UBS Group Posiciones de la cartera
UBS Group is the Swiss bank holding company behind UBS, which was created in 1998 when Union Bank of Switzerland merged with Swiss Bank Corporation; the holding company was listed in New York in 2014. Its business spans wealth management, investment banking, asset management and banking for individuals and companies. Its asset management arm offers stock, bond, currency, hedge fund, real estate, infrastructure and private equity strategies, which can also be combined in multi-asset portfolios. The group's roots go back to the Bank in Winterthur, founded in 1862, and to Swiss Bank Corporation, started by six private bankers in Basel by 1854. The wealth management arm serves high net worth individuals worldwide, and its US business grew out of Paine Webber, the American brokerage UBS merged with in 2000 and renamed UBS Wealth Management USA in 2003. In 2023 UBS took over Credit Suisse in a rescue deal arranged by the Swiss government and central bank.
Principales compras
| Clasificación | Acción | Valor |
|---|---|---|
| 1 |
SpaceX
SPCX
|
+USD 1494 M |
| 2 |
ExxonMobil
XOM
|
+USD 1196 M |
| 3 |
SK Hynix Inc
SKHY
|
+USD 967 M |
| 4 |
Medtronic
MDT
|
+USD 602 M |
| 5 |
Marvell Technology
MRVL
|
+USD 601 M |
Principales ventas
| Clasificación | Acción | Valor |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+USD 2567 M |
| 2 |
Apple
AAPL
|
+USD 1576 M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+USD 1407 M |
| 4 |
TSMC
TSM
|
+USD 1009 M |
| 5 |
Electronic Arts
EA
|
+USD 879 M |
Composición por sector
| Clasificación | Sector | Peso |
|---|---|---|
| 1 | Varios | 42.96% |
| 2 | Tecnología | 19% |
| 3 | Finanzas | 7.41% |
| 4 | Industriales | 6.42% |
| 5 | Salud | 6.1% |
| Nombre | Valor de mercado | Peso en el portafolio | Acciones o capital principal |
Cambio en la participación | Flujo de capital | En cartera desde | |
|---|---|---|---|---|---|---|---|
2726
AllianceBernstein
AB
USD 3108 M
| USD 18.7 M | ﹤0.01% |
536,358
+74,277
| +16% | +USD 2.72 M |
2014 Q4
47 trimestres
|
|
2727
ALPS Sector Dividend Dogs ETF
SDOG
USD 1454 M
| USD 18.7 M | ﹤0.01% |
273,627
+2,056
| +0.8% | +USD 147 k |
2014 Q4
47 trimestres
|
|
2728
State Street SPDR Portfolio Aggregate Bond Index ETF
SPAB
USD 10.2 mil M
| USD 18.7 M | ﹤0.01% |
766,168
+347,896
| +83% | +USD 8.71 M |
2014 Q4
47 trimestres
|
|
2729
VictoryShares US 500 Volatility Wtd ETF
CFA
USD 544 M
| USD 18.7 M | ﹤0.01% |
194,977
+1,682
| +0.9% | +USD 168 k |
2016 Q3
40 trimestres
|
|
2730
Terreno Realty
TRNO
USD 7340 M
| USD 18.6 M | ﹤0.01% |
288,724
+39,545
| +16% | +USD 2.71 M |
2014 Q4
47 trimestres
|
|
2731
iShares US Infrastructure ETF
IFRA
USD 4040 M
| USD 18.6 M | ﹤0.01% |
337,940
-53,515
| -14% | -USD 3.2 M |
2020 Q4
23 trimestres
|
|
2732
Vipshop
VIPS
USD 6277 M
| USD 18.5 M | ﹤0.01% |
1,482,327
+24,046
| +2% | +USD 332 k |
2014 Q4
47 trimestres
|
|
2733
Guggenheim Strategic Opportunities Fund
GOF
USD 2031 M
| USD 18.5 M | ﹤0.01% |
2,176,310
+105,278
| +5% | +USD 1.04 M |
2014 Q4
47 trimestres
|
|
2734
Fluence Energy
FLNC
USD 746 M
| USD 18.5 M | ﹤0.01% |
2,407,220
+1,091,793
| +83% | +USD 13.3 M |
2021 Q4
19 trimestres
|
|
2735
Invesco S&P MidCap Low Volatility ETF
XMLV
USD 732 M
| USD 18.5 M | ﹤0.01% |
293,205
+3,467
| +1% | +USD 233 k |
2014 Q4
47 trimestres
|
|
2736
Fermi Inc
FRMI
USD 1225 M
| USD 18.5 M | ﹤0.01% |
4,384,937
+1,180,407
| +37% | +USD 6.99 M |
2025 Q4
3 trimestres
|
|
2737
Opción de compra
EOG Resources
EOG
USD 79.2 mil M
| USD 18.5 M | ﹤0.01% |
134,000
-697,500
| -84% | -USD 100 M |
2022 Q1
18 trimestres
|
|
2738
Opción de venta
Autodesk
ADSK
USD 53.7 mil M
| USD 18.5 M | ﹤0.01% |
88,300
-6,100
| -6% | -USD 1.39 M |
2022 Q4
15 trimestres
|
|
2739
Opción de venta
MP Materials
MP
USD 6766 M
| USD 18.5 M | ﹤0.01% |
390,190
+12,090
| +3% | +USD 614 k |
2026 Q1
2 trimestres
|
|
2740
Navan Inc
NAVN
USD 6685 M
| USD 18.4 M | ﹤0.01% |
878,849
-171,106
| -16% | -USD 4.4 M |
2025 Q4
3 trimestres
|
|
2741
Invesco MSCI EAFE Income Advantage ETF
EFAA
USD 682 M
| USD 18.4 M | ﹤0.01% |
335,164
+143,505
| +75% | +USD 8.06 M |
2025 Q3
4 trimestres
|
|
2742
ONE Gas
OGS
USD 5129 M
| USD 18.4 M | ﹤0.01% |
256,072
+102,218
| +66% | +USD 8 M |
2014 Q4
47 trimestres
|
|
2743
iShares US Pharmaceuticals ETF
IHE
USD 1672 M
| USD 18.4 M | ﹤0.01% |
182,922
+72,822
| +66% | +USD 7.47 M |
2014 Q4
47 trimestres
|
|
2744
McEwen Inc
MUX
USD 800 M
| USD 18.4 M | ﹤0.01% |
1,029,537
+281,293
| +38% | +USD 5.28 M |
2014 Q4
47 trimestres
|
|
2745
Global Net Lease
GNL
USD 1489 M
| USD 18.4 M | ﹤0.01% |
2,224,723
+1,714,277
| +336% | +USD 15.3 M |
2015 Q2
45 trimestres
|
|
2746
GraniteShares 2x Long INTC Daily ETF
INTW
USD 130 M
| USD 18.3 M | ﹤0.01% |
585,611
+465,310
| +387% | +USD 11.5 M |
2025 Q2
5 trimestres
|
|
2747
Andersen Group
ANDG
USD 1272 M
| USD 18.3 M | ﹤0.01% |
336,574
+26,509
| +9% | +USD 1.3 M |
2025 Q4
3 trimestres
|
|
2748
Avantis International Small Cap Value ETF
AVDV
USD 19.8 mil M
| USD 18.3 M | ﹤0.01% |
167,263
-962
| -0.6% | -USD 104 k |
2022 Q3
16 trimestres
|
|
|
2749
Opción de compra
Autodesk
ADSK
USD 53.7 mil M
| USD 18.3 M | ﹤0.01% |
87,500
+14,300
| +20% | +USD 3.26 M |
2022 Q4
15 trimestres
|
|
2750
SELLAS Life Sciences
SLS
USD 1712 M
| USD 18.3 M | ﹤0.01% |
1,485,280
+232,523
| +19% | +USD 2.91 M |
2024 Q4
7 trimestres
|
|
Fondos similares
Revisión del portafolio de UBS Group en T3 2026
Al cierre de T3 2026, UBS Group mantenía 12,152 posiciones valuadas en USD 765 mil M, un 2.7% menos que los USD 786 mil M del trimestre anterior. Sus diez principales posiciones representan 14% de la cartera.
El reporte de T3 2026 de UBS Group muestra 1,804 nuevos, Aumentaron 4,569, 4,184 reducidas y 998 cerradas posiciones. Su mayor nueva posición fue SK Hynix Inc: 5,848,927 acciones con un valor de USD 1077 M. La mayor venta fue Microsoft, por un valor estimado de USD 2567 M.
Por sector, la cartera tiene su mayor concentración en Varios, con 43% de los activos, frente a 42% un trimestre antes; le siguen Tecnología y Finanzas.
- La mayor compra de UBS Group en T3 2026 fue SK Hynix Inc: 5,848,927 acciones por un valor de USD 1077 M.
- UBS Group fue quien más aumentó su posición en SpaceX durante T3 2026, con un incremento estimado de USD 1494 M.
- La mayor reducción de UBS Group durante T3 2026 fue en Microsoft, con un recorte estimado de USD 2567 M.
- UBS Group cerró por completo su posición en Electronic Arts en T3 2026, con una venta estimada de USD 879 M.
- Las diez principales posiciones de UBS Group representan 14% de su cartera de USD 765 mil M en T3 2026.
- UBS Group abrió 1,804 posiciones nuevas y cerró 998 en T3 2026.
- El valor de la cartera de UBS Group cayó 2.7% frente al trimestre anterior, hasta USD 765 mil M.
Según el Informe 13F de UBS Group correspondiente a T3 2026, presentado el 10 nov 2026.