仅事实
伯克希尔哈撒韦在调整投资组合时投资联合健康集团
摘要
伯克希尔哈撒韦收购了联合健康集团的重要股份，并进行了其他显著的投资组合调整，包括减少对苹果和美国银行的持股。
由沃伦·巴菲特领导的伯克希尔哈撒韦披露了对联合健康集团的新投资，截至2025年6月30日，收购了504万股股票，价值约15.7亿美元。此举正值联合健康面临医疗费用上升、联邦调查以及去年重大网络攻击等挑战之际。公告发布后，联合健康的股价在盘后交易中上涨了8.5%。
除了对联合健康的投资外，伯克希尔哈撒韦还进行了多项投资组合调整。该集团减少了2000万股苹果股票的持有量，持股总数降至2.8亿股，尽管如此，苹果仍是其最大的股票持仓。伯克希尔还削减了对美国银行的持股，并退出了对T-Mobile US的投资。新增加或增持的公司包括DR Horton、Lennar、Allegion、Lamar Advertising和Nucor。
尽管进行了这些收购，伯克希尔连续第11个季度净卖出股票，卖出金额比购买多出30亿美元。公司截至6月底持有现金及等价物3441亿美元。巴菲特即将迎来95岁生日，预计在Greg Abel于2026年1月成为首席执行官时，仍将继续担任董事长。
来源
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