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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 33,999 | $132.8 萬 | 0.04% | −1,143−3.3% | 減碼 |
| Morningstar Investment Management LLC | 34,188 | $133.3 萬 | 0.08% | +4,334+14.5% | 加碼 |
| National Bank of Canada | 33,751 | $133.7 萬 | 0.00% | −3,548,050−99.1% | 減碼 |
| CAPROCK Group, Inc. | 34,308 | $134.0 萬 | 0.03% | +5,086+17.4% | 加碼 |
| Atria Investments LLC | 34,683 | $135.5 萬 | 0.02% | −6,402−15.6% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 35,230 | $137.6 萬 | 0.02% | +35,230 | 新進 |
| Advisor Group Holdings, Inc. | 35,698 | $139.5 萬 | 0.00% | +3,900+12.3% | 加碼 |
| Factory Mutual Insurance Co | 36,545 | $142.8 萬 | 0.02% | −50,000−57.8% | 減碼 |
| Kathmere Capital Management, LLC | 36,805 | $143.8 萬 | 0.09% | +1,635+4.6% | 加碼 |
| Kovitz Investment Group Partners, LLC | 36,814 | $143.8 萬 | 0.03% | +1,460+4.1% | 加碼 |
| Baker Ellis Asset Management LLC | 37,250 | $145.5 萬 | 0.17% | +100+0.3% | 加碼 |
| Aquatic Capital Management LLC | 37,276 | $145.6 萬 | 0.04% | +37,276 | 新進 |
| Abacus Wealth Partners, LLC | 37,369 | $146.0 萬 | 0.13% | −7,167−16.1% | 減碼 |
| Havemeyer Place LP | 39,216 | $153.2 萬 | 0.18% | +15,791+67.4% | 加碼 |
| Ballentine Partners, LLC | 39,296 | $153.5 萬 | 0.02% | +643+1.7% | 加碼 |
| Rhumbline Advisers | 39,597 | $154.7 萬 | 0.00% | −623−1.5% | 減碼 |
| Brown Brothers Harriman & Co | 40,104 | $156.7 萬 | 0.01% | +23,393+140.0% | 加碼 |
| Winning Points Advisors, LLC | 39,725 | $156.8 萬 | 1.57% | −55−0.1% | 減碼 |
| Cullinan Associates Inc | 40,407 | $157.9 萬 | 0.13% | +11,407+39.3% | 加碼 |
| Atomi Financial Group, Inc. | 41,095 | $160.6 萬 | 0.05% | −537−1.3% | 減碼 |
| Sanctuary Advisors, LLC | 42,271 | $165.2 萬 | 0.01% | −763−1.8% | 減碼 |
| Commonwealth Equity Services, LLC | 42,534 | $166.2 萬 | 0.00% | +7,417+21.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 45,238 | $174.0 萬 | 0.00% | +45,238 | 新進 |
| Clearstead Advisors, LLC | 45,249 | $176.8 萬 | 0.02% | +29,678+190.6% | 加碼 |
| Advisors Asset Management, Inc. | 45,318 | $177.1 萬 | 0.03% | −2,277−4.8% | 減碼 |
| XTX Topco Ltd | 45,515 | $177.8 萬 | 0.03% | +45,515 | 新進 |
| Yousif Capital Management, LLC | 45,665 | $178.4 萬 | 0.02% | 00.0% | 不變 |
| Park Avenue Securities LLC | 46,698 | $182.4 萬 | 0.01% | −20,963−31.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 47,087 | $185.7 萬 | 0.00% | −85,103−64.4% | 減碼 |
| GWM Advisors LLC | 47,677 | $186.3 萬 | 0.01% | −16,243−25.4% | 減碼 |
| Truist Financial Corp | 49,018 | $191.5 萬 | 0.00% | +9,654+24.5% | 加碼 |
| Cim, LLC | 50,095 | $195.7 萬 | 0.28% | +332+0.7% | 加碼 |
| Rockefeller Capital Management L.P. | 50,106 | $195.8 萬 | 0.00% | +17,223+52.4% | 加碼 |
| Hantz Financial Services, Inc. | 51,008 | $199.3 萬 | 0.03% | −14,133−21.7% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 51,200 | $200.0 萬 | 0.81% | −549−1.1% | 減碼 |
| Legacy Wealth Asset Management, LLC | 52,568 | $205.4 萬 | 0.50% | −2,036−3.7% | 減碼 |
| Marex Group plc | 53,085 | $207.4 萬 | 0.02% | +1,670+3.2% | 加碼 |
| Cigna Investments Inc | 56,287 | $215.3 萬 | 0.33% | −164−0.3% | 減碼 |
| Bellecapital International Ltd. | 56,150 | $215.4 萬 | 0.39% | +56,150 | 新進 |
| South Shore Capital Advisors | 56,737 | $217.0 萬 | 1.59% | +56,737 | 新進 |
| Colony Group, LLC | 55,049 | $217.9 萬 | 0.00% | +3,762+7.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 56,831 | $222.0 萬 | 0.01% | +19,272+51.3% | 加碼 |
| Vise Technologies, Inc. | 48,911 | $226.5 萬 | 0.04% | 00.0% | 不變 |
| Opal Capital LLC | 58,794 | $229.7 萬 | 0.41% | −23,482−28.5% | 減碼 |
| TrueMark Investments, LLC | 58,794 | $229.7 萬 | 0.45% | −22,998−28.1% | 減碼 |
| Orca Wealth Management, LLC | 59,800 | $233.6 萬 | 1.66% | −338−0.6% | 減碼 |
| Jefferies Financial Group Inc. | 60,840 | $235.2 萬 | 0.03% | −148,509−70.9% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 60,960 | $238.2 萬 | 0.38% | −525−0.9% | 減碼 |
| HSBC Holdings PLC | 62,889 | $244.0 萬 | 0.00% | +57,685+1,108.5% | 加碼 |
| Altman Advisors, Inc. | 63,194 | $246.9 萬 | 1.02% | −6,770−9.7% | 減碼 |
| Trivant Custom Portfolio Group, LLC | 64,462 | $251.9 萬 | 1.38% | +183+0.3% | 加碼 |
| Groupe la Francaise | 66,548 | $254.8 萬 | 0.04% | −19,867−23.0% | 減碼 |
| Mitchell Capital Management Co | 67,377 | $263.2 萬 | 0.48% | −28,141−29.5% | 減碼 |
| IMC-Chicago, LLC | 67,609 | $264.1 萬 | 0.04% | +67,609 | 新進 |
| RSM US Wealth Management LLC | 69,065 | $269.8 萬 | 0.03% | −521−0.7% | 減碼 |
| Banque Transatlantique SA | 70,235 | $270.0 萬 | 0.06% | +65,388+1,349.0% | 加碼 |
| Integrated Wealth Concepts LLC | 69,282 | $270.7 萬 | 0.02% | +64,465+1,338.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 69,370 | $271.0 萬 | 0.02% | +39,944+135.7% | 加碼 |
| Ieq Capital, LLC | 69,672 | $272.2 萬 | 0.01% | +17,260+32.9% | 加碼 |
| Alaethes Wealth LLC | 69,843 | $272.9 萬 | 0.79% | +117+0.2% | 加碼 |
| Advisors Capital Management, LLC | 69,956 | $273.3 萬 | 0.03% | +4,993+7.7% | 加碼 |
| Stamos Capital Partners, L.P. | 70,376 | $275.0 萬 | 0.43% | +23,697+50.8% | 加碼 |
| Cloverfields Capital Group, LP | 72,127 | $281.8 萬 | 0.91% | +373+0.5% | 加碼 |
| Permanent Capital Management, LP | 64,477 | $283.3 萬 | 0.44% | −2,993−4.4% | 減碼 |
| BTC Capital Management, Inc. | 72,621 | $283.7 萬 | 0.19% | +15,052+26.1% | 加碼 |
| Vident Advisory, LLC | 72,782 | $284.4 萬 | 0.02% | +3,229+4.6% | 加碼 |
| Credit Industriel Et Commercial | 74,087 | $284.7 萬 | 0.45% | +58,159+365.1% | 加碼 |
| ARGA Investment Management, LP | 75,301 | $289.4 萬 | 0.10% | −17,915−19.2% | 減碼 |
| Equitable Trust Co | 75,009 | $293.1 萬 | 0.14% | +1,371+1.9% | 加碼 |
| Group One Trading, L.P. | 75,092 | $293.4 萬 | 0.10% | +5,018+7.2% | 加碼 |
| HRT Financial LP | 75,306 | $294.2 萬 | 0.01% | +61,738+455.0% | 加碼 |
| Glenmede Trust Co NA | 75,651 | $295.6 萬 | 0.01% | −200−0.3% | 減碼 |
| Ethic Inc. | 76,099 | $297.3 萬 | 0.05% | +31,708+71.4% | 加碼 |
| Old Mission Capital LLC | 74,367 | $303.8 萬 | 0.07% | +74,367 | 新進 |
| Landesbank Baden-Wuerttemberg | 79,900 | $306.5 萬 | 0.63% | +9,460+13.4% | 加碼 |
| Signaturefd, LLC | 79,895 | $312.2 萬 | 0.05% | +82+0.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 80,207 | $313.4 萬 | 0.00% | +9,665+13.7% | 加碼 |
| Price T Rowe Associates Inc | 80,255 | $313.6 萬 | 0.00% | +80,255 | 新進 |
| Bleakley Financial Group, LLC | 80,450 | $314.3 萬 | 0.05% | +16,210+25.2% | 加碼 |
| Walleye Trading LLC | 81,498 | $318.4 萬 | 0.07% | +53,986+196.2% | 加碼 |
| Highland Capital Management, LLC | 83,961 | $328.0 萬 | 0.17% | −300−0.4% | 減碼 |
| Independent Advisor Alliance | 84,676 | $330.8 萬 | 0.04% | −1,556−1.8% | 減碼 |
| Metis Global Partners, LLC | 86,461 | $330.9 萬 | 0.08% | −11,423−11.7% | 減碼 |
| CenterBook Partners LP | 86,515 | $338.0 萬 | 0.18% | +86,515 | 新進 |
| Karl Kapital LLC | 88,866 | $347.2 萬 | 2.41% | +88,866 | 新進 |
| CI Private Wealth, LLC | 110,065 | $347.9 萬 | 0.00% | −455−0.4% | 減碼 |
| MML Investors Services, LLC | 94,882 | $370.7 萬 | 0.01% | −17,646−15.7% | 減碼 |
| Pictet & Cie (Europe) SA | 98,734 | $377.6 萬 | 0.08% | +2,620+2.7% | 加碼 |
| Mercer Global Advisors Inc | 97,508 | $381.0 萬 | 0.01% | −1,892−1.9% | 減碼 |
| Assetmark, Inc | 102,252 | $399.5 萬 | 0.01% | +24,248+31.1% | 加碼 |
| Plato Investment Management Ltd | 108,726 | $416.4 萬 | 0.28% | −12,194−10.1% | 減碼 |
| Quadrant Capital Group LLC | 108,930 | $425.6 萬 | 0.13% | +1,380+1.3% | 加碼 |
| Timber Creek Capital Management LLC | 109,157 | $426.5 萬 | 1.03% | −4,226−3.7% | 減碼 |
| US Bancorp | 110,833 | $433.0 萬 | 0.01% | +5,659+5.4% | 加碼 |
| Ensign Peak Advisors, Inc | 115,794 | $442.8 萬 | 0.01% | −24,300−17.3% | 減碼 |
| Bessemer Group Inc | 114,202 | $446.1 萬 | 0.01% | +53,621+88.5% | 加碼 |
| Platinum Investment Management Ltd | 117,507 | $449.7 萬 | 1.13% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 116,827 | $456.4 萬 | 0.04% | −3,835−3.2% | 減碼 |
| Simplex Trading, LLC | 122,318 | $477.9 萬 | 0.15% | +69,288+130.7% | 加碼 |
| Balyasny Asset Management LLC | 123,796 | $483.7 萬 | 0.01% | +123,796 | 新進 |