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 | |
|---|---|---|---|---|---|---|---|
2126
Natural Resource Partners
NRP
USD 1591 M
| USD 33.9 M | ﹤0.01% |
349,152
+165,301
| +90% | +USD 18.1 M |
2014 Q4
46 trimestres
|
|
2127
Kaspi.kz JSC
KSPI
USD 17 mil M
| USD 33.9 M | ﹤0.01% |
390,820
-84,642
| -18% | -USD 7.18 M |
2024 Q1
9 trimestres
|
|
2128
Clean Harbors
CLH
USD 15.2 mil M
| USD 33.9 M | ﹤0.01% |
113,335
-112,966
| -50% | -USD 33.4 M |
2014 Q4
46 trimestres
|
|
2129
Evolent Health
EVH
USD 533 M
| USD 33.8 M | ﹤0.01% |
6,245,283
-1,905,078
| -23% | -USD 7.3 M |
2016 Q2
40 trimestres
|
|
2130
Cleveland-Cliffs
CLF
USD 6995 M
| USD 33.8 M | ﹤0.01% |
3,601,455
-2,297,296
| -39% | -USD 25.3 M |
2014 Q4
46 trimestres
|
|
2131
Alignment Healthcare
ALHC
USD 1521 M
| USD 33.8 M | ﹤0.01% |
1,420,219
+1,270,705
| +850% | +USD 24.4 M |
2021 Q1
21 trimestres
|
|
2132
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
USD 1830 M
| USD 33.8 M | ﹤0.01% |
1,477,091
-129,565
| -8% | -USD 2.96 M |
2022 Q2
16 trimestres
|
|
2133
Vanguard Long-Term Bond ETF
BLV
USD 5760 M
| USD 33.8 M | ﹤0.01% |
489,773
+14,039
| +3% | +USD 963 k |
2014 Q4
46 trimestres
|
|
2134
Kinsale Capital Group
KNSL
USD 8690 M
| USD 33.7 M | ﹤0.01% |
102,327
+26,503
| +35% | +USD 8.53 M |
2018 Q2
32 trimestres
|
|
2135
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
USD 330 M
| USD 33.7 M | ﹤0.01% |
1,809,938
-74,212
| -4% | -USD 1.31 M |
2014 Q4
46 trimestres
|
|
2136
Opción de venta
Flutter Entertainment
FLUT
USD 14.2 mil M
| USD 33.7 M | ﹤0.01% |
+330,000
| Nuevas | +USD 34 M |
2026 Q2
0 trimestres
|
|
2137
iShares US Energy ETF
IYE
USD 1742 M
| USD 33.6 M | ﹤0.01% |
594,593
-18,267
| -3% | -USD 1.11 M |
2014 Q4
46 trimestres
|
|
2138
Mercury Systems
MRCY
USD 4846 M
| USD 33.6 M | ﹤0.01% |
274,799
+41,728
| +18% | +USD 3.98 M |
2014 Q4
46 trimestres
|
|
2139
White Mountains Insurance
WTM
USD 5385 M
| USD 33.6 M | ﹤0.01% |
16,198
+5,757
| +55% | +USD 12.3 M |
2014 Q4
46 trimestres
|
|
2140
iShares Emerging Markets Dividend ETF
DVYE
USD 1120 M
| USD 33.6 M | ﹤0.01% |
1,041,903
-13,331
| -1% | -USD 458 k |
2014 Q4
46 trimestres
|
|
2141
Qualys
QLYS
USD 7004 M
| USD 33.6 M | ﹤0.01% |
244,220
+50,003
| +26% | +USD 4.92 M |
2014 Q4
46 trimestres
|
|
2142
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
USD 4737 M
| USD 33.6 M | ﹤0.01% |
281,801
-46,237
| -14% | -USD 5 M |
2014 Q4
46 trimestres
|
|
2143
Enova International
ENVA
USD 4118 M
| USD 33.6 M | ﹤0.01% |
139,375
+10,731
| +8% | +USD 1.85 M |
2014 Q4
46 trimestres
|
|
2144
Glacier Bancorp
GBCI
USD 6391 M
| USD 33.5 M | ﹤0.01% |
650,327
+42,690
| +7% | +USD 2.06 M |
2014 Q4
46 trimestres
|
|
2145
Riot Platforms
RIOT
USD 6626 M
| USD 33.5 M | ﹤0.01% |
1,224,750
-988,163
| -45% | -USD 22.3 M |
2017 Q4
34 trimestres
|
|
2146
Dimensional US Core Equity Market ETF
DFAU
USD 12.9 mil M
| USD 33.5 M | ﹤0.01% |
648,320
+15,251
| +2% | +USD 763 k |
2021 Q2
20 trimestres
|
|
2147
Opción de venta
United Airlines
UAL
USD 39.1 mil M
| USD 33.5 M | ﹤0.01% |
246,400
-56,000
| -19% | -USD 5.8 M |
2014 Q4
46 trimestres
|
|
2148
Opción de compra
ServiceNow
NOW
USD 107 mil M
| USD 33.5 M | ﹤0.01% |
337,435
-430,504
| -56% | -USD 42.6 M |
2020 Q3
23 trimestres
|
|
2149
Opción de venta
Walt Disney
DIS
USD 206 mil M
| USD 33.5 M | ﹤0.01% |
347,600
+68,400
| +24% | +USD 6.97 M |
2014 Q4
46 trimestres
|
|
2150
Vontier
VNT
USD 5827 M
| USD 33.4 M | ﹤0.01% |
1,153,077
+506,652
| +78% | +USD 16.2 M |
2020 Q4
22 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.