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 |
|---|---|---|---|---|---|
| Generali Investments CEE, investicni spolecnost, a.s. | 28,866 | $111.0 萬 | 0.06% | +28,866 | 新進 |
| Farther Finance Advisors, LLC | 27,484 | $109.2 萬 | 0.01% | −4,065−12.9% | 減碼 |
| U S Global Investors Inc | 27,800 | $108.6 萬 | 0.13% | +3,300+13.5% | 加碼 |
| Future Fund LLC | 27,430 | $107.2 萬 | 0.38% | +177+0.6% | 加碼 |
| Evergreen Capital Management LLC | 27,325 | $106.8 萬 | 0.02% | −13,983−33.9% | 減碼 |
| Keybank National Association | 27,118 | $105.9 萬 | 0.00% | +12,655+87.5% | 加碼 |
| Private Advisor Group, LLC | 26,220 | $102.4 萬 | 0.00% | +821+3.2% | 加碼 |
| GeoWealth Management, LLC | 25,874 | $101.1 萬 | 0.04% | +14,605+129.6% | 加碼 |
| Fox Run Management, L.L.C. | 27,520 | $100.9 萬 | 0.18% | +27,520 | 新進 |
| Henshaw Capital LLC | 25,815 | $100.9 萬 | 0.04% | −7,452−22.4% | 減碼 |
| Themes Management Co LLC | 25,660 | $100.3 萬 | 0.62% | +5,349+26.3% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 25,629 | $100.1 萬 | 0.15% | +5,973+30.4% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 25,592 | $100.0 萬 | 0.00% | +873+3.5% | 加碼 |
| Connable Office Inc | 25,143 | $98.2 萬 | 0.10% | −266−1.0% | 減碼 |
| Checchi Capital Advisers, LLC | 24,571 | $96.0 萬 | 0.07% | +705+3.0% | 加碼 |
| Pinnacle Associates Ltd | 24,478 | $95.6 萬 | 0.01% | −6,154−20.1% | 減碼 |
| Parallax Volatility Advisers, L.P. | 22,107 | $95.6 萬 | 0.04% | +22,107 | 新進 |
| Catalytic Wealth RIA, LLC | 23,946 | $93.3 萬 | 0.04% | +14,829+162.7% | 加碼 |
| Ronald Blue Trust, Inc. | 23,858 | $93.2 萬 | 0.01% | −716−2.9% | 減碼 |
| JFS Wealth Advisors, LLC | 23,592 | $92.2 萬 | 0.05% | −2,100−8.2% | 減碼 |
| Main Street Financial Solutions, LLC | 22,795 | $89.1 萬 | 0.07% | −121−0.5% | 減碼 |
| Qtron Investments LLC | 23,088 | $88.3 萬 | 0.12% | −22,925−49.8% | 減碼 |
| Chicago Trust Co NA | 22,337 | $87.3 萬 | 0.14% | −603−2.6% | 減碼 |
| Solstein Capital, LLC | 22,647 | $87.0 萬 | 0.36% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 22,235 | $86.9 萬 | 0.02% | +22,200+63,428.6% | 加碼 |
| Intesa Sanpaolo Wealth Management | 22,536 | $86.6 萬 | 0.21% | +3,152+16.3% | 加碼 |
| Versant Capital Management, Inc | 22,132 | $86.5 萬 | 0.09% | +3,924+21.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 22,000 | $86.0 萬 | 0.00% | +647+3.0% | 加碼 |
| United Capital Financial Advisers, LLC | 21,976 | $85.9 萬 | 0.01% | −429−1.9% | 減碼 |
| Gryphon Financial Partners LLC | 21,446 | $83.8 萬 | 0.09% | +1,941+10.0% | 加碼 |
| Syon Capital LLC | 21,247 | $83.0 萬 | 0.04% | −712−3.2% | 減碼 |
| Massachusetts Wealth Management | 21,080 | $82.4 萬 | 0.36% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 20,951 | $81.9 萬 | 0.01% | −605−2.8% | 減碼 |
| Atlas Capital Advisors LLC | 20,702 | $80.9 萬 | 0.09% | −5,599−21.3% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 19,945 | $77.9 萬 | 0.02% | +40+0.2% | 加碼 |
| Rehmann Capital Advisory Group | 19,902 | $77.8 萬 | 0.04% | +243+1.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 19,605 | $76.6 萬 | 0.02% | +6,105+45.2% | 加碼 |
| Centennial Bank | 19,927 | $76.3 萬 | 0.27% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 19,502 | $76.2 萬 | 0.03% | +7,427+61.5% | 加碼 |
| Flputnam Investment Management Co | 19,462 | $76.0 萬 | 0.01% | +12,625+184.7% | 加碼 |
| SkyView Investment Advisors, LLC | 19,431 | $75.9 萬 | 0.10% | +99+0.5% | 加碼 |
| Cresset Asset Management, LLC | 19,290 | $75.3 萬 | 0.00% | +5,201+36.9% | 加碼 |
| Personal Cfo Solutions, LLC | 19,222 | $75.1 萬 | 0.11% | +174+0.9% | 加碼 |
| PDS Planning, Inc | 18,944 | $74.0 萬 | 0.05% | +422+2.3% | 加碼 |
| Pavaki Capital Management LLC | 19,000 | $73.0 萬 | 0.51% | +19,000 | 新進 |
| Verition Fund Management LLC | 18,328 | $71.6 萬 | 0.01% | +18,328 | 新進 |
| CenterStar Asset Management, LLC | 18,289 | $71.4 萬 | 0.69% | +18,289 | 新進 |
| Fred Alger Management, LLC | 18,087 | $70.7 萬 | 0.00% | −1,448−7.4% | 減碼 |
| Net Worth Advisory Group | 17,464 | $68.2 萬 | 0.14% | −431−2.4% | 減碼 |
| Climber Capital SA | 17,618 | $67.7 萬 | 0.44% | +17,618 | 新進 |
| Ascent Group, LLC | 17,237 | $67.3 萬 | 0.02% | +869+5.3% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 17,215 | $67.3 萬 | 0.04% | +1,684+10.8% | 加碼 |
| Viking Fund Management LLC | 17,000 | $66.4 萬 | 0.07% | +17,000 | 新進 |
| Concurrent Investment Advisors, LLC | 16,987 | $66.4 萬 | 0.01% | +1,904+12.6% | 加碼 |
| Impact Capital Partners LLC | 16,983 | $66.4 萬 | 0.20% | +230+1.4% | 加碼 |
| Resources Investment Advisors, LLC. | 16,861 | $65.9 萬 | 0.01% | −283−1.7% | 減碼 |
| HB Wealth Management, LLC | 16,630 | $65.0 萬 | 0.00% | +1,953+13.3% | 加碼 |
| Savant Capital, LLC | 16,597 | $64.8 萬 | 0.00% | +3,011+22.2% | 加碼 |
| Sax Wealth Advisors, LLC | 13,990 | $64.8 萬 | 0.03% | 00.0% | 不變 |
| Basecamp Wealth Advisors LLC | 16,352 | $63.9 萬 | 0.13% | −10.0% | 減碼 |
| Warren Averett Asset Management, LLC | 16,290 | $63.6 萬 | 0.00% | −58−0.4% | 減碼 |
| Parallel Advisors, LLC | 16,278 | $63.6 萬 | 0.01% | +632+4.0% | 加碼 |
| American Trust Investment Advisors, LLC | 16,260 | $63.5 萬 | 0.35% | +4,965+44.0% | 加碼 |
| Citizens Financial Group Inc | 16,230 | $63.4 萬 | 0.01% | −2,645−14.0% | 減碼 |
| XY Capital Ltd | 16,150 | $63.1 萬 | 0.69% | +16,150 | 新進 |
| New Vernon Capital Holdings II LLC | 16,086 | $62.8 萬 | 0.46% | −2,541−13.6% | 減碼 |
| Liberty One Investment Management, LLC | 15,872 | $62.0 萬 | 0.06% | +1,372+9.5% | 加碼 |
| Janney Montgomery Scott LLC | 15,056 | $58.8 萬 | 0.00% | +5,257+53.6% | 加碼 |
| Sagespring Wealth Partners, LLC | 15,040 | $58.8 萬 | 0.01% | −853−5.4% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,993 | $58.6 萬 | 0.01% | −891−5.6% | 減碼 |
| Klingenstein Fields & Co LP | 14,930 | $58.3 萬 | 0.02% | 00.0% | 不變 |
| Fideuram Asset Management (Ireland) dac | 18,438 | $58.1 萬 | 0.07% | +18,438 | 新進 |
| Sivia Capital Partners, LLC | 14,868 | $58.1 萬 | 0.11% | −7,338−33.0% | 減碼 |
| Bridgewater Advisors Inc. | 12,033 | $55.7 萬 | 0.03% | −2,172−15.3% | 減碼 |
| Sage Rhino Capital LLC | 14,244 | $55.7 萬 | 0.10% | +30+0.2% | 加碼 |
| Davenport & Co LLC | 14,243 | $55.6 萬 | 0.00% | +814+6.1% | 加碼 |
| Legacy Financial Advisors, Inc. | 14,222 | $55.6 萬 | 0.08% | +638+4.7% | 加碼 |
| Merit Financial Group, LLC | 13,924 | $54.4 萬 | 0.00% | +366+2.7% | 加碼 |
| swisspartners Advisors Ltd | 14,000 | $53.5 萬 | 0.34% | 00.0% | 不變 |
| Trust Point Inc. | 13,638 | $53.3 萬 | 0.05% | +2,218+19.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 13,506 | $52.8 萬 | 0.00% | +13,506 | 新進 |
| Summit Global Investments | 13,464 | $52.6 萬 | 0.03% | +7,199+114.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 13,293 | $51.9 萬 | 0.01% | −1,758−11.7% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 13,031 | $50.9 萬 | 0.05% | +521+4.2% | 加碼 |
| Beverly Hills Private Wealth, LLC | 12,955 | $50.6 萬 | 0.08% | −2,523−16.3% | 減碼 |
| Northside Capital Management, LLC | 12,823 | $50.1 萬 | 0.04% | −12,832−50.0% | 減碼 |
| Vigil Wealth Management, LLC | 12,700 | $49.6 萬 | 0.40% | +12,700 | 新進 |
| Quinn Opportunity Partners LLC | 12,617 | $49.3 萬 | 0.03% | 00.0% | 不變 |
| Centiva Capital, LP | 12,589 | $49.2 萬 | 0.02% | +12,589 | 新進 |
| Sciencast Management LP | 12,531 | $49.0 萬 | 0.06% | +12,531 | 新進 |
| Smartleaf Asset Management LLC | 13,286 | $48.7 萬 | 0.02% | +1,632+14.0% | 加碼 |
| Nilsine Partners, LLC | 11,553 | $48.7 萬 | 0.04% | +11,553 | 新進 |
| Spire Wealth Management | 12,270 | $47.9 萬 | 0.02% | −7−0.1% | 減碼 |
| Aprio Wealth Management, LLC | 12,146 | $47.5 萬 | 0.03% | +781+6.9% | 加碼 |
| Evelyn Partners Investment Management Services Ltd | 12,109 | $47.3 萬 | 0.06% | 00.0% | 不變 |
| FDx Advisors, Inc. | 12,031 | $47.0 萬 | 0.15% | +12,031 | 新進 |
| Leuthold Group, LLC | 11,983 | $46.8 萬 | 0.05% | −358−2.9% | 減碼 |
| 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 |
| My Portfolio Guide, LLC | 11,877 | $46.4 萬 | 0.26% | +11,877 | 新進 |