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 | |
|---|---|---|---|---|---|---|
401
Vanguard Small-Cap Value ETF
VBR
$37B
| $321M | 0.05% |
1,476,405
+85,254
| +6% | +$19.1M |
|
402
PUT
State Street Energy Select Sector SPDR ETF
XLE
$39.2B
| $319M | 0.05% |
5,206,000
+61,400
| +1% | +$3.29M |
|
403
iShares US Technology ETF
IYW
$24.5B
| $319M | 0.05% |
1,757,173
-65,504
| -4% | -$12.7M |
|
404
iShares MSCI Brazil ETF
EWZ
$9.27B
| $319M | 0.05% |
8,301,567
-2,257,348
| -21% | -$82.5M |
|
405
PUT
Palantir
PLTR
$299B
| $318M | 0.05% |
2,176,950
-482,560
| -18% | -$73.8M |
|
406
PUT
Visa
V
$672B
| $318M | 0.05% |
1,051,100
-275,900
| -21% | -$88.7M |
|
407
Vanguard FTSE Europe ETF
VGK
$30.2B
| $317M | 0.05% |
3,842,702
+322,757
| +9% | +$27.7M |
|
408
Spotify
SPOT
$97.5B
| $317M | 0.05% |
652,776
-34,779
| -5% | -$17.5M |
|
409
CALL
SoFi Technologies
SOFI
$21.9B
| $316M | 0.05% |
19,911,348
+5,760,000
| +41% | +$121M |
|
410
TKO Group
TKO
$13.6B
| $312M | 0.05% |
1,547,566
+298,304
| +24% | +$61M |
|
411
KKR & Co
KKR
$85.8B
| $312M | 0.05% |
3,369,468
+1,664,749
| +98% | +$175M |
|
412
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
| $310M | 0.05% |
2,914,733
+1,735,648
| +147% | +$186M |
|
413
Cadence Design Systems
CDNS
$93B
| $310M | 0.05% |
1,116,165
+285,888
| +34% | +$85.3M |
|
414
Cummins
CMI
$91.2B
| $310M | 0.05% |
576,430
-64,789
| -10% | -$36.7M |
|
415
Ventas
VTR
$47.2B
| $310M | 0.05% |
3,791,031
+674,260
| +22% | +$55.2M |
|
416
CALL
Jabil
JBL
$33.4B
| $308M | 0.05% |
1,157,900
-124,300
| -10% | -$31.3M |
|
417
CALL
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.4B
| $306M | 0.05% |
3,846,800
+210,400
| +6% | +$16.9M |
|
418
CALL
Starbucks
SBUX
$119B
| $305M | 0.05% |
3,406,600
+2,517,540
| +283% | +$238M |
|
419
PACCAR
PCAR
$69B
| $305M | 0.05% |
2,637,438
-1,911,423
| -42% | -$231M |
|
420
HCA Healthcare
HCA
$82.5B
| $305M | 0.05% |
643,482
-462,294
| -42% | -$233M |
|
421
Vanguard Short-Term Bond ETF
BSV
$44.6B
| $304M | 0.05% |
3,880,195
+298,742
| +8% | +$23.5M |
|
422
PUT
Abbott
ABT
$175B
| $302M | 0.05% |
2,941,100
+2,454,000
| +504% | +$277M |
|
423
Ford
F
$57.5B
| $302M | 0.05% |
26,153,017
+4,778,022
| +22% | +$62.9M |
|
424
Huntington Bancshares
HBAN
$37B
| $302M | 0.05% |
19,279,048
+11,116,625
| +136% | +$190M |
|
425
Datadog
DDOG
$87.5B
| $302M | 0.05% |
2,554,189
+1,236,796
| +94% | +$153M |
|
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.