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 | |
|---|---|---|---|---|---|---|---|
3076
United States Antimony
UAMY
USD 467 M
| USD 13.6 M | ﹤0.01% |
3,262,802
+1,754,335
| +116% | +USD 9.6 M |
2024 Q2
9 trimestres
|
|
3077
Opción de venta
Eaton
ETN
USD 140 mil M
| USD 13.6 M | ﹤0.01% |
31,650
+27,500
| +663% | +USD 11.5 M |
2023 Q1
14 trimestres
|
|
3078
Opción de compra
NetEase
NTES
USD 78.2 mil M
| USD 13.6 M | ﹤0.01% |
112,200
-23,500
| -17% | -USD 2.93 M |
2023 Q1
14 trimestres
|
|
3079
Home BancShares
HOMB
USD 6018 M
| USD 13.6 M | ﹤0.01% |
481,758
-992,698
| -67% | -USD 29.8 M |
2014 Q4
47 trimestres
|
|
3080
World Kinect Corp
WKC
USD 1797 M
| USD 13.6 M | ﹤0.01% |
385,765
+181,952
| +89% | +USD 6.58 M |
2014 Q4
47 trimestres
|
|
3081
GeoPark
GPRK
USD 998 M
| USD 13.6 M | ﹤0.01% |
1,297,233
+100,528
| +8% | +USD 1.03 M |
2018 Q1
34 trimestres
|
|
3082
LCI Industries
LCII
USD 2371 M
| USD 13.5 M | ﹤0.01% |
161,927
+24,383
| +18% | +USD 2.44 M |
2014 Q4
47 trimestres
|
|
3083
Vanguard Russell 2000 Growth ETF
VTWG
USD 1439 M
| USD 13.5 M | ﹤0.01% |
51,956
+2,563
| +5% | +USD 706 k |
2014 Q4
47 trimestres
|
|
3084
Opción de venta
State Street SPDR S&P Metals & Mining ETF
XME
USD 3602 M
| USD 13.5 M | ﹤0.01% |
130,500
+30,500
| +31% | +USD 3.35 M |
2023 Q2
13 trimestres
|
|
3085
GraniteShares 2x Long NBIS Daily ETF
NBIL
USD 70.5 M
| USD 13.5 M | ﹤0.01% |
511,464
+509,413
| +24,837% | +USD 13.2 M |
2026 Q1
2 trimestres
|
|
3086
Sprott Uranium Miners ETF
URNM
USD 1741 M
| USD 13.5 M | ﹤0.01% |
284,186
+98,241
| +53% | +USD 5.18 M |
2021 Q1
22 trimestres
|
|
3087
Precigen
PGEN
USD 1692 M
| USD 13.5 M | ﹤0.01% |
1,574,677
+795,914
| +102% | +USD 5.22 M |
2014 Q4
47 trimestres
|
|
3088
Opción de venta
PNC Financial Services
PNC
USD 92.2 mil M
| USD 13.5 M | ﹤0.01% |
60,600
+9,000
| +17% | +USD 2.21 M |
2021 Q1
22 trimestres
|
|
3089
Northern Trust iBoxx 5-Year Target Duration TIPS ETF
TDTF
USD 1154 M
| USD 13.5 M | ﹤0.01% |
593,732
+155,830
| +36% | +USD 3.63 M |
2014 Q4
47 trimestres
|
|
3090
Opción de compra
Hewlett Packard
HPE
USD 66.7 mil M
| USD 13.5 M | ﹤0.01% |
210,686
-790,000
| -79% | -USD 41.8 M |
2021 Q1
22 trimestres
|
|
3091
Nuveen Municipal High Income Opportunity Fund
NMZ
USD 1921 M
| USD 13.4 M | ﹤0.01% |
1,500,975
-30,688
| -2% | -USD 306 k |
2014 Q4
47 trimestres
|
|
3092
Brookfield Infrastructure
BIPC
USD 4901 M
| USD 13.4 M | ﹤0.01% |
377,609
+226,194
| +149% | +USD 8.77 M |
2020 Q1
26 trimestres
|
|
3093
Replimune Group
REPL
USD 2065 M
| USD 13.4 M | ﹤0.01% |
1,011,748
-116,528
| -10% | -USD 1.47 M |
2020 Q4
23 trimestres
|
|
3094
West Fraser Timber
WFG
USD 5195 M
| USD 13.4 M | ﹤0.01% |
192,855
+59,019
| +44% | +USD 4.07 M |
2021 Q1
22 trimestres
|
|
3095
MBX Biosciences
MBX
USD 2780 M
| USD 13.4 M | ﹤0.01% |
227,768
-44,979
| -16% | -USD 2.82 M |
2024 Q4
7 trimestres
|
|
3096
Opción de compra
Ferrari
RACE
USD 72.9 mil M
| USD 13.3 M | ﹤0.01% |
33,970
-9,600
| -22% | -USD 3.84 M |
2018 Q3
32 trimestres
|
|
3097
Vanguard US Momentum Factor ETF
VFMO
USD 1862 M
| USD 13.3 M | ﹤0.01% |
58,764
+1,103
| +2% | +USD 254 k |
2022 Q3
16 trimestres
|
|
3098
Cohen & Steers Quality Income Realty Fund
RQI
USD 1735 M
| USD 13.3 M | ﹤0.01% |
1,220,680
+140,030
| +13% | +USD 1.7 M |
2014 Q4
47 trimestres
|
|
3099
PENN Entertainment
PENN
USD 2437 M
| USD 13.3 M | ﹤0.01% |
907,424
+80,979
| +10% | +USD 1.52 M |
2014 Q4
47 trimestres
|
|
3100
Capricor Therapeutics
CAPR
USD 652 M
| USD 13.3 M | ﹤0.01% |
1,403,356
+783,695
| +126% | +USD 8.68 M |
2024 Q1
10 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.