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 |
Microsoft
MSFT
|
+$1.15B |
| 2 |
HONA
Honeywell Aerospace
HONA
|
+$611M |
| 3 |
SPCX
SpaceX
SPCX
|
+$567M |
| 4 |
Apple
AAPL
|
+$511M |
| 5 |
Jabil
JBL
|
+$463M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$1.49B |
| 2 |
Western Digital
WDC
|
+$1.42B |
| 3 |
Lumentum
LITE
|
+$951M |
| 4 |
Intel
INTC
|
+$785M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$749M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 41.93% |
| 2 | Technology | 18.61% |
| 3 | Financials | 7.85% |
| 4 | Industrials | 6.94% |
| 5 | Healthcare | 5.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Advanced Micro Devices
AMD
$826B
| $3.58B | 0.45% |
6,154,993
-1,661,770
| -21% | -$681M |
|
27
Vanguard Russell 1000 Value ETF
VONV
$22.1B
| $3.53B | 0.45% |
33,203,874
+1,892,723
| +6% | +$193M |
|
28
CALL
Amazon
AMZN
$2.77T
| $3.37B | 0.43% |
14,147,413
+10,924,247
| +339% | +$2.74B |
|
29
Lam Research
LRCX
$401B
| $3.33B | 0.42% |
7,688,281
+1,161,848
| +18% | +$353M |
|
30
Vanguard S&P 500 ETF
VOO
$1.05T
| $3.28B | 0.42% |
4,773,701
+93,187
| +2% | +$62.1M |
|
31
Cisco
CSCO
$430B
| $3.26B | 0.42% |
27,793,346
-4,222,961
| -13% | -$442M |
|
32
AbbVie
ABBV
$440B
| $3.23B | 0.41% |
12,845,120
-1,206,076
| -9% | -$259M |
|
33
Vanguard Morningstar Growth ETF
VUG
$227B
| $3.11B | 0.4% |
36,061,562
-351,154
| -1% | -$29.5M |
|
34
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
| $3.09B | 0.39% |
37,283,050
-363,217
| -1% | -$29M |
|
35
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.7B
| $3.01B | 0.38% |
58,744,213
+2,664,263
| +5% | +$136M |
|
36
Vanguard Morningstar Value ETF
VTV
$192B
| $2.98B | 0.38% |
13,657,773
+154,578
| +1% | +$32.3M |
|
37
CALL
NVIDIA
NVDA
$5.45T
| $2.91B | 0.37% |
14,551,190
-1,147,828
| -7% | -$236M |
|
38
Johnson & Johnson
JNJ
$649B
| $2.8B | 0.36% |
11,036,891
+827,564
| +8% | +$193M |
|
|
39
iShares Core S&P 500 ETF
IVV
$870B
| $2.74B | 0.35% |
3,653,598
-1,028,320
| -22% | -$749M |
|
|
40
Intel
INTC
$552B
| $2.72B | 0.35% |
19,502,935
-7,758,314
| -28% | -$785M |
|
41
Applied Materials
AMAT
$375B
| $2.69B | 0.34% |
3,718,754
+502,899
| +16% | +$232M |
|
|
42
PUT
NVIDIA
NVDA
$5.45T
| $2.64B | 0.34% |
13,212,887
-602,075
| -4% | -$124M |
|
|
43
CALL
Advanced Micro Devices
AMD
$826B
| $2.62B | 0.33% |
4,511,041
+1,678,788
| +59% | +$688M |
|
44
SPDR Gold Trust
GLD
$148B
| $2.61B | 0.33% |
7,097,437
+513,779
| +8% | +$213M |
|
45
Walmart Inc
WMT
$841B
| $2.54B | 0.32% |
22,447,440
+2,390,316
| +12% | +$297M |
|
46
Costco
COST
$404B
| $2.5B | 0.32% |
2,675,980
+195,593
| +8% | +$195M |
|
|
47
PUT
Apple
AAPL
$4.61T
| $2.43B | 0.31% |
8,396,800
-694,900
| -8% | -$199M |
|
48
Tesla
TSLA
$1.45T
| $2.41B | 0.31% |
5,723,603
+251,339
| +5% | +$100M |
|
49
iShares Russell 1000 Growth ETF
IWF
$126B
| $2.33B | 0.3% |
18,729,649
-555,619
| -3% | -$67M |
|
|
SPCX
50
CALL
SpaceX
SPCX
$2.02T
| $2.32B | 0.29% |
+13,558,924
| New | +$2.3B |
|
Similar funds
UBS Group's Q2 2026 Portfolio in Review
As of Q2 2026, UBS Group held 11,684 positions worth $786B, up 18% from $666B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
UBS Group's Q2 2026 filing shows 1,279 new, 4,220 increased, 4,368 reduced and 1,272 closed positions. Its largest new stake was Honeywell Aerospace: 2,768,136 shares worth $612M. The largest sale was ExxonMobil, an estimated $1.49B.
By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, up from 39% a quarter earlier, followed by Technology and Financials.
- UBS Group's largest Q2 2026 buy was Honeywell Aerospace: 2,768,136 shares worth $612M.
- UBS Group added most to Microsoft in Q2 2026, an estimated $1.15B increase.
- UBS Group's biggest Q2 2026 reduction was ExxonMobil, cutting an estimated $1.49B.
- UBS Group fully exited Hologic in Q2 2026, selling an estimated $385M.
- UBS Group's ten largest holdings make up 13% of its $786B portfolio in Q2 2026.
- UBS Group opened 1,279 new positions and closed 1,272 in Q2 2026.
- UBS Group's portfolio value rose 18% quarter-over-quarter to $786B.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.