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 | |
|---|---|---|---|---|---|---|
51
Palo Alto Networks
PANW
$275B
| $2.3B | 0.29% |
6,758,096
-1,497,256
| -18% | -$343M |
|
52
CALL
JPMorgan Chase
JPM
$940B
| $2.27B | 0.29% |
6,938,974
+6,175,478
| +809% | +$1.92B |
|
53
State Street Technology Select Sector SPDR ETF
XLK
$122B
| $2.27B | 0.29% |
11,901,128
-322,755
| -3% | -$55.1M |
|
54
Texas Instruments
TXN
$236B
| $2.24B | 0.29% |
7,514,305
-1,130,783
| -13% | -$314M |
|
55
Home Depot
HD
$313B
| $2.24B | 0.28% |
6,350,453
-874,803
| -12% | -$285M |
|
56
Eaton
ETN
$164B
| $2.23B | 0.28% |
5,243,158
+387,985
| +8% | +$156M |
|
57
PUT
Micron Technology
MU
$1.13T
| $2.23B | 0.28% |
1,929,856
-585,928
| -23% | -$439M |
|
58
GE Vernova
GEV
$259B
| $2.22B | 0.28% |
1,889,093
+304,603
| +19% | +$311M |
|
59
Coca-Cola
KO
$380B
| $2.21B | 0.28% |
27,146,359
-1,854,348
| -6% | -$146M |
|
60
Vanguard FTSE Developed Markets ETF
VEA
$240B
| $2.2B | 0.28% |
30,895,904
+230,513
| +0.8% | +$16.1M |
|
61
Morgan Stanley
MS
$340B
| $2.2B | 0.28% |
10,529,270
-1,394,068
| -12% | -$276M |
|
62
Goldman Sachs
GS
$302B
| $2.08B | 0.26% |
2,052,126
+57,037
| +3% | +$55.6M |
|
63
Berkshire Hathaway Class B
BRK.B
$1.08T
| $2.07B | 0.26% |
4,139,212
-424,734
| -9% | -$204M |
|
64
NextEra Energy
NEE
$175B
| $2.05B | 0.26% |
23,325,362
-30,847
| -0.1% | -$2.79M |
|
65
RTX Corp
RTX
$268B
| $2.05B | 0.26% |
10,787,134
+884,545
| +9% | +$162M |
|
66
iShares Core S&P Mid-Cap ETF
IJH
$125B
| $2B | 0.25% |
25,918,017
+1,680,988
| +7% | +$123M |
|
67
CALL
Alphabet (Google) Class A
GOOGL
$4.14T
| $1.98B | 0.25% |
5,529,798
+2,109,748
| +62% | +$759M |
|
68
Oracle
ORCL
$468B
| $1.96B | 0.25% |
13,398,656
-23,413
| -0.2% | -$4.24M |
|
69
CALL
Rocket Lab Corp
RKLB
$42.1B
| $1.92B | 0.24% |
18,888,023
+1,519,600
| +9% | +$151M |
|
70
Mastercard
MA
$500B
| $1.92B | 0.24% |
3,730,940
+88,140
| +2% | +$43.9M |
|
71
CALL
MP Materials
MP
$9.86B
| $1.91B | 0.24% |
34,044,068
-19,312
| -0.1% | -$1.18M |
|
|
72
PUT
Microsoft
MSFT
$3.67T
| $1.84B | 0.23% |
4,932,691
+1,300,312
| +36% | +$526M |
|
73
Netflix
NFLX
$320B
| $1.84B | 0.23% |
25,707,292
+2,627,485
| +11% | +$231M |
|
74
CALL
Tesla
TSLA
$1.45T
| $1.82B | 0.23% |
4,329,483
-134,724
| -3% | -$53.6M |
|
75
PUT
iShares Russell 2000 ETF
IWM
$80.1B
| $1.82B | 0.23% |
6,044,100
-613,300
| -9% | -$172M |
|
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.