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 | |
|---|---|---|---|---|---|---|
26
SPDR Gold Trust
GLD
$132B
| $2.83B | 0.43% |
6,583,658
+897,550
| +16% | +$402M |
|
27
Vanguard S&P 500 ETF
VOO
$981B
| $2.8B | 0.42% |
4,680,514
+649,812
| +16% | +$406M |
|
28
CALL
NVIDIA
NVDA
$5.02T
| $2.74B | 0.41% |
15,699,018
+2,765,158
| +21% | +$507M |
|
29
ExxonMobil
XOM
$629B
| $2.74B | 0.41% |
16,122,823
+1,013,392
| +7% | +$148M |
|
30
Vanguard Growth ETF
VUG
$223B
| $2.65B | 0.4% |
36,412,716
+2,725,344
| +8% | +$212M |
|
31
Vanguard Value ETF
VTV
$187B
| $2.65B | 0.4% |
13,503,195
+861,208
| +7% | +$172M |
|
32
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
| $2.63B | 0.39% |
37,646,267
+23,258,989
| +162% | +$1.68B |
|
33
Johnson & Johnson
JNJ
$599B
| $2.5B | 0.37% |
10,209,327
+225,036
| +2% | +$52.4M |
|
34
Walmart Inc
WMT
$878B
| $2.49B | 0.37% |
20,057,124
-3,661,052
| -15% | -$449M |
|
35
Cisco
CSCO
$442B
| $2.48B | 0.37% |
32,016,307
+2,559,949
| +9% | +$200M |
|
36
Costco
COST
$412B
| $2.47B | 0.37% |
2,480,387
-235,521
| -9% | -$230M |
|
|
37
PUT
NVIDIA
NVDA
$5.02T
| $2.41B | 0.36% |
13,814,962
-3,376,290
| -20% | -$619M |
|
38
Home Depot
HD
$332B
| $2.38B | 0.36% |
7,225,256
+340,040
| +5% | +$124M |
|
39
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$787B
| $2.33B | 0.35% |
3,583,882
+1,224,270
| +52% | +$832M |
|
40
PUT
Apple
AAPL
$4.81T
| $2.31B | 0.35% |
9,091,700
-702,400
| -7% | -$183M |
|
|
41
CALL
SPDR Gold Trust
GLD
$132B
| $2.26B | 0.34% |
5,255,752
+1,529,670
| +41% | +$685M |
|
42
Netflix
NFLX
$286B
| $2.22B | 0.33% |
23,079,807
+3,077,222
| +15% | +$271M |
|
43
Coca-Cola
KO
$353B
| $2.21B | 0.33% |
29,000,707
+4,551,085
| +19% | +$344M |
|
44
Berkshire Hathaway Class B
BRK.B
$1.06T
| $2.19B | 0.33% |
4,563,946
+22,405
| +0.5% | +$11M |
|
45
Invesco S&P 500 Equal Weight ETF
RSP
$95.7B
| $2.18B | 0.33% |
11,342,821
+1,518,029
| +15% | +$301M |
|
46
Chevron
CVX
$381B
| $2.17B | 0.33% |
10,494,969
-1,060,624
| -9% | -$193M |
|
47
NextEra Energy
NEE
$183B
| $2.17B | 0.33% |
23,356,209
+4,927,126
| +27% | +$438M |
|
48
iShares MBS ETF
MBB
$39.1B
| $2.07B | 0.31% |
21,837,225
+19,902,058
| +1,028% | +$1.9B |
|
49
iShares Russell 1000 Growth ETF
IWF
$125B
| $2.06B | 0.31% |
19,285,268
-295,728
| -2% | -$33.6M |
|
|
50
Micron Technology
MU
$1.1T
| $2.04B | 0.31% |
6,048,920
-2,345,247
| -28% | -$919M |
|
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.