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
9085 檔
9.8%
Q4 2025 季度申報顯示，UBS Group AG 揭露的美股組合總市值為 US$7860.2億，涵蓋 9085 個不同之權益投資部位。
Q4 2025 的申報記錄反映 UBS Group AG 的板塊替換策略：機構本季推動了 89 筆增持與 111 筆減持，籌碼呈現明顯的結構重組。
整體而言，UBS Group AG 的前 5 大持股（包含 NVDA, MSFT, AAPL）貢獻了組合市值的 9.8%，形成該機構在 Q4 2025 季度的基本面基石。
僅顯示前 200 大持股（共 9085 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 | 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-大型股與成長 | 2.00% | +0.87% | -55.30% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 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-通訊服務 | 1.47% | +0.24% | -10.51% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.20% | -0.17% | -3.59% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 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-避險與商品 | 0.82% | -0.42% | +10.23% | |
| 15 | TSLA | Tesla Inc | 股票-循環性消費 | 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-醫療保健 | 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-新興市場 | 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-通訊服務 | 0.45% | -0.15% | +1070.19% | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 0.45% | -0.06% | +25.28% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 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-大型股與成長 | 0.41% | — | -1.48% | |
| 32 | HD | Home Depot Inc | 股票-循環性消費 | 0.41% | -0.07% | +7.96% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 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-醫療保健 | 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-循環性消費 | 0.37% | -0.08% | +12.45% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 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-醫療保健 | 0.34% | -0.02% | +8.66% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 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-大型股與成長 | 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-政府公債 | 0.31% | -0.08% | -12.05% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.31% | -0.04% | -13.90% | |
| 50 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.30% | +0.18% | +10.11% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.3% | +13.61% | 加碼 |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.3% | +291.31% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | -10.51% | 減碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -7.86% | 減碼 |
| 5 | UBS | UBS Group AG | +0.2% | +5.51% | 加碼 |
| 6 | MU | Micron Technology Inc | +0.2% | -7.14% | 減碼 |
| 7 | MP | Mp Materials CORP | +0.2% | +250.97% | 加碼 |
| 8 | GLD | Spdr Gold Shares | +0.2% | +10.23% | 加碼 |
| 9 | LLY | Eli Lilly & Co | +0.2% | -11.06% | 減碼 |
| 10 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +165.15% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.1% | +2.03% | 加碼 |
| 12 | WMT | Walmart Inc | +0.1% | +25.28% | 加碼 |
| 13 | SNOW | Snowflake Inc | +0.1% | +87.34% | 加碼 |
| 14 | EA | Electronic Arts Inc | +0.1% | +172.77% | 加碼 |
| 15 | AMD | Advanced Micro Devices | +0.1% | -5.39% | 減碼 |
| 16 | IWM | Ishares Russell 2000 ETF | +0.1% | +8.93% | 加碼 |
| 17 | AAPL | Apple Inc | +0.1% | -5.61% | 減碼 |
| 18 | LITE | Lumentum Holdings Inc | +0.1% | +113.49% | 加碼 |
| 19 | MRK | Merck & Co. Inc. | +0.1% | +8.66% | 加碼 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +8.75% | 加碼 |
| 21 | WBD | Warner Bros Discovery Inc | +0.1% | +36.85% | 加碼 |
| 22 | RKLB | Rocket Lab CORP | +0.1% | +1.49% | 加碼 |
| 23 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +27.03% | 加碼 |
| 24 | BSX | Boston Scientific CORP | +0.1% | +42.10% | 加碼 |
| 25 | XME | Ss Spdr S&p Metals Mining | +0.1% | +380.01% | 加碼 |
| 26 | LRCX | Lam Research CORP | +0.1% | +5.88% | 加碼 |
| 27 | XLV | Ss Health Care Select Sector | +0.1% | +26.43% | 加碼 |
| 28 | DASH | Doordash Inc - A | +0.1% | +193.92% | 加碼 |
| 29 | KVUE | Kenvue Inc | +0.1% | +69.51% | 加碼 |
| 30 | NKE | Nike Inc -cl B | +0.1% | +61.43% | 加碼 |
| 31 | BAC | Bank Of America CORP | +0.1% | +3.55% | 加碼 |
| 32 | V | Visa Inc-class A Shares | +0.1% | +1.47% | 加碼 |
| 33 | ROIV | Roivant Sciences Ltd. | +0.1% | +569.98% | 加碼 |
| 34 | 8QR | Confluent Inc-class A | +0.1% | +175.31% | 加碼 |
| 35 | ISRG | Intuitive Surgical Inc | +0.1% | +3.58% | 加碼 |
| 36 | CRH | CRH plc | +0.1% | +45.76% | 加碼 |
| 37 | SCHW | Schwab (charles) CORP | +0.1% | +32.61% | 加碼 |
| 38 | MRVL | Marvell Technology Inc | +0.1% | +15.11% | 加碼 |
| 39 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +33.79% | 加碼 |
| 40 | EXK | Exact Sciences CORP | 0% | +398.19% | 加碼 |
| 41 | SJM | Jm Smucker Co/the | 0% | +238.67% | 加碼 |
| 42 | B | Barrick Mining CORP | 0% | +45.00% | 加碼 |
| 43 | GE | General Electric | 0% | +17.64% | 加碼 |
| 44 | PCAR | Paccar Inc | 0% | +74.38% | 加碼 |
| 45 | EAT | Brinker International Inc | 0% | +103.20% | 加碼 |
| 46 | BA | Boeing Co/the | 0% | +20.49% | 加碼 |
| 47 | KWEB | Kranesh Csi China Internet | 0% | +58.56% | 加碼 |
| 48 | C | Citigroup Inc | 0% | +3.08% | 加碼 |
| 49 | ABVX | Abivax Sa-adr | 0% | -0.84% | 減碼 |
| 50 | SOXX | Ishares Semiconductor ETF | 0% | +39.32% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，UBS Group AG 在 Q4 2025 季度的美股持倉總市值約為 US$7860.2億，共申報了 9085 個公開持股部位。
在 Q4 2025 季度，UBS Group AG 按市值排列的前三大核心持股分別為：NVDA (3.3%)、MSFT (3.0%)、AAPL (2.6%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.3% 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
TTE
市值: US$8.3億
本季最大獲利了結 / 清倉標的
KEL
前期市值: US$6.2億
在 Q4 2025 季度中，UBS Group AG 共進行了 200 項持倉異動，包含新建倉 2 個部位、加碼 87 個部位、減碼 107 個部位以及清倉 4 個部位。 其中最大新建倉標的為 TTE。 本季清倉部位包含 KEL。
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。