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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 767 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 2 季與 2026 年第 1 季比較

持有 UBS Group AG 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

UBS 的 13F 持有人：2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數68911767+89
股數11.5 億531.1 萬12.7 億+1.24 億 (+10.8%)
市值$445.1 億$2.03 億$628.8 億+$185.8 億 (+41.9%)

11 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（145 家）

2026 年第 2 季季末持有 UBS Group AG、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 145 家。

2026 年第 2 季新進 UBS 的機構
機構股數市值佔組合 %
Norges Bank95,849,980$47.5 億0.47%
Jupiter Topco LLC7,482,210$3.72 億0.15%
Dimensional Fund Advisors LP4,893,948$2.43 億0.04%
Viking Global Investors LP大師維京全球投資2,435,805$1.21 億0.34%
1832 Asset Management L.P.1,697,000$8,410 萬0.10%
DJE Kapital AG983,564$4,895 萬0.92%
Van Eck Associates Corp179,747$890.8 萬0.01%
Toroso Investments, LLC167,457$829.9 萬0.02%
Marshall Wace, LLP155,130$770.4 萬0.01%
Dixon Mitchell Investment Counsel Inc.146,000$723.6 萬0.24%
Mizuho Markets Cayman LP129,919$643.9 萬0.24%
Lord, Abbett & Co. LLC108,318$537.0 萬0.02%
Polymer Capital Management (HK) LTD78,801$390.5 萬0.40%
Evelyn Partners Group Ltd40,992$203.1 萬0.04%
FCG Investment Co29,563$146.5 萬0.51%
Global Retirement Partners, LLC26,424$131.0 萬0.02%
Jain Global LLC24,585$121.8 萬0.01%
NFJ Investment Group, LLC20,596$82.7 萬0.03%
REYL & Cie S.A.20,465$78.6 萬0.91%
Oslo Pensjonsforsikring AS14,896$74.0 萬0.09%
Gateway Investment Advisers LLC14,763$73.2 萬0.01%
Diversify Advisory Services, LLC11,559$60.7 萬0.01%
Axxion S.A.12,134$60.2 萬0.04%
We Are One Seven, LLC12,074$59.8 萬0.01%
Benjamin Edwards Inc10,744$53.2 萬0.00%
Oakmont Investment Advisors, Inc.10,370$51.4 萬0.36%
Hirtle Callaghan & Co LLC9,986$49.5 萬0.02%
Caitong International Asset Management Co., Ltd9,476$47.0 萬0.06%
LVW Advisors, LLC8,815$43.7 萬0.04%
Fullerton Fund Management Co Ltd.7,327$36.4 萬0.02%
Natural Investments, LLC7,171$35.5 萬0.08%
55 North Private Wealth, LLC7,162$35.5 萬0.07%
Dynamic Technology Lab Private Ltd7,054$35.0 萬0.08%
Marks Group Wealth Management, Inc6,941$34.4 萬0.03%
AE Wealth Management LLC6,666$33.0 萬0.00%
Keel Point, LLC6,613$32.8 萬0.02%
Riversedge Advisors, LLC6,531$32.4 萬0.04%
Titleist Asset Management, LLC6,501$32.2 萬0.02%
Facet Wealth, Inc.6,476$32.1 萬0.00%
Foster Group, Inc.6,458$32.0 萬0.01%
Buckingham Strategic Partners6,199$30.7 萬0.00%
Simplicity Wealth,LLC6,164$30.5 萬0.01%
Savvy Advisors, Inc.6,059$30.0 萬0.01%
Portside Wealth Group, LLC6,054$30.0 萬0.04%
King Luther Capital Management Corp5,923$29.4 萬0.00%
Venture Visionary Partners LLC5,827$28.9 萬0.01%
Aspen Grove Capital, LLC5,798$28.7 萬0.04%
Focus Financial Network, Inc.5,720$28.3 萬0.01%
OneAscent Family Office, LLC5,691$28.2 萬0.14%
Welch & Forbes LLC5,660$28.1 萬0.00%
Oppenheimer & Co Inc5,588$27.7 萬0.00%
Apollon Wealth Management, LLC5,411$26.8 萬0.00%
Permanens Capital L.P.5,399$26.8 萬0.03%
denkapparat Operations GmbH5,388$26.7 萬0.09%
Interchange Capital Partners, LLC5,258$26.1 萬0.05%
Ausdal Financial Partners, Inc.5,211$25.8 萬0.01%
Wealth Alliance5,181$25.7 萬0.02%
Financial Engines Advisors L.L.C.5,132$25.4 萬0.00%
Capula Management Ltd5,032$24.9 萬0.00%
Tranquilli Financial Advisor LLC5,008$24.8 萬0.13%
Inspire Advisors, LLC5,003$24.8 萬0.02%
Madson Wealth Advisors Inc5,000$24.8 萬0.17%
Sym Financial Corp4,982$24.7 萬0.02%
Sowell Financial Services LLC4,965$24.6 萬0.01%
Capital Investment Advisors, LLC4,879$24.2 萬0.00%
Seeds Investor LLC4,875$24.2 萬0.02%
TCG Advisory Services, LLC4,863$24.1 萬0.00%
Choate Investment Advisors4,854$24.1 萬0.00%
Dynamic Advisor Solutions LLC4,830$23.9 萬0.01%
Macquarie Group Ltd4,823$23.9 萬0.00%
Granville Capital, Inc.4,803$23.8 萬0.11%
GDS Wealth Management4,741$23.5 萬0.01%
S Harris Financial Group, LLC4,700$23.3 萬0.18%
RMB Capital Management, LLC4,679$23.2 萬0.00%
Convergence Financial, LLC4,660$23.1 萬0.02%
Crestwood Advisors Group LLC4,651$23.0 萬0.00%
PFG Investments, LLC4,637$23.0 萬0.01%
Intrust Bank NA4,603$22.8 萬0.02%
J.W. Cole Advisors, Inc.4,588$22.7 萬0.00%
American Trust4,502$22.3 萬0.02%
Warren Street Wealth Advisors, LLC4,440$22.0 萬0.05%
Shelton Capital Management4,435$22.0 萬0.00%
Westwood Holdings Group Inc.4,412$21.9 萬0.00%
Klingman & Associates, LLC4,393$21.8 萬0.01%
JGP Wealth Management, LLC4,376$21.7 萬0.02%
Stonebrook Private Inc.4,314$21.4 萬0.04%
Moneta Group Investment Advisors LLC4,313$21.4 萬0.00%
Verdence Capital Advisors LLC4,271$21.2 萬0.01%
Fiduciary Financial Group, LLC4,252$21.1 萬0.02%
Stronghold Wealth Management L.L.C.4,183$20.7 萬0.28%
Pure Financial Advisors, Inc.4,159$20.6 萬0.00%
Wedbush Securities Inc4,072$20.2 萬0.01%
Campbell Deegan Wealth Management, LLC4,064$20.1 萬0.14%
STG Securities, LLC4,056$20.1 萬0.22%
Asset Advisory Group, Inc.4,045$20.0 萬0.09%
Ameritas Advisory Services, LLC3,525$17.5 萬0.00%
Tiaa-Cref Individual & Institutional Services, LLC3,232$16.0 萬0.00%
TIAA Wealth Investment Management LLC2,616$13.0 萬0.00%
Cary Street Partners Financial LLC2,436$12.1 萬0.00%
Cary Street Partner Investment Advisory LLC2,354$11.7 萬0.02%

清倉機構（56 家）

2026 年第 1 季季末持有 UBS Group AG、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 UBS 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Renaissance Technologies LLC686,991$2,684 萬
Gemsstock Limited630,741$2,424 萬
Point72 Asset Management, L.P.581,139$2,271 萬
PBU - The Pension Fund of Early Childhood & Youth Educators490,514$1,876 萬
Chilton Investment Co LLC285,184$1,114 萬
Victory Capital Management Inc294,057$903.6 萬
Walleye Capital LLC199,385$779.0 萬
Alberta Investment Management Corp142,510$547.8 萬
Balyasny Asset Management LLC123,796$483.7 萬
Karl Kapital LLC88,866$347.2 萬
Walleye Trading LLC81,498$318.4 萬
Old Mission Capital LLC74,367$303.8 萬
Trivant Custom Portfolio Group, LLC64,462$251.9 萬
South Shore Capital Advisors56,737$217.0 萬
Aquatic Capital Management LLC37,276$145.6 萬
Fox Run Management, L.L.C.27,520$100.9 萬
University of Texas/Texas Am Investment Managment Co25,629$100.1 萬
SkyView Investment Advisors, LLC19,431$75.9 萬
Verition Fund Management LLC18,328$71.6 萬
CenterStar Asset Management, LLC18,289$71.4 萬
Climber Capital SA17,618$67.7 萬
XY Capital Ltd16,150$63.1 萬
Beacon Pointe Advisors, LLC13,506$52.8 萬
Northside Capital Management, LLC12,823$50.1 萬
Quinn Opportunity Partners LLC12,617$49.3 萬
Centiva Capital, LP12,589$49.2 萬
Sciencast Management LP12,531$49.0 萬
Root Financial Partners, LLC11,583$45.3 萬
SG Americas Securities, LLC9,200$35.9 萬
Brown Advisory Inc8,294$32.4 萬
CTC Alternative Strategies, Ltd.8,208$31.5 萬
Evoke Wealth, LLC7,806$30.5 萬
BTG Pactual Asset Management US LLC6,972$26.8 萬
111 Capital6,018$23.1 萬
a16z Perennial Management, L.P.5,648$22.1 萬
Prospera Financial Services Inc5,545$21.7 萬
FLC Capital Advisors5,468$21.4 萬
MQS Management LLC5,141$20.1 萬
Opal Wealth Advisors, LLC2,506$9.79 萬
Sound Income Strategies, LLC1,378$5.48 萬
Twin Peaks Wealth Advisors, LLC1,237$4.83 萬
Addison Advisors LLC711$2.78 萬
Union Savings Bank410$1.60 萬
Innovative Asset Advisors Group, LLC360$1.41 萬
RWM Asset Management, LLC315$1.23 萬
True Link Financial Advisors, LLC216$8,439
Westend Capital Management, LLC191$7,462
Albion Financial Group188$7,346
Harbor Asset Planning, Inc.133$5,196
Bank of Jackson Hole Trust100$4,143
Key Capital Management, INC103$4,024
Intentional Wealth Strategies, LLC70$2,735
Golden State Equity Partners60$2,344
MBM Wealth Consultants, LLC56$2,188
Toth Financial Advisory Corp3$118
Lloyd Advisory Services, LLC.1$27

尚未申報 2026 年第 2 季的機構（11 家）

2026 年第 1 季季末持有 UBS Group AG、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2026 年第 1 季持有 UBS、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Janus Henderson Group PLC5,193,433$1.99 億
Skopos Labs, Inc.29,114$113.7 萬
Evelyn Partners Investment Management LLP28,866$112.8 萬
U.S. Capital Wealth Advisors, LLC19,945$77.9 萬
Evelyn Partners Investment Management Services Ltd12,109$47.3 萬
My Portfolio Guide, LLC11,877$46.4 萬
CWM, LLC11,249$43.9 萬
Anfield Capital Management, LLC3,034$11.9 萬
McIlrath & Eck, LLC991$3.87 萬
Sofos Investments, Inc.340$1.33 萬
Sunbelt Securities, Inc.151$5,900