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 | |
|---|---|---|---|---|---|---|
851
Imperial Oil
IMO
$62B
| $131M | 0.02% |
1,003,514
-706,396
| -41% | -$79.3M |
|
852
State Street SPDR S&P Regional Banking ETF
KRE
$4.88B
| $131M | 0.02% |
2,013,539
+225,491
| +13% | +$15.2M |
|
853
Badger Meter
BMI
$3.67B
| $131M | 0.02% |
858,174
+145,524
| +20% | +$22.8M |
|
854
Eversource Energy
ES
$28.1B
| $131M | 0.02% |
1,885,363
-425,721
| -18% | -$30.1M |
|
855
iShares Core Universal USD Bond ETF
IUSB
$42.7B
| $130M | 0.02% |
2,817,508
-199,812
| -7% | -$9.31M |
|
856
Guardant Health
GH
$19.6B
| $130M | 0.02% |
1,405,837
-304,332
| -18% | -$30.6M |
|
857
CALL
CNX Resources
CNX
$4.87B
| $129M | 0.02% |
3,358,640
-3,358,640
| -50% | -$131M |
|
858
iShares S&P Small-Cap 600 Value ETF
IJS
$8.15B
| $129M | 0.02% |
1,092,944
+39,193
| +4% | +$4.73M |
|
859
Keysight
KEYS
$54.7B
| $129M | 0.02% |
458,370
-325,076
| -41% | -$81.4M |
|
860
Mettler-Toledo International
MTD
$26.9B
| $129M | 0.02% |
102,504
-2,631
| -3% | -$3.55M |
|
861
CALL
Chevron
CVX
$388B
| $129M | 0.02% |
622,108
-92,371
| -13% | -$16.8M |
|
862
Xylem
XYL
$28.3B
| $128M | 0.02% |
1,075,083
-122,952
| -10% | -$16.1M |
|
863
Equifax
EFX
$20.2B
| $128M | 0.02% |
713,043
+325,923
| +84% | +$64.7M |
|
864
CALL
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
| $128M | 0.02% |
+1,340,800
| New | +$129M |
|
865
iShares Floating Rate Bond ETF
FLOT
$10.1B
| $128M | 0.02% |
2,511,233
+206,680
| +9% | +$10.5M |
|
866
Bunge Global
BG
$23.6B
| $128M | 0.02% |
1,005,585
+138,951
| +16% | +$16.1M |
|
867
iShares Short Maturity Bond ETF
NEAR
$4.8B
| $128M | 0.02% |
2,509,834
+896,570
| +56% | +$45.8M |
|
868
Curtiss-Wright
CW
$27.7B
| $127M | 0.02% |
186,878
+43,444
| +30% | +$28.9M |
|
869
CALL
United States Oil Fund
USO
$2.41B
| $127M | 0.02% |
1,000,000
-500,000
| -33% | -$44.3M |
|
870
Campbell Soup
CPB
$6.47B
| $127M | 0.02% |
5,699,192
+3,221,228
| +130% | +$82.7M |
|
871
CALL
Synaptics
SYNA
$4.46B
| $127M | 0.02% |
1,808,294
+2,750
| +0.2% | +$223K |
|
872
First Trust Capital Strength ETF
FTCS
$7.86B
| $127M | 0.02% |
1,365,120
-55,021
| -4% | -$5.28M |
|
873
Raymond James Financial
RJF
$32.4B
| $127M | 0.02% |
874,547
+32,688
| +4% | +$5.18M |
|
874
Maplebear
CART
$10B
| $126M | 0.02% |
3,374,957
+1,852,341
| +122% | +$70.3M |
|
875
Iris Energy
IREN
$13.8B
| $126M | 0.02% |
3,685,114
+514,827
| +16% | +$23.2M |
|
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.