UBS Group AG 组合持仓
UBS Group AG 13F filer (CIK 0001610520).
Q4 2024 · 8495 个持仓 · 总申报市值 $528.81B · 前十大集中度 19.6%
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 2024 的 13F 申报中，UBS Group AG 披露了 8495 个股票持仓，合计申报市值 $528.81B。前十大持仓占申报市值的 19.6%，组合属于分散型。HoldingsHub 将其风格标签归纳为 Mega / Diversified / High Turnover。
截至 Q4 2024，最大的披露持仓包括 AAPL（$18.82B）、NVDA（$16.53B）、MSFT（$16.22B）。行业分布上，占比最高的板块为 科技 25.0%, Consumer Discretionary 13.1%。较上一季度，板块上主要增配 Consumer Discretionary（+1.6 个百分点）、Industrials（+1.4 个百分点），同时减配 Health Care（-0.5 个百分点）、Other（-4.0 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 78%。
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 | AAPL | APPLE INC | 75.13M | $18.82B | 3.56% | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | 123.12M | $16.53B | 3.13% | 减持 |
| 3 | MSFT | MICROSOFT CORP | 38.48M | $16.22B | 3.07% | 增持 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 16.93M | $9.92B | 1.88% | 减持 |
| 5 | AMZN | AMAZON COM INC | 42.39M | $9.30B | 1.76% | 减持 |
| 6 | AVGO | BROADCOM INC | 30.22M | $7.01B | 1.32% | 增持 |
| 7 | META | META PLATFORMS INC. CLASS A | 11.58M | $6.78B | 1.28% | 增持 |
| 8 | GOOGL | ALPHABET INC | 34.58M | $6.55B | 1.24% | 持有 |
| 9 | QQQ | INVESCO QQQ TR | 12.16M | $6.22B | 1.18% | 减持 |
| 10 | JPM | JPMORGAN CHASE & CO | 25.41M | $6.09B | 1.15% | 增持 |
| 11 | TSLA | TESLA INC | 13.57M | $5.48B | 1.04% | 减持 |
| 12 | UBS | UBS GROUP AG | 158.90M | $4.82B | 0.91% | 减持 |
| 13 | GOOG | ALPHABET INC | 24.50M | $4.67B | 0.88% | 减持 |
| 14 | IWM | ISHARES TR | 20.63M | $4.56B | 0.86% | 减持 |
| 15 | V | VISA INC | 13.51M | $4.27B | 0.81% | 持有 |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 16.75M | $3.31B | 0.63% | 增持 |
| 17 | EEM | ISHARES TR | 79.10M | $3.31B | 0.63% | 增持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | 6.77M | $3.07B | 0.58% | 减持 |
| 19 | UNH | UNITEDHEALTH GROUP INCORPORATED | 6.06M | $3.07B | 0.58% | 减持 |
| 20 | LLY | ELI LILLY & CO | 3.82M | $2.95B | 0.56% | 减持 |
| 21 | GLD | SPDR GOLD TR | 12.11M | $2.93B | 0.56% | 增持 |
| 22 | COST | COSTCO WHOLESALE CORPORATION | 3.03M | $2.78B | 0.53% | 增持 |
| 23 | CSCO | CISCO SYS INC | 46.89M | $2.78B | 0.53% | 增持 |
| 24 | HD | HOME DEPOT INC | 7.05M | $2.74B | 0.52% | 增持 |
| 25 | AMD | ADVANCED MICRO DEVICES INC | 21.99M | $2.66B | 0.50% | 增持 |
| 26 | XLF | SELECT SECTOR SPDR TR | 53.35M | $2.58B | 0.49% | 增持 |
| 27 | ABBV | ABBVIE INC | 14.41M | $2.56B | 0.48% | 增持 |
| 28 | PG | PROCTER & GAMBLE CO | 15.12M | $2.53B | 0.48% | 增持 |
| 29 | XLE | SELECT SECTOR SPDR TR | 29.32M | $2.51B | 0.47% | 增持 |
| 30 | IWF | ISHARES TR | 6.20M | $2.49B | 0.47% | 减持 |
| 31 | NFLX | NETFLIX INC. | 2.74M | $2.44B | 0.46% | 增持 |
| 32 | VUG | VANGUARD INDEX FDS | 5.94M | $2.44B | 0.46% | 增持 |
| 33 | CRM | SALESFORCE INC | 7.27M | $2.43B | 0.46% | 增持 |
| 34 | XOM | EXXON MOBIL CORP | 22.38M | $2.41B | 0.46% | 增持 |
| 35 | MA | MASTERCARD INCORPORATED | 4.54M | $2.39B | 0.45% | 增持 |
| 36 | CVX | CHEVRON CORPORATION | 16.46M | $2.38B | 0.45% | 增持 |
| 37 | FXI | ISHARES TR | 75.93M | $2.31B | 0.44% | 增持 |
| 38 | JNJ | JOHNSON & JOHNSON | 15.97M | $2.31B | 0.44% | 增持 |
| 39 | IVV | ISHARES TR | 3.88M | $2.28B | 0.43% | 增持 |
| 40 | BAC | BANK OF AMER CORP | 51.32M | $2.26B | 0.43% | 增持 |
| 41 | MCD | MCDONALDS CORP | 7.77M | $2.25B | 0.43% | 持有 |
| 42 | VTV | VANGUARD INDEX FDS | 13.22M | $2.24B | 0.42% | 增持 |
| 43 | WMT | WALMART INC | 24.18M | $2.18B | 0.41% | 增持 |
| 44 | VOO | VANGUARD INDEX FDS | 3.85M | $2.08B | 0.39% | 增持 |
| 45 | MS | MORGAN STANLEY | 16.48M | $2.07B | 0.39% | 减持 |
| 46 | HYG | ISHARES TR | 25.86M | $2.03B | 0.39% | 增持 |
| 47 | ORCL | ORACLE CORP | 11.59M | $1.93B | 0.36% | 增持 |
| 48 | EFA | ISHARES TR | 25.18M | $1.90B | 0.36% | 增持 |
| 49 | MRK | MERCK & CO INC | 18.89M | $1.88B | 0.35% | 增持 |
| 50 | KO | COCA COLA CO | 29.93M | $1.86B | 0.35% | 增持 |