 | $252.9 萬 | 0.62% | −3,362−5.8% | 減碼 |
| Forum Financial Management, LP | 56,356 | $261.0 萬 | 0.03% | −48−0.1% | 減碼 |
| Cigna Investments Inc | 56,451 | $263.4 萬 | 0.38% | −818−1.4% | 減碼 |
| BTC Capital Management, Inc. | 57,569 | $266.7 萬 | 0.19% | −1,787−3.0% | 減碼 |
| Man Group plc | 59,063 | $273.5 萬 | 0.01% | +59,063 | 新進 |
| Bessemer Group Inc | 60,581 | $280.6 萬 | 0.00% | −257−0.4% | 減碼 |
| Transatlantique Private Wealth LLC | 60,399 | $281.6 萬 | 0.89% | +4,391+7.8% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 61,485 | $284.7 萬 | 0.49% | −1,190−1.9% | 減碼 |
| Orca Wealth Management, LLC | 60,138 | $287.3 萬 | 2.06% | +160+0.3% | 加碼 |
| GWM Advisors LLC | 63,920 | $296.0 萬 | 0.01% | +10,483+19.6% | 加碼 |
| Bleakley Financial Group, LLC | 64,240 | $297.5 萬 | 0.05% | +39,941+164.4% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 64,279 | $297.7 萬 | 1.71% | −190−0.3% | 減碼 |
| Runnymede Capital Advisors, Inc. | 64,279 | $297.7 萬 | 1.71% | +64,279 | 新進 |
| Advisors Capital Management, LLC | 64,963 | $300.8 萬 | 0.04% | +4,271+7.0% | 加碼 |
| Hantz Financial Services, Inc. | 65,141 | $301.7 萬 | 0.04% | −3,623−5.3% | 減碼 |
| Permanent Capital Management, LP | 67,470 | $312.5 萬 | 0.61% | −1,857−2.7% | 減碼 |
| Park Avenue Securities LLC | 67,661 | $313.3 萬 | 0.03% | +13,779+25.6% | 加碼 |
| Vident Advisory, LLC | 69,553 | $322.1 萬 | 0.03% | −13,524−16.3% | 減碼 |
| Alaethes Wealth LLC | 69,726 | $322.9 萬 | 0.91% | −331−0.5% | 減碼 |
| RSM US Wealth Management LLC | 69,586 | $323.7 萬 | 0.04% | +1,453+2.1% | 加碼 |
| Altman Advisors, Inc. | 69,964 | $324.0 萬 | 1.22% | −1,808−2.5% | 減碼 |
| Group One Trading, L.P. | 70,074 | $324.5 萬 | 0.10% | −39,468−36.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 70,542 | $326.7 萬 | 0.00% | +4,959+7.6% | 加碼 |
| Landesbank Baden-Wuerttemberg | 70,440 | $329.9 萬 | 0.60% | +70,440 | 新進 |
| Cloverfields Capital Group, LP | 71,754 | $332.3 萬 | 1.03% | −13,574−15.9% | 減碼 |
| Ossiam | 71,521 | $333.7 萬 | 0.07% | +1,616+2.3% | 加碼 |
| Equitable Trust Co | 73,638 | $341.0 萬 | 0.15% | −530−0.7% | 減碼 |
| Glenmede Trust Co NA | 75,851 | $351.3 萬 | 0.02% | +75,851 | 新進 |
| Assetmark, Inc | 78,004 | $361.2 萬 | 0.01% | +33,052+73.5% | 加碼 |
| Signaturefd, LLC | 79,813 | $369.6 萬 | 0.06% | +1,499+1.9% | 加碼 |
| TrueMark Investments, LLC | 81,792 | $378.8 萬 | 0.72% | +10,659+15.0% | 加碼 |
| Opal Capital LLC | 82,276 | $380.9 萬 | 0.95% | +82,276 | 新進 |
| Occudo Quantitative Strategies LP | 82,661 | $382.8 萬 | 0.26% | +23,343+39.4% | 加碼 |
| Citadel Advisors LLC | 83,623 | $387.3 萬 | 0.00% | −10,549−11.2% | 減碼 |
| Highland Capital Management, LLC | 84,261 | $390.2 萬 | 0.19% | −9,605−10.2% | 減碼 |
| Independent Advisor Alliance | 86,232 | $399.3 萬 | 0.10% | −1,045−1.2% | 減碼 |