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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 4,313 | $21.4 萬 | 0.00% | +4,313 | 新進 |
| Stonebrook Private Inc. | 4,314 | $21.4 萬 | 0.04% | +4,314 | 新進 |
| JGP Wealth Management, LLC | 4,376 | $21.7 萬 | 0.02% | +4,376 | 新進 |
| Klingman & Associates, LLC | 4,393 | $21.8 萬 | 0.01% | +4,393 | 新進 |
| Westwood Holdings Group Inc. | 4,412 | $21.9 萬 | 0.00% | +4,412 | 新進 |
| Shelton Capital Management | 4,435 | $22.0 萬 | 0.00% | +4,435 | 新進 |
| Hilltop National Bank | 4,436 | $22.0 萬 | 0.05% | −413−8.5% | 減碼 |
| Warren Street Wealth Advisors, LLC | 4,440 | $22.0 萬 | 0.05% | +4,440 | 新進 |
| Massmutual Trust Co FSB | 4,490 | $22.3 萬 | 0.01% | −728−14.0% | 減碼 |
| American Trust | 4,502 | $22.3 萬 | 0.02% | +4,502 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 4,569 | $22.6 萬 | 0.00% | −27,413−85.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 4,588 | $22.7 萬 | 0.00% | +4,588 | 新進 |
| Park National Corp | 4,595 | $22.8 萬 | 0.01% | −683−12.9% | 減碼 |
| Intrust Bank NA | 4,603 | $22.8 萬 | 0.02% | +4,603 | 新進 |
| PFG Investments, LLC | 4,637 | $23.0 萬 | 0.01% | +4,637 | 新進 |
| Crestwood Advisors Group LLC | 4,651 | $23.0 萬 | 0.00% | +4,651 | 新進 |
| Convergence Financial, LLC | 4,660 | $23.1 萬 | 0.02% | +4,660 | 新進 |
| RMB Capital Management, LLC | 4,679 | $23.2 萬 | 0.00% | +4,679 | 新進 |
| S Harris Financial Group, LLC | 4,700 | $23.3 萬 | 0.18% | +4,700 | 新進 |
| GDS Wealth Management | 4,741 | $23.5 萬 | 0.01% | +4,741 | 新進 |
| Independence Bank of Kentucky | 4,766 | $23.6 萬 | 0.03% | 00.0% | 不變 |
| Granville Capital, Inc. | 4,803 | $23.8 萬 | 0.11% | +4,803 | 新進 |
| Macquarie Group Ltd | 4,823 | $23.9 萬 | 0.00% | +4,823 | 新進 |
| Dynamic Advisor Solutions LLC | 4,830 | $23.9 萬 | 0.01% | +4,830 | 新進 |
| Choate Investment Advisors | 4,854 | $24.1 萬 | 0.00% | +4,854 | 新進 |
| TCG Advisory Services, LLC | 4,863 | $24.1 萬 | 0.00% | +4,863 | 新進 |
| Cheviot Value Management, LLC | 4,869 | $24.1 萬 | 0.02% | −250−4.9% | 減碼 |
| Seeds Investor LLC | 4,875 | $24.2 萬 | 0.02% | +4,875 | 新進 |
| Capital Investment Advisors, LLC | 4,879 | $24.2 萬 | 0.00% | +4,879 | 新進 |
| Financial Perspectives, Inc | 4,894 | $24.3 萬 | 0.06% | 00.0% | 不變 |
| Sowell Financial Services LLC | 4,965 | $24.6 萬 | 0.01% | +4,965 | 新進 |
| OneAscent Financial Services LLC | 4,979 | $24.7 萬 | 0.01% | −859−14.7% | 減碼 |
| Sym Financial Corp | 4,982 | $24.7 萬 | 0.02% | +4,982 | 新進 |
| Madson Wealth Advisors Inc | 5,000 | $24.8 萬 | 0.17% | +5,000 | 新進 |
| Inspire Advisors, LLC | 5,003 | $24.8 萬 | 0.02% | +5,003 | 新進 |
| Tranquilli Financial Advisor LLC | 5,008 | $24.8 萬 | 0.13% | +5,008 | 新進 |
| Syverson Strege & Co | 5,021 | $24.9 萬 | 0.05% | −328−6.1% | 減碼 |
| Capula Management Ltd | 5,032 | $24.9 萬 | 0.00% | +5,032 | 新進 |
| BNP Paribas Arbitrage, SA | 5,082 | $25.2 萬 | 0.00% | −257,101−98.1% | 減碼 |
| Advisory Services Network, LLC | 5,121 | $25.4 萬 | 0.00% | −243−4.5% | 減碼 |
| Financial Engines Advisors L.L.C. | 5,132 | $25.4 萬 | 0.00% | +5,132 | 新進 |
| Wealth Alliance | 5,181 | $25.7 萬 | 0.02% | +5,181 | 新進 |
| Ausdal Financial Partners, Inc. | 5,211 | $25.8 萬 | 0.01% | +5,211 | 新進 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,225 | $25.9 萬 | 0.07% | −475−8.3% | 減碼 |
| Interchange Capital Partners, LLC | 5,258 | $26.1 萬 | 0.05% | +5,258 | 新進 |
| Texas Capital Bank Wealth Management Services Inc | 5,281 | $26.2 萬 | 0.01% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 5,353 | $26.5 萬 | 0.03% | +71+1.3% | 加碼 |
| denkapparat Operations GmbH | 5,388 | $26.7 萬 | 0.09% | +5,388 | 新進 |
| Permanens Capital L.P. | 5,399 | $26.8 萬 | 0.03% | +5,399 | 新進 |
| Apollon Wealth Management, LLC | 5,411 | $26.8 萬 | 0.00% | +5,411 | 新進 |
| Pensionmark Financial Group, LLC | 6,750 | $27.1 萬 | 0.00% | −1,386−17.0% | 減碼 |
| Cozad Asset Management Inc | 5,463 | $27.1 萬 | 0.02% | +75+1.4% | 加碼 |
| Brucke Financial, Inc. | 5,503 | $27.3 萬 | 0.12% | −74−1.3% | 減碼 |
| PCM Encore, LLC | 5,508 | $27.3 萬 | 0.05% | +226+4.3% | 加碼 |
| Prime Capital Investment Advisors, LLC | 5,584 | $27.7 萬 | 0.00% | −463−7.7% | 減碼 |
| Oppenheimer & Co Inc | 5,588 | $27.7 萬 | 0.00% | +5,588 | 新進 |
| Ashton Thomas Private Wealth, LLC | 5,642 | $28.0 萬 | 0.01% | +48+0.9% | 加碼 |
| Aire Advisors, LLC | 5,647 | $28.0 萬 | 0.05% | 00.0% | 不變 |
| Integrity Financial Corp | 5,655 | $28.0 萬 | 0.13% | 00.0% | 不變 |
| Welch & Forbes LLC | 5,660 | $28.1 萬 | 0.00% | +5,660 | 新進 |
| Arkadios Wealth Advisors | 5,688 | $28.2 萬 | 0.00% | −4,988−46.7% | 減碼 |
| OneAscent Family Office, LLC | 5,691 | $28.2 萬 | 0.14% | +5,691 | 新進 |
| Harbour Investments, Inc. | 5,704 | $28.3 萬 | 0.00% | +118+2.1% | 加碼 |
| Focus Financial Network, Inc. | 5,720 | $28.3 萬 | 0.01% | +5,720 | 新進 |
| MONECO Advisors, LLC | 5,722 | $28.4 萬 | 0.02% | +395+7.4% | 加碼 |
| Pictet Bank & Trust Ltd | 5,758 | $28.6 萬 | 0.31% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 5,798 | $28.7 萬 | 0.04% | +5,798 | 新進 |
| Venture Visionary Partners LLC | 5,827 | $28.9 萬 | 0.01% | +5,827 | 新進 |
| PEAK6 LLC | 5,904 | $29.3 萬 | 0.01% | −141,320−96.0% | 減碼 |
| King Luther Capital Management Corp | 5,923 | $29.4 萬 | 0.00% | +5,923 | 新進 |
| Simmons Bank | 5,949 | $29.5 萬 | 0.02% | −450−7.0% | 減碼 |
| Soltis Investment Advisors LLC | 5,976 | $29.6 萬 | 0.02% | −238−3.8% | 減碼 |
| EJMK Ventures LLC | 5,979 | $29.6 萬 | 0.13% | −2,476−29.3% | 減碼 |
| Integrated Investment Consultants, LLC | 5,981 | $29.6 萬 | 0.06% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 6,021 | $29.8 萬 | 0.00% | 00.0% | 不變 |
| Greykasell Wealth Strategies, Inc. | 6,044 | $30.0 萬 | 0.11% | 00.0% | 不變 |
| SCS Capital Management LLC | 6,045 | $30.0 萬 | 0.00% | +214+3.7% | 加碼 |
| Jackson Thornton Asset Management, LLC | 6,054 | $30.0 萬 | 0.02% | +770+14.6% | 加碼 |
| Portside Wealth Group, LLC | 6,054 | $30.0 萬 | 0.04% | +6,054 | 新進 |
| Savvy Advisors, Inc. | 6,059 | $30.0 萬 | 0.01% | +6,059 | 新進 |
| Granite Group Advisors, LLC | 6,104 | $30.3 萬 | 0.18% | 00.0% | 不變 |
| Sunpointe, LLC | 6,144 | $30.4 萬 | 0.09% | 00.0% | 不變 |
| First City Capital Management, Inc. | 6,158 | $30.5 萬 | 0.15% | −306−4.7% | 減碼 |
| Simplicity Wealth,LLC | 6,164 | $30.5 萬 | 0.01% | +6,164 | 新進 |
| Buckingham Strategic Partners | 6,199 | $30.7 萬 | 0.00% | +6,199 | 新進 |
| Hilltop Holdings Inc. | 6,363 | $31.5 萬 | 0.03% | +30.0% | 加碼 |
| Evolve Private Wealth, LLC | 6,415 | $31.8 萬 | 0.02% | −1,246−16.3% | 減碼 |
| Foster Group, Inc. | 6,458 | $32.0 萬 | 0.01% | +6,458 | 新進 |
| Facet Wealth, Inc. | 6,476 | $32.1 萬 | 0.00% | +6,476 | 新進 |
| Centurion Wealth Management LLC | 6,500 | $32.2 萬 | 0.08% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 6,501 | $32.2 萬 | 0.02% | +6,501 | 新進 |
| Riversedge Advisors, LLC | 6,531 | $32.4 萬 | 0.04% | +6,531 | 新進 |
| Keel Point, LLC | 6,613 | $32.8 萬 | 0.02% | +6,613 | 新進 |
| Angeles Wealth Management, LLC | 6,622 | $32.8 萬 | 0.02% | +381+6.1% | 加碼 |
| Havemeyer Place LP | 6,637 | $32.9 萬 | 0.03% | −32,579−83.1% | 減碼 |
| AE Wealth Management LLC | 6,666 | $33.0 萬 | 0.00% | +6,666 | 新進 |
| Columbia Asset Management | 6,798 | $33.7 萬 | 0.06% | −200−2.9% | 減碼 |
| Brown Financial Advisors | 6,844 | $33.9 萬 | 0.12% | −137−2.0% | 減碼 |
| Athena Wealth Management, LLC | 6,908 | $34.2 萬 | 0.25% | +644+10.3% | 加碼 |
| Marks Group Wealth Management, Inc | 6,941 | $34.4 萬 | 0.03% | +6,941 | 新進 |