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 |
|---|---|---|---|---|---|
| Plato Investment Management Ltd | 99,572 | $491.5 萬 | 0.28% | −9,154−8.4% | 減碼 |
| HRT Financial LP | 98,423 | $487.7 萬 | 0.01% | +23,117+30.7% | 加碼 |
| SIH Partners, LLLP | 98,350 | $487.4 萬 | 0.20% | −3,008,761−96.8% | 減碼 |
| Osmosis Investment Management UK Ltd | 96,968 | $481.5 萬 | 0.22% | −104,364−51.8% | 減碼 |
| Bleakley Financial Group, LLC | 93,266 | $462.2 萬 | 0.06% | +12,816+15.9% | 加碼 |
| Metis Global Partners, LLC | 92,411 | $458.8 萬 | 0.10% | +5,950+6.9% | 加碼 |
| Signaturefd, LLC | 86,732 | $429.8 萬 | 0.06% | +6,837+8.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 85,946 | $425.9 萬 | 0.04% | −48,359−36.0% | 減碼 |
| Highland Capital Management, LLC | 83,806 | $415.3 萬 | 0.19% | −155−0.2% | 減碼 |
| Squarepoint Ops LLC | 80,944 | $401.2 萬 | 0.01% | −113,316−58.3% | 減碼 |
| Polymer Capital Management (HK) LTD | 78,801 | $390.5 萬 | 0.40% | +78,801 | 新進 |
| CenterBook Partners LP | 77,849 | $385.8 萬 | 0.19% | −8,666−10.0% | 減碼 |
| Price T Rowe Associates Inc | 77,560 | $384.4 萬 | 0.00% | −2,695−3.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 76,900 | $381.1 萬 | 0.00% | −3,307−4.1% | 減碼 |
| Truist Financial Corp | 75,663 | $375.0 萬 | 0.00% | +26,645+54.4% | 加碼 |
| ARGA Investment Management, LP | 75,301 | $373.4 萬 | 0.10% | 00.0% | 不變 |
| Vident Advisory, LLC | 75,159 | $372.5 萬 | 0.03% | +2,377+3.3% | 加碼 |
| Independent Advisor Alliance | 75,104 | $372.2 萬 | 0.09% | −9,572−11.3% | 減碼 |
| BTC Capital Management, Inc. | 74,765 | $370.5 萬 | 0.22% | +2,144+3.0% | 加碼 |
| Glenmede Trust Co NA | 74,740 | $370.4 萬 | 0.02% | −911−1.2% | 減碼 |
| Equitable Trust Co | 74,386 | $368.7 萬 | 0.15% | −623−0.8% | 減碼 |
| Ieq Capital, LLC | 73,940 | $366.4 萬 | 0.02% | +4,268+6.1% | 加碼 |
| Banque Transatlantique SA | 72,543 | $359.5 萬 | 0.08% | +2,308+3.3% | 加碼 |
| Mitchell Capital Management Co | 69,781 | $345.8 萬 | 0.53% | +2,404+3.6% | 加碼 |
| Alaethes Wealth LLC | 69,731 | $345.6 萬 | 1.01% | −112−0.2% | 減碼 |
| RSM US Wealth Management LLC | 69,570 | $344.8 萬 | 0.04% | +505+0.7% | 加碼 |
| PDT Partners, LLC | 67,648 | $335.4 萬 | 0.18% | −237,640−77.8% | 減碼 |
| TrueMark Investments, LLC | 67,374 | $333.9 萬 | 0.42% | +8,580+14.6% | 加碼 |
| Opal Capital LLC | 67,374 | $333.9 萬 | 0.60% | +8,580+14.6% | 加碼 |
| Group One Trading, L.P. | 67,158 | $332.8 萬 | 0.10% | −7,934−10.6% | 減碼 |
| SBI Securities Co., Ltd. | 66,955 | $331.8 萬 | 0.08% | +60,556+946.3% | 加碼 |
| Cloverfields Capital Group, LP | 65,735 | $325.8 萬 | 0.99% | −6,392−8.9% | 減碼 |
| Permanent Capital Management, LP | 64,477 | $319.7 萬 | 0.43% | 00.0% | 不變 |
| Altman Advisors, Inc. | 62,585 | $310.2 萬 | 1.11% | −609−1.0% | 減碼 |
| Stamos Capital Partners, L.P. | 62,364 | $309.1 萬 | 0.47% | −8,012−11.4% | 減碼 |
| Integrated Wealth Concepts LLC | 62,012 | $307.3 萬 | 0.02% | −7,270−10.5% | 減碼 |
| Pictet & Cie (Europe) SA | 61,209 | $304.0 萬 | 0.06% | −37,525−38.0% | 減碼 |
| Landesbank Baden-Wuerttemberg | 61,435 | $303.9 萬 | 1.13% | −18,465−23.1% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 60,959 | $302.1 萬 | 0.44% | −10.0% | 減碼 |
| IMC-Chicago, LLC | 60,720 | $300.9 萬 | 0.03% | −6,889−10.2% | 減碼 |
| Orca Wealth Management, LLC | 59,821 | $296.5 萬 | 1.78% | +210.0% | 加碼 |
| Colony Group, LLC | 58,315 | $289.0 萬 | 0.00% | +3,266+5.9% | 加碼 |
| Factory Mutual Insurance Co | 57,893 | $286.9 萬 | 0.03% | +21,348+58.4% | 加碼 |
| Cigna Investments Inc | 57,440 | $285.3 萬 | 0.37% | +1,153+2.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 54,506 | $283.9 萬 | 0.00% | +7,419+15.8% | 加碼 |
| Park Avenue Securities LLC | 54,346 | $269.3 萬 | 0.02% | +7,648+16.4% | 加碼 |
| Cim, LLC | 52,031 | $257.9 萬 | 0.33% | +1,936+3.9% | 加碼 |
| Legacy Wealth Asset Management, LLC | 51,940 | $257.4 萬 | 0.56% | −628−1.2% | 減碼 |
| Marex Group plc | 51,382 | $254.6 萬 | 0.02% | −1,703−3.2% | 減碼 |
| Bellecapital International Ltd. | 51,154 | $253.4 萬 | 0.41% | −4,996−8.9% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 51,081 | $253.2 萬 | 0.93% | −119−0.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 50,412 | $249.8 萬 | 0.01% | −6,419−11.3% | 減碼 |
| GWM Advisors LLC | 50,288 | $249.2 萬 | 0.01% | +2,611+5.5% | 加碼 |
| Atomi Financial Group, Inc. | 50,020 | $247.9 萬 | 0.06% | +8,925+21.7% | 加碼 |
| Sanctuary Advisors, LLC | 49,691 | $246.3 萬 | 0.01% | +7,420+17.6% | 加碼 |
| Hantz Financial Services, Inc. | 48,575 | $240.7 萬 | 0.03% | −2,433−4.8% | 減碼 |
| Atria Investments LLC | 47,613 | $236.0 萬 | 0.02% | +12,930+37.3% | 加碼 |
| Keybank National Association | 46,204 | $229.0 萬 | 0.01% | +19,086+70.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 45,243 | $224.5 萬 | 0.00% | +50.0% | 加碼 |
| Savant Capital, LLC | 47,292 | $224.4 萬 | 0.01% | +30,695+184.9% | 加碼 |
| Commonwealth Equity Services, LLC | 42,347 | $209.9 萬 | 0.00% | −187−0.4% | 減碼 |
| Advisor Group Holdings, Inc. | 42,046 | $208.4 萬 | 0.00% | +6,348+17.8% | 加碼 |
| SRS Capital Advisors, Inc. | 41,789 | $207.1 萬 | 0.01% | +36,579+702.1% | 加碼 |
| CAPROCK Group, Inc. | 41,370 | $205.0 萬 | 0.04% | +7,062+20.6% | 加碼 |
| Evelyn Partners Group Ltd | 40,992 | $203.1 萬 | 0.04% | +40,992 | 新進 |
| Cullinan Associates Inc | 40,407 | $200.3 萬 | 0.15% | 00.0% | 不變 |
| Ballentine Partners, LLC | 40,224 | $199.4 萬 | 0.02% | +928+2.4% | 加碼 |
| Rhumbline Advisers | 39,664 | $196.6 萬 | 0.00% | +67+0.2% | 加碼 |
| Kathmere Capital Management, LLC | 39,599 | $196.3 萬 | 0.10% | +2,794+7.6% | 加碼 |
| Parallax Volatility Advisers, L.P. | 38,767 | $192.1 萬 | 0.07% | +16,660+75.4% | 加碼 |
| Vise Technologies, Inc. | 37,564 | $186.2 萬 | 0.02% | −11,347−23.2% | 減碼 |
| National Bank of Canada | 35,334 | $181.8 萬 | 0.00% | +1,583+4.7% | 加碼 |
| Baker Ellis Asset Management LLC | 36,350 | $180.2 萬 | 0.19% | −900−2.4% | 減碼 |
| Advisors Asset Management, Inc. | 35,985 | $178.3 萬 | 0.03% | −9,333−20.6% | 減碼 |
| Summit Trail Advisors, LLC | 35,720 | $177.0 萬 | 0.02% | +2,695+8.2% | 加碼 |
| Kovitz Investment Group Partners, LLC | 35,588 | $176.4 萬 | 0.04% | −1,226−3.3% | 減碼 |
| Barometer Capital Management Inc. | 35,100 | $174.0 萬 | 0.48% | +2,300+7.0% | 加碼 |
| Snowden Capital Advisors LLC | 34,627 | $171.6 萬 | 0.04% | +628+1.8% | 加碼 |
| Gabelli Funds LLC | 34,200 | $169.5 萬 | 0.01% | +450+1.3% | 加碼 |
| Advisors Capital Management, LLC | 34,052 | $168.8 萬 | 0.02% | −35,904−51.3% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,990 | $168.5 萬 | 0.02% | −1,240−3.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 31,817 | $157.7 萬 | 0.02% | +18,524+139.4% | 加碼 |
| Legacy Capital Group California, Inc. | 31,602 | $156.6 萬 | 0.47% | −200−0.6% | 減碼 |
| Bailard, Inc. | 31,504 | $156.1 萬 | 0.03% | +1,223+4.0% | 加碼 |
| Greenleaf Trust | 31,467 | $156.0 萬 | 0.02% | +421+1.4% | 加碼 |
| Cullen/Frost Bankers, Inc. | 30,990 | $153.6 萬 | 0.02% | −479−1.5% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 30,898 | $153.1 萬 | 0.01% | +5,306+20.7% | 加碼 |
| Coldstream Capital Management Inc | 30,650 | $151.9 萬 | 0.02% | +2,158+7.6% | 加碼 |
| Chicago Trust Co NA | 30,541 | $151.4 萬 | 0.22% | +8,204+36.7% | 加碼 |
| Clearstead Advisors, LLC | 30,424 | $150.8 萬 | 0.01% | −14,825−32.8% | 減碼 |
| FCG Investment Co | 29,563 | $146.5 萬 | 0.51% | +29,563 | 新進 |
| Steward Partners Investment Advisory, LLC | 28,825 | $142.9 萬 | 0.01% | +17,913+164.2% | 加碼 |
| Future Fund LLC | 27,784 | $137.7 萬 | 0.39% | +354+1.3% | 加碼 |
| Intesa Sanpaolo Wealth Management | 27,095 | $134.1 萬 | 0.27% | +4,559+20.2% | 加碼 |
| Morningstar Investment Management LLC | 34,188 | $133.3 萬 | 0.08% | 00.0% | 不變 |
| J.Safra Asset Management Corp | 26,778 | $132.7 萬 | 0.06% | +17,438+186.7% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 26,684 | $132.3 萬 | 0.06% | −2,182−7.6% | 減碼 |
| Global Retirement Partners, LLC | 26,424 | $131.0 萬 | 0.02% | +26,424 | 新進 |
| Indivisible Partners | 25,999 | $128.9 萬 | 0.07% | +15,591+149.8% | 加碼 |
| Henshaw Capital LLC | 25,815 | $127.9 萬 | 0.04% | 00.0% | 不變 |