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 | |
|---|---|---|---|---|---|---|---|
1901
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
USD 1705 M
| USD 40.3 M | 0.01% |
247,599
-23,363
| -9% | -USD 3.73 M |
2014 Q4
47 trimestres
|
|
1902
Quantinuum Inc
QNT
USD 1862 M
| USD 40.2 M | 0.01% |
837,087
+710,201
| +560% | +USD 40.2 M |
2026 Q2
1 trimestre
|
|
1903
Schwab Fundamental US Small Company Index ETF
FNDA
USD 8986 M
| USD 40.1 M | 0.01% |
1,147,024
-348,236
| -23% | -USD 12.9 M |
2016 Q3
40 trimestres
|
|
1904
New Oriental
EDU
USD 8241 M
| USD 40.1 M | 0.01% |
723,313
-979,231
| -58% | -USD 53 M |
2014 Q4
47 trimestres
|
|
1905
Brookfield Asset Management
BAM
USD 85.5 mil M
| USD 40.1 M | 0.01% |
900,285
+306,253
| +52% | +USD 14.9 M |
2022 Q4
15 trimestres
|
|
1906
Boston Beer
SAM
USD 2235 M
| USD 40.1 M | 0.01% |
244,604
-190,052
| -44% | -USD 33.7 M |
2014 Q4
47 trimestres
|
|
1907
GitLab
GTLB
USD 7774 M
| USD 40.1 M | 0.01% |
848,519
-947,439
| -53% | -USD 38.4 M |
2021 Q4
19 trimestres
|
|
1908
Erasca
ERAS
USD 5414 M
| USD 40.1 M | 0.01% |
2,734,587
+1,137,925
| +71% | +USD 19.9 M |
2022 Q3
16 trimestres
|
|
1909
Freshpet
FRPT
USD 3123 M
| USD 40 M | 0.01% |
694,291
-33,436
| -5% | -USD 2.13 M |
2014 Q4
47 trimestres
|
|
1910
T. Rowe Price Capital Appreciation Equity ETF
TCAF
USD 8061 M
| USD 39.9 M | 0.01% |
944,378
-5,975
| -0.6% | -USD 252 k |
2023 Q4
11 trimestres
|
|
1911
Opción de compra
Corning
GLW
USD 96.6 mil M
| USD 39.9 M | 0.01% |
259,596
+116,136
| +81% | +USD 18.5 M |
2020 Q4
23 trimestres
|
|
1912
Affiliated Managers Group
AMG
USD 10.4 mil M
| USD 39.9 M | 0.01% |
109,017
-66,759
| -38% | -USD 24.2 M |
2014 Q4
47 trimestres
|
|
1913
JPMorgan BetaBuilders Japan ETF
BBJP
USD 18.3 mil M
| USD 39.8 M | 0.01% |
507,302
-130,934
| -21% | -USD 10.1 M |
2019 Q3
28 trimestres
|
|
1914
Cognex
CGNX
USD 8554 M
| USD 39.8 M | 0.01% |
656,224
-471,843
| -42% | -USD 29.6 M |
2014 Q4
47 trimestres
|
|
1915
First Trust Senior Loan Fund ETF
FTSL
USD 2505 M
| USD 39.8 M | 0.01% |
892,955
-44,489
| -5% | -USD 2 M |
2014 Q4
47 trimestres
|
|
1916
Crane NXT
CXT
USD 3369 M
| USD 39.8 M | 0.01% |
844,954
+106,905
| +14% | +USD 5.39 M |
2014 Q4
47 trimestres
|
|
1917
Black Hills Corp
BKH
USD 6661 M
| USD 39.8 M | 0.01% |
567,212
+145,638
| +35% | +USD 10.6 M |
2014 Q4
47 trimestres
|
|
1918
Wingstop
WING
USD 4588 M
| USD 39.7 M | 0.01% |
376,913
-37,948
| -9% | -USD 4.7 M |
2015 Q2
45 trimestres
|
|
1919
Iridium Communications
IRDM
USD 4889 M
| USD 39.7 M | 0.01% |
828,688
-176,914
| -18% | -USD 8.54 M |
2014 Q4
47 trimestres
|
|
1920
The Gap Inc
GAP
USD 7717 M
| USD 39.7 M | 0.01% |
1,737,459
-1,028,103
| -37% | -USD 21.2 M |
2014 Q4
47 trimestres
|
|
1921
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
USD 1619 M
| USD 39.7 M | 0.01% |
1,009,812
+56,793
| +6% | +USD 2.3 M |
2014 Q4
47 trimestres
|
|
1922
Freenome Inc
FRNM
USD 1157 M
| USD 39.6 M | 0.01% |
+2,517,287
| Nuevas | +USD 34.6 M |
2026 Q3
0 trimestres
|
|
1923
Stock Yards Bancorp
SYBT
USD 2497 M
| USD 39.6 M | 0.01% |
514,266
+458,825
| +828% | +USD 37 M |
2014 Q4
47 trimestres
|
|
1924
WisdomTree
WT
USD 3134 M
| USD 39.5 M | 0.01% |
1,627,499
-1,031,496
| -39% | -USD 22.6 M |
2014 Q4
47 trimestres
|
|
1925
Hesai Group
HSAI
USD 2270 M
| USD 39.5 M | 0.01% |
2,477,919
+159,178
| +7% | +USD 2.71 M |
2023 Q4
11 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.