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 | |
|---|---|---|---|---|---|---|---|
2251
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
USD 1814 M
| USD 30.5 M | ﹤0.01% |
1,208,903
+38,023
| +3% | +USD 958 k |
2022 Q3
15 trimestres
|
|
2252
Groupon
GRPN
USD 630 M
| USD 30.3 M | ﹤0.01% |
1,261,184
-50,576
| -4% | -USD 835 k |
2014 Q4
46 trimestres
|
|
2253
iShares Global Healthcare ETF
IXJ
USD 4665 M
| USD 30.3 M | ﹤0.01% |
308,296
+20,680
| +7% | +USD 1.95 M |
2014 Q4
46 trimestres
|
|
2254
Urban Outfitters
URBN
USD 7255 M
| USD 30.3 M | ﹤0.01% |
427,528
-151,796
| -26% | -USD 10.8 M |
2014 Q4
46 trimestres
|
|
2255
National Health Investors
NHI
USD 3499 M
| USD 30.2 M | ﹤0.01% |
396,229
+268,595
| +210% | +USD 20.6 M |
2014 Q4
46 trimestres
|
|
2256
Sun Communities
SUI
USD 14.4 mil M
| USD 30.2 M | ﹤0.01% |
251,973
-45,889
| -15% | -USD 5.74 M |
2014 Q4
46 trimestres
|
|
2257
Prestige Consumer Healthcare
PBH
USD 2036 M
| USD 30.2 M | ﹤0.01% |
638,605
+246,396
| +63% | +USD 12.7 M |
2014 Q4
46 trimestres
|
|
2258
Power Integrations
POWI
USD 2249 M
| USD 30.1 M | ﹤0.01% |
359,770
-264,739
| -42% | -USD 19.1 M |
2014 Q4
46 trimestres
|
|
2259
WeRide Inc
WRD
USD 1467 M
| USD 30.1 M | ﹤0.01% |
5,171,411
+752,059
| +17% | +USD 5.43 M |
2024 Q4
6 trimestres
|
|
2260
Invesco NASDAQ Internet ETF
PNQI
USD 523 M
| USD 30 M | ﹤0.01% |
659,334
+2,397
| +0.4% | +USD 114 k |
2014 Q4
46 trimestres
|
|
2261
RBC Bearings
RBC
USD 15 mil M
| USD 30 M | ﹤0.01% |
46,592
-2,227
| -5% | -USD 1.33 M |
2014 Q4
46 trimestres
|
|
2262
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
USD 2689 M
| USD 30 M | ﹤0.01% |
536,025
+22,324
| +4% | +USD 1.16 M |
2019 Q3
27 trimestres
|
|
2263
Omeros
OMER
USD 1225 M
| USD 29.9 M | ﹤0.01% |
3,148,384
+807,653
| +35% | +USD 9.6 M |
2014 Q4
46 trimestres
|
|
2264
Global X NASDAQ-100 Covered Call ETF
QYLD
USD 7848 M
| USD 29.9 M | ﹤0.01% |
1,624,281
-57,372
| -3% | -USD 1.03 M |
2017 Q2
36 trimestres
|
|
2265
Nektar Therapeutics
NKTR
USD 1272 M
| USD 29.9 M | ﹤0.01% |
428,400
+108,228
| +34% | +USD 7.92 M |
2014 Q4
46 trimestres
|
|
2266
Opción de venta
Lowe's Companies
LOW
USD 126 mil M
| USD 29.9 M | ﹤0.01% |
135,600
-109,600
| -45% | -USD 24.9 M |
2017 Q1
37 trimestres
|
|
2267
Opción de compra
iShares MSCI India ETF
INDA
USD 6247 M
| USD 29.9 M | ﹤0.01% |
605,012
+500
| +0.1% | +USD 24.4 k |
2025 Q1
5 trimestres
|
|
2268
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
USD 1895 M
| USD 29.8 M | ﹤0.01% |
1,820,580
+521,301
| +40% | +USD 8.57 M |
2022 Q3
15 trimestres
|
|
2269
Vanguard Materials ETF
VAW
USD 3269 M
| USD 29.8 M | ﹤0.01% |
130,268
+6,774
| +5% | +USD 1.57 M |
2014 Q4
46 trimestres
|
|
2270
Pricesmart
PSMT
USD 5025 M
| USD 29.8 M | ﹤0.01% |
152,571
-21,928
| -13% | -USD 3.66 M |
2014 Q4
46 trimestres
|
|
2271
Opción de compra
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
USD 44.6 mil M
| USD 29.8 M | ﹤0.01% |
57,000
+19,998
| +54% | +USD 10 M |
2022 Q3
15 trimestres
|
|
2272
UMB Financial
UMBF
USD 10.2 mil M
| USD 29.8 M | ﹤0.01% |
208,492
-84,335
| -29% | -USD 10.8 M |
2014 Q4
46 trimestres
|
|
2273
iShares US Industrials ETF
IYJ
USD 1787 M
| USD 29.7 M | ﹤0.01% |
178,454
-77,564
| -30% | -USD 12.2 M |
2014 Q4
46 trimestres
|
|
2274
iShares MSCI Pacific ex Japan ETF
EPP
USD 2229 M
| USD 29.7 M | ﹤0.01% |
557,398
-15,283
| -3% | -USD 839 k |
2014 Q4
46 trimestres
|
|
2275
Vizsla Silver
VZLA
USD 1172 M
| USD 29.7 M | ﹤0.01% |
8,995,509
+2,621,334
| +41% | +USD 9.11 M |
2023 Q3
11 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.