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 2 季 13F 持有人
UBS Group AG 在 2026/6/30 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
- 766
- 較 2026 年第 1 季 +88 家
- 持有股數
- 12.7 億
- 較 2026 年第 1 季 +1.24 億 (+10.8%)
- 總市值
- $628.8 億
- 較 2026 年第 1 季 +$185.7 億 (+41.9%)
- 新進機構
- 144
- 另有 279 家加碼
- 清倉機構
- 56
- 另有 225 家減碼
另有 11 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 13,650 | $67.7 萬 | 0.01% | +2,507+22.5% | 加碼 |
| Trust Point Inc. | 13,926 | $69.0 萬 | 0.06% | +288+2.1% | 加碼 |
| swisspartners Advisors Ltd | 14,000 | $69.4 萬 | 0.47% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 14,030 | $69.5 萬 | 0.11% | −214−1.5% | 減碼 |
| Cresset Asset Management, LLC | 14,098 | $69.9 萬 | 0.00% | −5,192−26.9% | 減碼 |
| Legacy Financial Advisors, Inc. | 14,196 | $70.4 萬 | 0.09% | −26−0.2% | 減碼 |
| Penserra Capital Management LLC | 14,756 | $73.0 萬 | 0.01% | +14,567+7,707.4% | 加碼 |
| Gateway Investment Advisers LLC | 14,763 | $73.2 萬 | 0.01% | +14,763 | 新進 |
| Oslo Pensjonsforsikring AS | 14,896 | $74.0 萬 | 0.09% | +14,896 | 新進 |
| Klingenstein Fields & Co LP | 14,930 | $74.0 萬 | 0.03% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,975 | $74.2 萬 | 0.01% | −18−0.1% | 減碼 |
| Liberty One Investment Management, LLC | 14,981 | $74.2 萬 | 0.07% | −891−5.6% | 減碼 |
| Winning Points Advisors, LLC | 30,688 | $77.7 萬 | 1.02% | −9,037−22.7% | 減碼 |
| New Vernon Capital Holdings II LLC | 16,086 | $79.7 萬 | 0.44% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 16,144 | $80.0 萬 | 0.01% | +1,104+7.3% | 加碼 |
| Merit Financial Group, LLC | 16,166 | $80.1 萬 | 0.00% | +2,242+16.1% | 加碼 |
| American Trust Investment Advisors, LLC | 16,260 | $80.6 萬 | 0.40% | 00.0% | 不變 |
| Basecamp Wealth Advisors LLC | 16,333 | $80.9 萬 | 0.15% | −19−0.1% | 減碼 |
| Flputnam Investment Management Co | 16,362 | $81.1 萬 | 0.01% | −3,100−15.9% | 減碼 |
| Citizens Financial Group Inc | 16,524 | $81.9 萬 | 0.01% | +294+1.8% | 加碼 |
| Ascent Group, LLC | 16,580 | $82.2 萬 | 0.02% | −657−3.8% | 減碼 |
| NFJ Investment Group, LLC | 20,596 | $82.7 萬 | 0.03% | +20,596 | 新進 |
| Impact Capital Partners LLC | 17,006 | $84.3 萬 | 0.23% | +23+0.1% | 加碼 |
| Warren Averett Asset Management, LLC | 17,093 | $84.7 萬 | 0.00% | +803+4.9% | 加碼 |
| Net Worth Advisory Group | 17,947 | $88.9 萬 | 0.22% | +483+2.8% | 加碼 |
| Abacus Wealth Partners, LLC | 18,122 | $89.8 萬 | 0.09% | −19,247−51.5% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 18,787 | $93.1 萬 | 0.05% | +1,572+9.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 18,989 | $94.1 萬 | 0.01% | −1,962−9.4% | 減碼 |
| Pavaki Capital Management LLC | 19,000 | $94.2 萬 | 0.54% | 00.0% | 不變 |
| HB Wealth Management, LLC | 19,096 | $94.6 萬 | 0.01% | +2,466+14.8% | 加碼 |
| Personal Cfo Solutions, LLC | 19,488 | $96.6 萬 | 0.14% | +266+1.4% | 加碼 |
| Themes Management Co LLC | 19,708 | $97.7 萬 | 0.65% | −5,952−23.2% | 減碼 |
| Centennial Bank | 19,871 | $98.5 萬 | 0.32% | −56−0.3% | 減碼 |
| PDS Planning, Inc | 20,470 | $101.4 萬 | 0.06% | +1,526+8.1% | 加碼 |
| Venturi Wealth Management, LLC | 20,559 | $101.9 萬 | 0.04% | +1,057+5.4% | 加碼 |
| Resources Investment Advisors, LLC. | 21,071 | $104.4 萬 | 0.01% | +4,210+25.0% | 加碼 |
| Massachusetts Wealth Management | 21,080 | $104.5 萬 | 0.40% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 21,270 | $105.4 萬 | 0.05% | +1,368+6.9% | 加碼 |
| Syon Capital LLC | 21,313 | $105.6 萬 | 0.05% | +66+0.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 21,721 | $107.7 萬 | 0.00% | −279−1.3% | 減碼 |
| HSBC Holdings PLC | 22,025 | $109.2 萬 | 0.00% | −40,864−65.0% | 減碼 |
| Parallel Advisors, LLC | 22,046 | $109.3 萬 | 0.02% | +5,768+35.4% | 加碼 |
| United Capital Financial Advisers, LLC | 22,252 | $110.3 萬 | 0.01% | +276+1.3% | 加碼 |
| U S Global Investors Inc | 22,300 | $110.5 萬 | 0.11% | −5,500−19.8% | 減碼 |
| Ronald Blue Trust, Inc. | 22,424 | $111.1 萬 | 0.01% | −1,434−6.0% | 減碼 |
| Main Street Financial Solutions, LLC | 22,669 | $112.3 萬 | 0.07% | −126−0.6% | 減碼 |
| Solstein Capital, LLC | 22,647 | $112.4 萬 | 0.38% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 22,796 | $113.0 萬 | 0.12% | +2,094+10.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 22,806 | $113.0 萬 | 0.01% | +5,819+34.3% | 加碼 |
| Brown Brothers Harriman & Co | 22,842 | $113.2 萬 | 0.00% | −17,262−43.0% | 減碼 |
| Storgate, LLC | 23,334 | $115.6 萬 | 0.24% | +15,080+182.7% | 加碼 |
| Pinnacle Associates Ltd | 23,342 | $115.7 萬 | 0.01% | −1,136−4.6% | 減碼 |
| Versant Capital Management, Inc | 23,532 | $116.6 萬 | 0.10% | +1,400+6.3% | 加碼 |
| Qtron Investments LLC | 23,519 | $116.8 萬 | 0.16% | +431+1.9% | 加碼 |
| JFS Wealth Advisors, LLC | 23,592 | $116.9 萬 | 0.06% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 23,818 | $118.1 萬 | 0.07% | −128−0.5% | 減碼 |
| Checchi Capital Advisers, LLC | 23,905 | $118.5 萬 | 0.08% | −666−2.7% | 減碼 |
| Gryphon Financial Partners LLC | 24,481 | $121.3 萬 | 0.11% | +3,035+14.2% | 加碼 |
| Jain Global LLC | 24,585 | $121.8 萬 | 0.01% | +24,585 | 新進 |
| Antipodes Partners Ltd | 24,604 | $122.2 萬 | 0.02% | −562,450−95.8% | 減碼 |
| Connable Office Inc | 24,733 | $122.6 萬 | 0.11% | −410−1.6% | 減碼 |
| Farther Finance Advisors, LLC | 24,910 | $123.4 萬 | 0.01% | −2,574−9.4% | 減碼 |
| GeoWealth Management, LLC | 25,132 | $124.6 萬 | 0.04% | −742−2.9% | 減碼 |
| Simplex Trading, LLC | 25,447 | $126.1 萬 | 0.03% | −96,871−79.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 25,496 | $126.4 萬 | 0.01% | −43,874−63.2% | 減碼 |
| Henshaw Capital LLC | 25,815 | $127.9 萬 | 0.04% | 00.0% | 不變 |
| Indivisible Partners | 25,999 | $128.9 萬 | 0.07% | +15,591+149.8% | 加碼 |
| Global Retirement Partners, LLC | 26,424 | $131.0 萬 | 0.02% | +26,424 | 新進 |
| Generali Investments CEE, investicni spolecnost, a.s. | 26,684 | $132.3 萬 | 0.06% | −2,182−7.6% | 減碼 |
| J.Safra Asset Management Corp | 26,778 | $132.7 萬 | 0.06% | +17,438+186.7% | 加碼 |
| Morningstar Investment Management LLC | 34,188 | $133.3 萬 | 0.08% | 00.0% | 不變 |
| Intesa Sanpaolo Wealth Management | 27,095 | $134.1 萬 | 0.27% | +4,559+20.2% | 加碼 |
| Future Fund LLC | 27,784 | $137.7 萬 | 0.39% | +354+1.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 28,825 | $142.9 萬 | 0.01% | +17,913+164.2% | 加碼 |
| FCG Investment Co | 29,563 | $146.5 萬 | 0.51% | +29,563 | 新進 |
| Clearstead Advisors, LLC | 30,424 | $150.8 萬 | 0.01% | −14,825−32.8% | 減碼 |
| Chicago Trust Co NA | 30,541 | $151.4 萬 | 0.22% | +8,204+36.7% | 加碼 |
| Coldstream Capital Management Inc | 30,650 | $151.9 萬 | 0.02% | +2,158+7.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 30,898 | $153.1 萬 | 0.01% | +5,306+20.7% | 加碼 |
| Cullen/Frost Bankers, Inc. | 30,990 | $153.6 萬 | 0.02% | −479−1.5% | 減碼 |
| Greenleaf Trust | 31,467 | $156.0 萬 | 0.02% | +421+1.4% | 加碼 |
| Bailard, Inc. | 31,504 | $156.1 萬 | 0.03% | +1,223+4.0% | 加碼 |
| Legacy Capital Group California, Inc. | 31,602 | $156.6 萬 | 0.47% | −200−0.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 31,817 | $157.7 萬 | 0.02% | +18,524+139.4% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,990 | $168.5 萬 | 0.02% | −1,240−3.5% | 減碼 |
| Advisors Capital Management, LLC | 34,052 | $168.8 萬 | 0.02% | −35,904−51.3% | 減碼 |
| Gabelli Funds LLC | 34,200 | $169.5 萬 | 0.01% | +450+1.3% | 加碼 |
| Snowden Capital Advisors LLC | 34,627 | $171.6 萬 | 0.04% | +628+1.8% | 加碼 |
| Barometer Capital Management Inc. | 35,100 | $174.0 萬 | 0.48% | +2,300+7.0% | 加碼 |
| Kovitz Investment Group Partners, LLC | 35,588 | $176.4 萬 | 0.04% | −1,226−3.3% | 減碼 |
| Summit Trail Advisors, LLC | 35,720 | $177.0 萬 | 0.02% | +2,695+8.2% | 加碼 |
| Advisors Asset Management, Inc. | 35,985 | $178.3 萬 | 0.03% | −9,333−20.6% | 減碼 |
| Baker Ellis Asset Management LLC | 36,350 | $180.2 萬 | 0.19% | −900−2.4% | 減碼 |
| National Bank of Canada | 35,334 | $181.8 萬 | 0.00% | +1,583+4.7% | 加碼 |
| Vise Technologies, Inc. | 37,564 | $186.2 萬 | 0.02% | −11,347−23.2% | 減碼 |
| Parallax Volatility Advisers, L.P. | 38,767 | $192.1 萬 | 0.07% | +16,660+75.4% | 加碼 |
| Kathmere Capital Management, LLC | 39,599 | $196.3 萬 | 0.10% | +2,794+7.6% | 加碼 |
| Rhumbline Advisers | 39,664 | $196.6 萬 | 0.00% | +67+0.2% | 加碼 |
| Ballentine Partners, LLC | 40,224 | $199.4 萬 | 0.02% | +928+2.4% | 加碼 |
| Cullinan Associates Inc | 40,407 | $200.3 萬 | 0.15% | 00.0% | 不變 |