申报总市值
US$1355.8亿
申报季度: 2014-09-30 · 持股只数: 15317
UBS AG在最新一期 13F 报告中披露了 15317 项持股，申报期为 2014-09-30，总持股市值约为 US$1355.8亿，季度换手率为 22.8%。
减仓 9990302D
-82.7% -US$6.9亿
减仓 EFA
-18.1% -US$4.4亿
减仓 WY
-95.9% -US$4.9亿
加仓 AMGN
+186.1% US$4.7亿
减仓 307000109
-91.3% -US$3.9亿
减仓 SPY
+0.8% US$1.3亿
瑞銀本季根本是在演一齣『明修棧道、暗渡陳倉』——大砍高基期的美股循環股（WY、HTZ）和已開發市場ETF（EFA），表面上是獲利了結，實際上卻在加碼安進（AMGN）和新興市場ETF（EEM、IEMG）。這一手一邊收傘、一邊撐傘的操作，擺明了是在為全球景氣降溫和資金板塊大遷徙提前卡位，絕非單純的換股。
白話講，這局賭的是Fed升息壓力讓美國循環股行情到頂，資金必須找出口——一條是生技股的防禦性成長（安進），另一條是新興市場的跌深反彈。勝負手在全球利率的拐點和新興市場的基本面能否接住這波資金潮，而不是曇花一現的投機行情。
最大罩門是持股極度分散（HHI僅0.0079），策略性加碼的力道被零碎的配置稀釋殆盡。一旦市場翻臉，那些小幅增持的安進和EEM反而因為籌碼太過擁擠、缺乏內資坐檯，將成為最先被外資倒貨、多殺多的祭品，這齣棋恐踢到鐵板。
由 AI 汇整自公开 13F 申报资料，仅反映历史持仓状况，不构成任何投资建议。
仅显示前 6687 大持股（共 15317 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.72% | -0.31% | +0.75% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.35% | -0.24% | -11.22% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.61% | +0.27% | +32.54% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.47% | +0.03% | +17.80% | |
| 5 | UBS | UBS Group AG | 股票-金融 | 1.33% | -0.18% | -1.92% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.08% | -0.41% | -18.10% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.05% | +0.15% | +12.12% | |
| 8 | INTC | Intel CORP | 股票-科技 | 0.91% | +0.17% | +15.06% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.90% | +0.04% | +8.78% | |
| 10 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.83% | +0.19% | +47.65% | |
| 11 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.68% | — | +8.05% | |
| 12 | QCOM | Qualcomm INC | 股票-科技 | 0.66% | — | +11.90% | |
| 13 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.65% | — | +12.48% | |
| 14 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 0.65% | — | +3.08% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | — | +1.15% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | — | +12.20% | |
| 17 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.55% | +0.06% | -7.23% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 0.55% | +0.10% | +15.07% | |
| 19 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.54% | — | +27.58% | |
| 20 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.53% | +0.06% | +18.54% | |
| 21 | EPD | Enterprise Products Partners | 股票-能源 | 0.51% | — | +98.36% | |
| 22 | ✓ | Yahoo INC | 股票-其他 | 0.50% | +0.16% | +35.28% | |
| 23 | ✓ | 股票-其他 | 0.50% | -0.23% | -30.69% | ||
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.50% | — | +11.13% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.50% | — | -1.39% | |
| 26 | WMB | Williams Cos INC | 股票-能源 | 0.50% | — | +9.87% | |
| 27 | AMGN | Amgen INC | 股票-医疗保健 | 0.50% | +0.35% | +186.06% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.49% | — | -4.38% | |
| 29 | XLE | Ss Energy Select Sector | ETF-其他 | 0.47% | +0.10% | +50.42% | |
| 30 | GOOG | Alphabet A | 股票-通信服务 | 0.46% | +0.10% | +34.77% | |
| 31 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.46% | +0.23% | +107.81% | |
| 32 | UTXZ | United Tech CORP | 股票-其他 | 0.45% | — | +12.67% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.43% | — | +15.71% | |
| 34 | XLF | Ss Financial Select Sector | ETF-其他 | 0.43% | +0.17% | +75.00% | |
| 35 | BA | Boeing Co/the | 股票-工业 | 0.43% | — | +14.63% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.43% | — | +0.99% | |
| 37 | PFE | Pfizer INC | 股票-医疗保健 | 0.43% | — | +5.72% | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 0.43% | — | +20.77% | |
| 39 | ✓ | MarkWest Energy | 股票-其他 | 0.43% | — | -13.32% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.41% | +0.08% | +27.98% | |
| 41 | ET | Energy Transfer LP | 股票-能源 | 0.40% | +0.11% | +39.32% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.40% | — | +18.20% | |
| 43 | WEP | Magellan Midstream Partners | 股票-其他 | 0.39% | — | +4.21% | |
| 44 | T | At&t INC | 股票-通信服务 | 0.39% | — | +4.41% | |
| 45 | FXI | Ishares China Large-cap ETF | ETF-新兴市场 | 0.38% | +0.14% | +62.95% | |
| 46 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.37% | +0.10% | +29.42% | |
| 47 | SLB | Slb LTD | 股票-能源 | 0.37% | — | +18.49% | |
| 48 | MDT | Medtronic plc | 股票-医疗保健 | 0.36% | — | +2.48% | |
| 49 | VZ | Verizon Communications INC | 股票-通信服务 | 0.36% | — | +8.11% | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.36% | — | +23.32% |
可定价持仓数据尚不足以计算表现
UBS AG 在 2014-09-30 最显著的持仓异动： 清仓: Northstar Rlty Fin; 新建仓: Alibaba Group Holding-sp Adr (BABA); 新建仓: NorthStar Realty Finance Corp; 减仓: Apache CORP (9990302D) — 股数 -82.67%; 减仓: Ishares Msci Eafe ETF (EFA) — 股数 -18.10%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen INC | +0.4% | +186.06% | 加仓 |
| 2 | EEM | Ishares Msci Emerging Market | +0.3% | +32.54% | 加仓 |
| 3 | IEMG | Ishares Core Msci Emerging | +0.2% | +467.32% | 加仓 |
| 4 | CMCSA | Comcast Corp-class A | +0.2% | +107.81% | 加仓 |
| 5 | OXY | Occidental Petroleum CORP | +0.2% | +47.65% | 加仓 |
| 6 | BIDU | Baidu INC - Spon Adr | +0.2% | +97.79% | 加仓 |
| 7 | CCI | Crown Castle Inc. | +0.2% | +739.37% | 加仓 |
| 8 | INTC | Intel CORP | +0.2% | +15.06% | 加仓 |
| 9 | XLF | Ss Financial Select Sector | +0.2% | +75.00% | 加仓 |
| 10 | ✓ | Yahoo INC | +0.2% | +35.28% | 加仓 |
| 11 | MSFT | Microsoft CORP | +0.2% | +12.12% | 加仓 |
| 12 | FXI | Ishares China Large-cap ETF | +0.1% | +62.95% | 加仓 |
| 13 | TD | Toronto-dominion Bank | +0.1% | +305.71% | 加仓 |
| 14 | ✓ | Amtrust Financial Services | +0.1% | +9864.49% | 加仓 |
| 15 | SUNEQUSD | Sunedison INC | +0.1% | +674.52% | 加仓 |
| 16 | ET | Energy Transfer LP | +0.1% | +39.32% | 加仓 |
| 17 | HD | Home Depot INC | +0.1% | +38.17% | 加仓 |
| 18 | GMF | State Street Spdr S&p Emergi | +0.1% | +361.48% | 加仓 |
| 19 | TWTRUSD | Twitter INC | +0.1% | +196.57% | 加仓 |
| 20 | XLE | Ss Energy Select Sector | +0.1% | +50.42% | 加仓 |
| 21 | GOOG | Alphabet A | +0.1% | +34.77% | 加仓 |
| 22 | KMI | Kinder Morgan, Inc. | +0.1% | +29.42% | 加仓 |
| 23 | BAC | Bank Of America CORP | +0.1% | +15.07% | 加仓 |
| 24 | ET | Energy Transfer LP | +0.1% | +33.76% | 加仓 |
| 25 | C | Citigroup INC | +0.1% | +34.79% | 加仓 |
| 26 | CSCO | Cisco Systems INC | +0.1% | +27.98% | 加仓 |
| 27 | MRK | Merck & Co. INC. | +0.1% | +18.54% | 加仓 |
| 28 | GILD | Gilead Sciences INC | +0.1% | -7.23% | 减仓 |
| 29 | JNJ | Johnson & Johnson | 0% | +8.78% | 加仓 |
| 30 | IWM | Ishares Russell 2000 ETF | 0% | +17.80% | 加仓 |
| 31 | Z | Zillow Group, Inc. | -0.1% | -25.88% | 减仓 |
| 32 | DB | Deutsche Bank Aktiengesellschaft | -0.1% | -30.99% | 减仓 |
| 33 | ✓ | -0.1% | -20.45% | 减仓 | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.2% | -39.22% | 减仓 |
| 35 | ARL | American Realty Capital Properties Inc | -0.2% | -41.38% | 减仓 |
| 36 | VGK | Vanguard Ftse Europe ETF | -0.2% | -51.95% | 减仓 |
| 37 | WYNN | Wynn Resorts LTD | -0.2% | -50.78% | 减仓 |
| 38 | UBS | UBS Group AG | -0.2% | -1.92% | 减仓 |
| 39 | ✓ | Petsmart INC | -0.2% | -88.14% | 减仓 |
| 40 | ✓ | -0.2% | -30.69% | 减仓 | |
| 41 | AAPL | Apple INC | -0.2% | -11.22% | 减仓 |
| 42 | HTZ | Hertz Global Holdings, Inc. | -0.3% | -92.41% | 减仓 |
| 43 | ✓ | -0.3% | -91.28% | 减仓 | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | +0.75% | 加仓 |
| 45 | WY | Weyerhaeuser Co | -0.4% | -95.87% | 减仓 |
| 46 | EFA | Ishares Msci Eafe ETF | -0.4% | -18.10% | 减仓 |
| 47 | 9990302D | Apache CORP | -0.6% | -82.67% | 减仓 |
| 48 | ✓ | Northstar Rlty Fin | — | EXIT | 清仓 |
| 49 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新建仓 |
| 50 | ✓ | NorthStar Realty Finance Corp | — | NEW | 新建仓 |
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