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 |
|---|---|---|---|---|---|
| Haven Global Partners, LLC | 658,608 | $2,519 萬 | 23.69% | −10,420−1.6% | 減碼 |
| Edmond de Rothschild Holding S.A. | 652,816 | $2,509 萬 | 0.36% | +108,802+20.0% | 加碼 |
| Levin Capital Strategies, L.P. | 633,487 | $2,475 萬 | 1.88% | −25,433−3.9% | 減碼 |
| Systrade AG | 627,300 | $2,451 萬 | 16.45% | +2,300+0.4% | 加碼 |
| Gemsstock Limited | 630,741 | $2,424 萬 | 2.55% | +630,741 | 新進 |
| Quantinno Capital Management LP | 618,683 | $2,417 萬 | 0.04% | +144,200+30.4% | 加碼 |
| Point72 Asset Management, L.P. | 581,139 | $2,271 萬 | 0.04% | +406,713+233.2% | 加碼 |
| Antipodes Partners Ltd | 587,054 | $2,245 萬 | 0.43% | −303,378−34.1% | 減碼 |
| Fiera Capital Corp | 571,944 | $2,235 萬 | 0.08% | −617−0.1% | 減碼 |
| Zurich Insurance Group Ltd | 579,963 | $2,222 萬 | 0.17% | −270,323−31.8% | 減碼 |
| Stifel Financial Corp | 560,647 | $2,190 萬 | 0.02% | +6,852+1.2% | 加碼 |
| Mediolanum International Funds Ltd | 588,312 | $2,174 萬 | 0.23% | +47,444+8.8% | 加碼 |
| Charles Schwab Investment Management Inc | 531,870 | $2,078 萬 | 0.00% | +48,064+9.9% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 533,634 | $2,041 萬 | 0.05% | +496,192+1,325.2% | 加碼 |
| USS Investment Management Ltd | 521,884 | $2,005 萬 | 0.09% | +5,448+1.1% | 加碼 |
| Baker Avenue Asset Management, LP | 509,573 | $1,991 萬 | 0.45% | +6,273+1.2% | 加碼 |
| Millennium Management LLC | 504,544 | $1,971 萬 | 0.01% | +281,291+126.0% | 加碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 490,514 | $1,876 萬 | 0.28% | +111,465+29.4% | 加碼 |
| Worldquant Millennium Advisors LLC | 487,964 | $1,873 萬 | 0.07% | −26,633−5.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 464,525 | $1,815 萬 | 0.09% | −2,303−0.5% | 減碼 |
| Two Sigma Investments, LP | 412,655 | $1,612 萬 | 0.01% | +272,125+193.6% | 加碼 |
| LGT Fund Management Co Ltd. | 415,512 | $1,597 萬 | 0.69% | +121,228+41.2% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 414,874 | $1,587 萬 | 0.14% | −15,360−3.6% | 減碼 |
| Voya Investment Management LLC | 401,569 | $1,536 萬 | 0.02% | −17,099−4.1% | 減碼 |
| Gator Capital Management, LLC | 380,240 | $1,486 萬 | 3.17% | +327,810+625.2% | 加碼 |
| Creative Planning | 379,936 | $1,484 萬 | 0.01% | +22,869+6.4% | 加碼 |
| Great Lakes Advisors, LLC | 366,164 | $1,431 萬 | 0.12% | −245,130−40.1% | 減碼 |
| Lazard Asset Management LLC | 370,444 | $1,424 萬 | 0.02% | +75,251+25.5% | 加碼 |
| Gardner Lewis Asset Management L P | 363,525 | $1,420 萬 | 3.08% | −4,413−1.2% | 減碼 |
| Pictet North America Advisors SA | 369,855 | $1,414 萬 | 1.40% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 355,549 | $1,368 萬 | 0.28% | +24,132+7.3% | 加碼 |
| Andra AP-fonden | 442,119 | $1,359 萬 | 0.17% | +376,955+578.5% | 加碼 |
| RBF Capital, LLC | 340,000 | $1,328 萬 | 0.65% | 00.0% | 不變 |
| CIBC World Markets Inc. | 337,853 | $1,299 萬 | 0.02% | −2,119,464−86.3% | 減碼 |
| Prudential PLC | 323,030 | $1,242 萬 | 0.09% | −14,401−4.3% | 減碼 |
| Baader Bank INC | 321,846 | $1,237 萬 | 1.22% | −38,994−10.8% | 減碼 |
| PDT Partners, LLC | 305,288 | $1,173 萬 | 0.69% | 00.0% | 不變 |
| LPL Financial LLC | 299,837 | $1,171 萬 | 0.00% | +16,824+5.9% | 加碼 |
| MetLife Investment Management | 300,243 | $1,148 萬 | 0.06% | +13,779+4.8% | 加碼 |
| Neuberger Berman Group LLC | 295,357 | $1,140 萬 | 0.01% | +89,419+43.4% | 加碼 |
| Contravisory Investment Management, Inc. | 290,546 | $1,135 萬 | 2.33% | −19,023−6.1% | 減碼 |
| Chilton Investment Co LLC | 285,184 | $1,114 萬 | 0.26% | +38,792+15.7% | 加碼 |
| Tudor Investment Corp Et Al | 276,001 | $1,078 萬 | 0.06% | +276,001 | 新進 |
| Henry James International Management, Inc. | 272,394 | $1,064 萬 | 3.84% | −69,007−20.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 262,183 | $1,024 萬 | 0.01% | +257,115+5,073.3% | 加碼 |
| Assenagon Asset Management S.A. | 259,293 | $991.6 萬 | 0.02% | +7,253+2.9% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 249,268 | $953.2 萬 | 0.02% | +249,268 | 新進 |
| Value Partners Investments Inc. | 240,090 | $939.1 萬 | 0.72% | 00.0% | 不變 |
| Promethos Capital, LLC | 233,095 | $910.7 萬 | 2.45% | +440+0.2% | 加碼 |
| Victory Capital Management Inc | 294,057 | $903.6 萬 | 0.01% | +294,057 | 新進 |
| Mariner, LLC | 227,767 | $889.0 萬 | 0.01% | +10,521+4.8% | 加碼 |
| Groupama Asset Managment | 288,118 | $885.4 萬 | 0.13% | +134,767+87.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 226,138 | $883.5 萬 | 0.13% | −14,011−5.8% | 減碼 |
| Pathstone Holdings, LLC | 219,224 | $850.9 萬 | 0.03% | −4,625−2.1% | 減碼 |
| Cerity Partners LLC | 214,375 | $837.6 萬 | 0.01% | +54,586+34.2% | 加碼 |
| Intech Investment Management LLC | 218,432 | $835.3 萬 | 0.08% | +36,557+20.1% | 加碼 |
| RPg Family Wealth Advisory, LLC | 209,548 | $818.7 萬 | 1.71% | −2,562−1.2% | 減碼 |
| Walleye Capital LLC | 199,385 | $779.0 萬 | 0.05% | +194,404+3,902.9% | 加碼 |
| Osmosis Investment Management UK Ltd | 201,332 | $770.6 萬 | 0.21% | +65,238+47.9% | 加碼 |
| Squarepoint Ops LLC | 194,260 | $759.0 萬 | 0.02% | +194,260 | 新進 |
| Ingalls & Snyder LLC | 193,936 | $757.7 萬 | 0.27% | +11,917+6.5% | 加碼 |
| First Trust Advisors LP | 185,459 | $722.9 萬 | 0.01% | +26,707+16.8% | 加碼 |
| M&T Bank Corp | 183,597 | $716.8 萬 | 0.02% | −8,053−4.2% | 減碼 |
| JustInvest LLC | 176,322 | $688.9 萬 | 0.07% | −14,657−7.7% | 減碼 |
| SEI Investments Co | 176,266 | $688.7 萬 | 0.01% | +10,609+6.4% | 加碼 |
| QRG Capital Management, Inc. | 168,735 | $659.2 萬 | 0.07% | +9,246+5.8% | 加碼 |
| Mount Yale Investment Advisors, LLC | 166,156 | $649.2 萬 | 0.15% | +17,303+11.6% | 加碼 |
| Laird Norton Trust Company, LLC | 166,043 | $648.7 萬 | 0.14% | −7,241−4.2% | 減碼 |
| Inspire Trust Co, N.A. | 160,000 | $625.1 萬 | 0.97% | +30,000+23.1% | 加碼 |
| TD Waterhouse Canada Inc. | 154,291 | $611.6 萬 | 0.02% | +134,168+666.7% | 加碼 |
| Ritholtz Wealth Management | 155,238 | $606.5 萬 | 0.11% | −730.0% | 減碼 |
| Campbell & CO Investment Adviser LLC | 151,341 | $590.2 萬 | 0.34% | +151,341 | 新進 |
| Triasima Portfolio Management inc. | 148,260 | $579.3 萬 | 0.88% | +3,905+2.7% | 加碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 150,646 | $579.1 萬 | 0.28% | −47,081−23.8% | 減碼 |
| NatWest Group plc | 147,921 | $577.9 萬 | 1.25% | +9,189+6.6% | 加碼 |
| PEAK6 LLC | 147,224 | $575.2 萬 | 0.17% | +147,224 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 143,584 | $561.0 萬 | 0.11% | +51,556+56.0% | 加碼 |
| Banco Santander, S.A. | 140,956 | $560.2 萬 | 0.05% | +135,907+2,691.8% | 加碼 |
| Alberta Investment Management Corp | 142,510 | $547.8 萬 | 0.03% | −27,483−16.2% | 減碼 |
| Cetera Investment Advisers | 139,466 | $544.9 萬 | 0.01% | +8,069+6.1% | 加碼 |
| Callan Family Office, LLC | 139,309 | $544.3 萬 | 0.12% | +1,722+1.3% | 加碼 |
| HighTower Advisors, LLC | 138,003 | $539.2 萬 | 0.01% | +3,364+2.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 134,305 | $524.7 萬 | 0.06% | −33,515−20.0% | 減碼 |
| Clearbridge Investments, LLC | 137,752 | $524.7 萬 | 0.00% | +3,175+2.4% | 加碼 |
| Helios Capital Management Pte. Ltd | 136,000 | $522.8 萬 | 5.50% | 00.0% | 不變 |
| Ninety One North America, Inc. | 135,267 | $517.3 萬 | 0.23% | +900+0.7% | 加碼 |
| Quantbot Technologies LP | 127,877 | $499.6 萬 | 0.20% | +84,048+191.8% | 加碼 |
| Gradient Investments LLC | 127,288 | $497.3 萬 | 0.08% | +81,461+177.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 127,057 | $496.4 萬 | 0.00% | +7,465+6.2% | 加碼 |
| Balyasny Asset Management LLC | 123,796 | $483.7 萬 | 0.01% | +123,796 | 新進 |
| Simplex Trading, LLC | 122,318 | $477.9 萬 | 0.15% | +69,288+130.7% | 加碼 |
| Brinker Capital Investments, LLC | 116,827 | $456.4 萬 | 0.04% | −3,835−3.2% | 減碼 |
| Platinum Investment Management Ltd | 117,507 | $449.7 萬 | 1.13% | 00.0% | 不變 |
| Bessemer Group Inc | 114,202 | $446.1 萬 | 0.01% | +53,621+88.5% | 加碼 |
| Ensign Peak Advisors, Inc | 115,794 | $442.8 萬 | 0.01% | −24,300−17.3% | 減碼 |
| US Bancorp | 110,833 | $433.0 萬 | 0.01% | +5,659+5.4% | 加碼 |
| Timber Creek Capital Management LLC | 109,157 | $426.5 萬 | 1.03% | −4,226−3.7% | 減碼 |
| Quadrant Capital Group LLC | 108,930 | $425.6 萬 | 0.13% | +1,380+1.3% | 加碼 |
| Plato Investment Management Ltd | 108,726 | $416.4 萬 | 0.28% | −12,194−10.1% | 減碼 |
| Assetmark, Inc | 102,252 | $399.5 萬 | 0.01% | +24,248+31.1% | 加碼 |