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 |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 6,214 | $24.3 萬 | 0.02% | +226+3.8% | 加碼 |
| Angeles Wealth Management, LLC | 6,241 | $24.4 萬 | 0.01% | +6,241 | 新進 |
| Hilltop Holdings Inc. | 6,360 | $24.5 萬 | 0.02% | −3,130−33.0% | 減碼 |
| Athena Wealth Management, LLC | 6,264 | $24.5 萬 | 0.20% | +6,264 | 新進 |
| Simmons Bank | 6,399 | $25.0 萬 | 0.02% | −2,168−25.3% | 減碼 |
| SBI Securities Co., Ltd. | 6,399 | $25.0 萬 | 0.01% | +119+1.9% | 加碼 |
| Collaborative Fund Advisors, LLC | 6,441 | $25.2 萬 | 0.16% | +6,441 | 新進 |
| First City Capital Management, Inc. | 6,464 | $25.3 萬 | 0.13% | −5−0.1% | 減碼 |
| Wealthspire Advisors, LLC | 6,476 | $25.3 萬 | 0.00% | −9,005−58.2% | 減碼 |
| Centurion Wealth Management LLC | 6,500 | $25.4 萬 | 0.06% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 6,502 | $25.4 萬 | 0.00% | −5,992−48.0% | 減碼 |
| Seven Mile Advisory | 6,737 | $26.3 萬 | 0.19% | +303+4.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 6,997 | $26.8 萬 | 0.00% | +1,859+36.2% | 加碼 |
| BTG Pactual Asset Management US LLC | 6,972 | $26.8 萬 | 0.03% | +6,972 | 新進 |
| Brown Financial Advisors | 6,981 | $27.3 萬 | 0.10% | +6,981 | 新進 |
| Columbia Asset Management | 6,998 | $27.3 萬 | 0.05% | +62+0.9% | 加碼 |
| NewEdge Wealth, LLC | 7,023 | $27.4 萬 | 0.00% | −7,332−51.1% | 減碼 |
| Brighton Jones LLC | 7,053 | $27.6 萬 | 0.01% | +7,053 | 新進 |
| Zhang Financial LLC | 7,061 | $27.6 萬 | 0.01% | −212−2.9% | 減碼 |
| New Republic Capital, LLC | 7,151 | $27.9 萬 | 0.09% | −4,065−36.2% | 減碼 |
| Cromwell Holdings LLC | 7,242 | $28.3 萬 | 0.16% | 00.0% | 不變 |
| Principal Securities, Inc. | 7,273 | $28.4 萬 | 0.00% | −104−1.4% | 減碼 |
| Westover Capital Advisors, LLC | 7,300 | $28.5 萬 | 0.05% | 00.0% | 不變 |
| Greenspring Advisors, LLC | 7,316 | $28.6 萬 | 0.02% | +820+12.6% | 加碼 |
| Mattson Financial Services, LLC | 7,404 | $28.9 萬 | 0.07% | +7,404 | 新進 |
| Traveka Wealth, LLC | 7,500 | $29.3 萬 | 0.11% | −78−1.0% | 減碼 |
| Evolve Private Wealth, LLC | 7,661 | $29.9 萬 | 0.02% | −485−6.0% | 減碼 |
| Principal Street Partners, LLC | 7,694 | $30.1 萬 | 0.05% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 7,765 | $30.3 萬 | 0.00% | −9,786−55.8% | 減碼 |
| Evoke Wealth, LLC | 7,806 | $30.5 萬 | 0.01% | +943+13.7% | 加碼 |
| Kestra Advisory Services, LLC | 7,883 | $30.8 萬 | 0.00% | −3,873−32.9% | 減碼 |
| Investors Research Corp | 8,036 | $31.4 萬 | 0.06% | 00.0% | 不變 |
| CTC Alternative Strategies, Ltd. | 8,208 | $31.5 萬 | 0.72% | +8,208 | 新進 |
| Pensionmark Financial Group, LLC | 8,136 | $31.8 萬 | 0.01% | −232−2.8% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 8,166 | $31.9 萬 | 0.01% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 8,250 | $32.2 萬 | 0.01% | +699+9.3% | 加碼 |
| Storgate, LLC | 8,254 | $32.2 萬 | 0.25% | +8,254 | 新進 |
| Brown Advisory Inc | 8,294 | $32.4 萬 | 0.00% | +8,294 | 新進 |
| PUREfi Wealth, LLC | 8,364 | $32.7 萬 | 0.21% | +1,424+20.5% | 加碼 |
| Werba Rubin Papier Wealth Management | 8,442 | $33.0 萬 | 0.05% | +159+1.9% | 加碼 |
| EJMK Ventures LLC | 8,455 | $33.0 萬 | 0.18% | −2,943−25.8% | 減碼 |
| Ellevest, Inc. | 8,464 | $33.1 萬 | 0.05% | +8,464 | 新進 |
| Blair William & Co | 8,597 | $33.6 萬 | 0.00% | −1,667−16.2% | 減碼 |
| Five Oceans Advisors | 8,767 | $34.3 萬 | 0.12% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 8,772 | $34.3 萬 | 0.04% | +2,540+40.8% | 加碼 |
| Focused Alpha, LLC | 8,773 | $34.3 萬 | 0.11% | 00.0% | 不變 |
| Compton Wealth Advisory Group, LLC | 8,780 | $34.9 萬 | 0.08% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 8,933 | $34.9 萬 | 0.00% | +487+5.8% | 加碼 |
| Aaron Wealth Advisors | 8,938 | $34.9 萬 | 0.02% | +8,938 | 新進 |
| Fiduciary Trust Co | 9,037 | $35.3 萬 | 0.00% | −77−0.8% | 減碼 |
| Allworth Financial LP | 9,085 | $35.5 萬 | 0.00% | +953+11.7% | 加碼 |
| Anchyra Partners LLC | 9,090 | $35.5 萬 | 0.11% | +294+3.3% | 加碼 |
| Valeo Financial Advisors, LLC | 9,121 | $35.6 萬 | 0.01% | −7,665−45.7% | 減碼 |
| Empower Advisory Group, LLC | 9,122 | $35.6 萬 | 0.00% | +618+7.3% | 加碼 |
| Mather Group, LLC. | 9,175 | $35.8 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 9,200 | $35.9 萬 | 0.00% | +9,200 | 新進 |
| Frec Markets, Inc. | 9,318 | $36.4 萬 | 0.06% | +1,809+24.1% | 加碼 |
| J.Safra Asset Management Corp | 9,340 | $36.5 萬 | 0.02% | +9,340 | 新進 |
| Commerce Bank | 9,682 | $37.8 萬 | 0.00% | +739+8.3% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,703 | $37.9 萬 | 0.01% | +3,085+46.6% | 加碼 |
| Lido Advisors, LLC | 9,727 | $38.0 萬 | 0.00% | +1,142+13.3% | 加碼 |
| Traphagen Investment Advisors LLC | 9,745 | $38.1 萬 | 0.03% | +9,745 | 新進 |
| Gallacher Capital Management LLC | 9,772 | $38.2 萬 | 0.15% | −5,178−34.6% | 減碼 |
| Diversify Wealth Management, LLC | 9,077 | $38.8 萬 | 0.01% | +9,077 | 新進 |
| Wedmont Private Capital | 9,433 | $39.0 萬 | 0.01% | −487−4.9% | 減碼 |
| Credit Capital Investments LLC | 10,000 | $39.1 萬 | 0.35% | −5,000−33.3% | 減碼 |
| Roundview Capital LLC | 10,062 | $39.3 萬 | 0.02% | −1,000−9.0% | 減碼 |
| Pinnacle Financial Partners, Inc. | 10,126 | $39.6 萬 | 0.00% | +27+0.3% | 加碼 |
| National Asset Management, Inc. | 10,793 | $39.6 萬 | 0.03% | −2,871−21.0% | 減碼 |
| Optas, LLC | 10,197 | $39.8 萬 | 0.06% | −6−0.1% | 減碼 |
| Indivisible Partners | 10,408 | $40.7 萬 | 0.04% | −231−2.2% | 減碼 |
| British Columbia Investment Management Corp | 10,609 | $40.8 萬 | 0.00% | −8,986−45.9% | 減碼 |
| M.E. Allison & Co., Inc. | 10,560 | $41.3 萬 | 0.27% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 10,676 | $41.7 萬 | 0.01% | +810+8.2% | 加碼 |
| NBC Securities, Inc. | 10,748 | $42.0 萬 | 0.03% | −2,462−18.6% | 減碼 |
| D'Orazio & Associates, Inc. | 10,784 | $42.1 萬 | 0.05% | 00.0% | 不變 |
| D.A. Davidson & Co. | 10,831 | $42.3 萬 | 0.00% | +112+1.0% | 加碼 |
| Stephens Inc | 10,848 | $42.4 萬 | 0.01% | −1,291−10.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 10,912 | $42.6 萬 | 0.00% | +78+0.7% | 加碼 |
| Ninety One SA (PTY) Ltd | 11,272 | $43.1 萬 | 0.02% | −1,244−9.9% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 11,116 | $43.4 萬 | 0.02% | 00.0% | 不變 |
| Mission Wealth Management, LP | 11,143 | $43.5 萬 | 0.01% | −276−2.4% | 減碼 |
| CWM, LLC | 11,249 | $43.9 萬 | 0.00% | +1,668+17.4% | 加碼 |
| Studio Investment Management LLC | 11,484 | $44.9 萬 | 0.08% | −28−0.2% | 減碼 |
| Drive Wealth Management, LLC | 11,553 | $45.1 萬 | 0.10% | −1,047−8.3% | 減碼 |
| Root Financial Partners, LLC | 11,583 | $45.3 萬 | 0.02% | −4,604−28.4% | 減碼 |
| Seed Wealth Management, Inc. | 11,695 | $45.7 萬 | 0.31% | 00.0% | 不變 |
| Custom Index Systems, LLC | 11,718 | $45.8 萬 | 0.20% | 00.0% | 不變 |
| Ossiam | 12,060 | $46.1 萬 | 0.01% | −59,461−83.1% | 減碼 |
| My Portfolio Guide, LLC | 11,877 | $46.4 萬 | 0.26% | +11,877 | 新進 |
| First National Bank of Hutchinson | 11,890 | $46.5 萬 | 0.30% | −2,900−19.6% | 減碼 |
| Corient IA LLC | 11,890 | $46.5 萬 | 0.44% | 00.0% | 不變 |
| Leuthold Group, LLC | 11,983 | $46.8 萬 | 0.05% | −358−2.9% | 減碼 |
| FDx Advisors, Inc. | 12,031 | $47.0 萬 | 0.15% | +12,031 | 新進 |
| Evelyn Partners Investment Management Services Ltd | 12,109 | $47.3 萬 | 0.06% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 12,146 | $47.5 萬 | 0.03% | +781+6.9% | 加碼 |
| Spire Wealth Management | 12,270 | $47.9 萬 | 0.02% | −7−0.1% | 減碼 |
| Nilsine Partners, LLC | 11,553 | $48.7 萬 | 0.04% | +11,553 | 新進 |
| Smartleaf Asset Management LLC | 13,286 | $48.7 萬 | 0.02% | +1,632+14.0% | 加碼 |
| Sciencast Management LP | 12,531 | $49.0 萬 | 0.06% | +12,531 | 新進 |