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 | |
|---|---|---|---|---|---|---|---|
9351
iShares Broad USD Floating Rate Loan ETF
USLN
USD 22.6 M
| USD 6.46 k | ﹤0.01% |
128
+114
| +814% | +USD 5.76 k |
2026 Q2
1 trimestre
|
|
9352
Corgi CRWV 2x Daily ETF
CRWX
USD 124 k
| USD 6.46 k | ﹤0.01% |
+327
| Nuevas | +USD 6.94 k |
2026 Q3
0 trimestres
|
|
9353
Themes Copper Miners ETF
COPA
USD 10.8 M
| USD 6.46 k | ﹤0.01% |
+123
| Nuevas | +USD 6.42 k |
2026 Q3
0 trimestres
|
|
9354
Rockefeller U.S. Small-Mid Cap ETF
RSMC
USD 748 M
| USD 6.45 k | ﹤0.01% |
236
-633
| -73% | -USD 17.9 k |
2025 Q4
3 trimestres
|
|
9355
Hydrofarm Holdings
HYFM
USD 3.56 M
| USD 6.45 k | ﹤0.01% |
6,716
+2,385
| +55% | +USD 2.4 k |
2020 Q4
23 trimestres
|
|
9356
United Bancorp
UBCP
USD 80 M
| USD 6.43 k | ﹤0.01% |
435
+5
| +1% | +USD 78 |
2015 Q4
43 trimestres
|
|
9357
Crown Crafts
CRWS
USD 26.8 M
| USD 6.43 k | ﹤0.01% |
2,581
+2,573
| +32,163% | +USD 7.32 k |
2025 Q4
3 trimestres
|
|
9358
Nomura Global Listed Infrastructure ETF
BILD
USD 8.96 M
| USD 6.41 k | ﹤0.01% |
232
| – | – |
2026 Q1
2 trimestres
|
|
9359
EA Bridgeway Ultra-Small Company Market ETF
BUSM
USD 115 M
| USD 6.4 k | ﹤0.01% |
+398
| Nuevas | +USD 6.68 k |
2026 Q3
0 trimestres
|
|
9360
ProShares UltraShort FTSE Europe
EPV
USD 10.4 M
| USD 6.38 k | ﹤0.01% |
+340
| Nuevas | +USD 6.01 k |
2026 Q3
0 trimestres
|
|
9361
Dejó de cotizar
Leverage Shares 2X Long PBR Daily ETF
PBRG
| USD 6.36 k | ﹤0.01% |
139
-301
| -68% | -USD 11.5 k |
2026 Q2
1 trimestre
|
|
9362
Valor Energy Incorporated Common Stock
VAI
USD 36 M
| USD 6.36 k | ﹤0.01% |
2,985
+2,699
| +944% | +USD 4.51 k |
2025 Q4
3 trimestres
|
|
9363
YXT.COM Group Holding Ltd
YXT
USD 8.33 M
| USD 6.34 k | ﹤0.01% |
2,806
+2,781
| +11,124% | +USD 9.8 k |
2025 Q4
3 trimestres
|
|
9364
Clough Global Dividend & Income Fund
GLV
USD 72.8 M
| USD 6.33 k | ﹤0.01% |
1,094
-22,008
| -95% | -USD 136 k |
2014 Q4
47 trimestres
|
|
9365
PGIM US Large-Cap Buffer 20 ETF April
PBAP
USD 38.3 M
| USD 6.33 k | ﹤0.01% |
+200
| Nuevas | +USD 6.27 k |
2026 Q3
0 trimestres
|
|
9366
Cadrenal Therapeutics
CVKD
USD 5.14 M
| USD 6.33 k | ﹤0.01% |
5,861
+4,749
| +427% | +USD 8.62 k |
2024 Q4
7 trimestres
|
|
9367
Praxis Impact Large Cap Growth ETF
PRXG
USD 85.4 M
| USD 6.33 k | ﹤0.01% |
+155
| Nuevas | +USD 6.14 k |
2026 Q3
0 trimestres
|
|
9368
DTF Tax-Free Income 2028 Term Fund
DTF
USD 80.3 M
| USD 6.32 k | ﹤0.01% |
561
+228
| +68% | +USD 2.62 k |
2023 Q3
12 trimestres
|
|
9369
Blue Gold Ltd
BGL
USD 4.1 M
| USD 6.28 k | ﹤0.01% |
32,690
| – | – |
2025 Q3
4 trimestres
|
|
9370
FT Vest U.S. Equity Max Buffer ETF - April
APXM
USD 20.9 M
| USD 6.27 k | ﹤0.01% |
+195
| Nuevas | +USD 6.23 k |
2026 Q3
0 trimestres
|
|
9371
BrilliA Inc
BRIA
USD 37.8 M
| USD 6.27 k | ﹤0.01% |
4,543
+4,072
| +865% | +USD 5.7 k |
2024 Q4
7 trimestres
|
|
9372
Fold Holdings
FLD
USD 24.3 M
| USD 6.25 k | ﹤0.01% |
11,754
-72,847
| -86% | -USD 35.7 k |
2025 Q1
6 trimestres
|
|
9373
Corgi OKLO 2x Daily ETF
OKLC
USD 62.6 k
| USD 6.25 k | ﹤0.01% |
+600
| Nuevas | +USD 8.9 k |
2026 Q3
0 trimestres
|
|
9374
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
USNZ
USD 290 M
| USD 6.25 k | ﹤0.01% |
128
+113
| +753% | +USD 5.44 k |
2026 Q1
2 trimestres
|
|
9375
rYojbaba Co Ltd
RYOJ
USD 30.1 M
| USD 6.23 k | ﹤0.01% |
2,062
+2,037
| +8,148% | +USD 9.02 k |
2025 Q3
4 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.