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 | |
|---|---|---|---|---|---|---|
226
CALL
TSMC
TSM
$2.18T
| $596M | 0.09% |
1,762,445
+320,226
| +22% | +$110M |
|
227
Corning
GLW
$133B
| $596M | 0.09% |
4,380,405
+455,464
| +12% | +$54.9M |
|
228
Air Products & Chemicals
APD
$66.1B
| $595M | 0.09% |
2,048,697
-632,788
| -24% | -$174M |
|
229
Nasdaq
NDAQ
$51.4B
| $593M | 0.09% |
6,988,369
+3,138,962
| +82% | +$281M |
|
230
Monolithic Power Systems
MPWR
$68.7B
| $591M | 0.09% |
540,413
+101,428
| +23% | +$111M |
|
231
TransDigm Group
TDG
$66.8B
| $591M | 0.09% |
509,668
+45,159
| +10% | +$59.2M |
|
232
3M
MMM
$89.1B
| $589M | 0.09% |
4,053,165
+1,382,510
| +52% | +$220M |
|
233
CrowdStrike
CRWD
$192B
| $586M | 0.09% |
6,000,384
-101,712
| -2% | -$10.8M |
|
234
Progressive
PGR
$119B
| $579M | 0.09% |
2,918,556
+789,813
| +37% | +$163M |
|
235
SoFi Technologies
SOFI
$21.9B
| $578M | 0.09% |
36,417,201
+21,046,001
| +137% | +$444M |
|
236
J.M. Smucker
SJM
$12.6B
| $578M | 0.09% |
5,989,033
+2,064,751
| +53% | +$216M |
|
237
CALL
Advanced Micro Devices
AMD
$901B
| $576M | 0.09% |
2,832,253
-238,936
| -8% | -$51M |
|
238
Phillips 66
PSX
$84.8B
| $574M | 0.09% |
3,149,505
+65,818
| +2% | +$10.3M |
|
239
Constellation Energy
CEG
$98.2B
| $573M | 0.09% |
2,053,402
+144,177
| +8% | +$43.8M |
|
240
CALL
iShares China Large-Cap ETF
FXI
$4.29B
| $565M | 0.08% |
15,745,700
+6,257,500
| +66% | +$238M |
|
241
CALL
Meta Platforms (Facebook)
META
$1.59T
| $561M | 0.08% |
981,099
+36,669
| +4% | +$23.5M |
|
242
Shopify
SHOP
$154B
| $561M | 0.08% |
4,730,646
+1,903,352
| +67% | +$250M |
|
243
CALL
Broadcom
AVGO
$1.89T
| $557M | 0.08% |
1,800,866
+480,428
| +36% | +$158M |
|
244
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.8B
| $556M | 0.08% |
5,103,672
-597,345
| -10% | -$65.9M |
|
245
Medtronic
MDT
$105B
| $556M | 0.08% |
6,412,252
+2,241,365
| +54% | +$215M |
|
246
Vanguard High Dividend Yield ETF
VYM
$80.8B
| $551M | 0.08% |
3,722,386
+844,133
| +29% | +$127M |
|
247
Republic Services
RSG
$66.6B
| $551M | 0.08% |
2,513,711
+305,840
| +14% | +$67.1M |
|
248
Gilead Sciences
GILD
$162B
| $548M | 0.08% |
3,930,216
-849,463
| -18% | -$119M |
|
249
JPMorgan Ultra-Short Income ETF
JPST
$40B
| $547M | 0.08% |
10,811,549
+1,342,151
| +14% | +$68M |
|
250
Protagonist Therapeutics
PTGX
$8.71B
| $546M | 0.08% |
5,177,796
+2,407,775
| +87% | +$213M |
|
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.