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 |
|---|---|---|---|---|---|
| GAM Holding AG | 762,272 | $3,786 萬 | 2.90% | +59,509+8.5% | 加碼 |
| Quantinno Capital Management LP | 754,276 | $3,738 萬 | 0.04% | +135,593+21.9% | 加碼 |
| Jane Street Group, LLC | 746,183 | $3,698 萬 | 0.02% | −2,204,186−74.7% | 減碼 |
| Mackenzie Financial Corp | 884,672 | $3,544 萬 | 0.04% | +169,778+23.7% | 加碼 |
| Channing Global Advisors, LLC | 672,402 | $3,339 萬 | 17.28% | −12,381−1.8% | 減碼 |
| Charles Schwab Investment Management Inc | 657,655 | $3,259 萬 | 0.00% | +125,785+23.6% | 加碼 |
| Systrade AG | 627,300 | $3,109 萬 | 19.46% | 00.0% | 不變 |
| Levin Capital Strategies, L.P. | 624,785 | $3,096 萬 | 2.08% | −8,702−1.4% | 減碼 |
| Edmond de Rothschild Holding S.A. | 615,773 | $3,047 萬 | 0.40% | −37,043−5.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 583,637 | $2,893 萬 | 0.02% | −734,317−55.7% | 減碼 |
| Stifel Financial Corp | 580,682 | $2,878 萬 | 0.02% | +20,035+3.6% | 加碼 |
| Fiera Capital Corp | 574,968 | $2,850 萬 | 0.10% | +3,024+0.5% | 加碼 |
| Maryland State Retirement & Pension System | 572,521 | $2,837 萬 | 0.49% | +216,972+61.0% | 加碼 |
| Baker Avenue Asset Management, LP | 524,274 | $2,598 萬 | 0.49% | +14,701+2.9% | 加碼 |
| USS Investment Management Ltd | 521,574 | $2,585 萬 | 0.10% | −310−0.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 504,607 | $2,501 萬 | 0.12% | +40,082+8.6% | 加碼 |
| Two Sigma Investments, LP | 475,312 | $2,356 萬 | 0.02% | +62,657+15.2% | 加碼 |
| Creative Planning | 456,481 | $2,262 萬 | 0.01% | +76,545+20.1% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 426,112 | $2,116 萬 | 0.16% | +11,238+2.7% | 加碼 |
| Voya Investment Management LLC | 425,511 | $2,113 萬 | 0.02% | +23,942+6.0% | 加碼 |
| Haven Global Partners, LLC | 423,016 | $2,101 萬 | 16.10% | −235,592−35.8% | 減碼 |
| Neuberger Berman Group LLC | 416,384 | $2,067 萬 | 0.01% | +121,027+41.0% | 加碼 |
| Lazard Asset Management LLC | 386,657 | $1,916 萬 | 0.03% | +16,213+4.4% | 加碼 |
| Great Lakes Advisors, LLC | 376,522 | $1,866 萬 | 0.14% | +10,358+2.8% | 加碼 |
| LGT Fund Management Co Ltd. | 376,123 | $1,864 萬 | 0.78% | −39,389−9.5% | 減碼 |
| Worldquant Millennium Advisors LLC | 374,138 | $1,854 萬 | 0.06% | −113,826−23.3% | 減碼 |
| Pictet North America Advisors SA | 369,357 | $1,834 萬 | 1.62% | −498−0.1% | 減碼 |
| Gardner Lewis Asset Management L P | 363,525 | $1,802 萬 | 4.01% | 00.0% | 不變 |
| Gator Capital Management, LLC | 346,600 | $1,718 萬 | 3.70% | −33,640−8.8% | 減碼 |
| RBF Capital, LLC | 340,000 | $1,685 萬 | 0.71% | 00.0% | 不變 |
| Citadel Advisors LLC | 336,523 | $1,668 萬 | 0.01% | −340,539−50.3% | 減碼 |
| Prudential PLC | 326,475 | $1,618 萬 | 0.11% | +3,445+1.1% | 加碼 |
| CIBC World Markets Inc. | 325,720 | $1,615 萬 | 0.03% | −12,133−3.6% | 減碼 |
| LPL Financial LLC | 325,540 | $1,613 萬 | 0.00% | +25,703+8.6% | 加碼 |
| Baader Bank INC | 321,846 | $1,595 萬 | 1.30% | 00.0% | 不變 |
| MetLife Investment Management | 311,934 | $1,548 萬 | 0.07% | +11,691+3.9% | 加碼 |
| Andra AP-fonden | 366,087 | $1,467 萬 | 0.17% | −76,032−17.2% | 減碼 |
| Groupama Asset Managment | 350,855 | $1,405 萬 | 0.18% | +62,737+21.8% | 加碼 |
| Contravisory Investment Management, Inc. | 276,622 | $1,371 萬 | 2.42% | −13,924−4.8% | 減碼 |
| Promethos Capital, LLC | 274,025 | $1,358 萬 | 3.72% | +40,930+17.6% | 加碼 |
| Henry James International Management, Inc. | 272,365 | $1,350 萬 | 4.04% | −290.0% | 減碼 |
| Evergreen Capital Management LLC | 269,605 | $1,336 萬 | 0.23% | +242,280+886.7% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 326,107 | $1,289 萬 | 0.25% | +307,669+1,668.7% | 加碼 |
| Pathstone Holdings, LLC | 249,033 | $1,235 萬 | 0.04% | +29,809+13.6% | 加碼 |
| Tudor Investment Corp Et Al | 248,111 | $1,230 萬 | 0.05% | −27,890−10.1% | 減碼 |
| Cerity Partners LLC | 245,469 | $1,217 萬 | 0.01% | +31,094+14.5% | 加碼 |
| Mariner, LLC | 239,614 | $1,187 萬 | 0.01% | +11,847+5.2% | 加碼 |
| Value Partners Investments Inc. | 238,892 | $1,182 萬 | 0.83% | −1,198−0.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 222,503 | $1,103 萬 | 0.14% | −3,635−1.6% | 減碼 |
| RPg Family Wealth Advisory, LLC | 213,729 | $1,059 萬 | 1.77% | +4,181+2.0% | 加碼 |
| Ingalls & Snyder LLC | 209,623 | $1,039 萬 | 0.28% | +15,687+8.1% | 加碼 |
| QRG Capital Management, Inc. | 201,143 | $996.9 萬 | 0.08% | +32,408+19.2% | 加碼 |
| JustInvest LLC | 193,469 | $958.8 萬 | 0.08% | +17,147+9.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 190,346 | $943.4 萬 | 0.17% | +24,190+14.6% | 加碼 |
| Intech Investment Management LLC | 189,448 | $940.8 萬 | 0.09% | −28,984−13.3% | 減碼 |
| TD Waterhouse Canada Inc. | 187,902 | $935.2 萬 | 0.02% | +33,611+21.8% | 加碼 |
| First Trust Advisors LP | 183,740 | $910.9 萬 | 0.01% | −1,719−0.9% | 減碼 |
| M&T Bank Corp | 182,764 | $905.8 萬 | 0.03% | −833−0.5% | 減碼 |
| Van Eck Associates Corp | 179,747 | $890.8 萬 | 0.01% | +179,747 | 新進 |
| SEI Investments Co | 171,980 | $852.3 萬 | 0.01% | −4,286−2.4% | 減碼 |
| Laird Norton Trust Company, LLC | 170,971 | $847.3 萬 | 0.16% | +4,928+3.0% | 加碼 |
| Toroso Investments, LLC | 167,457 | $829.9 萬 | 0.02% | +167,457 | 新進 |
| Exane Asset Management | 180,748 | $827.6 萬 | 2.99% | −1,702,637−90.4% | 減碼 |
| Millennium Management LLC | 165,363 | $819.5 萬 | 0.01% | −339,181−67.2% | 減碼 |
| MML Investors Services, LLC | 163,223 | $808.9 萬 | 0.02% | +68,341+72.0% | 加碼 |
| Mercer Global Advisors Inc | 160,099 | $793.5 萬 | 0.01% | +62,591+64.2% | 加碼 |
| Ritholtz Wealth Management | 158,219 | $784.1 萬 | 0.12% | +2,981+1.9% | 加碼 |
| Quantbot Technologies LP | 156,520 | $775.7 萬 | 0.31% | +28,643+22.4% | 加碼 |
| Cetera Investment Advisers | 156,481 | $775.5 萬 | 0.01% | +17,015+12.2% | 加碼 |
| Marshall Wace, LLP | 155,130 | $770.4 萬 | 0.01% | +155,130 | 新進 |
| Inspire Trust Co, N.A. | 155,000 | $768.2 萬 | 1.06% | −5,000−3.1% | 減碼 |
| Triasima Portfolio Management inc. | 154,449 | $765.4 萬 | 1.03% | +6,189+4.2% | 加碼 |
| Bessemer Group Inc | 152,569 | $756.0 萬 | 0.01% | +38,367+33.6% | 加碼 |
| NatWest Group plc | 152,430 | $755.4 萬 | 1.35% | +4,509+3.0% | 加碼 |
| Rockefeller Capital Management L.P. | 151,317 | $749.9 萬 | 0.01% | +101,211+202.0% | 加碼 |
| Brinker Capital Investments, LLC | 150,741 | $747.1 萬 | 0.06% | +33,914+29.0% | 加碼 |
| Ethic Inc. | 150,546 | $746.1 萬 | 0.09% | +74,447+97.8% | 加碼 |
| Groupe la Francaise | 146,890 | $729.0 萬 | 0.09% | +80,342+120.7% | 加碼 |
| Dixon Mitchell Investment Counsel Inc. | 146,000 | $723.6 萬 | 0.24% | +146,000 | 新進 |
| Campbell & CO Investment Adviser LLC | 142,422 | $706.0 萬 | 0.37% | −8,919−5.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 137,057 | $679.3 萬 | 0.00% | +10,000+7.9% | 加碼 |
| Callan Family Office, LLC | 136,735 | $677.7 萬 | 0.13% | −2,574−1.8% | 減碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 136,384 | $676.2 萬 | 0.26% | −14,262−9.5% | 減碼 |
| Helios Capital Management Pte. Ltd | 136,000 | $673.9 萬 | 6.58% | 00.0% | 不變 |
| Assetmark, Inc | 135,348 | $670.8 萬 | 0.01% | +33,096+32.4% | 加碼 |
| Susquehanna International Group, LLP | 133,183 | $660.1 萬 | 0.01% | −1,432,477−91.5% | 減碼 |
| Gradient Investments LLC | 132,484 | $656.6 萬 | 0.09% | +5,196+4.1% | 加碼 |
| US Bancorp | 130,512 | $646.8 萬 | 0.01% | +19,679+17.8% | 加碼 |
| Mizuho Markets Cayman LP | 129,919 | $643.9 萬 | 0.24% | +129,919 | 新進 |
| Banco Santander, S.A. | 128,465 | $636.7 萬 | 0.04% | −12,491−8.9% | 減碼 |
| Quadrant Capital Group LLC | 126,826 | $628.5 萬 | 0.17% | +17,896+16.4% | 加碼 |
| HighTower Advisors, LLC | 126,700 | $627.9 萬 | 0.01% | −11,303−8.2% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 126,354 | $627.5 萬 | 0.01% | −122,914−49.3% | 減碼 |
| Jefferies Financial Group Inc. | 123,024 | $609.7 萬 | 0.06% | +62,184+102.2% | 加碼 |
| Ninety One North America, Inc. | 117,577 | $583.9 萬 | 0.27% | −17,690−13.1% | 減碼 |
| Platinum Investment Management Ltd | 117,507 | $583.5 萬 | 1.43% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 115,794 | $575.1 萬 | 0.01% | 00.0% | 不變 |
| Timber Creek Capital Management LLC | 109,432 | $542.3 萬 | 1.11% | +275+0.3% | 加碼 |
| Lord, Abbett & Co. LLC | 108,318 | $537.0 萬 | 0.02% | +108,318 | 新進 |
| CI Private Wealth, LLC | 104,646 | $518.6 萬 | 0.01% | −5,419−4.9% | 減碼 |