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 |
|---|---|---|---|---|---|
| Bullock Wealth Management Group | 383 | $1.52 萬 | 0.01% | 00.0% | 不變 |
| Nalls Sherbakoff Group, LLC | 400 | $1.56 萬 | 0.01% | 00.0% | 不變 |
| Union Savings Bank | 410 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 411 | $1.61 萬 | 0.00% | −36−8.1% | 減碼 |
| Acumen Wealth Advisors, LLC | 429 | $1.68 萬 | 0.00% | −43−9.1% | 減碼 |
| SJS Investment Consulting Inc. | 451 | $1.76 萬 | 0.00% | +10+2.3% | 加碼 |
| Lavaca Capital LLC | 460 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 497 | $1.94 萬 | 0.00% | 00.0% | 不變 |
| YANKCOM Partnership | 509 | $1.95 萬 | 0.01% | −499−49.5% | 減碼 |
| Gables Capital Management Inc. | 500 | $1.95 萬 | 0.01% | 00.0% | 不變 |
| Zions Bancorporation, National Association | 501 | $1.96 萬 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 509 | $1.99 萬 | 0.01% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 559 | $2.18 萬 | 0.00% | −685−55.1% | 減碼 |
| Clean Yield Group | 591 | $2.31 萬 | 0.01% | 00.0% | 不變 |
| Barclays PLC | 591 | $2.31 萬 | 0.00% | +450+319.1% | 加碼 |
| Private Trust Co NA | 635 | $2.44 萬 | 0.00% | 00.0% | 不變 |
| Whipplewood Advisors, LLC | 635 | $2.48 萬 | 0.01% | +635 | 新進 |
| GW&K Investment Management, LLC | 650 | $2.50 萬 | 0.00% | +186+40.1% | 加碼 |
| Addison Advisors LLC | 711 | $2.78 萬 | 0.01% | 00.0% | 不變 |
| MidFirst Bank | 715 | $2.79 萬 | 0.00% | +57+8.7% | 加碼 |
| Robinswood Financial LLC | 798 | $3.12 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | 858 | $3.35 萬 | 0.00% | +263+44.2% | 加碼 |
| Prosperity Bancshares Inc | 870 | $3.40 萬 | 0.03% | 00.0% | 不變 |
| True Wealth Design, LLC | 906 | $3.54 萬 | 0.01% | +477+111.2% | 加碼 |
| Smithfield Trust Co | 900 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| SHP Wealth Management | 963 | $3.76 萬 | 0.00% | +60+6.6% | 加碼 |
| Fairscale Capital, LLC | 969 | $3.79 萬 | 0.03% | 00.0% | 不變 |
| Bayban | 1,000 | $3.83 萬 | 0.03% | 00.0% | 不變 |
| Key Financial Inc | 988 | $3.86 萬 | 0.01% | +215+27.8% | 加碼 |
| McIlrath & Eck, LLC | 991 | $3.87 萬 | 0.00% | 00.0% | 不變 |
| Community Bank, N.A. | 1,000 | $3.91 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 1,120 | $4.36 萬 | 0.00% | +490+77.8% | 加碼 |
| Ares Financial Consulting, LLC | 1,130 | $4.49 萬 | 0.04% | +1,062+1,561.8% | 加碼 |
| Larson Financial Group LLC | 1,169 | $4.57 萬 | 0.00% | +293+33.4% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 1,237 | $4.83 萬 | 0.01% | +1,237 | 新進 |
| Cornerstone Planning Group LLC | 1,143 | $5.04 萬 | 0.01% | +174+18.0% | 加碼 |
| Salomon & Ludwin, LLC | 1,297 | $5.11 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 1,354 | $5.29 萬 | 0.00% | +354+35.4% | 加碼 |
| Sound Income Strategies, LLC | 1,378 | $5.48 萬 | 0.00% | +11+0.8% | 加碼 |
| Newbridge Financial Services Group, Inc. | 1,425 | $5.57 萬 | 0.01% | −150−9.5% | 減碼 |
| Parkside Financial Bank & Trust | 1,513 | $5.91 萬 | 0.00% | +50+3.4% | 加碼 |
| Bryn Mawr Trust Co | 1,590 | $6.21 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,611 | $6.29 萬 | 0.00% | +311+23.9% | 加碼 |
| MAI Capital Management | 1,674 | $6.54 萬 | 0.00% | +875+109.5% | 加碼 |
| Berbice Capital Management LLC | 1,700 | $6.64 萬 | 0.04% | +100+6.3% | 加碼 |
| Activest Wealth Management | 2,000 | $7.65 萬 | 0.01% | 00.0% | 不變 |
| Mountain Hill Investment Partners Corp. | 2,000 | $7.81 萬 | 0.05% | −6,000−75.0% | 減碼 |
| PlanVest Financial, Inc | 2,096 | $8.19 萬 | 0.06% | +2,096 | 新進 |
| Westside Investment Management, Inc. | 2,095 | $8.26 萬 | 0.01% | 00.0% | 不變 |
| Ancora Advisors, LLC | 2,207 | $8.62 萬 | 0.00% | +1,989+912.4% | 加碼 |
| Fifth Third Bancorp | 2,313 | $9.04 萬 | 0.00% | +20+0.9% | 加碼 |
| Bayforest Capital Ltd | 2,503 | $9.78 萬 | 0.11% | −1,005−28.6% | 減碼 |
| Opal Wealth Advisors, LLC | 2,506 | $9.79 萬 | 0.02% | +2,506 | 新進 |
| Atlantic Union Bankshares Corp | 2,564 | $10.0 萬 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 2,575 | $10.1 萬 | 0.07% | −66−2.5% | 減碼 |
| Owl Creek Wealth Partners LLC | 2,612 | $10.2 萬 | 0.04% | +2,612 | 新進 |
| Rosenberg Matthew Hamilton | 2,667 | $10.4 萬 | 0.02% | 00.0% | 不變 |
| Anfield Capital Management, LLC | 3,034 | $11.9 萬 | 0.03% | +3,034 | 新進 |
| IFP Advisors, Inc | 3,056 | $11.9 萬 | 0.00% | −1,098−26.4% | 減碼 |
| Golden State Wealth Management, LLC | 3,144 | $12.3 萬 | 0.01% | 00.0% | 不變 |
| Creative Financial Designs Inc | 3,175 | $12.4 萬 | 0.01% | +306+10.7% | 加碼 |
| Allianz SE | 3,390 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 3,497 | $13.7 萬 | 0.00% | −331−8.6% | 減碼 |
| Rothschild Investment LLC | 3,750 | $14.7 萬 | 0.01% | −1,196−24.2% | 減碼 |
| Independence Bank of Kentucky | 4,766 | $18.2 萬 | 0.02% | 00.0% | 不變 |
| Hilltop National Bank | 4,849 | $18.9 萬 | 0.05% | +379+8.5% | 加碼 |
| Financial Perspectives, Inc | 4,894 | $19.1 萬 | 0.05% | 00.0% | 不變 |
| Cheviot Value Management, LLC | 5,119 | $20.0 萬 | 0.02% | 00.0% | 不變 |
| MQS Management LLC | 5,141 | $20.1 萬 | 0.14% | +5,141 | 新進 |
| Massmutual Trust Co FSB | 5,218 | $20.4 萬 | 0.01% | −342−6.2% | 減碼 |
| SRS Capital Advisors, Inc. | 5,210 | $20.6 萬 | 0.01% | −2,527−32.7% | 減碼 |
| Park National Corp | 5,278 | $20.6 萬 | 0.01% | −3,805−41.9% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 5,281 | $20.6 萬 | 0.01% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 5,282 | $20.6 萬 | 0.03% | 00.0% | 不變 |
| PCM Encore, LLC | 5,282 | $20.6 萬 | 0.04% | +5,282 | 新進 |
| MONECO Advisors, LLC | 5,327 | $20.8 萬 | 0.02% | +44+0.8% | 加碼 |
| Syverson Strege & Co | 5,349 | $20.9 萬 | 0.05% | −392−6.8% | 減碼 |
| Advisory Services Network, LLC | 5,364 | $21.0 萬 | 0.00% | +528+10.9% | 加碼 |
| Cozad Asset Management Inc | 5,388 | $21.1 萬 | 0.02% | −742−12.1% | 減碼 |
| FLC Capital Advisors | 5,468 | $21.4 萬 | 0.04% | 00.0% | 不變 |
| Prospera Financial Services Inc | 5,545 | $21.7 萬 | 0.00% | −12,701−69.6% | 減碼 |
| West Family Investments, Inc. | 5,558 | $21.7 萬 | 0.08% | −4,137−42.7% | 減碼 |
| Brucke Financial, Inc. | 5,577 | $21.8 萬 | 0.11% | −4,895−46.7% | 減碼 |
| Harbour Investments, Inc. | 5,586 | $21.8 萬 | 0.00% | +369+7.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 5,594 | $21.9 萬 | 0.01% | −74−1.3% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,700 | $21.9 萬 | 0.07% | +950+20.0% | 加碼 |
| Jackson Thornton Asset Management, LLC | 5,284 | $21.9 萬 | 0.02% | +5,284 | 新進 |
| Pictet Bank & Trust Ltd | 5,758 | $22.0 萬 | 0.29% | 00.0% | 不變 |
| Aire Advisors, LLC | 5,647 | $22.1 萬 | 0.04% | +29+0.5% | 加碼 |
| a16z Perennial Management, L.P. | 5,648 | $22.1 萬 | 0.02% | −511−8.3% | 減碼 |
| Integrity Financial Corp | 5,655 | $22.1 萬 | 0.11% | +5,655 | 新進 |
| SCS Capital Management LLC | 5,831 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 5,838 | $22.8 萬 | 0.01% | +5,838 | 新進 |
| 111 Capital | 6,018 | $23.1 萬 | 0.06% | +6,018 | 新進 |
| Integrated Investment Consultants, LLC | 5,981 | $23.4 萬 | 0.05% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 6,021 | $23.5 萬 | 0.00% | −140−2.3% | 減碼 |
| Greykasell Wealth Strategies, Inc. | 6,044 | $23.6 萬 | 0.10% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 6,047 | $23.6 萬 | 0.00% | +171+2.9% | 加碼 |
| Sunpointe, LLC | 6,144 | $24.0 萬 | 0.08% | −20−0.3% | 減碼 |
| Granite Group Advisors, LLC | 6,104 | $24.2 萬 | 0.15% | 00.0% | 不變 |