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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 767 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 季與 2025 年第 4 季比較

持有 UBS Group AG 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

UBS 的 13F 持有人:2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數69513689+7
股數13.3 億2.45 億11.5 億+6,777 萬 (+6.2%)
市值$613.6 億$113.2 億$445.1 億−$55.4 億 (−11.1%)

13 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(97 家)

2026 年第 1 季季末持有 UBS Group AG、2025 年第 4 季季末沒有持有的機構。

2026 年第 1 季新進 UBS 的機構
機構股數市值佔組合 %
Vanguard Capital Management LLC97,263,943$37.9 億0.09%
Vanguard Fiduciary Trust Co27,510,543$10.7 億0.27%
Vanguard Asset Management, Ltd14,112,416$5.50 億0.47%
Vanguard Investments Australia, Ltd.1,578,711$6,156 萬0.18%
Vanguard Global Advisers, LLC1,208,363$4,712 萬0.03%
SEB Asset Management AB1,159,090$4,433 萬0.19%
Gemsstock Limited630,741$2,424 萬2.55%
Tudor Investment Corp Et Al276,001$1,078 萬0.06%
Caisse de Depot Et Placement du Quebec249,268$953.2 萬0.02%
Victory Capital Management Inc294,057$903.6 萬0.01%
Squarepoint Ops LLC194,260$759.0 萬0.02%
Campbell & CO Investment Adviser LLC151,341$590.2 萬0.34%
PEAK6 LLC147,224$575.2 萬0.17%
Balyasny Asset Management LLC123,796$483.7 萬0.01%
Karl Kapital LLC88,866$347.2 萬2.41%
CenterBook Partners LP86,515$338.0 萬0.18%
Price T Rowe Associates Inc80,255$313.6 萬0.00%
Old Mission Capital LLC74,367$303.8 萬0.07%
IMC-Chicago, LLC67,609$264.1 萬0.04%
South Shore Capital Advisors56,737$217.0 萬1.59%
Bellecapital International Ltd.56,150$215.4 萬0.39%
XTX Topco Ltd45,515$177.8 萬0.03%
Allspring Global Investments Holdings, LLC45,238$174.0 萬0.00%
Aquatic Capital Management LLC37,276$145.6 萬0.04%
Cliftonlarsonallen Wealth Advisors, LLC35,230$137.6 萬0.02%
Healthcare of Ontario Pension Plan Trust Fund31,982$125.0 萬0.00%
Barometer Capital Management Inc.32,800$124.9 萬0.43%
Generali Investments CEE, investicni spolecnost, a.s.28,866$111.0 萬0.06%
Fox Run Management, L.L.C.27,520$100.9 萬0.18%
Parallax Volatility Advisers, L.P.22,107$95.6 萬0.04%
Pavaki Capital Management LLC19,000$73.0 萬0.51%
Verition Fund Management LLC18,328$71.6 萬0.01%
CenterStar Asset Management, LLC18,289$71.4 萬0.69%
Climber Capital SA17,618$67.7 萬0.44%
Viking Fund Management LLC17,000$66.4 萬0.07%
XY Capital Ltd16,150$63.1 萬0.69%
Fideuram Asset Management (Ireland) dac18,438$58.1 萬0.07%
Beacon Pointe Advisors, LLC13,506$52.8 萬0.00%
Vigil Wealth Management, LLC12,700$49.6 萬0.40%
Centiva Capital, LP12,589$49.2 萬0.02%
Sciencast Management LP12,531$49.0 萬0.06%
Nilsine Partners, LLC11,553$48.7 萬0.04%
FDx Advisors, Inc.12,031$47.0 萬0.15%
My Portfolio Guide, LLC11,877$46.4 萬0.26%
Diversify Wealth Management, LLC9,077$38.8 萬0.01%
Traphagen Investment Advisors LLC9,745$38.1 萬0.03%
J.Safra Asset Management Corp9,340$36.5 萬0.02%
SG Americas Securities, LLC9,200$35.9 萬0.00%
Aaron Wealth Advisors8,938$34.9 萬0.02%
Ellevest, Inc.8,464$33.1 萬0.05%
Brown Advisory Inc8,294$32.4 萬0.00%
Storgate, LLC8,254$32.2 萬0.25%
CTC Alternative Strategies, Ltd.8,208$31.5 萬0.72%
Mattson Financial Services, LLC7,404$28.9 萬0.07%
Brighton Jones LLC7,053$27.6 萬0.01%
Brown Financial Advisors6,981$27.3 萬0.10%
BTG Pactual Asset Management US LLC6,972$26.8 萬0.03%
Collaborative Fund Advisors, LLC6,441$25.2 萬0.16%
Athena Wealth Management, LLC6,264$24.5 萬0.20%
Angeles Wealth Management, LLC6,241$24.4 萬0.01%
111 Capital6,018$23.1 萬0.06%
OneAscent Financial Services LLC5,838$22.8 萬0.01%
Integrity Financial Corp5,655$22.1 萬0.11%
Jackson Thornton Asset Management, LLC5,284$21.9 萬0.02%
PCM Encore, LLC5,282$20.6 萬0.04%
MQS Management LLC5,141$20.1 萬0.14%
Anfield Capital Management, LLC3,034$11.9 萬0.03%
Owl Creek Wealth Partners LLC2,612$10.2 萬0.04%
Opal Wealth Advisors, LLC2,506$9.79 萬0.02%
PlanVest Financial, Inc2,096$8.19 萬0.06%
Twin Peaks Wealth Advisors, LLC1,237$4.83 萬0.01%
Whipplewood Advisors, LLC635$2.48 萬0.01%
Innovative Asset Advisors Group, LLC360$1.41 萬0.01%
RWM Asset Management, LLC315$1.23 萬0.00%
Salem Investment Counselors Inc277$1.08 萬0.00%
Main Street Group, LTD242$9,4550.00%
True Link Financial Advisors, LLC216$8,4390.00%
Arlington Trust Co LLC180$7,0330.00%
Benson Wealth Management INC137$5,3530.01%
Essential Partners LLC131$5,1180.00%
JPL Wealth Management, LLC123$4,8070.00%
Dunhill Financial, LLC123$4,7500.00%
Cassaday & Co Wealth Management LLC117$4,5720.00%
Key Capital Management, INC103$4,0240.00%
Intentional Wealth Strategies, LLC70$2,7350.00%
GHP Investment Advisors, Inc.67$2,6180.00%
Golden State Equity Partners60$2,3440.00%
Burk Holdings LLC59$2,3050.00%
MBM Wealth Consultants, LLC56$2,1880.00%
Dogwood Wealth Management LLC41$1,6020.00%
Southern Michigan Bank & Trust39$1,4370.00%
Financial Network Wealth Advisors LLC35$1,3670.00%
Asset Dedication, LLC31$1,2120.00%
Beacon Investment Advisory Services, Inc.13$5080.00%
Nvest Wealth Strategies, Inc.9$3520.00%
Midwest Capital Advisors, LLC4$1560.00%
Lloyd Advisory Services, LLC.1$270.00%

清倉機構(90 家)

2025 年第 4 季季末持有 UBS Group AG、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 UBS 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Viking Global Investors LP大師維京全球投資9,128,817$4.26 億
Alyeska Investment Group, L.P.2,138,351$9,903 萬
Marshall Wace, LLP1,819,630$8,487 萬
Two Sigma Advisers, LP690,725$3,199 萬
Leonteq Securities AG356,549$1,319 萬
Lighthouse Investment Partners, LLC222,920$1,032 萬
Permanens Capital L.P.207,412$960.5 萬
DJE Kapital AG203,050$949.1 萬
Black Diamond Capital Management I, LLLP200,000$926.2 萬
Symmetry Investments LP111,400$515.9 萬
Occudo Quantitative Strategies LP82,661$382.8 萬
Runnymede Capital Advisors, Inc.64,279$297.7 萬
Man Group plc59,063$273.5 萬
Forum Financial Management, LP56,356$261.0 萬
1832 Asset Management L.P.45,500$210.7 萬
Capital International Sarl42,498$198.3 萬
Mirabella Financial Services LLP37,169$172.1 萬
SOL Capital Management CO32,580$150.9 萬
Xponance, Inc.25,011$116.7 萬
Greenwich Wealth Management LLC24,847$115.1 萬
AlphaCore Capital LLC17,958$83.2 萬
Harbour Capital Advisors, LLC16,140$76.0 萬
Cordatus Wealth Management LLC12,737$59.0 萬
Sage Mountain Advisors LLC10,686$49.5 萬
Covenant Partners, LLC9,908$45.9 萬
Diversify Advisory Services, LLC9,157$43.4 萬
Winton Group Ltd9,300$43.1 萬
HighPoint Advisor Group LLC8,931$41.4 萬
Journey Strategic Wealth LLC8,911$41.3 萬
Keel Point, LLC8,783$40.7 萬
Magnetar Financial LLC8,330$38.6 萬
Oakmont Investment Advisors, Inc.6,190$28.7 萬
FourThought Financial Partners, LLC5,680$26.3 萬
National Philanthropic Trust5,499$25.5 萬
We Are One Seven, LLC5,260$24.4 萬
Genus Capital Management Inc.5,250$24.3 萬
Brown Miller Wealth Management, LLC5,176$24.0 萬
Interchange Capital Partners, LLC5,104$23.6 萬
Pure Financial Advisors, Inc.5,103$23.6 萬
Welch & Forbes LLC5,008$23.2 萬
Riversedge Advisors, LLC4,955$22.9 萬
Foster Group, Inc.4,924$22.8 萬
Sapient Capital LLC4,903$22.8 萬
Stronghold Wealth Management L.L.C.4,901$22.7 萬
American Trust4,879$22.6 萬
Sowell Financial Services LLC4,868$22.5 萬
Capital Investment Advisors, LLC4,834$22.4 萬
Aspen Grove Capital, LLC4,828$22.4 萬
Granville Capital, Inc.4,803$22.2 萬
Summit Financial, LLC4,729$21.9 萬
55 North Private Wealth, LLC4,659$21.6 萬
Tranquilli Financial Advisor LLC4,621$21.4 萬
Sym Financial Corp4,597$21.3 萬
Boston Private Wealth LLC4,595$21.3 萬
Choate Investment Advisors4,546$21.1 萬
Titleist Asset Management, LLC4,541$21.0 萬
Fortress Financial Solutions, LLC4,492$20.8 萬
Financial Engines Advisors L.L.C.4,486$20.8 萬
Tiaa Trust, National Association4,480$20.7 萬
Exencial Wealth Advisors, LLC4,464$20.7 萬
AlTi Global, Inc.4,437$20.5 萬
Shelton Capital Management4,435$20.5 萬
Capital Performance Advisors LLP4,409$20.4 萬
Itau Unibanco Holding S.A.3,916$18.1 萬
Cary Street Partners Financial LLC2,403$11.1 萬
Cary Street Partner Investment Advisory LLC2,109$9.77 萬
Kohmann Bosshard Financial Services, LLC1,350$6.25 萬
Virtus ETF Advisers LLC1,608$5.94 萬
Cape Investment Advisory, Inc.971$4.50 萬
Flagship Wealth Advisors, LLC700$3.24 萬
Navalign, LLC688$3.19 萬
SageView Advisory Group, LLC522$2.42 萬
United Financial Planning Group LLC244$1.13 萬
Winch Advisory Services, LLC233$1.08 萬
Tucker Asset Management LLC195$9,030
Wealth Watch Advisors, INC152$7,039
FWL Investment Management, LLC143$6,622
IFC & Insurance Marketing, Inc.134$6,000
Quaker Wealth Management, LLC126$5,836
Copeland Capital Management, LLC126$5,835
Rakuten Securities, Inc.100$4,631
Hallmark Capital Management Inc96$4,446
Elyxium Wealth, LLC76$3,525
MCF Advisors LLC66$3,057
Flagship Harbor Advisors, LLC44$2,038
First Horizon Corp35$1,621
Horizon Investments, LLC30$1,389
Harvest Fund Management Co., Ltd34$1,000
Crewe Advisors LLC17$788
Murphy & Mullick Capital Management Corp2$93

尚未申報 2026 年第 1 季的機構(13 家)

2025 年第 4 季季末持有 UBS Group AG、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 4 季持有 UBS、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc139,105,725$64.2 億
Norges Bank104,982,026$48.9 億
Transatlantique Private Wealth LLC60,399$281.6 萬
Global Retirement Partners, LLC15,814$73.2 萬
Clarius Group, LLC15,199$70.4 萬
CIBC Private Wealth Group, LLC8,901$41.3 萬
Edge Financial Advisors LLC4,366$40.4 萬
Janney Capital Management LLC5,987$27.7 萬
SG Trading Solutions, LLC5,218$24.2 萬
Redmont Wealth Advisors LLC475$2.20 萬
ORG Partners LLC135$6,251
Stephens Consulting, LLC132$6,113
Forsta Ap-Fonden668,012$0