UBCP
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +1.3% · nuevas posiciones netas 0.0% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | 0 | 301.13K | $4.78M | +2 | −2 |
| Q1 2026 | 16 | -1 | 289.94K | $4.41M | +1 | −2 |
| Q4 2025 | 17 | 0 | 295.15K | $4.24M | n/a | n/a |
| Q3 2025 | 6 | +1 | 192.42K | $2.69M | +1 | n/a |
| Q2 2025 | 4 | 0 | 164.14K | $2.45M | n/a | n/a |
| Q1 2025 | 1 | -1 | 52.42K | $703,751 | n/a | −1 |
| Q4 2024 | 2 | +1 | 61.46K | $791,803 | +1 | n/a |
| Q3 2024 | 1 | 0 | 49.13K | $645,235 | n/a | n/a |
| Q2 2024 | 1 | n/a | 51.15K | $642,079 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 98.19K | +3.0% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Geode Capital Management ✦ (pasivo) | 54.29K | +2.0% | $779,260 | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 3 | Dimensional Fund Advisors Lp | 45.16K | n/a | $647,988 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | BlackRock ✦ (pasivo) | 24.37K | +2.3% | $349,724 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | Northern Trust Corp | 21.32K | n/a | $305,871 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 14.71K | n/a | $211,074 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 10.51K | n/a | $150,862 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 10.16K | -5.7% | $145,853 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 9.08K | +0.5% | $130,298 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 3.08K | n/a | $44,264 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Russell Investments Group, Ltd. | 2.97K | n/a | $42,648 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 545 | n/a | $7,821 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Jones Financial Companies Lllp | 300 | n/a | $4,305 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 220 | 0.0% | $3,160 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Cwm, Llc | 200 | n/a | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 42 | n/a | $602 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Wells Fargo & Company/Mn | 0 | n/a | $2 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 32 tenedores, 672.94K acciones, $10.24M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.