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 | 18.61% |
| 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 | |
|---|---|---|---|---|---|---|---|
2101
Credicorp
BAP
USD 27.6 mil M
| USD 34.8 M | ﹤0.01% |
89,328
+15,353
| +21% | +USD 5.25 M |
2014 Q4
46 trimestres
|
|
2102
NuScale Power
SMR
USD 2085 M
| USD 34.7 M | ﹤0.01% |
3,464,576
+858,834
| +33% | +USD 9.7 M |
2022 Q2
16 trimestres
|
|
2103
Xtrackers S&P 500 ESG ETF
SNPE
USD 2771 M
| USD 34.7 M | ﹤0.01% |
504,618
-7,690
| -2% | -USD 510 k |
2020 Q2
24 trimestres
|
|
2104
Bread Financial
BFH
USD 3866 M
| USD 34.7 M | ﹤0.01% |
319,836
-115,429
| -27% | -USD 10.4 M |
2014 Q4
46 trimestres
|
|
2105
Belite Bio
BLTE
USD 6210 M
| USD 34.6 M | ﹤0.01% |
224,989
-543,370
| -71% | -USD 83.3 M |
2024 Q3
7 trimestres
|
|
2106
OneMain Financial
OMF
USD 6420 M
| USD 34.6 M | ﹤0.01% |
568,157
+117,735
| +26% | +USD 6.63 M |
2014 Q4
46 trimestres
|
|
2107
Calamos Convertible Opportunities and Income Fund
CHI
USD 858 M
| USD 34.6 M | ﹤0.01% |
2,574,530
+196,134
| +8% | +USD 2.42 M |
2014 Q4
46 trimestres
|
|
2108
Oscar Health
OSCR
USD 9523 M
| USD 34.6 M | ﹤0.01% |
1,213,056
-361,922
| -23% | -USD 7.79 M |
2021 Q2
20 trimestres
|
|
2109
H&R Block
HRB
USD 6454 M
| USD 34.6 M | ﹤0.01% |
908,285
-26,410
| -3% | -USD 920 k |
2014 Q4
46 trimestres
|
|
2110
Hycroft Mining Holding Corp
HYMC
USD 1749 M
| USD 34.5 M | ﹤0.01% |
1,476,357
+982,974
| +199% | +USD 33.2 M |
2022 Q4
14 trimestres
|
|
2111
Opción de compra
Peloton Interactive
PTON
USD 2500 M
| USD 34.5 M | ﹤0.01% |
5,838,462
+1,740,312
| +42% | +USD 9.39 M |
2022 Q3
15 trimestres
|
|
2112
Opción de compra
Lam Research
LRCX
USD 251 mil M
| USD 34.5 M | ﹤0.01% |
79,600
-63,100
| -44% | -USD 19.2 M |
2021 Q2
20 trimestres
|
|
2113
Sportradar
SRAD
USD 4005 M
| USD 34.5 M | ﹤0.01% |
2,303,577
-1,500,782
| -39% | -USD 21.8 M |
2021 Q3
19 trimestres
|
|
2114
Davis Select US Equity ETF
DUSA
USD 1277 M
| USD 34.5 M | ﹤0.01% |
613,239
+22,465
| +4% | +USD 1.24 M |
2018 Q1
33 trimestres
|
|
2115
Popular Inc
BPOP
USD 9835 M
| USD 34.4 M | ﹤0.01% |
209,463
-233,420
| -53% | -USD 35.2 M |
2014 Q4
46 trimestres
|
|
2116
Nuveen Preferred & Income Opportunities Fund
JPC
USD 2669 M
| USD 34.4 M | ﹤0.01% |
4,361,872
-37,322
| -0.8% | -USD 293 k |
2014 Q4
46 trimestres
|
|
2117
Merit Medical Systems
MMSI
USD 5226 M
| USD 34.4 M | ﹤0.01% |
495,598
+154,972
| +45% | +USD 10.2 M |
2014 Q4
46 trimestres
|
|
2118
iShares MSCI World ETF
URTH
USD 8805 M
| USD 34.3 M | ﹤0.01% |
169,197
-12,638
| -7% | -USD 2.5 M |
2014 Q4
46 trimestres
|
|
2119
WisdomTree US Quality Growth Fund
QGRW
USD 3033 M
| USD 34.1 M | ﹤0.01% |
516,476
-10,888
| -2% | -USD 687 k |
2023 Q2
12 trimestres
|
|
2120
Opción de compra
State Street Health Care Select Sector SPDR ETF
XLV
USD 48.7 mil M
| USD 34 M | ﹤0.01% |
214,516
-985,900
| -82% | -USD 147 M |
2014 Q4
46 trimestres
|
|
2121
Opción de venta
Bristol-Myers Squibb
BMY
USD 127 mil M
| USD 34 M | ﹤0.01% |
590,500
+374,500
| +173% | +USD 21.5 M |
2014 Q4
46 trimestres
|
|
2122
BlackRock Science and Technology Term Trust
BSTZ
USD 1670 M
| USD 34 M | ﹤0.01% |
1,132,868
-70,494
| -6% | -USD 1.95 M |
2019 Q2
28 trimestres
|
|
2123
Invesco Large Cap Value ETF
PWV
USD 1823 M
| USD 34 M | ﹤0.01% |
448,413
-16,668
| -4% | -USD 1.23 M |
2014 Q4
46 trimestres
|
|
2124
NovaGold Resources
NG
USD 2808 M
| USD 34 M | ﹤0.01% |
5,687,434
+1,356,843
| +31% | +USD 11.3 M |
2014 Q4
46 trimestres
|
|
2125
argenx
ARGX
USD 58.3 mil M
| USD 33.9 M | ﹤0.01% |
36,583
+4,936
| +16% | +USD 4.07 M |
2017 Q4
34 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.