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 | |
|---|---|---|---|---|---|---|
276
Welltower
WELL
$173B
| $487M | 0.07% |
2,464,410
+701,974
| +40% | +$139M |
|
277
CALL
Lumentum
LITE
$64.6B
| $485M | 0.07% |
690,538
+15,834
| +2% | +$8.7M |
|
278
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.4B
| $483M | 0.07% |
6,075,951
+1,656,119
| +37% | +$133M |
|
279
Danaher
DHR
$126B
| $483M | 0.07% |
2,549,143
-283,622
| -10% | -$60.4M |
|
280
Amcor
AMCR
$20B
| $482M | 0.07% |
12,127,481
+8,023,007
| +195% | +$355M |
|
|
GTLS
281
DELISTED
Chart Industries
GTLS
| $480M | 0.07% |
2,320,833
+1,139,868
| +97% | +$236M |
|
282
Enterprise Products Partners
EPD
$84.1B
| $477M | 0.07% |
12,607,250
-370,534
| -3% | -$13.1M |
|
283
Northrop Grumman
NOC
$74.6B
| $472M | 0.07% |
691,787
+162,589
| +31% | +$112M |
|
284
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
| $468M | 0.07% |
5,907,209
+543,314
| +10% | +$43.3M |
|
285
ServiceNow
NOW
$98.4B
| $467M | 0.07% |
4,466,334
+1,163,296
| +35% | +$137M |
|
286
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
| $466M | 0.07% |
5,687,945
+303,437
| +6% | +$25.6M |
|
287
Targa Resources
TRGP
$61.1B
| $465M | 0.07% |
1,852,902
+188,006
| +11% | +$40.8M |
|
288
PUT
State Street Financial Select Sector SPDR ETF
XLF
$55.3B
| $459M | 0.07% |
9,307,100
+618,900
| +7% | +$32.3M |
|
289
VanEck Junior Gold Miners ETF
GDXJ
$7.26B
| $458M | 0.07% |
3,816,372
-626,944
| -14% | -$81.9M |
|
|
SNDK
290
Sandisk
SNDK
$237B
| $453M | 0.07% |
713,138
+246,888
| +53% | +$139M |
|
291
State Street SPDR S&P Biotech ETF
XBI
$10.2B
| $453M | 0.07% |
3,546,650
+569,529
| +19% | +$71.1M |
|
292
Mercado Libre
MELI
$91.2B
| $451M | 0.07% |
261,124
+77,242
| +42% | +$149M |
|
293
Sherwin-Williams
SHW
$78.9B
| $451M | 0.07% |
1,405,579
+150,421
| +12% | +$51.8M |
|
294
Schwab US Dividend Equity ETF
SCHD
$101B
| $449M | 0.07% |
14,633,771
+490,444
| +3% | +$14.9M |
|
295
Jabil
JBL
$33.4B
| $448M | 0.07% |
1,686,783
+255,109
| +18% | +$64.3M |
|
296
Alcon
ALC
$32.8B
| $447M | 0.07% |
5,931,589
-531,819
| -8% | -$42.4M |
|
297
PUT
Bank of America
BAC
$432B
| $446M | 0.07% |
9,148,400
-7,681,100
| -46% | -$396M |
|
298
CVS Health
CVS
$138B
| $440M | 0.07% |
6,130,298
-498,915
| -8% | -$38.4M |
|
299
Coinbase
COIN
$43.8B
| $439M | 0.07% |
2,515,989
+1,257,121
| +100% | +$247M |
|
300
PUT
iShares China Large-Cap ETF
FXI
$4.29B
| $437M | 0.07% |
12,166,300
+3,117,200
| +34% | +$119M |
|
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.