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 | |
|---|---|---|---|---|---|---|---|
1576
Opción de venta
VF Corp
VFC
USD 8133 M
| USD 59.3 M | 0.01% |
3,557,800
-153,800
| -4% | -USD 2.75 M |
2024 Q4
6 trimestres
|
|
1577
American Superconductor
AMSC
USD 1211 M
| USD 59.3 M | 0.01% |
1,429,090
+829,269
| +138% | +USD 37.5 M |
2014 Q4
46 trimestres
|
|
1578
Capri Holdings
CPRI
USD 2231 M
| USD 59.3 M | 0.01% |
3,191,562
-712,988
| -18% | -USD 13.7 M |
2014 Q4
46 trimestres
|
|
1579
Primo Brands
PRMB
USD 8692 M
| USD 59.2 M | 0.01% |
2,424,162
+398,617
| +20% | +USD 8.84 M |
2024 Q4
6 trimestres
|
|
1580
Waystar Holding Corp
WAY
USD 5479 M
| USD 59.2 M | 0.01% |
2,884,399
+731,450
| +34% | +USD 15.4 M |
2024 Q2
8 trimestres
|
|
1581
Full Truck Alliance
YMM
USD 9162 M
| USD 59.2 M | 0.01% |
7,292,014
-346,560
| -5% | -USD 2.95 M |
2021 Q2
20 trimestres
|
|
1582
Kilroy Realty
KRC
USD 4195 M
| USD 59.2 M | 0.01% |
1,579,842
-197,583
| -11% | -USD 6.72 M |
2014 Q4
46 trimestres
|
|
1583
Sunrun
RUN
USD 2151 M
| USD 59.2 M | 0.01% |
4,422,249
+1,713,640
| +63% | +USD 23.1 M |
2015 Q3
43 trimestres
|
|
1584
First Trust North American Energy Infrastructure Fund
EMLP
USD 4177 M
| USD 59.1 M | 0.01% |
1,359,266
+32,366
| +2% | +USD 1.41 M |
2014 Q4
46 trimestres
|
|
1585
Enphase Energy
ENPH
USD 3620 M
| USD 59.1 M | 0.01% |
1,200,655
-461,941
| -28% | -USD 21 M |
2014 Q4
46 trimestres
|
|
1586
Victoria's Secret
VSXY
USD 8904 M
| USD 59 M | 0.01% |
706,364
+333,126
| +89% | +USD 20 M |
2021 Q3
19 trimestres
|
|
1587
Opción de compra
Novo Nordisk
NVO
USD 179 mil M
| USD 58.9 M | 0.01% |
1,229,296
-789,922
| -39% | -USD 33.9 M |
2023 Q4
10 trimestres
|
|
1588
Grab
GRAB
USD 13.5 mil M
| USD 58.9 M | 0.01% |
15,620,174
-1,617,896
| -9% | -USD 5.89 M |
2021 Q4
18 trimestres
|
|
1589
AB Short Duration High Yield ETF
SYFI
USD 941 M
| USD 58.7 M | 0.01% |
1,642,456
+154,371
| +10% | +USD 5.51 M |
2024 Q2
8 trimestres
|
|
1590
Terex
TEX
USD 6390 M
| USD 58.6 M | 0.01% |
808,901
+224,764
| +38% | +USD 14.1 M |
2014 Q4
46 trimestres
|
|
1591
Essential Utilities
WTRG
USD 12.9 mil M
| USD 58.4 M | 0.01% |
1,525,066
+448,314
| +42% | +USD 17.1 M |
2014 Q4
46 trimestres
|
|
1592
RPM International
RPM
USD 13.6 mil M
| USD 58.4 M | 0.01% |
525,458
-13,364
| -2% | -USD 1.39 M |
2014 Q4
46 trimestres
|
|
1593
Lyft
LYFT
USD 6349 M
| USD 58.2 M | 0.01% |
3,986,546
-405,837
| -9% | -USD 5.67 M |
2019 Q1
29 trimestres
|
|
1594
HF Sinclair
DINO
USD 16.7 mil M
| USD 58.1 M | 0.01% |
834,394
+133,935
| +19% | +USD 8.91 M |
2014 Q4
46 trimestres
|
|
1595
Invesco S&P MidCap Momentum ETF
XMMO
USD 6424 M
| USD 58.1 M | 0.01% |
341,475
+31,730
| +10% | +USD 5.18 M |
2018 Q2
32 trimestres
|
|
1596
Global X Data Center & Digital Infrastructure ETF
DTCR
USD 1868 M
| USD 58.1 M | 0.01% |
1,912,403
+726,312
| +61% | +USD 21.5 M |
2022 Q3
15 trimestres
|
|
1597
Opción de venta
DraftKings
DKNG
USD 9557 M
| USD 58 M | 0.01% |
2,297,500
-196,500
| -8% | -USD 4.85 M |
2023 Q2
12 trimestres
|
|
1598
iShares MSCI KLD 400 Social ETF
DSI
USD 5203 M
| USD 58 M | 0.01% |
407,533
-8,731
| -2% | -USD 1.2 M |
2014 Q4
46 trimestres
|
|
1599
Diamondrock Hospitality Co
DRH
USD 2990 M
| USD 57.9 M | 0.01% |
4,756,610
-950,602
| -17% | -USD 10.3 M |
2014 Q4
46 trimestres
|
|
1600
Ovintiv
OVV
USD 16.5 mil M
| USD 57.9 M | 0.01% |
1,099,038
+181,744
| +20% | +USD 10.4 M |
2014 Q4
46 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.