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 | |
|---|---|---|---|---|---|---|---|
1926
Opción de venta
Edison International
EIX
USD 23.2 mil M
| USD 39.5 M | 0.01% |
734,700
+573,300
| +355% | +USD 38.8 M |
2026 Q1
2 trimestres
|
|
1927
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
USD 14.4 mil M
| USD 39.5 M | 0.01% |
593,802
+64,501
| +12% | +USD 4.54 M |
2021 Q2
21 trimestres
|
|
1928
Advanced Energy
AEIS
USD 8893 M
| USD 39.4 M | 0.01% |
139,865
+17,852
| +15% | +USD 5.22 M |
2014 Q4
47 trimestres
|
|
1929
Cohen & Steers Infrastructure Fund
UTF
USD 2872 M
| USD 39.4 M | 0.01% |
1,598,984
+88,338
| +6% | +USD 2.36 M |
2014 Q4
47 trimestres
|
|
1930
Virtu Financial
VIRT
USD 5256 M
| USD 39.4 M | 0.01% |
714,208
+472,961
| +196% | +USD 28.3 M |
2015 Q2
45 trimestres
|
|
1931
SentinelOne
S
USD 7727 M
| USD 39.4 M | 0.01% |
1,657,657
-201,107
| -11% | -USD 4.16 M |
2021 Q2
21 trimestres
|
|
1932
SunocoCorp LLC
SUNC
USD 3400 M
| USD 39.4 M | 0.01% |
538,268
-111,306
| -17% | -USD 8.42 M |
2025 Q4
3 trimestres
|
|
1933
Global X Defense Tech ETF
SHLD
USD 6169 M
| USD 39.3 M | 0.01% |
654,838
-72,485
| -10% | -USD 4.64 M |
2025 Q1
6 trimestres
|
|
1934
Antero Resources
AR
USD 11.9 mil M
| USD 39.3 M | 0.01% |
1,178,117
-374,590
| -24% | -USD 13.5 M |
2014 Q4
47 trimestres
|
|
1935
Opción de compra
iShares Expanded Tech-Software Sector ETF
IGV
USD 12.7 mil M
| USD 39.3 M | 0.01% |
368,900
-119,014
| -24% | -USD 11.9 M |
2023 Q4
11 trimestres
|
|
1936
Biohaven
BHVN
USD 2088 M
| USD 39.2 M | 0.01% |
2,937,515
+418,688
| +17% | +USD 6.06 M |
2022 Q4
15 trimestres
|
|
1937
First Trust Large Cap Growth AlphaDEX Fund
FTC
USD 1269 M
| USD 39.2 M | 0.01% |
220,780
-4,896
| -2% | -USD 878 k |
2014 Q4
47 trimestres
|
|
1938
Bath & Body Works
BBWI
USD 4313 M
| USD 39.1 M | 0.01% |
2,454,912
+1,815,609
| +284% | +USD 34.8 M |
2014 Q4
47 trimestres
|
|
1939
Service Corp International
SCI
USD 10.2 mil M
| USD 39.1 M | 0.01% |
513,149
-30,550
| -6% | -USD 2.48 M |
2014 Q4
47 trimestres
|
|
1940
Lamar Advertising Co
LAMR
USD 16.4 mil M
| USD 39 M | 0.01% |
270,765
-15,289
| -5% | -USD 2.35 M |
2014 Q4
47 trimestres
|
|
1941
WeRide Inc
WRD
USD 1362 M
| USD 39 M | 0.01% |
7,343,743
+2,172,332
| +42% | +USD 12.7 M |
2024 Q4
7 trimestres
|
|
1942
Vizsla Silver
VZLA
USD 1090 M
| USD 39 M | 0.01% |
10,279,247
+1,283,738
| +14% | +USD 4.68 M |
2023 Q3
12 trimestres
|
|
1943
Opción de compra
Valero Energy
VLO
USD 106 mil M
| USD 39 M | 0.01% |
100,500
+3,100
| +3% | +USD 1.05 M |
2021 Q4
19 trimestres
|
|
1944
Silgan Holdings
SLGN
USD 4322 M
| USD 39 M | 0.01% |
1,120,949
-245,989
| -18% | -USD 10.3 M |
2014 Q4
47 trimestres
|
|
1945
RLI Corp
RLI
USD 6392 M
| USD 38.9 M | 0.01% |
703,755
+5,102
| +0.7% | +USD 315 k |
2014 Q4
47 trimestres
|
|
1946
Landstar System
LSTR
USD 5046 M
| USD 38.9 M | 0.01% |
230,495
-159,880
| -41% | -USD 29.7 M |
2014 Q4
47 trimestres
|
|
1947
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
USD 308 M
| USD 38.8 M | 0.01% |
1,735,937
-2,587
| -0.1% | -USD 58.5 k |
2014 Q4
47 trimestres
|
|
1948
Compass Pathways
CMPS
USD 1277 M
| USD 38.8 M | 0.01% |
3,119,254
+1,636,784
| +110% | +USD 21.7 M |
2021 Q2
21 trimestres
|
|
1949
Thornburg Income Builder Opportunities Trust
TBLD
USD 661 M
| USD 38.7 M | 0.01% |
1,902,840
+46,730
| +3% | +USD 1.02 M |
2021 Q3
20 trimestres
|
|
1950
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
USD 1425 M
| USD 38.6 M | 0.01% |
321,761
+66,910
| +26% | +USD 8.03 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.