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 |
|---|---|---|---|---|---|
| Factory Mutual Insurance Co | 86,545 | $400.8 萬 | 0.04% | +9,289+12.0% | 加碼 |
| Groupe la Francaise | 86,415 | $402.9 萬 | 0.06% | +28,307+48.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 92,028 | $426.2 萬 | 0.10% | +61,590+202.3% | 加碼 |
| ARGA Investment Management, LP | 93,216 | $434.9 萬 | 0.12% | −1,592,892−94.5% | 減碼 |
| Mitchell Capital Management Co | 95,518 | $442.3 萬 | 0.79% | −2,359−2.4% | 減碼 |
| Pictet & Cie (Europe) SA | 96,114 | $448.4 萬 | 0.09% | +9,999+11.6% | 加碼 |
| Metis Global Partners, LLC | 97,884 | $456.7 萬 | 0.11% | −11,681−10.7% | 減碼 |
| Mercer Global Advisors Inc | 99,400 | $460.3 萬 | 0.01% | +11,298+12.8% | 加碼 |
| US Bancorp | 105,174 | $487.1 萬 | 0.01% | +2,272+2.2% | 加碼 |
| Quadrant Capital Group LLC | 107,550 | $498.1 萬 | 0.15% | +110+0.1% | 加碼 |
| CI Private Wealth, LLC | 110,520 | $511.8 萬 | 0.01% | −14,291−11.5% | 減碼 |
| Symmetry Investments LP | 111,400 | $515.9 萬 | 0.96% | +111,400 | 新進 |
| MML Investors Services, LLC | 112,528 | $521.1 萬 | 0.01% | +7,262+6.9% | 加碼 |
| Timber Creek Capital Management LLC | 113,383 | $525.1 萬 | 1.22% | −3,083−2.6% | 減碼 |
| Platinum Investment Management Ltd | 117,507 | $548.2 萬 | 1.27% | −1,325,071−91.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 119,592 | $553.8 萬 | 0.00% | +3,375+2.9% | 加碼 |
| Brinker Capital Investments, LLC | 120,662 | $558.8 萬 | 0.04% | +15,843+15.1% | 加碼 |
| Plato Investment Management Ltd | 120,920 | $566.8 萬 | 0.37% | 00.0% | 不變 |
| Groupama Asset Managment | 153,351 | $567.0 萬 | 0.08% | +8,972+6.2% | 加碼 |
| Inspire Trust Co, N.A. | 130,000 | $602.0 萬 | 0.99% | +5,000+4.0% | 加碼 |
| Cetera Investment Advisers | 131,397 | $608.5 萬 | 0.01% | +8,245+6.7% | 加碼 |
| Clearbridge Investments, LLC | 134,577 | $623.2 萬 | 0.00% | −2,341−1.7% | 減碼 |
| HighTower Advisors, LLC | 134,639 | $623.5 萬 | 0.01% | +9,276+7.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 132,190 | $624.6 萬 | 0.01% | +10,805+8.9% | 加碼 |
| Ninety One North America, Inc. | 134,367 | $626.8 萬 | 0.25% | +134,367 | 新進 |
| Helios Capital Management Pte. Ltd | 136,000 | $634.2 萬 | 4.36% | 00.0% | 不變 |
| Osmosis Investment Management UK Ltd | 136,094 | $634.9 萬 | 0.16% | +136,094 | 新進 |
| Callan Family Office, LLC | 137,587 | $637.2 萬 | 0.14% | +86,738+170.6% | 加碼 |
| NatWest Group plc | 138,732 | $642.5 萬 | 1.50% | +105,513+317.6% | 加碼 |
| Two Sigma Investments, LP | 140,530 | $650.8 萬 | 0.01% | +140,530 | 新進 |
| Ensign Peak Advisors, Inc | 140,094 | $653.6 萬 | 0.01% | 00.0% | 不變 |
| Triasima Portfolio Management inc. | 144,355 | $668.5 萬 | 1.00% | −610−0.4% | 減碼 |
| Mount Yale Investment Advisors, LLC | 148,853 | $689.3 萬 | 0.33% | +49,350+49.6% | 加碼 |
| Ritholtz Wealth Management | 155,311 | $719.2 萬 | 0.13% | +10,194+7.0% | 加碼 |
| QRG Capital Management, Inc. | 159,489 | $738.6 萬 | 0.08% | +10,548+7.1% | 加碼 |
| First Trust Advisors LP | 158,752 | $738.6 萬 | 0.01% | −6,799−4.1% | 減碼 |
| Cerity Partners LLC | 159,789 | $740.0 萬 | 0.01% | −4,849−2.9% | 減碼 |
| SEI Investments Co | 165,657 | $767.2 萬 | 0.01% | +36,980+28.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 167,820 | $777.2 萬 | 0.10% | +68,317+68.7% | 加碼 |
| Alberta Investment Management Corp | 169,993 | $791.7 萬 | 0.05% | 00.0% | 不變 |
| Laird Norton Trust Company, LLC | 173,284 | $802.5 萬 | 0.17% | +173,284 | 新進 |
| Point72 Asset Management, L.P. | 174,426 | $807.8 萬 | 0.01% | −59,103−25.3% | 減碼 |
| Ingalls & Snyder LLC | 182,019 | $842.9 萬 | 0.31% | +11,950+7.0% | 加碼 |
| Intech Investment Management LLC | 181,875 | $848.5 萬 | 0.08% | −1,207−0.7% | 減碼 |
| JustInvest LLC | 190,979 | $884.4 萬 | 0.09% | −3,918−2.0% | 減碼 |
| M&T Bank Corp | 191,650 | $886.7 萬 | 0.03% | +54,241+39.5% | 加碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 197,727 | $920.9 萬 | 0.42% | +197,727 | 新進 |
| Black Diamond Capital Management I, LLLP | 200,000 | $926.2 萬 | 6.16% | 00.0% | 不變 |
| DJE Kapital AG | 203,050 | $949.1 萬 | 0.26% | +40,679+25.1% | 加碼 |
| Renaissance Technologies LLC | 206,591 | $956.7 萬 | 0.01% | −1,396,600−87.1% | 減碼 |
| Neuberger Berman Group LLC | 205,938 | $956.9 萬 | 0.01% | +14,719+7.7% | 加碼 |
| Permanens Capital L.P. | 207,412 | $960.5 萬 | 1.25% | +55,495+36.5% | 加碼 |
| Jefferies Financial Group Inc. | 209,349 | $975.1 萬 | 0.08% | +168,793+416.2% | 加碼 |
| RPg Family Wealth Advisory, LLC | 212,110 | $982.3 萬 | 2.16% | +57,191+36.9% | 加碼 |
| Mariner, LLC | 217,246 | $1,006 萬 | 0.01% | +9,297+4.5% | 加碼 |
| Lighthouse Investment Partners, LLC | 222,920 | $1,032 萬 | 0.34% | +76,579+52.3% | 加碼 |
| Millennium Management LLC | 223,253 | $1,034 萬 | 0.01% | −13,066−5.5% | 減碼 |
| Pathstone Holdings, LLC | 223,849 | $1,039 萬 | 0.04% | +18,509+9.0% | 加碼 |
| Promethos Capital, LLC | 232,655 | $1,077 萬 | 2.94% | −29,997−11.4% | 減碼 |
| Value Partners Investments Inc. | 240,090 | $1,112 萬 | 0.85% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 240,149 | $1,112 萬 | 0.16% | −36,926−13.3% | 減碼 |
| Chilton Investment Co LLC | 246,392 | $1,141 萬 | 0.24% | +246,392 | 新進 |
| Assenagon Asset Management S.A. | 252,040 | $1,176 萬 | 0.02% | +3,494+1.4% | 加碼 |
| LPL Financial LLC | 283,013 | $1,311 萬 | 0.00% | +29,773+11.8% | 加碼 |
| Leonteq Securities AG | 356,549 | $1,319 萬 | 0.71% | +356,549 | 新進 |
| MetLife Investment Management | 286,464 | $1,327 萬 | 0.06% | −12,448−4.2% | 減碼 |
| LGT Fund Management Co Ltd. | 294,284 | $1,371 萬 | 1.08% | +15,184+5.4% | 加碼 |
| Lazard Asset Management LLC | 295,193 | $1,375 萬 | 0.02% | +29,388+11.1% | 加碼 |
| Jane Street Group, LLC | 301,637 | $1,397 萬 | 0.02% | +47,584+18.7% | 加碼 |
| PDT Partners, LLC | 305,288 | $1,424 萬 | 0.92% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 309,569 | $1,434 萬 | 2.84% | −14,790−4.6% | 減碼 |
| Maryland State Retirement & Pension System | 331,417 | $1,545 萬 | 0.32% | −2,467−0.7% | 減碼 |
| Prudential PLC | 337,431 | $1,572 萬 | 0.13% | +5,867+1.8% | 加碼 |
| RBF Capital, LLC | 340,000 | $1,575 萬 | 0.72% | −8,859−2.5% | 減碼 |
| Henry James International Management, Inc. | 341,401 | $1,581 萬 | 4.98% | −24,309−6.6% | 減碼 |
| Creative Planning | 357,067 | $1,654 萬 | 0.01% | +33,700+10.4% | 加碼 |
| Baader Bank INC | 360,840 | $1,683 萬 | 1.40% | 00.0% | 不變 |
| Gardner Lewis Asset Management L P | 367,938 | $1,704 萬 | 4.32% | +313+0.1% | 加碼 |
| Pictet North America Advisors SA | 369,855 | $1,725 萬 | 1.64% | −12,500−3.3% | 減碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 379,049 | $1,768 萬 | 0.25% | +379,049 | 新進 |
| Voya Investment Management LLC | 418,668 | $1,953 萬 | 0.02% | +32,525+8.4% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 430,234 | $2,007 萬 | 0.17% | −31,261−6.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 466,828 | $2,162 萬 | 0.12% | +10,275+2.3% | 加碼 |
| Quantinno Capital Management LP | 474,483 | $2,197 萬 | 0.04% | +85,384+21.9% | 加碼 |
| Charles Schwab Investment Management Inc | 483,806 | $2,241 萬 | 0.00% | +52,998+12.3% | 加碼 |
| Baker Avenue Asset Management, LP | 503,300 | $2,331 萬 | 0.54% | +4,614+0.9% | 加碼 |
| Worldquant Millennium Advisors LLC | 514,597 | $2,399 萬 | 0.09% | −367,033−41.6% | 減碼 |
| USS Investment Management Ltd | 516,436 | $2,405 萬 | 0.12% | 00.0% | 不變 |
| EFG International AG | 526,484 | $2,438 萬 | 0.47% | +526,484 | 新進 |
| Mediolanum International Funds Ltd | 540,868 | $2,528 萬 | 0.25% | +470,662+670.4% | 加碼 |
| Edmond de Rothschild Holding S.A. | 544,014 | $2,537 萬 | 0.36% | +34,268+6.7% | 加碼 |
| Stifel Financial Corp | 553,795 | $2,565 萬 | 0.02% | +4,914+0.9% | 加碼 |
| Fiera Capital Corp | 572,561 | $2,652 萬 | 0.08% | +257,273+81.6% | 加碼 |
| Great Lakes Advisors, LLC | 611,294 | $2,831 萬 | 0.23% | −16,261−2.6% | 減碼 |
| Alliancebernstein L.P. | 619,420 | $2,869 萬 | 0.01% | −68,491−10.0% | 減碼 |
| Exane Asset Management | 665,458 | $2,888 萬 | 6.08% | −123,543−15.7% | 減碼 |
| Systrade AG | 625,000 | $2,914 萬 | 17.78% | 00.0% | 不變 |
| Levin Capital Strategies, L.P. | 658,920 | $3,051 萬 | 2.65% | −39,816−5.7% | 減碼 |
| Haven Global Partners, LLC | 669,028 | $3,121 萬 | 22.93% | −10,044−1.5% | 減碼 |
| Wells Fargo & Company | 676,753 | $3,134 萬 | 0.01% | +19,321+2.9% | 加碼 |