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 | |
|---|---|---|---|---|---|---|
801
PUT
TotalEnergies
TTE
$193B
| $141M | 0.02% |
1,550,900
+308,900
| +25% | +$23.6M |
|
802
Burlington
BURL
$21.7B
| $141M | 0.02% |
433,031
-132,618
| -23% | -$40.6M |
|
|
FLXR
803
TCW Flexible Income ETF
FLXR
$3.4B
| $141M | 0.02% |
3,586,459
+689,066
| +24% | +$27.2M |
|
804
PUT
Uber
UBER
$140B
| $141M | 0.02% |
1,956,400
-200
| -0% | -$15.4K |
|
805
American Homes 4 Rent
AMH
$12B
| $141M | 0.02% |
5,032,699
+4,017,895
| +396% | +$121M |
|
806
Carlyle Group
CG
$16B
| $140M | 0.02% |
2,902,388
+365,850
| +14% | +$20.2M |
|
807
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.28B
| $140M | 0.02% |
2,261,689
+377,421
| +20% | +$24.7M |
|
808
United Therapeutics
UTHR
$26.6B
| $140M | 0.02% |
236,729
+10,880
| +5% | +$5.42M |
|
809
Hubbell
HUBB
$25.7B
| $140M | 0.02% |
284,603
-8,127
| -3% | -$3.99M |
|
810
Autoliv
ALV
$8.58B
| $140M | 0.02% |
1,328,122
+867,410
| +188% | +$102M |
|
811
CALL
Newmont
NEM
$100B
| $139M | 0.02% |
1,285,632
-224,490
| -15% | -$25.9M |
|
812
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.48B
| $139M | 0.02% |
764,227
-1,667,618
| -69% | -$251M |
|
813
Vanguard S&P 500 Value ETF
VOOV
$6.57B
| $139M | 0.02% |
681,534
+17,967
| +3% | +$3.76M |
|
814
KeyCorp
KEY
$24.2B
| $138M | 0.02% |
6,877,823
+136,976
| +2% | +$2.87M |
|
815
Regions Financial
RF
$26.1B
| $138M | 0.02% |
5,276,732
-2,041,586
| -28% | -$57M |
|
816
Quest Diagnostics
DGX
$25.5B
| $138M | 0.02% |
702,337
-412,114
| -37% | -$80.1M |
|
817
Loews
L
$24.2B
| $138M | 0.02% |
1,288,263
+477,069
| +59% | +$51.1M |
|
818
iShares Biotechnology ETF
IBB
$9.34B
| $137M | 0.02% |
814,290
-98,745
| -11% | -$16.9M |
|
819
CALL
Array Technologies
ARRY
$829M
| $137M | 0.02% |
18,977,000
| – | – |
|
820
Coca-Cola Europacific Partners
CCEP
$46.4B
| $137M | 0.02% |
1,513,190
-522,484
| -26% | -$50.2M |
|
821
Lennar Class A
LEN
$20.1B
| $137M | 0.02% |
1,578,684
+554,847
| +54% | +$60M |
|
822
Cytokinetics
CYTK
$11.1B
| $137M | 0.02% |
2,077,277
+945,821
| +84% | +$60.1M |
|
823
Northern Trust
NTRS
$22.1B
| $137M | 0.02% |
979,340
-211,658
| -18% | -$30.5M |
|
824
State Street Materials Select Sector SPDR ETF
XLB
$8.37B
| $137M | 0.02% |
2,734,806
+791,619
| +41% | +$39.7M |
|
825
Williams-Sonoma
WSM
$26.1B
| $136M | 0.02% |
748,401
+59,757
| +9% | +$11.9M |
|
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.