13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001610520
申報總市值
US$7860.2億
US$7860.2億
8862 檔
12.0%
在 Q3 2025 的 13F 官方備案中，UBS Group AG 管理的美股投資組合規模來到 US$7860.2億，整體持股檔數為 8862 檔。
在 Q3 2025 期間，UBS Group AG 展現了靈活的資產再平衡步調，透過出清 8 檔弱勢或達到目標價部位，將資金轉置於 4 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 SPY, NVDA, MSFT）累計市值佔比達 12.0%，是驅動 UBS Group AG 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 8862 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.22% | +0.87% | +98.48% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.49% | -0.13% | -8.63% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.76% | -0.07% | -3.37% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.53% | +0.03% | -5.54% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.80% | +0.58% | +11.66% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.48% | +0.32% | +2.06% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.37% | +0.21% | -9.04% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.34% | -0.17% | +1.39% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.23% | +0.24% | +0.38% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | +0.19% | -0.97% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.94% | +0.07% | -1.97% | |
| 12 | UBS | UBS Group AG | 股票-金融 | 0.89% | +0.04% | +13.05% | |
| 13 | TSLA | Tesla Inc | 股票-循環性消費 | 0.77% | -0.05% | -29.89% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.75% | -0.08% | -20.20% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | — | -9.80% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.68% | -0.23% | +9.37% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.67% | -0.22% | +5.24% | |
| 18 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.65% | -0.42% | +16.69% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.62% | +0.03% | -17.74% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 0.59% | -0.08% | +11.04% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.56% | +1.13% | +2.70% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.50% | -0.11% | +53.92% | |
| 23 | NFLX | Netflix Inc | 股票-通訊服務 | 0.48% | -0.15% | +2.96% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.47% | -0.02% | +1.26% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | -0.08% | -6.93% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.44% | — | -1.90% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.43% | -0.01% | -2.13% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 0.43% | -0.07% | +12.23% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.43% | -0.04% | -3.99% | |
| 30 | MA | Mastercard Inc - A | 股票-金融 | 0.42% | +0.01% | +2.60% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | -0.04% | -3.28% | |
| 32 | VTV | Vanguard Value ETF | ETF-其他 | 0.40% | -0.02% | -1.22% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.39% | — | +1.32% | |
| 34 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.39% | -0.08% | +51.05% | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.38% | +0.58% | -8.78% | |
| 36 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.37% | -0.05% | -6.61% | |
| 37 | MS | Morgan Stanley | 股票-金融 | 0.37% | +0.03% | +10.87% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.37% | -0.40% | +0.77% | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.35% | -0.08% | +36.94% | |
| 40 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.34% | +0.05% | -10.99% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.34% | -0.03% | -14.14% | |
| 42 | UBER | Uber Technologies Inc | 股票-工業 | 0.33% | +0.04% | +18.48% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.33% | -0.04% | +8.74% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.32% | +0.07% | -0.16% | |
| 45 | WMT | Walmart Inc | 股票-非循環性消費 | 0.32% | -0.06% | -8.05% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.32% | -0.06% | +5.45% | |
| 47 | MU | Micron Technology Inc | 股票-科技 | 0.31% | +1.29% | -7.11% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.31% | -0.12% | -26.21% | |
| 49 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.29% | +0.18% | +19.86% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.29% | -0.08% | +1.87% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.4% | +98.48% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.8% | -8.63% | 減碼 |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +11.66% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.4% | -9.04% | 減碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.38% | 減碼 |
| 6 | ORCL | Oracle CORP | +0.3% | +11.04% | 加碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -1.97% | 減碼 |
| 8 | PLTR | Palantir Technologies Inc-a | +0.1% | -6.61% | 減碼 |
| 9 | MRVL | Marvell Technology Inc | +0.1% | +6.53% | 加碼 |
| 10 | MSFT | Microsoft CORP | +0.1% | -3.37% | 減碼 |
| 11 | TSLA | Tesla Inc | +0.1% | -29.89% | 減碼 |
| 12 | EEM | Ishares Msci Emerging Market | +0.1% | +5.24% | 加碼 |
| 13 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +82.38% | 加碼 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -17.74% | 減碼 |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +53.92% | 加碼 |
| 16 | APP | Applovin Corp-class A | +0.1% | +52.88% | 減碼 |
| 17 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +36.94% | 加碼 |
| 18 | ALC | Alcon Inc. | +0.1% | +14.20% | 加碼 |
| 19 | CRWV | Coreweave Inc-cl A | +0.1% | +179.51% | 加碼 |
| 20 | MU | Micron Technology Inc | +0.1% | -7.11% | 減碼 |
| 21 | BE | Bloom Energy Corp- A | +0.1% | +109.05% | 加碼 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +1.39% | 減碼 |
| 23 | SOFI | Sofi Technologies Inc | +0.1% | -27.98% | 加碼 |
| 24 | MDT | Medtronic plc | +0.1% | +89.79% | 加碼 |
| 25 | SE | Sea Ltd-adr | +0.1% | +46.74% | 加碼 |
| 26 | RIOT | Riot Platforms Inc | +0.1% | +888.74% | 加碼 |
| 27 | EWJ | Ishares Msci Japan ETF | +0.1% | +292.20% | 加碼 |
| 28 | NFLX | Netflix Inc | +0.1% | +2.96% | 加碼 |
| 29 | WDAY | Workday Inc-class A | +0.1% | +152.28% | 加碼 |
| 30 | NSC | Norfolk Southern CORP | +0.1% | +75.30% | 加碼 |
| 31 | MP | Mp Materials CORP | +0.1% | -14.99% | 減碼 |
| 32 | SW | Smurfit Westrock Plc | +0.1% | +271.97% | 加碼 |
| 33 | NBIS | Nebius Group N.V. | +0.1% | +195.97% | 加碼 |
| 34 | ABVX | Abivax Sa-adr | +0.1% | +2560.96% | 加碼 |
| 35 | MS | Morgan Stanley | +0.1% | +10.87% | 減碼 |
| 36 | EWZ | Ishares Msci Brazil ETF | +0.1% | +3.65% | 加碼 |
| 37 | JBL | Jabil Inc | +0.1% | +24.99% | 加碼 |
| 38 | BIDU | Baidu Inc - Spon Adr | +0.1% | +78.86% | 加碼 |
| 39 | SNOW | Snowflake Inc | +0.1% | -1.44% | 加碼 |
| 40 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +54.90% | 加碼 |
| 41 | SNPS | Synopsys Inc | +0.1% | +119.02% | 加碼 |
| 42 | ✓ | Ferrovial Se | +0.1% | -7.37% | 加碼 |
| 43 | ASTS | Ast Spacemobile Inc | +0.1% | +61.03% | 加碼 |
| 44 | AMD | Advanced Micro Devices | 0% | -8.78% | 減碼 |
| 45 | VUG | Vanguard Growth ETF | 0% | -1.90% | 減碼 |
| 46 | PANW | Palo Alto Networks Inc | 0% | +19.86% | 加碼 |
| 47 | DB | Deutsche Bank Aktiengesellschaft | 0% | -1.94% | 減碼 |
| 48 | GEV | GE Vernova Inc | 0% | -10.44% | 減碼 |
| 49 | CEG | Constellation Energy | 0% | -7.30% | 加碼 |
| 50 | ANET | Arista Networks Inc | 0% | -9.95% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，UBS Group AG 在 Q3 2025 季度的美股持倉總市值約為 US$7860.2億，共申報了 8862 個公開持股部位。
在 Q3 2025 季度，UBS Group AG 按市值排列的前三大核心持股分別為：SPY (4.2%)、NVDA (3.5%)、MSFT (2.8%)。其中最大持股部位 SPY 佔據整體投資組合約 4.2% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
RKLB
市值: US$9.6億
本季最大獲利了結 / 清倉標的
HES
前期市值: US$4.4億
在 Q3 2025 季度中，UBS Group AG 共進行了 200 項持倉異動，包含新建倉 4 個部位、加碼 92 個部位、減碼 96 個部位以及清倉 8 個部位。 其中最大新建倉標的為 RKLB。 本季清倉部位包含 HES。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。