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。
2026 年第 1 季 13F 持有人
UBS Group AG 在 2026/3/31 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
- 689
- 較 2025 年第 4 季 +7 家
- 持有股數
- 11.5 億
- 較 2025 年第 4 季 +6,777 萬 (+6.2%)
- 總市值
- $445.1 億
- 較 2025 年第 4 季 −$55.4 億 (−11.1%)
- 新進機構
- 97
- 另有 252 家加碼
- 清倉機構
- 90
- 另有 229 家減碼
另有 13 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| UBS Group AG | 106,890,182 | $41.8 億 | 0.74% | −33,600,186−23.9% | 減碼 |
| Vanguard Capital Management LLC | 97,263,943 | $37.9 億 | 0.09% | +97,263,943 | 新進 |
| Massachusetts Financial Services Co | 65,542,061 | $26.0 億 | 0.88% | −3,080,379−4.5% | 減碼 |
| Fisher Asset Management, LLC | 66,074,238 | $25.8 億 | 0.88% | +1,966,974+3.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 56,674,567 | $21.7 億 | 4.72% | +7,145,297+14.4% | 加碼 |
| FMR LLC | 53,883,732 | $21.0 億 | 0.11% | −4,214,498−7.3% | 減碼 |
| Wellington Management Group LLP | 49,920,657 | $19.1 億 | 0.36% | −7,732,133−13.4% | 減碼 |
| Cevian Capital II GP LTD | 48,117,675 | $18.8 億 | 60.29% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 35,591,624 | $13.6 億 | 1.44% | −340,568−0.9% | 減碼 |
| Dodge & Cox | 33,644,642 | $13.1 億 | 0.72% | −20,700−0.1% | 減碼 |
| Deutsche Bank AG | 31,922,626 | $12.5 億 | 0.41% | +2,316,845+7.8% | 加碼 |
| Vanguard Fiduciary Trust Co | 27,510,543 | $10.7 億 | 0.27% | +27,510,543 | 新進 |
| JPMorgan Chase & Co | 27,434,247 | $10.1 億 | 0.07% | −12,958,047−32.1% | 減碼 |
| Capital World Investors | 23,495,846 | $9.13 億 | 0.12% | −13,903,480−37.2% | 減碼 |
| Amundi | 23,294,847 | $9.10 億 | 0.25% | +3,374,516+16.9% | 加碼 |
| Legal & General Group Plc | 23,402,544 | $8.95 億 | 0.21% | −208,575−0.9% | 減碼 |
| Pzena Investment Management LLC | 26,544,355 | $8.16 億 | 2.65% | −3,230,218−10.8% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 18,850,928 | $7.28 億 | 0.39% | +1,323,586+7.6% | 加碼 |
| Goldman Sachs Group Inc | 15,344,986 | $6.00 億 | 0.08% | −2,718,346−15.0% | 減碼 |
| Vontobel Holding Ltd. | 15,126,281 | $5.81 億 | 2.00% | +1,241,269+8.9% | 加碼 |
| Vanguard Asset Management, Ltd | 14,112,416 | $5.50 億 | 0.47% | +14,112,416 | 新進 |
| Nuveen, LLC | 11,227,404 | $4.32 億 | 0.12% | −180,782−1.6% | 減碼 |
| Bank of America Corp | 9,654,984 | $3.77 億 | 0.03% | −1,053,388−9.8% | 減碼 |
| Ninety One UK Ltd | 8,687,978 | $3.32 億 | 0.77% | −141,608−1.6% | 減碼 |
| Canada Pension Plan Investment Board | 7,956,822 | $3.06 億 | 0.20% | −821,253−9.4% | 減碼 |
| Morgan Stanley | 7,763,223 | $3.03 億 | 0.02% | +109,124+1.4% | 加碼 |
| Caisse des Depots Et Consignations | 7,812,061 | $2.99 億 | 4.93% | −110,000−1.4% | 減碼 |
| Russell Investments Group, Ltd. | 7,738,898 | $2.95 億 | 0.32% | −675,518−8.0% | 減碼 |
| Qube Research & Technologies Ltd | 7,612,542 | $2.93 億 | 0.42% | +5,478,308+256.7% | 加碼 |
| Banque Cantonale Vaudoise | 7,141,370 | $2.73 億 | 10.28% | +402,440+6.0% | 加碼 |
| Bank of New York Mellon Corp | 6,502,710 | $2.54 億 | 0.05% | −246,082−3.6% | 減碼 |
| Allianz Asset Management GmbH | 6,194,747 | $2.37 億 | 0.27% | −143,209−2.3% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 6,114,163 | $2.36 億 | 0.71% | +409,969+7.2% | 加碼 |
| Citigroup Inc | 5,959,083 | $2.28 億 | 0.15% | −60,963−1.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,845,369 | $2.24 億 | 0.20% | +898,213+18.2% | 加碼 |
| WCM Investment Management, LLC | 5,850,200 | $2.15 億 | 0.49% | +639,111+12.3% | 加碼 |
| Compagnie Lombard Odier SCmA | 5,272,070 | $2.02 億 | 2.48% | −110,367−2.1% | 減碼 |
| Franklin Resources Inc | 5,101,601 | $1.99 億 | 0.05% | +194,387+4.0% | 加碼 |
| Janus Henderson Group PLC | 5,193,433 | $1.99 億 | 0.09% | −1,668,313−24.3% | 減碼 |
| M&G Plc | 4,980,760 | $1.93 億 | 1.00% | +479,982+10.7% | 加碼 |
| AQR Capital Management LLC | 4,693,103 | $1.81 億 | 0.08% | +3,994,874+572.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,638,662 | $1.78 億 | 0.21% | +654,403+16.4% | 加碼 |
| Northern Trust Corp | 4,356,906 | $1.70 億 | 0.02% | −10,112−0.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 4,269,505 | $1.65 億 | 0.27% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 4,127,014 | $1.61 億 | 0.22% | −205,220−4.7% | 減碼 |
| Royal Bank of Canada | 3,935,581 | $1.54 億 | 0.03% | −1,890,456−32.4% | 減碼 |
| BlackRock, Inc. | 3,846,436 | $1.50 億 | 0.00% | −184,481−4.6% | 減碼 |
| Royal London Asset Management Ltd | 3,515,878 | $1.37 億 | 0.29% | −18,309−0.5% | 減碼 |
| Aviva PLC | 3,570,737 | $1.37 億 | 0.23% | +27,482+0.8% | 加碼 |
| LGT Group Foundation | 3,439,417 | $1.32 億 | 1.61% | −232,985−6.3% | 減碼 |
| Jones Financial Companies LLLP | 3,518,000 | $1.28 億 | 0.06% | +3,476,613+8,400.3% | 加碼 |
| Great West Life Assurance Co | 3,167,175 | $1.21 億 | 0.22% | −54,196−1.7% | 減碼 |
| SIH Partners, LLLP | 3,107,111 | $1.21 億 | 3.74% | +493,265+18.9% | 加碼 |
| Jane Street Group, LLC | 2,950,369 | $1.15 億 | 0.12% | +2,648,732+878.1% | 加碼 |
| Acadian Asset Management LLC | 2,971,356 | $1.14 億 | 0.16% | −13,209,941−81.6% | 減碼 |
| Public Sector Pension Investment Board | 2,542,054 | $1.01 億 | 0.31% | +85,562+3.5% | 加碼 |
| TD Asset Management Inc | 2,551,370 | $9,835 萬 | 0.08% | +1,402,274+122.0% | 加碼 |
| Invesco Ltd. | 2,432,381 | $9,503 萬 | 0.01% | +237,051+10.8% | 加碼 |
| Bank of Montreal | 2,461,029 | $9,461 萬 | 0.04% | +267,747+12.2% | 加碼 |
| Liontrust Investment Partners LLP | 2,458,659 | $9,403 萬 | 1.61% | +225,074+10.1% | 加碼 |
| Public Employees Retirement System of Ohio | 2,392,368 | $9,201 萬 | 0.30% | −68,047−2.8% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 2,307,000 | $8,850 萬 | 1.49% | 00.0% | 不變 |
| Korea Investment CORP | 2,279,366 | $8,717 萬 | 0.18% | −141,825−5.9% | 減碼 |
| Captrust Financial Advisors | 2,096,407 | $8,188 萬 | 0.14% | −1,120−0.1% | 減碼 |
| Generali Asset Management SPA SGR | 2,653,910 | $8,155 萬 | 1.70% | +173,668+7.0% | 加碼 |
| American Century Companies Inc | 2,021,616 | $7,898 萬 | 0.04% | +233,933+13.1% | 加碼 |
| Moore Capital Management, LP | 2,039,599 | $7,832 萬 | 2.85% | −157,503−7.2% | 減碼 |
| State of Tennessee, Treasury Department | 1,936,941 | $7,407 萬 | 0.25% | +95,684+5.2% | 加碼 |
| Exane Asset Management | 1,883,385 | $6,665 萬 | 13.62% | +1,217,927+183.0% | 加碼 |
| FIL Ltd | 1,665,021 | $6,492 萬 | 0.05% | −401,918−19.4% | 減碼 |
| Ameriprise Financial Inc | 1,663,816 | $6,482 萬 | 0.02% | +521,869+45.7% | 加碼 |
| Banque Pictet & Cie SA | 1,665,074 | $6,368 萬 | 0.74% | +145,220+9.6% | 加碼 |
| Vanguard Investments Australia, Ltd. | 1,578,711 | $6,156 萬 | 0.18% | +1,578,711 | 新進 |
| Susquehanna International Group, LLP | 1,565,660 | $6,117 萬 | 0.08% | +1,544,278+7,222.3% | 加碼 |
| Envestnet Asset Management Inc | 1,503,490 | $5,874 萬 | 0.02% | +90,504+6.4% | 加碼 |
| ABN AMRO Bank N.V. | 1,470,238 | $5,672 萬 | 0.61% | −420,648−22.2% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 1,410,094 | $5,393 萬 | 0.28% | +43,522+3.2% | 加碼 |
| Brandes Investment Partners, LP | 1,368,472 | $5,347 萬 | 0.38% | −4,160−0.3% | 減碼 |
| Life Cycle Investment Partners Ltd | 1,719,019 | $5,283 萬 | 0.34% | +207,002+13.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,317,954 | $5,149 萬 | 0.04% | +49,806+3.9% | 加碼 |
| ASR Vermogensbeheer N.V. | 1,317,110 | $5,036 萬 | 0.59% | +453,568+52.5% | 加碼 |
| Crocodile Capital Partners GmbH | 1,170,000 | $4,955 萬 | 35.45% | +100,000+9.3% | 加碼 |
| Patient Capital Management, LLC | 1,241,955 | $4,852 萬 | 1.81% | +54,629+4.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,234,642 | $4,746 萬 | 0.04% | −179,357−12.7% | 減碼 |
| Vanguard Global Advisers, LLC | 1,208,363 | $4,712 萬 | 0.03% | +1,208,363 | 新進 |
| Rathbone Brothers plc | 1,220,034 | $4,665 萬 | 0.19% | +12,534+1.0% | 加碼 |
| State of Wisconsin Investment Board | 1,164,155 | $4,452 萬 | 0.10% | −95,930−7.6% | 減碼 |
| SEB Asset Management AB | 1,159,090 | $4,433 萬 | 0.19% | +1,159,090 | 新進 |
| J. Safra Sarasin Holding AG | 1,086,608 | $4,147 萬 | 0.71% | −34,011−3.0% | 減碼 |
| Credit Agricole S A | 932,556 | $3,643 萬 | 0.12% | −821,516−46.8% | 減碼 |
| EFG International AG | 892,831 | $3,488 萬 | 0.75% | +366,347+69.6% | 加碼 |
| Thrivent Financial for Lutherans | 865,820 | $3,312 萬 | 0.06% | −196,495−18.5% | 減碼 |
| Alliancebernstein L.P. | 616,815 | $2,856 萬 | 0.01% | −2,605−0.4% | 減碼 |
| Mackenzie Financial Corp | 714,894 | $2,749 萬 | 0.03% | −211,798−22.9% | 減碼 |
| GAM Holding AG | 702,763 | $2,688 萬 | 2.36% | −317,588−31.1% | 減碼 |
| Renaissance Technologies LLC | 686,991 | $2,684 萬 | 0.04% | +480,400+232.5% | 加碼 |
| Raymond James Financial Inc | 686,017 | $2,680 萬 | 0.01% | −5,367−0.8% | 減碼 |
| Citadel Advisors LLC | 677,062 | $2,645 萬 | 0.02% | +593,439+709.7% | 加碼 |
| Channing Global Advisors, LLC | 684,783 | $2,621 萬 | 15.32% | −853−0.1% | 減碼 |
| Wells Fargo & Company | 653,613 | $2,554 萬 | 0.01% | −23,140−3.4% | 減碼 |