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 | |
|---|---|---|---|---|---|---|
451
SPDR Gold MiniShares Trust
GLDM
$27.4B
| $285M | 0.04% |
3,072,074
-340,354
| -10% | -$32.8M |
|
452
Ametek
AME
$55.2B
| $284M | 0.04% |
1,327,195
+458,515
| +53% | +$102M |
|
453
Fidelity Total Bond ETF
FBND
$26.9B
| $284M | 0.04% |
6,229,749
+361,271
| +6% | +$16.7M |
|
454
Insmed
INSM
$23.1B
| $284M | 0.04% |
1,737,481
-130,154
| -7% | -$20M |
|
455
Vertex Pharmaceuticals
VRTX
$119B
| $282M | 0.04% |
630,618
+74,636
| +13% | +$34.8M |
|
456
Chipotle Mexican Grill
CMG
$41B
| $281M | 0.04% |
8,769,529
+4,387,725
| +100% | +$162M |
|
457
Hewlett Packard
HPE
$64.8B
| $280M | 0.04% |
11,749,340
-4,223,060
| -26% | -$93.6M |
|
458
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2B
| $279M | 0.04% |
14,544,462
+14,394,387
| +9,591% | +$276M |
|
459
Infosys
INFY
$42.6B
| $279M | 0.04% |
20,656,729
+2,873,870
| +16% | +$45M |
|
|
CRWV
460
CoreWeave
CRWV
$45.9B
| $279M | 0.04% |
3,598,805
+558,821
| +18% | +$48.5M |
|
461
Viking Holdings
VIK
$44.1B
| $279M | 0.04% |
3,792,324
+1,244,381
| +49% | +$90.9M |
|
462
PUT
Netflix
NFLX
$285B
| $278M | 0.04% |
2,893,400
-1,493,800
| -34% | -$132M |
|
463
CALL
Cipher Digital
CIFR
$10.7B
| $276M | 0.04% |
21,477,658
+18,300
| +0.1% | +$290K |
|
464
Pacer US Cash Cows 100 ETF
COWZ
$18B
| $276M | 0.04% |
4,410,982
-359,863
| -8% | -$22.6M |
|
465
CALL
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.6B
| $276M | 0.04% |
2,530,000
-3,570,500
| -59% | -$394M |
|
466
CALL
TotalEnergies
TTE
$192B
| $275M | 0.04% |
3,023,303
+2,449,350
| +427% | +$187M |
|
467
Super Micro Computer
SMCI
$20.6B
| $275M | 0.04% |
12,073,477
+4,662,848
| +63% | +$140M |
|
468
NiSource
NI
$22.3B
| $274M | 0.04% |
5,873,793
+998,526
| +20% | +$45M |
|
469
Novartis
NVS
$293B
| $274M | 0.04% |
1,793,153
+431,879
| +32% | +$66.2M |
|
470
Exelon
EXC
$48B
| $273M | 0.04% |
5,575,051
+1,578,599
| +40% | +$73.4M |
|
471
DexCom
DXCM
$27.2B
| $273M | 0.04% |
4,349,959
+2,426,179
| +126% | +$169M |
|
472
Microchip Technology
MCHP
$44.6B
| $273M | 0.04% |
4,227,034
-1,246,631
| -23% | -$89.7M |
|
|
B
473
Barrick Mining
B
$62B
| $273M | 0.04% |
6,683,864
+513,768
| +8% | +$23.7M |
|
474
eBay
EBAY
$48.1B
| $272M | 0.04% |
2,992,624
-538,273
| -15% | -$48.4M |
|
475
CALL
InterDigital
IDCC
$6.67B
| $271M | 0.04% |
897,300
+1,050
| +0.1% | +$357K |
|
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.