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 | |
|---|---|---|---|---|---|---|
326
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.1B
| $401M | 0.06% |
8,789,986
+393,931
| +5% | +$18.5M |
|
327
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
| $399M | 0.06% |
4,175,729
+4,265
| +0.1% | +$410K |
|
328
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
| $398M | 0.06% |
4,824,310
-96,499
| -2% | -$7.99M |
|
329
FedEx
FDX
$75.9B
| $398M | 0.06% |
1,117,751
-49,416
| -4% | -$17.2M |
|
330
PUT
ExxonMobil
XOM
$640B
| $397M | 0.06% |
2,341,600
+864,400
| +59% | +$126M |
|
331
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
| $395M | 0.06% |
640,509
+32,057
| +5% | +$20.3M |
|
332
Target
TGT
$62.6B
| $395M | 0.06% |
3,257,036
+332,393
| +11% | +$37.5M |
|
|
333
CALL
UBS Group
UBS
$173B
| $394M | 0.06% |
10,091,170
+4,452,604
| +79% | +$191M |
|
334
Southern Company
SO
$108B
| $393M | 0.06% |
4,076,352
-444,788
| -10% | -$41.1M |
|
335
Sea Limited
SE
$64.2B
| $393M | 0.06% |
4,749,758
-403,436
| -8% | -$43.2M |
|
336
Colgate-Palmolive
CL
$73.3B
| $393M | 0.06% |
4,614,605
+63,913
| +1% | +$5.7M |
|
337
Yum! Brands
YUM
$40.7B
| $390M | 0.06% |
2,507,885
+502,951
| +25% | +$79.7M |
|
338
Marriott International
MAR
$97.5B
| $385M | 0.06% |
1,177,197
-163,648
| -12% | -$53.8M |
|
|
HOLX
339
DELISTED
Hologic
HOLX
| $385M | 0.06% |
5,089,745
+1,950,084
| +62% | +$147M |
|
340
JPMorgan Equity Premium Income ETF
JEPI
$45.2B
| $384M | 0.06% |
6,769,549
-406,088
| -6% | -$23.6M |
|
341
Core Scientific
CORZ
$7.51B
| $382M | 0.06% |
25,533,940
+5,716,683
| +29% | +$97.5M |
|
342
iShares Semiconductor ETF
SOXX
$46.6B
| $382M | 0.06% |
1,162,182
-277,301
| -19% | -$94.7M |
|
343
CALL
Intel
INTC
$516B
| $382M | 0.06% |
8,646,202
-4,672,296
| -35% | -$214M |
|
344
Vanguard Mega Cap Growth ETF
MGK
$32.8B
| $381M | 0.06% |
5,188,645
-311,460
| -6% | -$24.5M |
|
|
AXON
345
Axon Enterprise
AXON
$39.6B
| $381M | 0.06% |
897,169
+365,442
| +69% | +$190M |
|
346
PUT
Alphabet (Google) Class C
GOOG
$4.17T
| $379M | 0.06% |
1,322,900
-819,600
| -38% | -$257M |
|
347
iShares US Aerospace & Defense ETF
ITA
$13.6B
| $378M | 0.06% |
1,729,564
+1,085,446
| +169% | +$254M |
|
348
Fastenal
FAST
$52B
| $378M | 0.06% |
8,138,605
+605,723
| +8% | +$27.2M |
|
349
First Trust Rising Dividend Achievers ETF
RDVY
$24.3B
| $378M | 0.06% |
5,529,230
-465,275
| -8% | -$33.1M |
|
350
AST SpaceMobile
ASTS
$18.5B
| $377M | 0.06% |
4,543,334
+1,093,623
| +32% | +$103M |
|
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.