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 | |
|---|---|---|---|---|---|---|---|
1976
Old National Bancorp
ONB
USD 9593 M
| USD 39.9 M | 0.01% |
1,539,955
-162,321
| -10% | -USD 3.9 M |
2014 Q4
46 trimestres
|
|
1977
Century Aluminum
CENX
USD 3625 M
| USD 39.9 M | 0.01% |
866,821
+280,055
| +48% | +USD 16.8 M |
2014 Q4
46 trimestres
|
|
1978
WisdomTree US MidCap Fund
EZM
USD 951 M
| USD 39.9 M | 0.01% |
526,139
-53,881
| -9% | -USD 3.9 M |
2014 Q4
46 trimestres
|
|
1979
Lamb Weston
LW
USD 7876 M
| USD 39.8 M | 0.01% |
922,194
-862,568
| -48% | -USD 37.2 M |
2016 Q4
38 trimestres
|
|
1980
Opción de venta
CSX Corp
CSX
USD 93.1 mil M
| USD 39.8 M | 0.01% |
837,500
-500,100
| -37% | -USD 22.6 M |
2022 Q3
15 trimestres
|
|
1981
Warrior Met Coal
HCC
USD 4534 M
| USD 39.7 M | 0.01% |
488,914
+99,924
| +26% | +USD 9.03 M |
2017 Q3
35 trimestres
|
|
1982
Opción de venta
Okta
OKTA
USD 31 mil M
| USD 39.6 M | 0.01% |
290,200
-12,200
| -4% | -USD 1.15 M |
2023 Q4
10 trimestres
|
|
1983
Opción de compra
iShares MSCI Taiwan ETF
EWT
USD 10.1 mil M
| USD 39.6 M | 0.01% |
364,480
+352,460
| +2,932% | +USD 33 M |
2024 Q3
7 trimestres
|
|
1984
iShares Russell Top 200 Value ETF
IWX
USD 4040 M
| USD 39.6 M | 0.01% |
376,112
+23,012
| +7% | +USD 2.33 M |
2014 Q4
46 trimestres
|
|
1985
SL Green Realty
SLG
USD 3722 M
| USD 39.5 M | 0.01% |
763,108
-357,288
| -32% | -USD 15.9 M |
2014 Q4
46 trimestres
|
|
1986
Ligand Pharmaceuticals
LGND
USD 6284 M
| USD 39.4 M | 0.01% |
124,674
+20,094
| +19% | +USD 4.73 M |
2014 Q4
46 trimestres
|
|
1987
iShares MSCI Australia ETF
EWA
USD 1258 M
| USD 39.4 M | 0.01% |
1,397,654
+121,696
| +10% | +USD 3.53 M |
2014 Q4
46 trimestres
|
|
1988
HealthEquity
HQY
USD 8446 M
| USD 39.3 M | 0.01% |
435,457
-351,210
| -45% | -USD 29.8 M |
2014 Q4
46 trimestres
|
|
1989
Brady Corp
BRC
USD 3607 M
| USD 39.3 M | 0.01% |
429,025
+312,487
| +268% | +USD 26 M |
2014 Q4
46 trimestres
|
|
1990
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
USD 4353 M
| USD 39.2 M | 0.01% |
1,566,179
+187,158
| +14% | +USD 4.69 M |
2014 Q4
46 trimestres
|
|
1991
Ryanair
RYAAY
USD 32 mil M
| USD 39.2 M | 0.01% |
604,970
+175,460
| +41% | +USD 10.3 M |
2014 Q4
46 trimestres
|
|
1992
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
USD 308 M
| USD 39.1 M | 0.01% |
1,738,524
+158,613
| +10% | +USD 3.57 M |
2014 Q4
46 trimestres
|
|
1993
BILL Holdings
BILL
USD 4621 M
| USD 39.1 M | 0.01% |
1,082,069
-204,331
| -16% | -USD 7.53 M |
2019 Q4
26 trimestres
|
|
1994
Camtek
CAMT
USD 4908 M
| USD 39.1 M | 0.01% |
239,681
-33,654
| -12% | -USD 5.97 M |
2017 Q3
35 trimestres
|
|
1995
Trustmark
TRMK
USD 2625 M
| USD 39.1 M | 0.01% |
848,952
-12,296
| -1% | -USD 548 k |
2014 Q4
46 trimestres
|
|
1996
T. Rowe Price Capital Appreciation Equity ETF
TCAF
USD 8080 M
| USD 39.1 M | 0.01% |
950,353
-95,828
| -9% | -USD 3.79 M |
2023 Q4
10 trimestres
|
|
1997
Morgan Stanley Direct Lending Fund
MSDL
USD 1163 M
| USD 39 M | 0.01% |
2,581,090
+984,494
| +62% | +USD 14.9 M |
2024 Q1
9 trimestres
|
|
1998
Hamilton Lane
HLNE
USD 5352 M
| USD 39 M | 0.01% |
494,611
-18,636
| -4% | -USD 1.66 M |
2017 Q4
34 trimestres
|
|
1999
Hinge Health
HNGE
USD 9860 M
| USD 38.9 M | 0.01% |
469,257
-122,775
| -21% | -USD 6.67 M |
2025 Q2
4 trimestres
|
|
2000
Bruker
BRKR
USD 10.2 mil M
| USD 38.9 M | ﹤0.01% |
646,494
-163,402
| -20% | -USD 7.63 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.