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 | |
|---|---|---|---|---|---|---|
351
CALL
Pinduoduo
PDD
$119B
| $375M | 0.06% |
3,668,732
+929,069
| +34% | +$97.7M |
|
352
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
| $374M | 0.06% |
6,384,245
+3,868,882
| +154% | +$227M |
|
353
Kimberly-Clark
KMB
$36.1B
| $371M | 0.06% |
3,846,142
+990,163
| +35% | +$101M |
|
354
Motorola Solutions
MSI
$67.1B
| $367M | 0.06% |
844,667
+11,203
| +1% | +$4.85M |
|
|
BNY
355
Bank of New York Mellon
BNY
$109B
| $365M | 0.05% |
3,078,905
-240,736
| -7% | -$28.6M |
|
356
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.9B
| $365M | 0.05% |
3,727,164
+128,757
| +4% | +$13.4M |
|
357
CALL
State Street Financial Select Sector SPDR ETF
XLF
$55.3B
| $365M | 0.05% |
7,390,484
+2,846,900
| +63% | +$148M |
|
358
PUT
Eli Lilly
LLY
$1.04T
| $364M | 0.05% |
396,100
+63,316
| +19% | +$64.2M |
|
359
PNC Financial Services
PNC
$101B
| $363M | 0.05% |
1,743,133
+414,432
| +31% | +$90.2M |
|
360
PUT
iShares Silver Trust
SLV
$28.8B
| $362M | 0.05% |
5,312,600
+4,116,600
| +344% | +$313M |
|
361
Duke Energy
DUK
$99.7B
| $360M | 0.05% |
2,747,466
-529,740
| -16% | -$66.2M |
|
362
iShares China Large-Cap ETF
FXI
$4.29B
| $360M | 0.05% |
10,020,807
-9,193,911
| -48% | -$350M |
|
363
Suncor Energy
SU
$76.4B
| $360M | 0.05% |
5,441,421
+2,927,019
| +116% | +$162M |
|
364
Kenvue
KVUE
$36.7B
| $358M | 0.05% |
20,763,700
-20,988,272
| -50% | -$374M |
|
365
General Mills
GIS
$19.7B
| $356M | 0.05% |
9,563,283
+3,404,494
| +55% | +$148M |
|
366
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.9B
| $356M | 0.05% |
5,677,864
+75,403
| +1% | +$5.06M |
|
367
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
| $354M | 0.05% |
2,985,127
+713,363
| +31% | +$85.1M |
|
368
CALL
Alibaba
BABA
$279B
| $353M | 0.05% |
2,813,486
-566,473
| -17% | -$85.2M |
|
369
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
| $353M | 0.05% |
2,751,384
+383,464
| +16% | +$51.9M |
|
370
Flowserve
FLS
$8.77B
| $353M | 0.05% |
4,795,339
+1,204,431
| +34% | +$95.4M |
|
371
DoorDash
DASH
$77.4B
| $352M | 0.05% |
2,343,836
+93,718
| +4% | +$17.3M |
|
372
CALL
Alphabet (Google) Class C
GOOG
$4.17T
| $350M | 0.05% |
1,219,757
+398,998
| +49% | +$125M |
|
|
CWAN
373
DELISTED
Clearwater Analytics
CWAN
| $348M | 0.05% |
14,735,354
+9,515,458
| +182% | +$225M |
|
374
PUT
iShares MSCI EAFE ETF
EFA
$77.1B
| $348M | 0.05% |
3,585,908
+781,408
| +28% | +$78.2M |
|
375
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36B
| $348M | 0.05% |
6,155,621
-338,773
| -5% | -$19.7M |
|
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.