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 | |
|---|---|---|---|---|---|---|---|
8776
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
USD 990 M
| USD 5.9 k | ﹤0.01% |
+267
| Nuevas | +USD 5.73 k |
2026 Q2
0 trimestres
|
|
8777
Indexperts Quality Earnings Focused ETF
QIDX
USD 39.7 M
| USD 5.9 k | ﹤0.01% |
501
+79
| +19% | +USD 895 |
2026 Q1
1 trimestre
|
|
8778
CN Energy Group
CNEY
USD 2.92 M
| USD 5.88 k | ﹤0.01% |
+12,253
| Nuevas | +USD 9.9 k |
2026 Q2
0 trimestres
|
|
8779
State Street My2030 High Yield Corporate Bond ETF
MYHD
USD 4.85 M
| USD 5.88 k | ﹤0.01% |
+234
| Nuevas | +USD 5.85 k |
2026 Q2
0 trimestres
|
|
8780
PowerBank Corp
PBK
USD 8.12 M
| USD 5.87 k | ﹤0.01% |
8,502
+4,300
| +102% | +USD 3.22 k |
2024 Q2
8 trimestres
|
|
8781
AllianzIM 6 Month Buffer10 Allocation ETF
SPBX
USD 97.2 M
| USD 5.86 k | ﹤0.01% |
201
+6
| +3% | +USD 171 |
2026 Q1
1 trimestre
|
|
8782
WisdomTree International AI Enhanced Value Fund
AIVI
USD 58.7 M
| USD 5.86 k | ﹤0.01% |
+104
| Nuevas | +USD 5.9 k |
2026 Q2
0 trimestres
|
|
8783
ReTo Eco-Solutions
RETO
USD 1.21 M
| USD 5.84 k | ﹤0.01% |
15
+10
| +200% | +USD 4.43 k |
2018 Q1
33 trimestres
|
|
8784
Janus Henderson Asset-Backed Securities ETF
JABS
USD 139 M
| USD 5.84 k | ﹤0.01% |
117
+116
| +11,600% | +USD 5.8 k |
2026 Q1
1 trimestre
|
|
8785
Xtrackers S&P MidCap 400 ESG ETF
MIDE
USD 3.77 M
| USD 5.84 k | ﹤0.01% |
152
+58
| +62% | +USD 2.12 k |
2025 Q4
2 trimestres
|
|
8786
iShares iBonds 1-5 Year High Yield and Income Ladder ETF
LDRH
USD 23.5 M
| USD 5.82 k | ﹤0.01% |
236
-23
| -9% | -USD 568 |
2026 Q1
1 trimestre
|
|
8787
Formula Systems
FORTY
USD 1795 M
| USD 5.82 k | ﹤0.01% |
57
-70
| -55% | -USD 8.99 k |
2022 Q3
15 trimestres
|
|
8788
Xtrackers Artificial Intelligence and Big Data ETF
XAIX
USD 146 M
| USD 5.81 k | ﹤0.01% |
+101
| Nuevas | +USD 5.21 k |
2026 Q2
0 trimestres
|
|
8789
Opción de venta
ICICI Bank
IBN
USD 124 mil M
| USD 5.81 k | ﹤0.01% |
200
-60,000
| -100% | -USD 1.62 M |
2024 Q4
6 trimestres
|
|
8790
Inspire 100 ETF
BIBL
USD 502 M
| USD 5.79 k | ﹤0.01% |
100
-845
| -89% | -USD 45.1 k |
2026 Q1
1 trimestre
|
|
8791
Valion Bio
VBIO
USD 1.14 M
| USD 5.77 k | ﹤0.01% |
444
+349
| +367% | +USD 7.59 k |
2025 Q2
4 trimestres
|
|
8792
Shift4 Payments Inc 6.00% Series A Preferred Stock
FOUR.PRA
USD 579 M
| USD 5.73 k | ﹤0.01% |
+92
| Nuevas | +USD 5.1 k |
2026 Q2
0 trimestres
|
|
8793
Elong Power Holding Ltd
ELPW
USD 1.1 M
| USD 5.73 k | ﹤0.01% |
129
+1
| +0.8% | +USD 94 |
2025 Q2
4 trimestres
|
|
8794
OptimumBank Holdings
OPHC
USD 114 M
| USD 5.72 k | ﹤0.01% |
980
+417
| +74% | +USD 2.3 k |
2024 Q4
6 trimestres
|
|
8795
iPath Series B Carbon Exchange-Traded Notes
GRN
USD 25.7 M
| USD 5.69 k | ﹤0.01% |
+179
| Nuevas | +USD 5.41 k |
2026 Q2
0 trimestres
|
|
8796
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
USD 2700 M
| USD 5.68 k | ﹤0.01% |
81
| – | – |
2026 Q1
1 trimestre
|
|
8797
Aclarion
ACON
USD 5.04 M
| USD 5.67 k | ﹤0.01% |
1,968
-7,679
| -80% | -USD 24.9 k |
2025 Q4
2 trimestres
|
|
8798
Rectitude Holdings
RECT
USD 20.9 M
| USD 5.67 k | ﹤0.01% |
4,569
+3,566
| +356% | +USD 4.73 k |
2025 Q1
5 trimestres
|
|
8799
Cal Redwood Acquisition Corp
CRAQ
USD 327 M
| USD 5.66 k | ﹤0.01% |
550
| – | – |
2025 Q4
2 trimestres
|
|
8800
Kurv Yield Premium Strategy Amazon (AMZN) ETF
AMZP
USD 18.2 M
| USD 5.65 k | ﹤0.01% |
+219
| Nuevas | +USD 6.1 k |
2026 Q2
0 trimestres
|
|
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.