13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001610520
申报总市值
US$7860.2亿
US$7860.2亿
9085 檔
9.8%
Q4 2025 季度申报显示，UBS Group AG 披露的美股组合总市值为 US$7860.2亿，涵盖 9085 个不同之权益投资仓位。
UBS Group AG 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 2 个全新仓位及加仓 87 档持股的同时，亦同步清仓 4 档并减仓 107 档标的。
在资产配置集中度方面，UBS Group AG 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合计占整体申报市值的 9.8%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 9085 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 3.25% | -0.13% | -9.91% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.03% | -0.07% | +13.61% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.64% | +0.03% | -5.61% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.00% | +0.87% | -55.30% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.53% | +0.32% | -4.75% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.51% | +0.21% | +2.03% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.47% | +0.24% | -10.51% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.20% | -0.17% | -3.59% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.16% | +0.07% | -7.86% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.15% | +0.58% | -39.90% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | +0.19% | -2.68% | |
| 12 | UBS | UBS Group AG | 股票-金融 | 1.10% | +0.04% | +5.51% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.86% | -0.08% | +8.93% | |
| 14 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.82% | -0.42% | +10.23% | |
| 15 | TSLA | Tesla Inc | 股票-周期性消费 | 0.80% | -0.05% | -0.90% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | — | +1.47% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.72% | +1.13% | -11.06% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.60% | +0.03% | -13.68% | |
| 19 | MU | Micron Technology Inc | 股票-科技 | 0.51% | +1.29% | -7.14% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 0.51% | -0.08% | +20.27% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 0.49% | +0.58% | -5.39% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.49% | -0.22% | -31.28% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | -0.04% | +3.55% | |
| 24 | NFLX | Netflix Inc | 股票-通信服务 | 0.45% | -0.15% | +1070.19% | |
| 25 | WMT | Walmart Inc | 股票-非周期性消费 | 0.45% | -0.06% | +25.28% | |
| 26 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.45% | -0.02% | -7.55% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 0.44% | — | -3.27% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | -0.08% | -10.95% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.42% | +0.01% | -3.42% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.41% | +0.07% | +8.75% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.41% | — | -1.48% | |
| 32 | HD | Home Depot Inc | 股票-周期性消费 | 0.41% | -0.07% | +7.96% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.39% | -0.04% | -4.57% | |
| 34 | VTV | Vanguard Value ETF | ETF-其他 | 0.39% | -0.02% | -7.05% | |
| 35 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.38% | +0.05% | -3.23% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.38% | -0.03% | -4.63% | |
| 37 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.38% | -0.05% | +0.40% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.38% | -0.01% | -16.89% | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.37% | +0.03% | -11.68% | |
| 40 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.37% | -0.08% | +12.45% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.36% | -0.11% | -31.92% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.35% | -0.40% | -14.80% | |
| 43 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.34% | -0.02% | +8.66% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.33% | -0.18% | +291.31% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.32% | -0.12% | +2.94% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.32% | -0.10% | +27.03% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.31% | -0.08% | +1.02% | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.31% | -0.08% | -12.05% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.31% | -0.04% | -13.90% | |
| 50 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.30% | +0.18% | +10.11% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.3% | +13.61% | 加仓 |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.3% | +291.31% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | -10.51% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -7.86% | 减仓 |
| 5 | UBS | UBS Group AG | +0.2% | +5.51% | 加仓 |
| 6 | MU | Micron Technology Inc | +0.2% | -7.14% | 减仓 |
| 7 | MP | Mp Materials CORP | +0.2% | +250.97% | 加仓 |
| 8 | GLD | Spdr Gold Shares | +0.2% | +10.23% | 加仓 |
| 9 | LLY | Eli Lilly & Co | +0.2% | -11.06% | 减仓 |
| 10 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +165.15% | 加仓 |
| 11 | AVGO | Broadcom Inc | +0.1% | +2.03% | 加仓 |
| 12 | WMT | Walmart Inc | +0.1% | +25.28% | 加仓 |
| 13 | SNOW | Snowflake Inc | +0.1% | +87.34% | 加仓 |
| 14 | EA | Electronic Arts Inc | +0.1% | +172.77% | 加仓 |
| 15 | AMD | Advanced Micro Devices | +0.1% | -5.39% | 减仓 |
| 16 | IWM | Ishares Russell 2000 ETF | +0.1% | +8.93% | 加仓 |
| 17 | AAPL | Apple Inc | +0.1% | -5.61% | 减仓 |
| 18 | LITE | Lumentum Holdings Inc | +0.1% | +113.49% | 加仓 |
| 19 | MRK | Merck & Co. Inc. | +0.1% | +8.66% | 加仓 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +8.75% | 加仓 |
| 21 | WBD | Warner Bros Discovery Inc | +0.1% | +36.85% | 加仓 |
| 22 | RKLB | Rocket Lab CORP | +0.1% | +1.49% | 加仓 |
| 23 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +27.03% | 加仓 |
| 24 | BSX | Boston Scientific CORP | +0.1% | +42.10% | 加仓 |
| 25 | XME | Ss Spdr S&p Metals Mining | +0.1% | +380.01% | 加仓 |
| 26 | LRCX | Lam Research CORP | +0.1% | +5.88% | 加仓 |
| 27 | XLV | Ss Health Care Select Sector | +0.1% | +26.43% | 加仓 |
| 28 | DASH | Doordash Inc - A | +0.1% | +193.92% | 加仓 |
| 29 | KVUE | Kenvue Inc | +0.1% | +69.51% | 加仓 |
| 30 | NKE | Nike Inc -cl B | +0.1% | +61.43% | 加仓 |
| 31 | BAC | Bank Of America CORP | +0.1% | +3.55% | 加仓 |
| 32 | V | Visa Inc-class A Shares | +0.1% | +1.47% | 加仓 |
| 33 | ROIV | Roivant Sciences Ltd. | +0.1% | +569.98% | 加仓 |
| 34 | 8QR | Confluent Inc-class A | +0.1% | +175.31% | 加仓 |
| 35 | ISRG | Intuitive Surgical Inc | +0.1% | +3.58% | 加仓 |
| 36 | CRH | CRH plc | +0.1% | +45.76% | 加仓 |
| 37 | SCHW | Schwab (charles) CORP | +0.1% | +32.61% | 加仓 |
| 38 | MRVL | Marvell Technology Inc | +0.1% | +15.11% | 加仓 |
| 39 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +33.79% | 加仓 |
| 40 | EXK | Exact Sciences CORP | 0% | +398.19% | 加仓 |
| 41 | SJM | Jm Smucker Co/the | 0% | +238.67% | 加仓 |
| 42 | B | Barrick Mining CORP | 0% | +45.00% | 加仓 |
| 43 | GE | General Electric | 0% | +17.64% | 加仓 |
| 44 | PCAR | Paccar Inc | 0% | +74.38% | 加仓 |
| 45 | EAT | Brinker International Inc | 0% | +103.20% | 加仓 |
| 46 | BA | Boeing Co/the | 0% | +20.49% | 加仓 |
| 47 | KWEB | Kranesh Csi China Internet | 0% | +58.56% | 加仓 |
| 48 | C | Citigroup Inc | 0% | +3.08% | 加仓 |
| 49 | ABVX | Abivax Sa-adr | 0% | -0.84% | 减仓 |
| 50 | SOXX | Ishares Semiconductor ETF | 0% | +39.32% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，UBS Group AG 在 Q4 2025 季度的美股持仓总市值约为 US$7860.2亿，共申报了 9085 个公开持股仓位。
在 Q4 2025 季度，UBS Group AG 按市值排列的前三大核心持股分别为：NVDA (3.3%)、MSFT (3.0%)、AAPL (2.6%)。其中最大持股仓位 NVDA 占据整体投资组合约 3.3% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
TTE
市值: US$8.3亿
本季最大获利了结 / 清仓标的
KEL
前期市值: US$6.2亿
在 Q4 2025 季度中，UBS Group AG 共进行了 200 项持仓异动，包含新建仓 2 个仓位、加仓 87 个仓位、减仓 107 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 TTE。 本季清仓仓位包含 KEL。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。