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 | |
|---|---|---|---|---|---|---|---|
1651
Opción de compra
Intuitive Surgical
ISRG
USD 160 mil M
| USD 52.5 M | 0.01% |
129,170
+51,582
| +66% | +USD 19.7 M |
2019 Q4
27 trimestres
|
|
1652
Opción de venta
Boeing
BA
USD 137 mil M
| USD 52.5 M | 0.01% |
282,000
+42,900
| +18% | +USD 9.2 M |
2014 Q4
47 trimestres
|
|
1653
Invesco S&P MidCap Momentum ETF
XMMO
USD 6472 M
| USD 52.5 M | 0.01% |
357,455
+15,980
| +5% | +USD 2.49 M |
2018 Q2
33 trimestres
|
|
1654
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
USD 1749 M
| USD 52.5 M | 0.01% |
2,268,777
+26,013
| +1% | +USD 614 k |
2014 Q4
47 trimestres
|
|
1655
Antero Midstream
AM
USD 9234 M
| USD 52.4 M | 0.01% |
2,600,274
+508,409
| +24% | +USD 11.2 M |
2017 Q2
37 trimestres
|
|
1656
Choice Hotels
CHH
USD 5319 M
| USD 52.3 M | 0.01% |
511,157
-212,193
| -29% | -USD 22.5 M |
2014 Q4
47 trimestres
|
|
1657
CG Oncology
CGON
USD 6676 M
| USD 52.3 M | 0.01% |
737,892
-239,803
| -25% | -USD 17.6 M |
2024 Q1
10 trimestres
|
|
1658
Carlisle Companies
CSL
USD 15.3 mil M
| USD 52.2 M | 0.01% |
162,068
-272,746
| -63% | -USD 94.8 M |
2014 Q4
47 trimestres
|
|
1659
Arrowhead Research
ARWR
USD 6955 M
| USD 52.2 M | 0.01% |
797,479
-64,041
| -7% | -USD 5.18 M |
2014 Q4
47 trimestres
|
|
1660
Eagle Materials
EXP
USD 5789 M
| USD 52.1 M | 0.01% |
304,919
+189,518
| +164% | +USD 37.9 M |
2014 Q4
47 trimestres
|
|
1661
Sibanye-Stillwater
SBSW
USD 6999 M
| USD 52.1 M | 0.01% |
5,102,728
-267,247
| -5% | -USD 2.78 M |
2014 Q4
47 trimestres
|
|
1662
Global X Uranium ETF
URA
USD 4581 M
| USD 52.1 M | 0.01% |
1,307,242
+49,489
| +4% | +USD 2.12 M |
2017 Q1
38 trimestres
|
|
1663
Opción de compra
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
USD 3958 M
| USD 52.1 M | 0.01% |
290,400
-343,100
| -54% | -USD 61.2 M |
2020 Q2
25 trimestres
|
|
1664
Dana Inc
DAN
USD 2307 M
| USD 52.1 M | 0.01% |
1,906,538
+935,347
| +96% | +USD 26.9 M |
2014 Q4
47 trimestres
|
|
1665
Extra Space Storage
EXR
USD 33.4 mil M
| USD 52 M | 0.01% |
395,329
-360,738
| -48% | -USD 51.8 M |
2014 Q4
47 trimestres
|
|
1666
Sphere Entertainment
SPHR
USD 4405 M
| USD 51.9 M | 0.01% |
386,114
+13,884
| +4% | +USD 2.06 M |
2020 Q2
25 trimestres
|
|
1667
Fidelity Blue Chip Growth ETF
FBCG
USD 7154 M
| USD 51.9 M | 0.01% |
820,786
-24,035
| -3% | -USD 1.48 M |
2021 Q3
20 trimestres
|
|
1668
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
USD 1352 M
| USD 51.8 M | 0.01% |
552,961
+65,128
| +13% | +USD 6.11 M |
2014 Q4
47 trimestres
|
|
1669
10x Genomics
TXG
USD 8556 M
| USD 51.8 M | 0.01% |
573,158
+78,290
| +16% | +USD 4.58 M |
2019 Q3
28 trimestres
|
|
1670
Denali Therapeutics
DNLI
USD 3259 M
| USD 51.7 M | 0.01% |
2,503,525
-617,067
| -20% | -USD 14.4 M |
2017 Q4
35 trimestres
|
|
1671
iShares ESG Optimized MSCI USA ETF
SUSA
USD 4002 M
| USD 51.7 M | 0.01% |
332,324
-4,025
| -1% | -USD 628 k |
2014 Q4
47 trimestres
|
|
1672
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
USD 2713 M
| USD 51.6 M | 0.01% |
2,572,696
+597,732
| +30% | +USD 12.3 M |
2021 Q4
19 trimestres
|
|
1673
LandBridge Corporation
LB
USD 1935 M
| USD 51.5 M | 0.01% |
634,844
+61,257
| +11% | +USD 4.97 M |
2024 Q3
8 trimestres
|
|
1674
Climb Bio
CLYM
USD 690 M
| USD 51.5 M | 0.01% |
4,489,459
+1,084,593
| +32% | +USD 15.1 M |
2024 Q1
10 trimestres
|
|
1675
Essex Property Trust
ESS
USD 17.7 mil M
| USD 51.5 M | 0.01% |
191,071
+20,654
| +12% | +USD 5.88 M |
2014 Q4
47 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.