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 | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.42T
| $2.03B | 0.31% |
5,472,264
+1,452,631
| +36% | +$598M |
|
52
PUT
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.4B
| $2.01B | 0.3% |
25,209,606
+10,823,334
| +75% | +$871M |
|
53
Oracle
ORCL
$361B
| $1.97B | 0.3% |
13,422,069
+2,107,984
| +19% | +$343M |
|
54
Vanguard FTSE Developed Markets ETF
VEA
$229B
| $1.97B | 0.29% |
30,665,391
+3,141,379
| +11% | +$207M |
|
55
Morgan Stanley
MS
$343B
| $1.96B | 0.29% |
11,923,338
+1,281,069
| +12% | +$222M |
|
56
RTX Corp
RTX
$263B
| $1.91B | 0.29% |
9,902,589
+875,919
| +10% | +$174M |
|
57
Mastercard
MA
$474B
| $1.82B | 0.27% |
3,642,800
-284,582
| -7% | -$150M |
|
58
McDonald's
MCD
$188B
| $1.76B | 0.26% |
5,678,203
+716,141
| +14% | +$228M |
|
59
Eaton
ETN
$158B
| $1.74B | 0.26% |
4,855,173
+962,272
| +25% | +$342M |
|
60
SLB Ltd
SLB
$71.2B
| $1.71B | 0.26% |
33,184,227
+10,674,011
| +47% | +$518M |
|
61
Procter & Gamble
PG
$349B
| $1.71B | 0.26% |
11,805,617
+2,204,475
| +23% | +$334M |
|
62
Linde
LIN
$234B
| $1.7B | 0.25% |
3,422,254
+1,080,133
| +46% | +$510M |
|
63
Goldman Sachs
GS
$323B
| $1.69B | 0.25% |
1,995,089
-451,063
| -18% | -$402M |
|
64
Texas Instruments
TXN
$268B
| $1.68B | 0.25% |
8,645,088
+1,792,611
| +26% | +$363M |
|
|
65
Merck
MRK
$317B
| $1.68B | 0.25% |
13,933,630
-5,244,642
| -27% | -$605M |
|
66
iShares Russell 2000 ETF
IWM
$81.9B
| $1.67B | 0.25% |
6,736,561
+1,911,669
| +40% | +$493M |
|
|
67
CALL
Tesla
TSLA
$1.42T
| $1.66B | 0.25% |
4,464,207
-41,262
| -0.9% | -$17M |
|
|
68
PUT
iShares Russell 2000 ETF
IWM
$81.9B
| $1.65B | 0.25% |
6,657,400
-4,176,900
| -39% | -$1.08B |
|
69
CALL
MP Materials
MP
$8.33B
| $1.64B | 0.25% |
34,063,380
+137,500
| +0.4% | +$8.22M |
|
70
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $1.64B | 0.25% |
24,237,029
+1,119,726
| +5% | +$77.7M |
|
71
State Street Technology Select Sector SPDR ETF
XLK
$118B
| $1.62B | 0.24% |
12,223,883
+2,991,850
| +32% | +$422M |
|
72
Advanced Micro Devices
AMD
$904B
| $1.59B | 0.24% |
7,816,763
+1,742,659
| +29% | +$372M |
|
73
PUT
SPDR Gold Trust
GLD
$134B
| $1.59B | 0.24% |
3,683,900
+262,100
| +8% | +$117M |
|
74
TJX Companies
TJX
$172B
| $1.59B | 0.24% |
9,925,346
+2,583,634
| +35% | +$402M |
|
75
Vanguard Total Stock Market ETF
VTI
$663B
| $1.42B | 0.21% |
4,429,630
+363,882
| +9% | +$122M |
|
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.