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 | |
|---|---|---|---|---|---|---|---|
7451
Tortoise AI Infrastructure ETF
TCAI
USD 187 M
| USD 62.7 k | ﹤0.01% |
1,336
+1,250
| +1,453% | +USD 59.5 k |
2026 Q1
2 trimestres
|
|
7452
Tavia Acquisition Corp Unit
TAVIU
| USD 62.6 k | ﹤0.01% |
5,795
-345
| -6% | -USD 3.73 k |
2024 Q4
7 trimestres
|
|
7453
ProShares Nanotechnology ETF
TINY
USD 11.5 M
| USD 62.6 k | ﹤0.01% |
787
+232
| +42% | +USD 18.3 k |
2024 Q2
9 trimestres
|
|
7454
Greene Bancorp, Inc. Common Stock
GCBC
USD 608 M
| USD 62.6 k | ﹤0.01% |
1,868
-7,042
| -79% | -USD 241 k |
2022 Q3
16 trimestres
|
|
7455
Superior Group of Companies
SGC
USD 223 M
| USD 62.6 k | ﹤0.01% |
4,946
-399
| -7% | -USD 5.09 k |
2024 Q1
10 trimestres
|
|
7456
US GoldMining
USGO
USD 69.1 M
| USD 62.5 k | ﹤0.01% |
9,388
-8,714
| -48% | -USD 71.1 k |
2025 Q1
6 trimestres
|
|
7457
Medifast
MED
USD 144 M
| USD 62.4 k | ﹤0.01% |
5,421
-44,802
| -89% | -USD 511 k |
2014 Q4
47 trimestres
|
|
7458
Digi Power X Inc
DGXX
USD 223 M
| USD 62.3 k | ﹤0.01% |
15,188
-183,128
| -92% | -USD 733 k |
2025 Q3
4 trimestres
|
|
7459
Lake Superior Acquisition Corp
LKSP
USD 162 M
| USD 62.3 k | ﹤0.01% |
+6,075
| Nuevas | +USD 61.9 k |
2026 Q3
0 trimestres
|
|
7460
PGIM S&P 500 Max Buffer ETF - February
PMFB
USD 6.12 M
| USD 62.2 k | ﹤0.01% |
2,245
+1,755
| +358% | +USD 48.3 k |
2026 Q2
1 trimestre
|
|
7461
Equillium
EQ
USD 103 M
| USD 62.1 k | ﹤0.01% |
38,241
+15,309
| +67% | +USD 35.4 k |
2024 Q2
9 trimestres
|
|
7462
Nuveen Ultra Short Income ETF
NUSB
USD 155 M
| USD 62 k | ﹤0.01% |
+2,460
| Nuevas | +USD 62 k |
2026 Q3
0 trimestres
|
|
7463
Inuvo
INUV
USD 6.59 M
| USD 62 k | ﹤0.01% |
110,125
+110,005
| +91,671% | +USD 93.1 k |
2024 Q2
9 trimestres
|
|
7464
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
XTWY
USD 240 M
| USD 61.9 k | ﹤0.01% |
1,874
+932
| +99% | +USD 33 k |
2026 Q1
2 trimestres
|
|
7465
Segall Bryant & Hamill Select Equity ETF
USSE
USD 349 M
| USD 61.8 k | ﹤0.01% |
1,504
-23
| -2% | -USD 927 |
2024 Q1
10 trimestres
|
|
7466
BrasilAgro
LND
USD 310 M
| USD 61.7 k | ﹤0.01% |
17,783
-5,042
| -22% | -USD 18.4 k |
2024 Q4
7 trimestres
|
|
7467
BioStem Technologies
BSEM
USD 24.3 M
| USD 61.7 k | ﹤0.01% |
+19,969
| Nuevas | +USD 75.9 k |
2026 Q3
0 trimestres
|
|
7468
iShares IWM Premium Income+ ETF
IWMW
USD 55.5 M
| USD 61.7 k | ﹤0.01% |
+1,631
| Nuevas | +USD 64.2 k |
2026 Q3
0 trimestres
|
|
7469
WORK Medical Technology Group
WOK
USD 5.76 M
| USD 61.6 k | ﹤0.01% |
34,791
+24,386
| +234% | +USD 49.8 k |
2026 Q2
1 trimestre
|
|
7470
Southland Holdings
SLND
USD 35.2 M
| USD 61.5 k | ﹤0.01% |
93,176
+77,110
| +480% | +USD 50.3 k |
2023 Q2
13 trimestres
|
|
7471
SoundThinking
SSTI
USD 109 M
| USD 61.2 k | ﹤0.01% |
7,367
-9,934
| -57% | -USD 71.4 k |
2017 Q4
35 trimestres
|
|
7472
Offerpad Solutions Inc. Class A Common Stock
OPAD
USD 10.5 M
| USD 61.1 k | ﹤0.01% |
18,746
-6,298
| -25% | -USD 27.1 k |
2022 Q4
15 trimestres
|
|
7473
Solowin Holdings
AXG
USD 995 k
| USD 61 k | ﹤0.01% |
2,442
+2,219
| +995% | +USD 1.1 M |
2024 Q4
7 trimestres
|
|
7474
Roundhill Daily 2X Long Magnificent Seven ETF
MAGX
USD 60.2 M
| USD 61 k | ﹤0.01% |
995
+939
| +1,677% | +USD 52.8 k |
2025 Q1
6 trimestres
|
|
7475
MicroSectors FANG+ Index 2X Leveraged ETNs due 8 Jan 2038
FNGO
USD 658 M
| USD 61 k | ﹤0.01% |
+385
| Nuevas | +USD 55.6 k |
2026 Q3
0 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.