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 | |
|---|---|---|---|---|---|---|
426
PUT
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
| $301M | 0.05% |
3,154,600
-8,113,500
| -72% | -$780M |
|
427
PUT
State Street SPDR S&P Regional Banking ETF
KRE
$4.85B
| $300M | 0.05% |
4,599,500
+3,244,500
| +239% | +$219M |
|
428
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
| $299M | 0.04% |
3,227,908
-190,318
| -6% | -$18.1M |
|
429
MPLX
MPLX
$57.4B
| $299M | 0.04% |
5,233,512
-71,234
| -1% | -$4.04M |
|
430
Ingersoll Rand
IR
$32.7B
| $298M | 0.04% |
3,723,372
+317,490
| +9% | +$28M |
|
431
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.82B
| $296M | 0.04% |
2,237,341
+97,676
| +5% | +$13.4M |
|
432
PUT
Texas Instruments
TXN
$268B
| $296M | 0.04% |
1,525,833
+1,474,933
| +2,898% | +$299M |
|
433
Aflac
AFL
$62.9B
| $296M | 0.04% |
2,698,310
+1,259,209
| +87% | +$140M |
|
|
QXO
434
QXO Inc
QXO
$14.4B
| $296M | 0.04% |
15,223,507
+10,245,335
| +206% | +$234M |
|
435
Truist Financial
TFC
$63.2B
| $295M | 0.04% |
6,415,455
+851,525
| +15% | +$42.1M |
|
436
US Bancorp
USB
$100B
| $294M | 0.04% |
5,652,311
-84,793
| -1% | -$4.66M |
|
437
Pinterest
PINS
$12.6B
| $294M | 0.04% |
16,022,303
+1,285,097
| +9% | +$26.8M |
|
438
PUT
Pinduoduo
PDD
$119B
| $293M | 0.04% |
2,869,676
+26,576
| +0.9% | +$2.79M |
|
439
Allstate
ALL
$64.8B
| $293M | 0.04% |
1,412,581
+553,079
| +64% | +$113M |
|
440
CALL
State Street Energy Select Sector SPDR ETF
XLE
$39.2B
| $293M | 0.04% |
4,777,174
+1,690,104
| +55% | +$90.7M |
|
441
Dover
DOV
$28.9B
| $292M | 0.04% |
1,399,857
+118,508
| +9% | +$25.3M |
|
442
Aon
AON
$75.2B
| $292M | 0.04% |
903,928
+83,811
| +10% | +$27.9M |
|
443
Carvana
CVNA
$44.9B
| $290M | 0.04% |
4,617,600
+1,317,205
| +40% | +$97.7M |
|
444
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
| $289M | 0.04% |
5,502,729
+550,835
| +11% | +$29.1M |
|
445
Vanguard Mid-Cap Growth ETF
VOT
$19.2B
| $288M | 0.04% |
1,119,923
+59,775
| +6% | +$16.4M |
|
446
Monster Beverage
MNST
$93.6B
| $288M | 0.04% |
3,970,145
+939,966
| +31% | +$74.1M |
|
447
Sempra
SRE
$60.8B
| $287M | 0.04% |
2,957,557
+87,579
| +3% | +$8.01M |
|
448
CALL
BridgeBio Pharma
BBIO
$16.2B
| $287M | 0.04% |
3,863,500
| – | – |
|
|
FITB
449
Fifth Third Bancorp
FITB
$52.3B
| $286M | 0.04% |
6,162,128
+2,954,172
| +92% | +$146M |
|
450
L3Harris
LHX
$53.1B
| $286M | 0.04% |
829,257
-247,457
| -23% | -$86.5M |
|
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.