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 | |
|---|---|---|---|---|---|---|---|
4951
Utz Brands
UTZ
USD 1265 M
| USD 2.11 M | ﹤0.01% |
147,766
-1,172,902
| -89% | -USD 15.1 M |
2020 Q2
25 trimestres
|
|
4952
VanEck Mortgage REIT Income ETF
MORT
USD 296 M
| USD 2.1 M | ﹤0.01% |
250,297
+24,990
| +11% | +USD 241 k |
2014 Q4
47 trimestres
|
|
4953
Goosehead Insurance
GSHD
USD 1095 M
| USD 2.1 M | ﹤0.01% |
46,396
-50,071
| -52% | -USD 2.99 M |
2018 Q2
33 trimestres
|
|
4954
One Stop Systems
OSS
USD 113 M
| USD 2.1 M | ﹤0.01% |
240,449
+168,265
| +233% | +USD 1.96 M |
2023 Q4
11 trimestres
|
|
4955
N-able
NABL
USD 861 M
| USD 2.1 M | ﹤0.01% |
511,305
-447,907
| -47% | -USD 1.84 M |
2021 Q3
20 trimestres
|
|
4956
OneSpan
OSPN
USD 823 M
| USD 2.1 M | ﹤0.01% |
117,036
+70,867
| +153% | +USD 1.15 M |
2014 Q4
47 trimestres
|
|
4957
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
USD 346 M
| USD 2.1 M | ﹤0.01% |
168,485
-24,628
| -13% | -USD 337 k |
2014 Q4
47 trimestres
|
|
4958
DoubleLine Mortgage ETF
DMBS
USD 678 M
| USD 2.09 M | ﹤0.01% |
45,073
+1,775
| +4% | +USD 85.3 k |
2023 Q3
12 trimestres
|
|
4959
First Merchants
FRME
USD 2563 M
| USD 2.09 M | ﹤0.01% |
52,438
-22,398
| -30% | -USD 948 k |
2014 Q4
47 trimestres
|
|
4960
Xponential Fitness
XPOF
USD 199 M
| USD 2.09 M | ﹤0.01% |
463,411
+267,063
| +136% | +USD 1.45 M |
2021 Q3
20 trimestres
|
|
4961
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
USD 2245 M
| USD 2.09 M | ﹤0.01% |
52,282
+17,447
| +50% | +USD 682 k |
2025 Q1
6 trimestres
|
|
4962
abrdn Total Dynamic Dividend Fund
AOD
USD 1065 M
| USD 2.08 M | ﹤0.01% |
204,920
-24,600
| -11% | -USD 259 k |
2014 Q4
47 trimestres
|
|
4963
Opción de compra
Celsius Holdings
CELH
USD 8123 M
| USD 2.08 M | ﹤0.01% |
76,100
-23,200
| -23% | -USD 688 k |
2024 Q4
7 trimestres
|
|
4964
Origin Bancorp
OBK
USD 1668 M
| USD 2.08 M | ﹤0.01% |
39,789
-75,207
| -65% | -USD 4 M |
2018 Q2
33 trimestres
|
|
4965
Clearwater Paper
CLW
USD 235 M
| USD 2.08 M | ﹤0.01% |
108,323
-159,176
| -60% | -USD 3.13 M |
2014 Q4
47 trimestres
|
|
4966
Opción de venta
Take-Two Interactive
TTWO
USD 42.7 mil M
| USD 2.08 M | ﹤0.01% |
10,000
| – | – |
2020 Q4
23 trimestres
|
|
4967
iShares US Insurance ETF
IAK
USD 498 M
| USD 2.07 M | ﹤0.01% |
15,298
-1,143
| -7% | -USD 165 k |
2014 Q4
47 trimestres
|
|
4968
Opción de venta
Southern Company
SO
USD 109 mil M
| USD 2.07 M | ﹤0.01% |
25,000
-3,500
| -12% | -USD 319 k |
2021 Q1
22 trimestres
|
|
4969
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
USD 177 M
| USD 2.07 M | ﹤0.01% |
91,834
+16,909
| +23% | +USD 382 k |
2016 Q1
42 trimestres
|
|
4970
Third Coast Bancshares
TCBX
USD 661 M
| USD 2.07 M | ﹤0.01% |
48,795
-22,419
| -31% | -USD 974 k |
2022 Q4
15 trimestres
|
|
4971
Opción de venta
Skydance Corporation
SKYD
USD 37.9 mil M
| USD 2.07 M | ﹤0.01% |
200,000
| – | – |
2026 Q2
1 trimestre
|
|
4972
Invesco California Value Municipal Income Trust
VCV
USD 477 M
| USD 2.06 M | ﹤0.01% |
229,739
-19,330
| -8% | -USD 200 k |
2014 Q4
47 trimestres
|
|
4973
Agenus
AGEN
USD 305 M
| USD 2.06 M | ﹤0.01% |
207,677
+188,401
| +977% | +USD 1.3 M |
2014 Q4
47 trimestres
|
|
4974
PennyMac Mortgage Investment
PMT
USD 650 M
| USD 2.06 M | ﹤0.01% |
261,510
-134,790
| -34% | -USD 1.28 M |
2014 Q4
47 trimestres
|
|
4975
Franklin California Municipal Income ETF
FTCA
USD 545 M
| USD 2.06 M | ﹤0.01% |
300,819
+138,818
| +86% | +USD 1 M |
2025 Q4
3 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.