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 |
Microsoft
MSFT
|
+USD 1153 M |
| 2 |
HONA
Honeywell Aerospace
HONA
|
+USD 611 M |
| 3 |
SpaceX
SPCX
|
+USD 567 M |
| 4 |
Apple
AAPL
|
+USD 511 M |
| 5 |
Jabil
JBL
|
+USD 463 M |
Principales ventas
| Clasificación | Acción | Valor |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+USD 1491 M |
| 2 |
Western Digital
WDC
|
+USD 1422 M |
| 3 |
Lumentum
LITE
|
+USD 951 M |
| 4 |
Intel
INTC
|
+USD 785 M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+USD 749 M |
Composición por sector
| Clasificación | Sector | Peso |
|---|---|---|
| 1 | Varios | 41.93% |
| 2 | Tecnología | 18.6% |
| 3 | Finanzas | 7.85% |
| 4 | Industriales | 6.96% |
| 5 | Salud | 5.8% |
| Nombre | Valor de mercado | Peso en el portafolio | Acciones o capital principal |
Cambio en la participación | Flujo de capital | En cartera desde | |
|---|---|---|---|---|---|---|---|
7801
NEOS Boosted S&P 500 High Income ETF
XSPI
USD 95.3 M
| USD 29.7 k | ﹤0.01% |
+598
| Nuevas | +USD 29.2 k |
2026 Q2
0 trimestres
|
|
7802
Riverview Bancorp
RVSB
USD 122 M
| USD 29.7 k | ﹤0.01% |
5,472
+1,171
| +27% | +USD 6.48 k |
2014 Q4
46 trimestres
|
|
7803
Innovator Premium Income 20 Barrier ETF October
OCTH
USD 15.5 M
| USD 29.6 k | ﹤0.01% |
1,235
+965
| +357% | +USD 23.3 k |
2025 Q4
2 trimestres
|
|
7804
ProShares Ultra Dow30
DDM
USD 543 M
| USD 29.6 k | ﹤0.01% |
+452
| Nuevas | +USD 27.2 k |
2026 Q2
0 trimestres
|
|
7805
Calisa Acquisition Corp Units
ALISU
USD 54.4 M
| USD 29.6 k | ﹤0.01% |
2,724
| – | – |
2025 Q4
2 trimestres
|
|
7806
Oncolytics Biotech
ONCY
USD 53.5 M
| USD 29.5 k | ﹤0.01% |
31,096
-19,463
| -38% | -USD 18 k |
2018 Q2
32 trimestres
|
|
7807
SC II Acquisition Corp
SCII
| USD 29.5 k | ﹤0.01% |
2,937
-35
| -1% | -USD 350 |
2026 Q1
1 trimestre
|
|
7808
Uni-Fuels Holdings
UFG
USD 10 M
| USD 29.4 k | ﹤0.01% |
3,794
+3,450
| +1,003% | +USD 28.5 k |
2025 Q1
5 trimestres
|
|
7809
Guardian Metal Resources
GMTL
USD 204 M
| USD 29.4 k | ﹤0.01% |
2,101
+1,963
| +1,422% | +USD 32.8 k |
2026 Q1
1 trimestre
|
|
7810
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
USD 223 M
| USD 29.4 k | ﹤0.01% |
1,064
+471
| +79% | +USD 12.9 k |
2025 Q4
2 trimestres
|
|
7811
Alpha Architect High Inflation and Deflation ETF
HIDE
USD 140 M
| USD 29.4 k | ﹤0.01% |
1,229
+1,170
| +1,983% | +USD 28.4 k |
2026 Q1
1 trimestre
|
|
7812
Exchange Listed Funds Trust ETC Cabana Target Beta ETF
TDSB
USD 48.5 M
| USD 29.1 k | ﹤0.01% |
1,187
-42
| -3% | -USD 1.04 k |
2025 Q4
2 trimestres
|
|
7813
American Shared Hospital Services
AMS
USD 8.11 M
| USD 29.1 k | ﹤0.01% |
18,395
+18,195
| +9,098% | +USD 26.8 k |
2026 Q1
1 trimestre
|
|
7814
Monarch Volume Factor Dividend Tree Index ETF
MVFD
USD 148 M
| USD 29 k | ﹤0.01% |
+968
| Nuevas | +USD 29.2 k |
2026 Q2
0 trimestres
|
|
7815
M3-Brigade Acquisition VI Corp
MBVI
USD 443 M
| USD 29 k | ﹤0.01% |
2,863
-21,778
| -88% | -USD 220 k |
2025 Q4
2 trimestres
|
|
7816
US Global Sea to Sky Cargo ETF
SEA
USD 19.9 M
| USD 29 k | ﹤0.01% |
1,777
+1,250
| +237% | +USD 21.5 k |
2025 Q3
3 trimestres
|
|
7817
Nuveen Short-Term REIT ETF
NURE
USD 32.6 M
| USD 29 k | ﹤0.01% |
896
+148
| +20% | +USD 4.48 k |
2025 Q1
5 trimestres
|
|
7818
Range Global Coal Index ETF
COAL
USD 51.5 M
| USD 28.9 k | ﹤0.01% |
+1,258
| Nuevas | +USD 32.3 k |
2026 Q2
0 trimestres
|
|
7819
GSR Crypto Core3 ETF
BESO
USD 9.9 M
| USD 28.9 k | ﹤0.01% |
+1,250
| Nuevas | +USD 30.4 k |
2026 Q2
0 trimestres
|
|
7820
Russell Investments Emerging Markets Equity ETF
REMG
USD 112 M
| USD 28.8 k | ﹤0.01% |
773
+640
| +481% | +USD 22.8 k |
2026 Q1
1 trimestre
|
|
7821
ProShares Pet Care ETF
PAWZ
USD 35 M
| USD 28.7 k | ﹤0.01% |
600
-675
| -53% | -USD 33.4 k |
2020 Q4
22 trimestres
|
|
7822
QuasarEdge Acquisition Corp Units
QRED.U
| USD 28.7 k | ﹤0.01% |
+2,835
| Nuevas | +USD 28.6 k |
2026 Q2
0 trimestres
|
|
7823
FT Vest Emerging Markets Buffer ETF - June
TJUN
USD 9.7 M
| USD 28.6 k | ﹤0.01% |
+1,238
| Nuevas | +USD 28.9 k |
2026 Q2
0 trimestres
|
|
7824
TrueShares Quarterly Bear Hedge ETF
QBER
USD 83 M
| USD 28.5 k | ﹤0.01% |
1,198
-516
| -30% | -USD 12.3 k |
2025 Q3
3 trimestres
|
|
7825
Truth Social American Energy Security ETF
TSES
USD 7.26 M
| USD 28.5 k | ﹤0.01% |
937
+819
| +694% | +USD 25.1 k |
2026 Q1
1 trimestre
|
|
Fondos similares
Revisión del portafolio de UBS Group en T2 2026
Al cierre de T2 2026, UBS Group mantenía 11,684 posiciones por un valor de USD 786 mil M, un aumento de 18% frente a los USD 666 mil M del trimestre anterior. Sus diez principales posiciones representan 13% de la cartera.
El reporte de T2 2026 de UBS Group muestra 1,282 nuevos, Aumentaron 4,216, 4,362 reducidas y 1,275 cerradas posiciones. Su mayor nueva posición fue Honeywell Aerospace: 2,768,136 acciones con un valor de USD 612 M. La mayor venta fue ExxonMobil, por un valor estimado de USD 1491 M.
Por sector, la cartera tiene su mayor concentración en Varios, con 42% de los activos, frente a 39% un trimestre antes; le siguen Tecnología y Finanzas.
- La mayor compra de UBS Group en T2 2026 fue Honeywell Aerospace: 2,768,136 acciones por un valor de USD 612 M.
- UBS Group fue quien más aumentó su posición en Microsoft durante T2 2026, con un incremento estimado de USD 1153 M.
- La mayor reducción de UBS Group durante T2 2026 fue en ExxonMobil, con un recorte estimado de USD 1491 M.
- UBS Group cerró por completo su posición en Hologic en T2 2026, con una venta estimada de USD 385 M.
- Las diez principales posiciones de UBS Group representan 13% de su cartera de USD 786 mil M en T2 2026.
- UBS Group abrió 1,282 posiciones nuevas y cerró 1,275 en T2 2026.
- El valor de la cartera de UBS Group aumentó 18% respecto al trimestre anterior, hasta USD 786 mil M.
Según el Informe 13F de UBS Group correspondiente a T2 2026, presentado el 13 ago 2026.