UBS Group AG 组合持仓
UBS Group AG 13F filer (CIK 0001610520).
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Q2 2022
Q1 2022
Q4 2021
Q3 2021
Q3 2023 · 8074 个持仓 · 总申报市值 $287.19B · 前十大集中度 21.2%
换手率： 57.6% · 891 新建 · 3674 减仓 · 1106 清仓
主动份额（对标 S&P 500）： 48.8% · 对比 QQQ： 72.2% — 组合中区别于指数权重的部分（越高越主动） · 排名
在 Q3 2023 的 13F 申报中，UBS Group AG 披露了 8074 个股票持仓，合计申报市值 $287.19B。前十大持仓占申报市值的 21.2%，组合属于分散型。HoldingsHub 将其风格标签归纳为 Mega / Diversified / High Turnover。
截至 Q3 2023，最大的披露持仓包括 SPY（$12.32B）、QQQ（$9.23B）、MSFT（$8.34B）。行业分布上，占比最高的板块为 科技 17.6%, Consumer Discretionary 11.1%。
与上一季度相比，UBS Group AG 新建 891 个仓位、减持 3674 个、清仓 1106 个，换手率约 57.6%。持仓组合与上季度的重合率约为 74%。
以上数据来自该基金的 SEC 13F 申报。13F 需在季度结束后 45 天内提交，仅涵盖 10 万美元以上的多头持仓，不含空头与非 13F 资产类别，因此本页反映的是季末快照，并非基金的实时持仓。
板块配置
科技
17.6%
Consumer Discretionary
11.1%
Financials
7.9%
工业
6.9%
Health Care
6.7%
能源
2.7%
公用事业
2.2%
其他
44.8%
| # | 代码 | 公司 | 股数 | 市值 | 权重 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 28.81M | $12.32B | 4.29% | 增持 |
| 2 | QQQ | INVESCO QQQ TR | 25.77M | $9.23B | 3.21% | 增持 |
| 3 | MSFT | MICROSOFT CORP | 26.42M | $8.34B | 2.90% | 减持 |
| 4 | AAPL | APPLE INC | 46.80M | $8.01B | 2.79% | 减持 |
| 5 | IWM | ISHARES TR | 32.30M | $5.71B | 1.99% | 增持 |
| 6 | NVDA | NVIDIA CORPORATION | 9.43M | $4.10B | 1.43% | 减持 |
| 7 | AMZN | AMAZON COM INC | 31.04M | $3.95B | 1.37% | 减持 |
| 8 | GOOGL | ALPHABET INC | 25.47M | $3.33B | 1.16% | 减持 |
| 9 | UBS | UBS GROUP AG | 126.54M | $3.12B | 1.09% | 减持 |
| 10 | JPM | JPMORGAN CHASE & CO | 19.98M | $2.90B | 1.01% | 增持 |
| 11 | TLT | ISHARES TR | 27.36M | $2.43B | 0.84% | 减持 |
| 12 | AVGO | BROADCOM INC | 2.86M | $2.37B | 0.83% | 减持 |
| 13 | TSLA | TESLA INC | 9.26M | $2.32B | 0.81% | 增持 |
| 14 | UNP | UNION PAC CORP | 11.34M | $2.31B | 0.80% | 增持 |
| 15 | META | META PLATFORMS INC. CLASS A | 7.56M | $2.27B | 0.79% | 增持 |
| 16 | UNH | UNITEDHEALTH GROUP INCORPORATED | 4.41M | $2.23B | 0.78% | 减持 |
| 17 | GOOG | ALPHABET INC | 15.79M | $2.08B | 0.72% | 减持 |
| 18 | V | VISA INC | 8.61M | $1.98B | 0.69% | 增持 |
| 19 | ABBV | ABBVIE INC | 12.77M | $1.90B | 0.66% | 持有 |
| 20 | EEM | ISHARES TR | 47.57M | $1.81B | 0.63% | 增持 |
| 21 | CSCO | CISCO SYS INC | 32.94M | $1.77B | 0.62% | 减持 |
| 22 | HD | HOME DEPOT INC | 5.78M | $1.75B | 0.61% | 减持 |
| 23 | VTV | VANGUARD INDEX FDS | 12.34M | $1.70B | 0.59% | 减持 |
| 24 | IEFA | ISHARES TR | 25.57M | $1.65B | 0.57% | 增持 |
| 25 | JNJ | JOHNSON & JOHNSON | 10.55M | $1.64B | 0.57% | 增持 |
| 26 | COST | COSTCO WHOLESALE CORPORATION | 2.90M | $1.64B | 0.57% | 增持 |
| 27 | AMD | ADVANCED MICRO DEVICES INC | 15.67M | $1.61B | 0.56% | 增持 |
| 28 | IWF | ISHARES TR | 6.00M | $1.60B | 0.56% | 增持 |
| 29 | BRKB | BERKSHIRE HATHAWAY INC DEL | 4.47M | $1.57B | 0.55% | 增持 |
| 30 | PG | PROCTER & GAMBLE CO | 10.48M | $1.53B | 0.53% | 增持 |
| 31 | XOM | EXXON MOBIL CORP | 12.97M | $1.52B | 0.53% | 减持 |
| 32 | CVX | CHEVRON CORPORATION | 8.80M | $1.48B | 0.52% | 增持 |
| 33 | GLD | SPDR GOLD TR | 8.49M | $1.46B | 0.51% | 增持 |
| 34 | VUG | VANGUARD INDEX FDS | 5.32M | $1.45B | 0.51% | 减持 |
| 35 | MCD | MCDONALDS CORP | 5.39M | $1.42B | 0.49% | 减持 |
| 36 | MRK | MERCK & CO INC | 13.24M | $1.36B | 0.47% | 减持 |
| 37 | EFA | ISHARES TR | 18.95M | $1.31B | 0.46% | 增持 |
| 38 | MA | MASTERCARD INCORPORATED | 3.29M | $1.30B | 0.45% | 增持 |
| 39 | LLY | ELI LILLY & CO | 2.41M | $1.29B | 0.45% | 减持 |
| 40 | IVV | ISHARES TR | 2.96M | $1.27B | 0.44% | 增持 |
| 41 | MS | MORGAN STANLEY | 15.52M | $1.27B | 0.44% | 增持 |
| 42 | XLE | SELECT SECTOR SPDR TR | 13.81M | $1.25B | 0.43% | 增持 |
| 43 | VO | VANGUARD INDEX FDS | 5.89M | $1.23B | 0.43% | 增持 |
| 44 | KO | COCA COLA CO | 21.57M | $1.21B | 0.42% | 减持 |
| 45 | VEA | VANGUARD TAX-MANAGED FDS | 27.07M | $1.18B | 0.41% | 增持 |
| 46 | XLF | SELECT SECTOR SPDR TR | 35.36M | $1.17B | 0.41% | 减持 |
| 47 | VOO | VANGUARD INDEX FDS | 2.91M | $1.14B | 0.40% | 增持 |
| 48 | WMT | WALMART INC | 7.10M | $1.14B | 0.40% | 增持 |
| 49 | CRM | SALESFORCE INC | 5.58M | $1.13B | 0.39% | 减持 |
| 50 | PEP | PEPSICO INC | 6.62M | $1.12B | 0.39% | 增持 |