UBS Group AG 组合持仓
UBS Group AG 13F filer (CIK 0001610520).
Q4 2023 · 7818 个持仓 · 总申报市值 $329.67B · 前十大集中度 20.5%
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 Q4 2023 的 13F 申报中，UBS Group AG 披露了 7818 个股票持仓，合计申报市值 $329.67B。前十大持仓占申报市值的 20.5%，组合属于分散型。HoldingsHub 将其风格标签归纳为 Mega / Diversified / High Turnover。
截至 Q4 2023，最大的披露持仓包括 MSFT（$11.22B）、AAPL（$10.48B）、SPY（$9.28B）。行业分布上，占比最高的板块为 科技 19.8%, Consumer Discretionary 11.4%。较上一季度，板块上主要增配 Technology（+2.2 个百分点）、Financials（+0.8 个百分点），同时减配 Other（-3.3 个百分点）。
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 75%。
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
| # | 代码 | 公司 | 股数 | 市值 | 权重 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 29.84M | $11.22B | 3.40% | 增持 |
| 2 | AAPL | APPLE INC | 54.45M | $10.48B | 3.18% | 增持 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 19.52M | $9.28B | 2.81% | 减持 |
| 4 | QQQ | INVESCO QQQ TR | 19.39M | $7.94B | 2.41% | 减持 |
| 5 | IWM | ISHARES TR | 36.77M | $7.38B | 2.24% | 增持 |
| 6 | AMZN | AMAZON COM INC | 31.62M | $4.80B | 1.46% | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | 9.17M | $4.54B | 1.38% | 减持 |
| 8 | UBS | UBS GROUP AG | 146.14M | $4.52B | 1.37% | 增持 |
| 9 | AVGO | BROADCOM INC | 3.42M | $3.82B | 1.16% | 增持 |
| 10 | JPM | JPMORGAN CHASE & CO | 22.10M | $3.76B | 1.14% | 增持 |
| 11 | GOOGL | ALPHABET INC | 26.81M | $3.75B | 1.14% | 增持 |
| 12 | TLT | ISHARES TR | 37.25M | $3.68B | 1.12% | 增持 |
| 13 | UNP | UNION PAC CORP | 13.33M | $3.28B | 0.99% | 增持 |
| 14 | GOOG | ALPHABET INC | 19.62M | $2.76B | 0.84% | 增持 |
| 15 | META | META PLATFORMS INC. CLASS A | 7.51M | $2.66B | 0.81% | 减持 |
| 16 | TSLA | TESLA INC | 10.39M | $2.58B | 0.78% | 增持 |
| 17 | UNH | UNITEDHEALTH GROUP INCORPORATED | 4.74M | $2.50B | 0.76% | 增持 |
| 18 | V | VISA INC | 8.87M | $2.31B | 0.70% | 增持 |
| 19 | AMD | ADVANCED MICRO DEVICES INC | 15.28M | $2.25B | 0.68% | 减持 |
| 20 | ABBV | ABBVIE INC | 13.75M | $2.13B | 0.65% | 增持 |
| 21 | HD | HOME DEPOT INC | 6.05M | $2.10B | 0.64% | 增持 |
| 22 | COST | COSTCO WHOLESALE CORPORATION | 3.14M | $2.07B | 0.63% | 增持 |
| 23 | EEM | ISHARES TR | 48.84M | $1.96B | 0.60% | 增持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | 5.25M | $1.87B | 0.57% | 增持 |
| 25 | VTV | VANGUARD INDEX FDS | 12.45M | $1.86B | 0.56% | 增持 |
| 26 | IWF | ISHARES TR | 6.10M | $1.85B | 0.56% | 增持 |
| 27 | LLY | ELI LILLY & CO | 3.03M | $1.76B | 0.54% | 增持 |
| 28 | GLD | SPDR GOLD TR | 9.10M | $1.74B | 0.53% | 增持 |
| 29 | MCD | MCDONALDS CORP | 5.80M | $1.72B | 0.52% | 增持 |
| 30 | VUG | VANGUARD INDEX FDS | 5.52M | $1.72B | 0.52% | 增持 |
| 31 | CRM | SALESFORCE INC | 6.39M | $1.68B | 0.51% | 增持 |
| 32 | IEFA | ISHARES TR | 23.72M | $1.67B | 0.51% | 减持 |
| 33 | CSCO | CISCO SYS INC | 32.64M | $1.65B | 0.50% | 减持 |
| 34 | JNJ | JOHNSON & JOHNSON | 10.40M | $1.63B | 0.49% | 减持 |
| 35 | MRK | MERCK & CO INC | 14.79M | $1.61B | 0.49% | 增持 |
| 36 | PG | PROCTER & GAMBLE CO | 10.35M | $1.52B | 0.46% | 减持 |
| 37 | MS | MORGAN STANLEY | 16.26M | $1.52B | 0.46% | 增持 |
| 38 | IVV | ISHARES TR | 3.16M | $1.51B | 0.46% | 增持 |
| 39 | EFA | ISHARES TR | 19.66M | $1.48B | 0.45% | 增持 |
| 40 | KO | COCA COLA CO | 24.63M | $1.45B | 0.44% | 增持 |
| 41 | XOM | EXXON MOBIL CORP | 14.35M | $1.44B | 0.43% | 增持 |
| 42 | INTC | INTEL CORP | 27.21M | $1.37B | 0.41% | 减持 |
| 43 | VO | VANGUARD INDEX FDS | 5.86M | $1.36B | 0.41% | 减持 |
| 44 | VOO | VANGUARD INDEX FDS | 3.07M | $1.34B | 0.41% | 增持 |
| 45 | XLF | SELECT SECTOR SPDR TR | 35.50M | $1.33B | 0.41% | 持有 |
| 46 | BAC | BANK OF AMER CORP | 39.21M | $1.32B | 0.40% | 增持 |
| 47 | CVX | CHEVRON CORPORATION | 8.71M | $1.30B | 0.39% | 减持 |
| 48 | VEA | VANGUARD TAX-MANAGED FDS | 26.88M | $1.29B | 0.39% | 减持 |
| 49 | ACN | ACCENTURE PLC IRELAND | 3.60M | $1.26B | 0.38% | 增持 |
| 50 | TMO | THERMO FISHER SCIENTIFIC INC | 2.37M | $1.26B | 0.38% | 增持 |