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 | |
|---|---|---|---|---|---|---|---|
2076
Opción de compra
Devon Energy
DVN
USD 51.2 mil M
| USD 34.7 M | ﹤0.01% |
753,600
-2,283,300
| -75% | -USD 105 M |
2022 Q3
16 trimestres
|
|
2077
Eaton Vance Mortgage Opportunities ETF
EVMO
USD 857 M
| USD 34.7 M | ﹤0.01% |
723,197
+82,118
| +13% | +USD 4.07 M |
2025 Q3
4 trimestres
|
|
2078
Accelerant Holdings
ARX
USD 4316 M
| USD 34.7 M | ﹤0.01% |
1,757,255
+1,202,807
| +217% | +USD 19.9 M |
2025 Q3
4 trimestres
|
|
2079
VanEck Pharmaceutical ETF
PPH
USD 1118 M
| USD 34.6 M | ﹤0.01% |
315,892
-201,864
| -39% | -USD 22.5 M |
2014 Q4
47 trimestres
|
|
2080
Bruker
BRKR
USD 9531 M
| USD 34.6 M | ﹤0.01% |
533,948
-112,546
| -17% | -USD 6.63 M |
2014 Q4
47 trimestres
|
|
2081
OneMain Financial
OMF
USD 6337 M
| USD 34.5 M | ﹤0.01% |
623,320
+55,163
| +10% | +USD 3.4 M |
2014 Q4
47 trimestres
|
|
2082
ProShares Ultra VIX Short-Term Futures ETF
UVXY
USD 160 M
| USD 34.5 M | ﹤0.01% |
1,997,325
-562,977
| -22% | -USD 11.7 M |
2024 Q4
7 trimestres
|
|
2083
Shift4
FOUR
USD 3440 M
| USD 34.5 M | ﹤0.01% |
953,084
-82,682
| -8% | -USD 3.81 M |
2020 Q2
25 trimestres
|
|
2084
Invesco KBW Bank ETF
KBWB
USD 6777 M
| USD 34.4 M | ﹤0.01% |
394,478
-144,066
| -27% | -USD 13.8 M |
2014 Q4
47 trimestres
|
|
2085
WaterBridge Infrastructure LLC
WBI
USD 1552 M
| USD 34.4 M | ﹤0.01% |
1,223,610
-711,621
| -37% | -USD 23 M |
2025 Q3
4 trimestres
|
|
2086
Bandwidth Inc
BAND
USD 1557 M
| USD 34.4 M | ﹤0.01% |
566,586
+390,666
| +222% | +USD 21.6 M |
2018 Q2
33 trimestres
|
|
2087
Boyd Gaming
BYD
USD 5477 M
| USD 34.4 M | ﹤0.01% |
516,462
+17,729
| +4% | +USD 1.44 M |
2014 Q4
47 trimestres
|
|
2088
Atlanta Braves Holdings Series B
BATRK
USD 3368 M
| USD 34.4 M | ﹤0.01% |
649,332
+47,383
| +8% | +USD 2.44 M |
2016 Q2
41 trimestres
|
|
2089
PVH
PVH
USD 4246 M
| USD 34.4 M | ﹤0.01% |
464,172
+88,084
| +23% | +USD 6.88 M |
2014 Q4
47 trimestres
|
|
2090
Braze
BRZE
USD 5280 M
| USD 34.3 M | ﹤0.01% |
1,368,421
+251,317
| +22% | +USD 6.74 M |
2021 Q4
19 trimestres
|
|
2091
Ryan Specialty Holdings
RYAN
USD 5610 M
| USD 34.3 M | ﹤0.01% |
927,861
-1,273,224
| -58% | -USD 52.8 M |
2021 Q3
20 trimestres
|
|
2092
Rogers Communications
RCI
USD 17.8 mil M
| USD 34.3 M | ﹤0.01% |
1,113,801
-22,989
| -2% | -USD 796 k |
2014 Q4
47 trimestres
|
|
2093
Terex
TEX
USD 6475 M
| USD 34.3 M | ﹤0.01% |
651,801
-157,100
| -19% | -USD 10 M |
2014 Q4
47 trimestres
|
|
2094
iShares Emerging Markets Dividend ETF
DVYE
USD 1110 M
| USD 34.3 M | ﹤0.01% |
1,008,212
-33,691
| -3% | -USD 1.16 M |
2014 Q4
47 trimestres
|
|
2095
First Trust Health Care AlphaDEX Fund
FXH
USD 1178 M
| USD 34.2 M | ﹤0.01% |
261,859
+84,611
| +48% | +USD 10.9 M |
2014 Q4
47 trimestres
|
|
2096
UGI
UGI
USD 8048 M
| USD 34.2 M | ﹤0.01% |
959,066
-132,287
| -12% | -USD 4.86 M |
2014 Q4
47 trimestres
|
|
2097
Transmedics
TMDX
USD 3196 M
| USD 34.2 M | ﹤0.01% |
409,905
-78,153
| -16% | -USD 6.43 M |
2019 Q2
29 trimestres
|
|
2098
Invesco Large Cap Value ETF
PWV
USD 1878 M
| USD 34.2 M | ﹤0.01% |
447,654
-759
| -0.2% | -USD 60.8 k |
2014 Q4
47 trimestres
|
|
2099
Opción de compra
Vertex Pharmaceuticals
VRTX
USD 139 mil M
| USD 34.1 M | ﹤0.01% |
65,300
+26,600
| +69% | +USD 13.6 M |
2022 Q4
15 trimestres
|
|
2100
Opción de venta
Coca-Cola
KO
USD 420 mil M
| USD 34 M | ﹤0.01% |
395,000
-351,600
| -47% | -USD 30.5 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.