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 |
|---|---|---|---|---|---|
| Keebeck Wealth Management, LLC | 10,584 | $52.5 萬 | 0.05% | +1,812+20.7% | 加碼 |
| D.A. Davidson & Co. | 10,568 | $52.4 萬 | 0.00% | −263−2.4% | 減碼 |
| M.E. Allison & Co., Inc. | 10,560 | $52.3 萬 | 0.30% | 00.0% | 不變 |
| National Asset Management, Inc. | 10,556 | $52.2 萬 | 0.03% | −237−2.2% | 減碼 |
| Oakmont Investment Advisors, Inc. | 10,370 | $51.4 萬 | 0.36% | +10,370 | 新進 |
| D'Orazio & Associates, Inc. | 10,117 | $50.1 萬 | 0.06% | −667−6.2% | 減碼 |
| Aaron Wealth Advisors | 10,060 | $49.9 萬 | 0.03% | +1,122+12.6% | 加碼 |
| Roundview Capital LLC | 10,022 | $49.7 萬 | 0.03% | −40−0.4% | 減碼 |
| Lido Advisors, LLC | 10,021 | $49.7 萬 | 0.00% | +294+3.0% | 加碼 |
| Kingsview Wealth Management, LLC | 10,019 | $49.7 萬 | 0.01% | +1,086+12.2% | 加碼 |
| Viking Fund Management LLC | 10,000 | $49.6 萬 | 0.04% | −7,000−41.2% | 減碼 |
| Hirtle Callaghan & Co LLC | 9,986 | $49.5 萬 | 0.02% | +9,986 | 新進 |
| West Family Investments, Inc. | 9,606 | $47.6 萬 | 0.14% | +4,048+72.8% | 加碼 |
| EP Wealth Advisors, LLC | 9,578 | $47.5 萬 | 0.00% | +3,076+47.3% | 加碼 |
| Ossiam | 9,549 | $47.4 萬 | 0.01% | −2,511−20.8% | 減碼 |
| Anchyra Partners LLC | 9,564 | $47.4 萬 | 0.11% | +474+5.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 9,488 | $47.0 萬 | 0.01% | −134,096−93.4% | 減碼 |
| Caitong International Asset Management Co., Ltd | 9,476 | $47.0 萬 | 0.06% | +9,476 | 新進 |
| Commerce Bank | 9,312 | $46.2 萬 | 0.00% | −370−3.8% | 減碼 |
| Yousif Capital Management, LLC | 9,189 | $45.5 萬 | 0.01% | −36,476−79.9% | 減碼 |
| PUREfi Wealth, LLC | 9,178 | $45.5 萬 | 0.25% | +814+9.7% | 加碼 |
| XTX Topco Ltd | 9,172 | $45.5 萬 | 0.01% | −36,343−79.8% | 減碼 |
| Principal Securities, Inc. | 9,159 | $45.4 萬 | 0.01% | +1,886+25.9% | 加碼 |
| Fiduciary Trust Co | 9,013 | $44.7 萬 | 0.00% | −24−0.3% | 減碼 |
| Credit Capital Investments LLC | 9,000 | $44.6 萬 | 0.26% | −1,000−10.0% | 減碼 |
| Mather Group, LLC. | 8,967 | $44.4 萬 | 0.00% | −208−2.3% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 8,953 | $44.4 萬 | 0.01% | +787+9.6% | 加碼 |
| British Columbia Investment Management Corp | 8,940 | $44.3 萬 | 0.00% | −1,669−15.7% | 減碼 |
| Focused Alpha, LLC | 8,892 | $44.1 萬 | 0.11% | +119+1.4% | 加碼 |
| Greenspring Advisors, LLC | 8,881 | $44.0 萬 | 0.02% | +1,565+21.4% | 加碼 |
| Wedmont Private Capital | 8,450 | $44.0 萬 | 0.01% | −983−10.4% | 減碼 |
| LVW Advisors, LLC | 8,815 | $43.7 萬 | 0.04% | +8,815 | 新進 |
| Compton Wealth Advisory Group, LLC | 8,780 | $43.7 萬 | 0.09% | 00.0% | 不變 |
| Five Oceans Advisors | 8,767 | $43.4 萬 | 0.14% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 8,764 | $43.4 萬 | 0.00% | −358−3.9% | 減碼 |
| Blair William & Co | 8,667 | $43.0 萬 | 0.00% | +70+0.8% | 加碼 |
| Kestra Advisory Services, LLC | 8,612 | $42.7 萬 | 0.00% | +729+9.2% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 8,511 | $42.2 萬 | 0.00% | +746+9.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 8,461 | $42.0 萬 | 0.00% | +1,464+20.9% | 加碼 |
| Werba Rubin Papier Wealth Management | 8,314 | $41.2 萬 | 0.05% | −128−1.5% | 減碼 |
| NewEdge Wealth, LLC | 8,234 | $40.8 萬 | 0.00% | +1,211+17.2% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,159 | $40.4 萬 | 0.01% | −1,544−15.9% | 減碼 |
| Allworth Financial LP | 8,157 | $40.4 萬 | 0.00% | −928−10.2% | 減碼 |
| Pinnacle Financial Partners, Inc. | 8,140 | $40.3 萬 | 0.00% | −1,986−19.6% | 減碼 |
| Perigon Wealth Management, LLC | 8,068 | $40.0 萬 | 0.01% | −182−2.2% | 減碼 |
| Investors Research Corp | 8,036 | $39.8 萬 | 0.07% | 00.0% | 不變 |
| New Republic Capital, LLC | 7,972 | $39.5 萬 | 0.09% | +821+11.5% | 加碼 |
| Traphagen Investment Advisors LLC | 7,958 | $39.4 萬 | 0.03% | −1,787−18.3% | 減碼 |
| Wealthspire Advisors, LLC | 7,919 | $39.2 萬 | 0.00% | +1,443+22.3% | 加碼 |
| Collaborative Fund Advisors, LLC | 7,895 | $39.1 萬 | 0.23% | +1,454+22.6% | 加碼 |
| Mattson Financial Services, LLC | 7,298 | $39.0 萬 | 0.08% | −106−1.4% | 減碼 |
| Principal Street Partners, LLC | 7,694 | $38.1 萬 | 0.06% | 00.0% | 不變 |
| Brighton Jones LLC | 7,607 | $37.7 萬 | 0.01% | +554+7.9% | 加碼 |
| Traveka Wealth, LLC | 7,500 | $37.2 萬 | 0.12% | 00.0% | 不變 |
| Fullerton Fund Management Co Ltd. | 7,327 | $36.4 萬 | 0.02% | +7,327 | 新進 |
| Westover Capital Advisors, LLC | 7,300 | $36.2 萬 | 0.06% | 00.0% | 不變 |
| Cromwell Holdings LLC | 7,242 | $35.9 萬 | 0.16% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 7,223 | $35.8 萬 | 0.02% | −3,893−35.0% | 減碼 |
| Private Trust Co NA | 7,185 | $35.6 萬 | 0.03% | +6,550+1,031.5% | 加碼 |
| Natural Investments, LLC | 7,171 | $35.5 萬 | 0.08% | +7,171 | 新進 |
| 55 North Private Wealth, LLC | 7,162 | $35.5 萬 | 0.07% | +7,162 | 新進 |
| Dynamic Technology Lab Private Ltd | 7,054 | $35.0 萬 | 0.08% | +7,054 | 新進 |
| Zhang Financial LLC | 7,061 | $35.0 萬 | 0.01% | 00.0% | 不變 |
| Ninety One SA (PTY) Ltd | 7,000 | $34.8 萬 | 0.02% | −4,272−37.9% | 減碼 |
| Seven Mile Advisory | 6,980 | $34.6 萬 | 0.23% | +243+3.6% | 加碼 |
| Marks Group Wealth Management, Inc | 6,941 | $34.4 萬 | 0.03% | +6,941 | 新進 |
| Athena Wealth Management, LLC | 6,908 | $34.2 萬 | 0.25% | +644+10.3% | 加碼 |
| Brown Financial Advisors | 6,844 | $33.9 萬 | 0.12% | −137−2.0% | 減碼 |
| Columbia Asset Management | 6,798 | $33.7 萬 | 0.06% | −200−2.9% | 減碼 |
| AE Wealth Management LLC | 6,666 | $33.0 萬 | 0.00% | +6,666 | 新進 |
| Havemeyer Place LP | 6,637 | $32.9 萬 | 0.03% | −32,579−83.1% | 減碼 |
| Angeles Wealth Management, LLC | 6,622 | $32.8 萬 | 0.02% | +381+6.1% | 加碼 |
| Keel Point, LLC | 6,613 | $32.8 萬 | 0.02% | +6,613 | 新進 |
| Riversedge Advisors, LLC | 6,531 | $32.4 萬 | 0.04% | +6,531 | 新進 |
| Titleist Asset Management, LLC | 6,501 | $32.2 萬 | 0.02% | +6,501 | 新進 |
| Centurion Wealth Management LLC | 6,500 | $32.2 萬 | 0.08% | 00.0% | 不變 |
| Facet Wealth, Inc. | 6,476 | $32.1 萬 | 0.00% | +6,476 | 新進 |
| Foster Group, Inc. | 6,458 | $32.0 萬 | 0.01% | +6,458 | 新進 |
| Evolve Private Wealth, LLC | 6,415 | $31.8 萬 | 0.02% | −1,246−16.3% | 減碼 |
| Hilltop Holdings Inc. | 6,363 | $31.5 萬 | 0.03% | +30.0% | 加碼 |
| Buckingham Strategic Partners | 6,199 | $30.7 萬 | 0.00% | +6,199 | 新進 |
| Simplicity Wealth,LLC | 6,164 | $30.5 萬 | 0.01% | +6,164 | 新進 |
| First City Capital Management, Inc. | 6,158 | $30.5 萬 | 0.15% | −306−4.7% | 減碼 |
| Sunpointe, LLC | 6,144 | $30.4 萬 | 0.09% | 00.0% | 不變 |
| Granite Group Advisors, LLC | 6,104 | $30.3 萬 | 0.18% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 6,059 | $30.0 萬 | 0.01% | +6,059 | 新進 |
| 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 |
| SCS Capital Management LLC | 6,045 | $30.0 萬 | 0.00% | +214+3.7% | 加碼 |
| Greykasell Wealth Strategies, Inc. | 6,044 | $30.0 萬 | 0.11% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 6,021 | $29.8 萬 | 0.00% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 5,981 | $29.6 萬 | 0.06% | 00.0% | 不變 |
| EJMK Ventures LLC | 5,979 | $29.6 萬 | 0.13% | −2,476−29.3% | 減碼 |
| Soltis Investment Advisors LLC | 5,976 | $29.6 萬 | 0.02% | −238−3.8% | 減碼 |
| Simmons Bank | 5,949 | $29.5 萬 | 0.02% | −450−7.0% | 減碼 |
| King Luther Capital Management Corp | 5,923 | $29.4 萬 | 0.00% | +5,923 | 新進 |
| PEAK6 LLC | 5,904 | $29.3 萬 | 0.01% | −141,320−96.0% | 減碼 |
| Venture Visionary Partners LLC | 5,827 | $28.9 萬 | 0.01% | +5,827 | 新進 |
| Aspen Grove Capital, LLC | 5,798 | $28.7 萬 | 0.04% | +5,798 | 新進 |
| Pictet Bank & Trust Ltd | 5,758 | $28.6 萬 | 0.31% | 00.0% | 不變 |