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 2024 · 8081 个持仓 · 总申报市值 $448.83B · 前十大集中度 23.2%
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 2024 的 13F 申报中，UBS Group AG 披露了 8081 个股票持仓，合计申报市值 $448.83B。前十大持仓占申报市值的 23.2%，组合属于分散型。HoldingsHub 将其风格标签归纳为 Mega / Diversified / High Turnover。
截至 Q3 2024，最大的披露持仓包括 AAPL（$17.86B）、MSFT（$16.28B）、NVDA（$15.42B）。行业分布上，占比最高的板块为 科技 24.9%, Consumer Discretionary 11.4%。
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 79%。
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
24.9%
Consumer Discretionary
11.4%
Financials
8.8%
Health Care
7.1%
工业
6.6%
公用事业
2.5%
能源
2.3%
其他
36.4%
| # | 代码 | 公司 | 股数 | 市值 | 权重 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 76.64M | $17.86B | 3.98% | 增持 |
| 2 | MSFT | MICROSOFT CORP | 37.84M | $16.28B | 3.63% | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | 126.94M | $15.42B | 3.44% | 增持 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 24.98M | $14.33B | 3.19% | 增持 |
| 5 | AMZN | AMAZON COM INC | 42.75M | $7.97B | 1.77% | 增持 |
| 6 | QQQ | INVESCO QQQ TR | 15.18M | $7.41B | 1.65% | 减持 |
| 7 | IWM | ISHARES TR | 33.38M | $7.37B | 1.64% | 减持 |
| 8 | META | META PLATFORMS INC. CLASS A | 11.42M | $6.53B | 1.46% | 增持 |
| 9 | GOOGL | ALPHABET INC | 34.59M | $5.74B | 1.28% | 增持 |
| 10 | AVGO | BROADCOM INC | 29.85M | $5.15B | 1.15% | 增持 |
| 11 | JPM | JPMORGAN CHASE & CO | 23.89M | $5.04B | 1.12% | 增持 |
| 12 | UBS | UBS GROUP AG | 161.07M | $4.98B | 1.11% | 减持 |
| 13 | GOOG | ALPHABET INC | 25.43M | $4.25B | 0.95% | 增持 |
| 14 | UNH | UNITEDHEALTH GROUP INCORPORATED | 7.08M | $4.14B | 0.92% | 增持 |
| 15 | V | VISA INC | 13.45M | $3.70B | 0.82% | 增持 |
| 16 | TSLA | TESLA INC | 13.99M | $3.66B | 0.81% | 减持 |
| 17 | LLY | ELI LILLY & CO | 4.06M | $3.60B | 0.80% | 增持 |
| 18 | EEM | ISHARES TR | 72.72M | $3.33B | 0.74% | 增持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | 7.07M | $3.25B | 0.72% | 增持 |
| 20 | GLD | SPDR GOLD TR | 11.75M | $2.86B | 0.64% | 减持 |
| 21 | AMD | ADVANCED MICRO DEVICES INC | 16.74M | $2.75B | 0.61% | 增持 |
| 22 | ABBV | ABBVIE INC | 13.56M | $2.68B | 0.60% | 持有 |
| 23 | HD | HOME DEPOT INC | 6.52M | $2.64B | 0.59% | 增持 |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 15.13M | $2.63B | 0.59% | 增持 |
| 25 | COST | COSTCO WHOLESALE CORPORATION | 2.96M | $2.62B | 0.58% | 增持 |
| 26 | PG | PROCTER & GAMBLE CO | 14.72M | $2.55B | 0.57% | 增持 |
| 27 | MCD | MCDONALDS CORP | 7.74M | $2.36B | 0.53% | 增持 |
| 28 | IWF | ISHARES TR | 6.27M | $2.36B | 0.53% | 增持 |
| 29 | CSCO | CISCO SYS INC | 43.31M | $2.30B | 0.51% | 持有 |
| 30 | XOM | EXXON MOBIL CORP | 19.44M | $2.28B | 0.51% | 增持 |
| 31 | VTV | VANGUARD INDEX FDS | 13.00M | $2.27B | 0.51% | 增持 |
| 32 | VUG | VANGUARD INDEX FDS | 5.79M | $2.22B | 0.49% | 增持 |
| 33 | MA | MASTERCARD INCORPORATED | 4.46M | $2.20B | 0.49% | 增持 |
| 34 | JNJ | JOHNSON & JOHNSON | 13.57M | $2.20B | 0.49% | 增持 |
| 35 | KO | COCA COLA CO | 29.25M | $2.10B | 0.47% | 增持 |
| 36 | XLF | SELECT SECTOR SPDR TR | 45.42M | $2.06B | 0.46% | 增持 |
| 37 | MS | MORGAN STANLEY | 19.24M | $2.01B | 0.45% | 增持 |
| 38 | MRK | MERCK & CO INC | 17.31M | $1.97B | 0.44% | 增持 |
| 39 | CRM | SALESFORCE INC | 7.17M | $1.96B | 0.44% | 增持 |
| 40 | TMO | THERMO FISHER SCIENTIFIC INC | 3.13M | $1.94B | 0.43% | 增持 |
| 41 | TLT | ISHARES TR | 19.76M | $1.94B | 0.43% | 减持 |
| 42 | FXI | ISHARES TR | 60.95M | $1.94B | 0.43% | 增持 |
| 43 | IVV | ISHARES TR | 3.31M | $1.91B | 0.42% | 增持 |
| 44 | IEFA | ISHARES TR | 23.76M | $1.85B | 0.41% | 增持 |
| 45 | WMT | WALMART INC | 22.53M | $1.82B | 0.41% | 增持 |
| 46 | VOO | VANGUARD INDEX FDS | 3.42M | $1.81B | 0.40% | 增持 |
| 47 | NFLX | NETFLIX INC. | 2.52M | $1.79B | 0.40% | 增持 |
| 48 | ORCL | ORACLE CORP | 10.41M | $1.77B | 0.40% | 减持 |
| 49 | BAC | BANK OF AMER CORP | 43.40M | $1.72B | 0.38% | 增持 |
| 50 | CVX | CHEVRON CORPORATION | 11.44M | $1.69B | 0.38% | 减持 |