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 | |
|---|---|---|---|---|---|---|---|
3201
Ready Capital
RC
USD 167 M
| USD 12 M | ﹤0.01% |
10,386,665
-975,218
| -9% | -USD 1.6 M |
2017 Q1
38 trimestres
|
|
3202
Park National Corp
PRK
USD 3249 M
| USD 12 M | ﹤0.01% |
67,394
-422
| -0.6% | -USD 81.5 k |
2014 Q4
47 trimestres
|
|
3203
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
USD 909 M
| USD 12 M | ﹤0.01% |
488,774
+120,245
| +33% | +USD 3.06 M |
2024 Q3
8 trimestres
|
|
3204
Hudbay
HBM
USD 9749 M
| USD 12 M | ﹤0.01% |
451,190
-494,367
| -52% | -USD 12.6 M |
2014 Q4
47 trimestres
|
|
3205
Miami International Holdings
MIAX
USD 3515 M
| USD 12 M | ﹤0.01% |
359,294
-208,503
| -37% | -USD 8.72 M |
2025 Q3
4 trimestres
|
|
3206
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
USD 1305 M
| USD 12 M | ﹤0.01% |
492,454
+4,302
| +0.9% | +USD 107 k |
2018 Q4
31 trimestres
|
|
3207
Nuveen Taxable Municipal Income Fund
NBB
USD 434 M
| USD 12 M | ﹤0.01% |
836,813
+76,580
| +10% | +USD 1.17 M |
2014 Q4
47 trimestres
|
|
3208
Paymentus
PAY
USD 4314 M
| USD 12 M | ﹤0.01% |
390,071
+8,925
| +2% | +USD 307 k |
2023 Q4
11 trimestres
|
|
3209
Pilgrim's Pride
PPC
USD 7043 M
| USD 11.9 M | ﹤0.01% |
442,374
-37,965
| -8% | -USD 1.1 M |
2014 Q4
47 trimestres
|
|
3210
Clear Secure
YOU
USD 5488 M
| USD 11.9 M | ﹤0.01% |
284,389
-56,201
| -17% | -USD 2.7 M |
2021 Q3
20 trimestres
|
|
3211
Nuveen AMT-Free Quality Municipal Income Fund
NEA
USD 3200 M
| USD 11.9 M | ﹤0.01% |
1,198,829
-440,277
| -27% | -USD 4.88 M |
2014 Q4
47 trimestres
|
|
3212
Cohen & Steers
CNS
USD 3861 M
| USD 11.9 M | ﹤0.01% |
162,984
+60,292
| +59% | +USD 4.79 M |
2014 Q4
47 trimestres
|
|
3213
Franklin FTSE United Kingdom ETF
FLGB
USD 881 M
| USD 11.9 M | ﹤0.01% |
330,904
+48,215
| +17% | +USD 1.77 M |
2022 Q2
17 trimestres
|
|
3214
Nuveen AMT-Free Municipal Credit Income Fund
NVG
USD 2514 M
| USD 11.8 M | ﹤0.01% |
1,115,838
-311,503
| -22% | -USD 3.78 M |
2014 Q4
47 trimestres
|
|
3215
Opción de venta
State Street SPDR S&P Biotech ETF
XBI
USD 10.5 mil M
| USD 11.8 M | ﹤0.01% |
75,000
+55,000
| +275% | +USD 8.68 M |
2016 Q3
40 trimestres
|
|
3216
USA Compression Partners
USAC
USD 3699 M
| USD 11.8 M | ﹤0.01% |
475,118
-3,672
| -0.8% | -USD 97.1 k |
2014 Q4
47 trimestres
|
|
3217
Avalo Therapeutics
AVTX
USD 420 M
| USD 11.8 M | ﹤0.01% |
770,062
-438,997
| -36% | -USD 8.08 M |
2023 Q4
11 trimestres
|
|
3218
Aberdeen Municipal Income Fund
MFM
USD 215 M
| USD 11.8 M | ﹤0.01% |
2,433,279
+612,009
| +34% | +USD 3.27 M |
2014 Q4
47 trimestres
|
|
3219
Chesapeake Utilities
CPK
USD 3558 M
| USD 11.8 M | ﹤0.01% |
91,809
-16,071
| -15% | -USD 2.12 M |
2014 Q4
47 trimestres
|
|
3220
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
USD 2822 M
| USD 11.8 M | ﹤0.01% |
112,816
-598
| -0.5% | -USD 64.7 k |
2014 Q4
47 trimestres
|
|
3221
Axogen
AXGN
USD 3025 M
| USD 11.8 M | ﹤0.01% |
281,131
-555,078
| -66% | -USD 24.9 M |
2015 Q3
44 trimestres
|
|
3222
Otter Tail
OTTR
USD 3353 M
| USD 11.8 M | ﹤0.01% |
133,736
-1,935
| -1% | -USD 175 k |
2014 Q4
47 trimestres
|
|
3223
Sensient Technologies
SXT
USD 5154 M
| USD 11.8 M | ﹤0.01% |
90,002
+13,128
| +17% | +USD 1.67 M |
2014 Q4
47 trimestres
|
|
3224
DoubleLine Shiller CAPE US Equities ETF
CAPE
USD 211 M
| USD 11.7 M | ﹤0.01% |
380,002
-32,231
| -8% | -USD 1.05 M |
2022 Q4
15 trimestres
|
|
3225
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
USD 1269 M
| USD 11.7 M | ﹤0.01% |
109,693
+2,273
| +2% | +USD 258 k |
2014 Q4
47 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.