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 | |
|---|---|---|---|---|---|---|---|
4876
Titan America SA
TTAM
USD 2074 M
| USD 2.29 M | ﹤0.01% |
167,672
-54,115
| -24% | -USD 847 k |
2025 Q1
6 trimestres
|
|
4877
OmniAb
OABI
USD 716 M
| USD 2.28 M | ﹤0.01% |
460,610
+442,761
| +2,481% | +USD 1.51 M |
2021 Q4
19 trimestres
|
|
4878
Prothena Corp
PRTA
USD 419 M
| USD 2.28 M | ﹤0.01% |
272,478
+31,053
| +13% | +USD 277 k |
2014 Q4
47 trimestres
|
|
4879
Invesco CurrencyShares Euro Currency Trust
FXE
USD 325 M
| USD 2.28 M | ﹤0.01% |
21,800
-7,244
| -25% | -USD 769 k |
2014 Q4
47 trimestres
|
|
4880
Coastal Financial
CCB
USD 651 M
| USD 2.28 M | ﹤0.01% |
57,014
-94,299
| -62% | -USD 5.27 M |
2022 Q4
15 trimestres
|
|
4881
Flowco Holdings
FLOC
USD 957 M
| USD 2.28 M | ﹤0.01% |
125,739
-2,515
| -2% | -USD 52.2 k |
2025 Q1
6 trimestres
|
|
4882
iShares Mortgage Real Estate ETF
REM
USD 410 M
| USD 2.28 M | ﹤0.01% |
124,948
+6,806
| +6% | +USD 145 k |
2014 Q4
47 trimestres
|
|
4883
Invesco Dorsey Wright Industrials Momentum ETF
PRN
USD 303 M
| USD 2.27 M | ﹤0.01% |
11,498
+5,405
| +89% | +USD 1.15 M |
2014 Q4
47 trimestres
|
|
4884
Opción de compra
Comcast
CMCSA
USD 89.3 mil M
| USD 2.27 M | ﹤0.01% |
104,500
-3,000
| -3% | -USD 73.5 k |
2014 Q4
47 trimestres
|
|
4885
Omada Health Inc
OMDA
USD 889 M
| USD 2.27 M | ﹤0.01% |
109,270
+23,183
| +27% | +USD 513 k |
2025 Q2
5 trimestres
|
|
4886
iShares Residential and Multisector Real Estate ETF
REZ
USD 833 M
| USD 2.27 M | ﹤0.01% |
25,695
+436
| +2% | +USD 41.2 k |
2014 Q4
47 trimestres
|
|
4887
BlackRock Resources & Commodities Strategy Trust
BCX
USD 893 M
| USD 2.27 M | ﹤0.01% |
191,215
+9,327
| +5% | +USD 115 k |
2014 Q4
47 trimestres
|
|
4888
State Street SPDR Portfolio Europe ETF
SPEU
USD 715 M
| USD 2.27 M | ﹤0.01% |
42,215
+362
| +0.9% | +USD 20.2 k |
2014 Q4
47 trimestres
|
|
4889
Dimensional International Core Equity 2 ETF
DFIC
USD 15.4 mil M
| USD 2.26 M | ﹤0.01% |
60,210
-51,846
| -46% | -USD 1.99 M |
2024 Q4
7 trimestres
|
|
4890
Opción de compra
Jefferies Financial Group
JEF
USD 10.5 mil M
| USD 2.26 M | ﹤0.01% |
49,500
+29,500
| +148% | +USD 1.56 M |
2026 Q2
1 trimestre
|
|
4891
RiverNorth Managed Duration Municipal Income Fund
RMM
USD 254 M
| USD 2.26 M | ﹤0.01% |
180,401
+4,222
| +2% | +USD 59.8 k |
2019 Q3
28 trimestres
|
|
4892
WisdomTree Global High Dividend Fund
DEW
USD 172 M
| USD 2.26 M | ﹤0.01% |
32,811
+116
| +0.4% | +USD 8.3 k |
2014 Q4
47 trimestres
|
|
4893
Expro Ltd
XPRO
USD 1510 M
| USD 2.26 M | ﹤0.01% |
143,048
-83,989
| -37% | -USD 1.41 M |
2022 Q4
15 trimestres
|
|
4894
Byline Bancorp
BY
USD 1745 M
| USD 2.26 M | ﹤0.01% |
61,249
-35,494
| -37% | -USD 1.35 M |
2017 Q3
36 trimestres
|
|
4895
Opción de compra
AB InBev
BUD
USD 167 mil M
| USD 2.26 M | ﹤0.01% |
30,700
| – | – |
2024 Q2
9 trimestres
|
|
4896
Opción de compra
Ingersoll Rand
IR
USD 32.7 mil M
| USD 2.25 M | ﹤0.01% |
30,000
| – | – |
2026 Q2
1 trimestre
|
|
4897
Beyond Meat
BYND
USD 101 M
| USD 2.25 M | ﹤0.01% |
272,613
+12,622
| +5% | +USD 184 k |
2019 Q2
29 trimestres
|
|
4898
Rayonier Advanced Materials
RYAM
USD 382 M
| USD 2.25 M | ﹤0.01% |
282,225
-143,829
| -34% | -USD 1.2 M |
2014 Q4
47 trimestres
|
|
4899
Eikon Therapeutics
EIKN
USD 324 M
| USD 2.24 M | ﹤0.01% |
278,904
+14,972
| +6% | +USD 151 k |
2026 Q1
2 trimestres
|
|
4900
Bakkt Inc
BKKT
USD 153 M
| USD 2.24 M | ﹤0.01% |
286,588
+30,326
| +12% | +USD 241 k |
2021 Q1
22 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.