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 | |
|---|---|---|---|---|---|---|---|
2026
UFP Technologies
UFPT
USD 2433 M
| USD 36 M | ﹤0.01% |
121,220
-133,520
| -52% | -USD 37.6 M |
2021 Q3
20 trimestres
|
|
2027
Opción de compra
Federal Realty Investment Trust
FRT
USD 9729 M
| USD 36 M | ﹤0.01% |
+332,040
| Nuevas | +USD 39.3 M |
2026 Q3
0 trimestres
|
|
2028
Global X Silver Miners ETF NEW
SIL
USD 3896 M
| USD 35.9 M | ﹤0.01% |
416,974
+72,219
| +21% | +USD 6.29 M |
2014 Q4
47 trimestres
|
|
2029
Tandem Diabetes Care
TNDM
USD 1310 M
| USD 35.8 M | ﹤0.01% |
2,196,689
+1,050,109
| +92% | +USD 19.7 M |
2014 Q4
47 trimestres
|
|
2030
SPX Corp
SPXC
USD 7709 M
| USD 35.8 M | ﹤0.01% |
210,976
+525
| +0.2% | +USD 107 k |
2014 Q4
47 trimestres
|
|
2031
State Street SPDR S&P Global Natural Resources ETF
GNR
USD 5330 M
| USD 35.7 M | ﹤0.01% |
483,020
+2,934
| +0.6% | +USD 218 k |
2014 Q4
47 trimestres
|
|
2032
GraniteShares 2x Long AMD Daily ETF
AMDL
USD 973 M
| USD 35.7 M | ﹤0.01% |
451,461
-551,385
| -55% | -USD 33.1 M |
2024 Q3
8 trimestres
|
|
2033
Dimensional US Core Equity Market ETF
DFAU
USD 13 mil M
| USD 35.7 M | ﹤0.01% |
681,605
+33,285
| +5% | +USD 1.75 M |
2021 Q2
21 trimestres
|
|
2034
ImmunityBio
IBRX
USD 7069 M
| USD 35.6 M | ﹤0.01% |
3,775,302
+579,574
| +18% | +USD 4.63 M |
2015 Q3
44 trimestres
|
|
2035
FIGS
FIGS
USD 3879 M
| USD 35.6 M | ﹤0.01% |
2,571,116
+1,958,845
| +320% | +USD 24.5 M |
2021 Q2
21 trimestres
|
|
2036
Fastly Inc
FSLY
USD 2782 M
| USD 35.6 M | ﹤0.01% |
1,387,101
+312,222
| +29% | +USD 7.21 M |
2019 Q2
29 trimestres
|
|
2037
Opción de venta
Blackstone
BX
USD 96.5 mil M
| USD 35.6 M | ﹤0.01% |
317,600
-43,000
| -12% | -USD 5.63 M |
2014 Q4
47 trimestres
|
|
2038
Thor Industries
THO
USD 4057 M
| USD 35.6 M | ﹤0.01% |
515,149
-100,127
| -16% | -USD 7.55 M |
2014 Q4
47 trimestres
|
|
2039
Darling Ingredients
DAR
USD 8550 M
| USD 35.6 M | ﹤0.01% |
586,299
-1,049,547
| -64% | -USD 66 M |
2014 Q4
47 trimestres
|
|
2040
Opción de venta
Marathon Petroleum
MPC
USD 110 mil M
| USD 35.6 M | ﹤0.01% |
90,000
| – | – |
2014 Q4
47 trimestres
|
|
2041
Manhattan Associates
MANH
USD 15 mil M
| USD 35.5 M | ﹤0.01% |
178,902
-218,296
| -55% | -USD 41.7 M |
2014 Q4
47 trimestres
|
|
2042
Skeena Resources
SKE
USD 3835 M
| USD 35.5 M | ﹤0.01% |
1,195,544
-121,396
| -9% | -USD 3.68 M |
2021 Q4
19 trimestres
|
|
2043
Stifel
SF
USD 10.9 mil M
| USD 35.5 M | ﹤0.01% |
507,199
-525,381
| -51% | -USD 41.4 M |
2014 Q4
47 trimestres
|
|
2044
Trip.com Group
TCOM
USD 27.5 mil M
| USD 35.5 M | ﹤0.01% |
907,789
-1,317,087
| -59% | -USD 56.8 M |
2014 Q4
47 trimestres
|
|
2045
Lamb Weston
LW
USD 7836 M
| USD 35.5 M | ﹤0.01% |
850,902
-71,292
| -8% | -USD 3.54 M |
2016 Q4
39 trimestres
|
|
2046
iShares MSCI Intl Momentum Factor ETF
IMTM
USD 4157 M
| USD 35.4 M | ﹤0.01% |
673,437
+14,420
| +2% | +USD 764 k |
2017 Q2
37 trimestres
|
|
2047
Amprius Technologies
AMPX
USD 1249 M
| USD 35.4 M | ﹤0.01% |
3,660,637
-411,632
| -10% | -USD 4.3 M |
2023 Q2
13 trimestres
|
|
2048
Element Solutions
ESI
USD 8261 M
| USD 35.4 M | ﹤0.01% |
975,988
-11,612
| -1% | -USD 428 k |
2014 Q4
47 trimestres
|
|
2049
Davis Select US Equity ETF
DUSA
USD 1313 M
| USD 35.4 M | ﹤0.01% |
647,349
+34,110
| +6% | +USD 1.94 M |
2018 Q1
34 trimestres
|
|
2050
Definium Therapeutics
DFTX
USD 4632 M
| USD 35.3 M | ﹤0.01% |
928,669
+429,202
| +86% | +USD 18.1 M |
2021 Q2
21 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.