UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$4.47B |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$2.93B |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
+$2.75B |
| 4 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$2.69B |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$2.33B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UBS Group
UBS
|
+$1.44B |
| 2 |
Micron Technology
MU
|
+$919M |
| 3 |
CYBR
CyberArk
CYBR
|
+$851M |
| 4 |
Honeywell
HON
|
+$606M |
| 5 |
Merck
MRK
|
+$605M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.96% |
| 2 | Financials | 8.41% |
| 3 | Industrials | 7.09% |
| 4 | Healthcare | 6.31% |
| 5 | Consumer Discretionary | 5.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.02T
| $14.5B | 2.18% |
83,172,224
+5,682,770
| +7% | +$1.04B |
|
2
Apple
AAPL
$4.81T
| $12.7B | 1.91% |
50,015,661
+5,468,504
| +12% | +$1.42B |
|
3
Microsoft
MSFT
$2.95T
| $12.2B | 1.84% |
33,034,656
+4,990,468
| +18% | +$2.09B |
|
4
State Street SPDR S&P 500 ETF Trust
SPY
$787B
| $8B | 1.2% |
12,302,084
+1,454,597
| +13% | +$989M |
|
5
Broadcom
AVGO
$1.84T
| $7.63B | 1.14% |
24,644,919
+870,563
| +4% | +$286M |
|
6
Amazon
AMZN
$2.66T
| $7.17B | 1.08% |
34,407,951
-198,126
| -0.6% | -$43.6M |
|
7
Alphabet (Google) Class A
GOOGL
$4.24T
| $6.95B | 1.04% |
24,155,485
+1,979,691
| +9% | +$622M |
|
|
8
iShares Core MSCI EAFE ETF
IEFA
$187B
| $6.28B | 0.94% |
69,333,011
+47,841,826
| +223% | +$4.47B |
|
9
JPMorgan Chase
JPM
$918B
| $5.62B | 0.84% |
19,111,750
+216,115
| +1% | +$65.6M |
|
|
10
Alphabet (Google) Class C
GOOG
$4.22T
| $5.31B | 0.8% |
18,526,273
-1,327,645
| -7% | -$417M |
|
11
Meta Platforms (Facebook)
META
$1.63T
| $5.29B | 0.79% |
9,241,734
-40,049
| -0.4% | -$25.7M |
|
|
12
UBS Group
UBS
$172B
| $4.18B | 0.63% |
106,890,182
-33,600,186
| -24% | -$1.44B |
|
13
PUT
Invesco QQQ Trust
QQQ
$471B
| $3.98B | 0.6% |
6,901,300
+3,322,900
| +93% | +$2.02B |
|
|
14
Vanguard Mid-Cap ETF
VO
$106B
| $3.85B | 0.58% |
53,596,264
+31,322,628
| +141% | +$2.33B |
|
15
TSMC
TSM
$2.2T
| $3.72B | 0.56% |
11,007,197
+3,719,110
| +51% | +$1.28B |
|
16
Eli Lilly
LLY
$1.05T
| $3.72B | 0.56% |
4,043,568
+479,648
| +13% | +$486M |
|
17
Visa
V
$677B
| $3.64B | 0.55% |
12,048,170
+446,172
| +4% | +$143M |
|
|
18
Invesco QQQ Trust
QQQ
$471B
| $3.53B | 0.53% |
6,119,863
+157,793
| +3% | +$95.9M |
|
|
19
Vanguard Russell 1000 Growth ETF
VONG
$43.9B
| $3.16B | 0.47% |
28,823,535
+25,086,363
| +671% | +$2.93B |
|
20
iShares Core S&P 500 ETF
IVV
$887B
| $3.06B | 0.46% |
4,681,918
+1,432,944
| +44% | +$978M |
|
21
AbbVie
ABBV
$452B
| $3.06B | 0.46% |
14,051,196
+3,524,276
| +33% | +$782M |
|
|
22
CALL
Invesco QQQ Trust
QQQ
$471B
| $2.94B | 0.44% |
5,091,218
+3,123,134
| +159% | +$1.9B |
|
|
23
Vanguard Russell 1000 Value ETF
VONV
$20.3B
| $2.94B | 0.44% |
31,311,151
+28,657,725
| +1,080% | +$2.75B |
|
|
24
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$787B
| $2.88B | 0.43% |
4,426,800
-463,500
| -9% | -$315M |
|
|
25
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
| $2.87B | 0.43% |
56,079,950
+52,031,591
| +1,285% | +$2.69B |
|
Similar funds
UBS Group's Q1 2026 Portfolio in Review
As of Q1 2026, UBS Group held 11,786 positions worth $666B, up 8% from $617B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
UBS Group deployed $70B of net new capital in Q1 2026, opening 1,344 new positions and adding to 4,801 existing holdings. Its largest new stake was Sunbelt Rentals Holdings: 1,909,539 shares worth $124M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was UBS Group, an estimated $1.44B trimmed.
- UBS Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 1,909,539 shares worth $124M.
- UBS Group added most to iShares Core MSCI EAFE ETF in Q1 2026, an estimated $4.47B increase.
- UBS Group's biggest Q1 2026 reduction was UBS Group, cutting an estimated $1.44B.
- UBS Group fully exited CyberArk in Q1 2026, selling an estimated $851M.
- UBS Group's ten largest holdings make up 13% of its $666B portfolio in Q1 2026.
- UBS Group opened 1,344 new positions and closed 1,379 in Q1 2026.
- UBS Group's portfolio value rose 8% quarter-over-quarter to $666B.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.