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 | |
|---|---|---|---|---|---|---|---|
8001
Cheche Group
CCG
USD 24 M
| USD 22 k | ﹤0.01% |
1,164
-3,022
| -72% | -USD 64.8 k |
2023 Q3
11 trimestres
|
|
8002
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
USD 493 M
| USD 22 k | ﹤0.01% |
+408
| Nuevas | +USD 21.8 k |
2026 Q2
0 trimestres
|
|
8003
Annovis Bio
ANVS
USD 38.8 M
| USD 21.9 k | ﹤0.01% |
11,775
-9,763
| -45% | -USD 19 k |
2023 Q2
12 trimestres
|
|
8004
Haverty Furniture Companies Class A
HVT.A
| USD 21.9 k | ﹤0.01% |
782
+554
| +243% | +USD 13.7 k |
2024 Q3
7 trimestres
|
|
8005
RideNow Group
RDNW
USD 218 M
| USD 21.8 k | ﹤0.01% |
3,277
-58,738
| -95% | -USD 427 k |
2021 Q1
21 trimestres
|
|
8006
Cantor Equity Partners I
CEPO
USD 275 M
| USD 21.8 k | ﹤0.01% |
2,470
+1,381
| +127% | +USD 14.6 k |
2025 Q1
5 trimestres
|
|
8007
Bank Of The James
BOTJ
USD 113 M
| USD 21.8 k | ﹤0.01% |
853
+793
| +1,322% | +USD 18.4 k |
2025 Q4
2 trimestres
|
|
8008
YieldMax AMZN Option Income Strategy ETF
AMZY
USD 231 M
| USD 21.7 k | ﹤0.01% |
2,034
| – | – |
2025 Q4
2 trimestres
|
|
8009
Innovator Equity Dual Directional 15 Buffer ETF - October
DDFO
USD 102 M
| USD 21.7 k | ﹤0.01% |
+965
| Nuevas | +USD 21.4 k |
2026 Q2
0 trimestres
|
|
|
UCFI
8010
CN Healthy Food Tech Group
UCFI
| USD 21.7 k | ﹤0.01% |
3,937
| – | – |
2025 Q3
3 trimestres
|
|
8011
Dermata Therapeutics
DRMA
USD 3.82 M
| USD 21.7 k | ﹤0.01% |
16,796
-18,812
| -53% | -USD 23.7 k |
2024 Q2
8 trimestres
|
|
8012
Nuveen Arizona Quality Municipal Income Fund
NAZ
USD 137 M
| USD 21.6 k | ﹤0.01% |
1,733
+400
| +30% | +USD 5.07 k |
2014 Q4
46 trimestres
|
|
8013
TrueShares ConVequity ETF
PVEX
USD 56.2 M
| USD 21.6 k | ﹤0.01% |
707
-471
| -40% | -USD 14.1 k |
2025 Q4
2 trimestres
|
|
8014
Astoria US Quality Growth Kings ETF
GQQQ
USD 165 M
| USD 21.6 k | ﹤0.01% |
594
+533
| +874% | +USD 18.1 k |
2026 Q1
1 trimestre
|
|
8015
BitVentures Limited Ordinary Shares
BVC
USD 129 M
| USD 21.5 k | ﹤0.01% |
2,047
+1,520
| +288% | +USD 15.9 k |
2025 Q4
2 trimestres
|
|
8016
Virtus US Dividend ETF
VUS
USD 17.5 M
| USD 21.5 k | ﹤0.01% |
+720
| Nuevas | +USD 20.8 k |
2026 Q2
0 trimestres
|
|
8017
Wahed FTSE USA Shariah ETF
HLAL
USD 927 M
| USD 21.4 k | ﹤0.01% |
300
-2,822
| -90% | -USD 193 k |
2024 Q3
7 trimestres
|
|
8018
AAM Brentview Dividend Growth ETF
BDIV
USD 7.34 M
| USD 21.4 k | ﹤0.01% |
+877
| Nuevas | +USD 21.1 k |
2026 Q2
0 trimestres
|
|
8019
Pacer Swan SOS Conservative July ETF
PSCJ
USD 41.7 M
| USD 21.4 k | ﹤0.01% |
676
-41
| -6% | -USD 1.27 k |
2026 Q1
1 trimestre
|
|
8020
GGM Macro Alignment ETF
GGM
USD 19.2 M
| USD 21.4 k | ﹤0.01% |
708
+309
| +77% | +USD 8.91 k |
2024 Q3
7 trimestres
|
|
8021
YieldMax JP Option Income Strategy ETF
JPO
USD 29.5 M
| USD 21.4 k | ﹤0.01% |
1,520
+787
| +107% | +USD 11 k |
2026 Q1
1 trimestre
|
|
8022
Quartzsea Acquisition Corp Units
QSEAU
| USD 21.3 k | ﹤0.01% |
2,000
| – | – |
2025 Q1
5 trimestres
|
|
8023
Flux Power
FLUX
USD 7.93 M
| USD 21.3 k | ﹤0.01% |
24,654
+9,276
| +60% | +USD 9.9 k |
2024 Q3
7 trimestres
|
|
8024
Direxion Daily AI and Big Data Bull 2X ETF
AIBU
USD 19.3 M
| USD 21.3 k | ﹤0.01% |
+336
| Nuevas | +USD 19.4 k |
2026 Q2
0 trimestres
|
|
8025
Oriental Culture Holding
OCG
USD 3.12 M
| USD 21.3 k | ﹤0.01% |
12,247
-4,937
| -29% | -USD 9.44 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.