综合金融平台Diversified financial platform · platform

UBS

瑞银

公开持仓Public holdings

13F-RS 研究可用度13F-RS research usability 47.0 覆盖coverage 70% · 置信confidence B

结论先行Answer first

前五大占10.1%，最值得继续核验的动作是减持EXXON MOBIL CORPTop five represent 10.1%; reduction in EXXON MOBIL CORP is the clearest next diligence lead

最大可见普通证券持仓为NVIDIA CORPORATION（2.1%）；季度快照换手代理为10.1%，前十大延续率为100.0%。该机构归入“银行/综合平台”，13F只能解释公开的美国可报告证券多头。

The largest visible non-option holding is NVIDIA CORPORATION (2.1%). The quarterly snapshot turnover proxy is 10.1%, and top-ten persistence is 100.0%. The manager is classified as Diversified financial platform; 13F covers only visible reportable U.S. long securities.

下一步Next diligence

把减持EXXON MOBIL CORP作为研究线索，结合公司基本面、估值、催化剂及13D/G核验；不要直接跟单。

Treat the reduction in EXXON MOBIL CORP as a research lead and verify fundamentals, valuation, catalysts and any 13D/G filings; do not copy mechanically.

可见总值Visible value$786.02bn前期 2026-03-31: $666.32bn（仅作规模对照）Prior 2026-03-31: $666.32bn (scale context only)

经济持仓数Economic positions10,407按 CUSIP / 证券类型规范化normalized by CUSIP / security type

前五集中度Top-five concentration10.1%集中度不是能力评分concentration is not skill

季度换手代理Quarterly turnover proxy10.1%股数与同价漂移估算share / same-price-drift estimate

前十大延续Top-ten persistence100.0%与前季比较versus prior quarter

最新申报日Latest filing date2026-08-13报告期report date 2026-06-30

CIK · accession · accepted date

本季申报链Current filing chain

先展示 13F-NT 关系通知，再展示解析到的 13F-HR / HR-A。价值单位说明保留检测结果和归一化倍数。

Relationship notices appear before resolved 13F-HR / HR-A filings. Unit notes preserve the detection result and normalization multiplier.

法律申报人Legal filer	CIK	Form	Accession	申报日Filed	解析 / 单位说明Resolution / unit note
UBS Group AG	CIK 0001610520	13F-HR	0001610520-26-000103	2026-08-13	usd_consistent_with_implied_prices

2026-03-31 → 2026-06-30

持仓与季度变化Holdings and quarterly change

前十大可见普通证券Top visible non-option holdings 10

证券Security	Put / Call	申报价值Filed value	权重Weight	股数 / 标的股数Shares / underlying shares	股数变化Share change
NVIDIA CORPORATIONCOM · CUSIP 67066G104	—	$16.62bn	2.12%	83,070,573	-0.1%
APPLE INCCOM · CUSIP 037833100	—	$14.99bn	1.91%	51,802,076	3.6%
MICROSOFT CORPCOM · CUSIP 594918104	—	$13.39bn	1.70%	35,883,844	8.6%
BROADCOM INCCOM · CUSIP 11135F101	—	$9.50bn	1.21%	25,139,967	2.0%
STATE STR SPDR S&P 500 ETF TTR UNIT · CUSIP 78462F103	—	$9.16bn	1.17%	12,268,155	-0.3%
ALPHABET INCCAP STK CL A · CUSIP 02079K305	—	$9.05bn	1.15%	25,323,537	4.8%
AMAZON COM INCCOM · CUSIP 023135106	—	$8.16bn	1.04%	34,232,599	-0.5%
MICRON TECHNOLOGY INCCOM · CUSIP 595112103	—	$7.03bn	0.90%	6,091,903	0.7%
ALPHABET INCCAP STK CL C · CUSIP 02079K107	—	$6.79bn	0.86%	19,222,797	3.8%
ISHARES TRCORE MSCI EAFE · CUSIP 46432F842	—	$6.72bn	0.85%	69,612,813	0.4%

新建仓位New positions 10

证券Security	Put / Call	申报价值Filed value	权重Weight	股数 / 标的股数Shares / underlying shares	股数变化Share change
HONEYWELL INTL INCCOM · CUSIP 438516205	—	$793.7m	0.10%	3,545,022	—
HONEYWELL AEROSPACE INCCOM · CUSIP 43849R105	—	$612.0m	0.08%	2,768,136	—
SPACE EXPLORATION TECHN CORPCLASS A COM STK · CUSIP 84615Q103	—	$570.3m	0.07%	3,337,684	—
CARNIVAL CORP LTDCOMMON SHARES · CUSIP G2004J103	—	$334.8m	0.04%	11,719,558	—
FEDEX FGHT HLDG CO INCCOMMON STOCK · CUSIP 314352105	—	$129.7m	0.02%	858,973	—
CEREBRAS SYSTEMS INCCOM CL A · CUSIP 15675D103	—	$125.0m	0.02%	565,720	—
DUPONT DE NEMOURS INCCOMMON STOCK · CUSIP 26614N201	—	$115.7m	0.01%	852,681	—
ASCENDIS PHARMA A/SORD SHS · CUSIP K08588103	—	$107.2m	0.01%	401,881	—
FERVO ENERGY COCL A COM · CUSIP 31556C106	—	$107.2m	0.01%	3,666,360	—
KEEL INFRASTRUCTURE CORPCOM SHS · CUSIP 486917107	—	$55.2m	0.01%	9,618,335	—

增持仓位Added positions 10

证券Security	Put / Call	申报价值Filed value	权重Weight	股数 / 标的股数Shares / underlying shares	股数变化Share change
LAM RESEARCH CORPCOM NEW · CUSIP 512807306	—	$3.33bn	0.42%	7,688,281	17.8%
APPLIED MATLS INCCOM · CUSIP 038222105	—	$2.69bn	0.34%	3,718,754	15.6%
NEBIUS GROUP N.V.SHS CLASS A · CUSIP N97284108	—	$1.45bn	0.18%	5,244,785	68.1%
MICROSOFT CORPCOM · CUSIP 594918104	—	$13.39bn	1.70%	35,883,844	8.6%
ALPHABET INCCAP STK CL A · CUSIP 02079K305	—	$9.05bn	1.15%	25,323,537	4.8%
NETFLIX INC.COM · CUSIP 64110L106	—	$1.84bn	0.23%	25,707,292	11.4%
SPDR GOLD TRGOLD SHS · CUSIP 78463V107	—	$2.61bn	0.33%	7,097,437	7.8%
KLA CORPCOM NEW · CUSIP 482480100	—	$1.62bn	0.21%	5,363,252	872.1%
CATERPILLAR INCCOM · CUSIP 149123101	—	$1.81bn	0.23%	1,700,215	21.1%
JABIL INCCOM · CUSIP 466313103	—	$1.17bn	0.15%	3,026,741	79.4%

减持仓位Reduced positions 10

证券Security	Put / Call	申报价值Filed value	权重Weight	股数 / 标的股数Shares / underlying shares	股数变化Share change
EXXON MOBIL CORPCOM · CUSIP 30231G102	—	$841.9m	0.11%	6,157,585	-61.8%
ADVANCED MICRO DEVICES INCCOM · CUSIP 007903107	—	$3.58bn	0.46%	6,154,993	-21.3%
META PLATFORMS INCCL A · CUSIP 30303M102	—	$4.81bn	0.61%	8,543,093	-7.6%
INTEL CORPCOM · CUSIP 458140100	—	$2.72bn	0.35%	19,502,935	-28.5%
SANDISK CORPCOM · CUSIP 80004C200	—	$1.42bn	0.18%	626,651	-12.1%
ISHARES TRCORE S&P500 ETF · CUSIP 464287200	—	$2.74bn	0.35%	3,653,598	-22.0%
LUMENTUM HLDGS INCCOM · CUSIP 55024U109	—	$296.9m	0.04%	346,061	-75.5%
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT · CUSIP 46137V357	—	$1.74bn	0.22%	8,192,436	-27.8%
ABBOTT LABORATORIESCOM · CUSIP 002824100	—	$667.5m	0.09%	7,356,093	-39.5%
ACCENTURE PLC IRELANDSHS CLASS A · CUSIP G1151C101	—	$333.3m	0.04%	2,678,599	-44.7%

退出仓位Exited positions 10

证券Security	Put / Call	申报价值Filed value	权重Weight	股数 / 标的股数Shares / underlying shares	股数变化Share change
HONEYWELL INTL INCCOM · CUSIP 438516106	—	$1.05bn	0.16%	4,637,105	-100.0%
HOLOGIC INCCOM · CUSIP 436440101	—	$384.7m	0.06%	5,089,745	-100.0%
CLEARWATER ANALYTICS HLDGS ICL A · CUSIP 185123106	—	$348.5m	0.05%	14,735,354	-100.0%
APELLIS PHARMACEUTICALS INCCOM · CUSIP 03753U106	—	$249.7m	0.04%	6,206,681	-100.0%
COTERRA ENERGY INCCOM · CUSIP 127097103	—	$243.9m	0.04%	6,940,300	-100.0%
AMICUS THERAPEUTICCOM · CUSIP 03152W109	—	$230.8m	0.04%	15,957,913	-100.0%
SEALED AIR CORP NEWCOM · CUSIP 81211K100	—	$200.2m	0.03%	4,759,934	-100.0%
AIR LEASE CORPCL A · CUSIP 00912X302	—	$142.6m	0.02%	2,196,634	-100.0%
CARNIVAL CORPCOMMON STOCK · CUSIP 143658300	—	$125.1m	0.02%	4,833,189	-100.0%
CSG SYS INTL INCCOM · CUSIP 126349109	—	$115.1m	0.02%	1,439,487	-100.0%

期权切片Options slice 10

Put/Call 股数是标的股数；13F 没有执行价、到期日、权利金或净方向。Put/call shares are underlying shares; 13F omits strike, expiry, premium and net direction.

证券Security	Put / Call	申报价值Filed value	权重Weight	股数 / 标的股数Shares / underlying shares	股数变化Share change
ELI LILLY & COCOM · CUSIP 532457108	CALL	$8.76bn	1.11%	7,300,382	4,571.1%
STATE STR SPDR S&P 500 ETF TTR UNIT · CUSIP 78462F103	PUT	$8.43bn	1.07%	11,292,980	155.1%
INVESCO QQQ TRUNIT SER 1 · CUSIP 46090E103	CALL	$7.14bn	0.91%	9,693,688	90.4%
INVESCO QQQ TRUNIT SER 1 · CUSIP 46090E103	PUT	$5.60bn	0.71%	7,610,200	10.3%
MICRON TECHNOLOGY INCCOM · CUSIP 595112103	CALL	$4.87bn	0.62%	4,214,857	174.9%
STATE STR SPDR S&P 500 ETF TTR UNIT · CUSIP 78462F103	CALL	$4.82bn	0.61%	6,459,368	80.2%
AMAZON COM INCCOM · CUSIP 023135106	CALL	$3.37bn	0.43%	14,147,413	338.9%
NVIDIA CORPORATIONCOM · CUSIP 67066G104	CALL	$2.91bn	0.37%	14,551,190	-7.3%
NVIDIA CORPORATIONCOM · CUSIP 67066G104	PUT	$2.64bn	0.34%	13,212,887	-4.4%
ADVANCED MICRO DEVICES INCCOM · CUSIP 007903107	CALL	$2.62bn	0.33%	4,511,041	59.3%

13F-RS-v1.0

评分拆解Score breakdown

完整方法Full methodology

维度Dimension	得分Score	比例Ratio
申报完整性Filing integrity	15.0 / 15	100%
实体映射Entity mapping	10.0 / 10	100%
策略适配度Strategy fit	4.5 / 15	30%
集中度信息密度Concentration signal	0.7 / 10	7%
高确信度可识别性Conviction identifiability	0.7 / 15	5%
延续性 / 换手Persistence / turnover	9.4 / 10	94%
申报时滞Filing lag	0.3 / 10	3%
不可见风险Opacity risk	6.4 / 10	64%
独立共识Independent consensus	0.0 / 5	0%

策略分类：综合金融平台。分数衡量公开13F的研究可用度，不评价未来收益。Strategy classification: Diversified financial platform. The score measures public-13F research usability, not future returns.

H（高确信度可识别性）当前以单仓≥2%为有限代理，尚未接入风格基准主动权重，因此该分项覆盖度只有50%。H (conviction identifiability) currently uses positions ≥2% as a limited proxy; style-benchmark active weights are not yet available, so this component has only 50% coverage.