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 | |
|---|---|---|---|---|---|---|---|
2401
Option Care Health
OPCH
USD 4718 M
| USD 26.4 M | ﹤0.01% |
1,260,195
+449,684
| +55% | +USD 10.5 M |
2014 Q4
46 trimestres
|
|
2402
Dana Inc
DAN
USD 2250 M
| USD 26.4 M | ﹤0.01% |
971,191
-517,244
| -35% | -USD 17.7 M |
2014 Q4
46 trimestres
|
|
2403
Genmab
GMAB
USD 32.4 mil M
| USD 26.4 M | ﹤0.01% |
961,053
+662,921
| +222% | +USD 17.6 M |
2019 Q3
27 trimestres
|
|
2404
Cinemark Holdings
CNK
USD 4641 M
| USD 26.4 M | ﹤0.01% |
831,672
-466,716
| -36% | -USD 13.9 M |
2014 Q4
46 trimestres
|
|
2405
Opción de venta
Nextpower Inc. Common Stock
NXT
USD 15.1 mil M
| USD 26.4 M | ﹤0.01% |
+221,400
| Nuevas | +USD 27.3 M |
2026 Q2
0 trimestres
|
|
2406
Invesco S&P 500 Pure Growth ETF
RPG
USD 1594 M
| USD 26.4 M | ﹤0.01% |
412,807
-68,099
| -14% | -USD 3.87 M |
2014 Q4
46 trimestres
|
|
2407
Viridian Therapeutics
VRDN
USD 3234 M
| USD 26.2 M | ﹤0.01% |
1,428,843
+1,121,709
| +365% | +USD 18.1 M |
2017 Q2
36 trimestres
|
|
2408
Kanzhun
BZ
USD 7775 M
| USD 26.2 M | ﹤0.01% |
2,036,243
-766,773
| -27% | -USD 10.5 M |
2021 Q2
20 trimestres
|
|
2409
Opción de venta
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
USD 3978 M
| USD 26.2 M | ﹤0.01% |
169,700
-421,700
| -71% | -USD 70.6 M |
2014 Q4
46 trimestres
|
|
2410
Fluence Energy
FLNC
USD 729 M
| USD 26.2 M | ﹤0.01% |
1,315,427
+71,532
| +6% | +USD 1.33 M |
2021 Q4
18 trimestres
|
|
2411
SOLV Energy Inc
MWH
USD 4821 M
| USD 26.1 M | ﹤0.01% |
767,550
+482,693
| +169% | +USD 17.5 M |
2026 Q1
1 trimestre
|
|
2412
Opción de venta
Vertex Pharmaceuticals
VRTX
USD 138 mil M
| USD 26 M | ﹤0.01% |
52,400
-14,600
| -22% | -USD 6.47 M |
2023 Q1
13 trimestres
|
|
2413
Eagle Materials
EXP
USD 5805 M
| USD 26 M | ﹤0.01% |
115,401
+23,672
| +26% | +USD 4.95 M |
2014 Q4
46 trimestres
|
|
|
OGG
2414
Osisko Gold Group
OGG
USD 736 M
| USD 26 M | ﹤0.01% |
10,549,391
+10,308,084
| +4,272% | +USD 30.6 M |
2022 Q4
14 trimestres
|
|
2415
Opción de venta
Intuitive Surgical
ISRG
USD 166 mil M
| USD 25.9 M | ﹤0.01% |
65,200
-23,900
| -27% | -USD 10.4 M |
2019 Q2
28 trimestres
|
|
2416
Reinsurance Group of America
RGA
USD 17.1 mil M
| USD 25.9 M | ﹤0.01% |
121,686
-44,403
| -27% | -USD 9.26 M |
2014 Q4
46 trimestres
|
|
2417
iShares Currency Hedged MSCI EAFE ETF
HEFA
USD 7488 M
| USD 25.9 M | ﹤0.01% |
551,360
+40,979
| +8% | +USD 1.84 M |
2015 Q1
45 trimestres
|
|
2418
Enovis
ENOV
USD 1651 M
| USD 25.8 M | ﹤0.01% |
1,247,409
+425,503
| +52% | +USD 10 M |
2014 Q4
46 trimestres
|
|
2419
Robert Half
RHI
USD 4400 M
| USD 25.8 M | ﹤0.01% |
840,570
-605,691
| -42% | -USD 17 M |
2014 Q4
46 trimestres
|
|
2420
First Trust Large Cap Core AlphaDEX Fund
FEX
USD 1548 M
| USD 25.8 M | ﹤0.01% |
184,252
-82
| -0% | -USD 10.8 k |
2014 Q4
46 trimestres
|
|
2421
iShares MSCI Global Metals & Mining Producers ETF
PICK
USD 2131 M
| USD 25.8 M | ﹤0.01% |
443,180
+258,656
| +140% | +USD 16.2 M |
2014 Q4
46 trimestres
|
|
2422
Opción de venta
Wynn Resorts
WYNN
USD 8168 M
| USD 25.7 M | ﹤0.01% |
265,100
-244,000
| -48% | -USD 25.2 M |
2014 Q4
46 trimestres
|
|
2423
Globant
GLOB
USD 2126 M
| USD 25.7 M | ﹤0.01% |
889,313
+491,449
| +124% | +USD 19.6 M |
2014 Q4
46 trimestres
|
|
2424
TransAlta
TAC
USD 4150 M
| USD 25.7 M | ﹤0.01% |
1,858,480
+39,504
| +2% | +USD 522 k |
2021 Q4
18 trimestres
|
|
2425
Ingram Micro Holding
INGM
USD 5622 M
| USD 25.7 M | ﹤0.01% |
936,164
+443,153
| +90% | +USD 12.4 M |
2024 Q4
6 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 1,281 nuevos, Aumentaron 4,217, 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 1,281 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.