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 | |
|---|---|---|---|---|---|---|
76
Boeing
BA
$163B
| $1.42B | 0.21% |
7,131,308
+1,852,530
| +35% | +$422M |
|
77
iShares MSCI EAFE ETF
EFA
$77.2B
| $1.41B | 0.21% |
14,559,836
+2,793,689
| +24% | +$280M |
|
78
iShares Russell 1000 Value ETF
IWD
$81.8B
| $1.41B | 0.21% |
6,579,034
-32,486
| -0.5% | -$7.11M |
|
79
Lam Research
LRCX
$400B
| $1.39B | 0.21% |
6,526,433
-1,254,621
| -16% | -$281M |
|
80
Union Pacific
UNP
$174B
| $1.39B | 0.21% |
5,747,295
+794,579
| +16% | +$195M |
|
81
GE Vernova
GEV
$269B
| $1.38B | 0.21% |
1,584,490
+87,798
| +6% | +$68.5M |
|
82
American Express
AXP
$238B
| $1.38B | 0.21% |
4,566,249
+1,357,822
| +42% | +$455M |
|
83
Vertiv
VRT
$115B
| $1.37B | 0.2% |
5,448,573
+2,232,208
| +69% | +$496M |
|
84
Vanguard Dividend Appreciation ETF
VIG
$111B
| $1.36B | 0.2% |
6,330,804
+71,954
| +1% | +$16M |
|
85
Qualcomm
QCOM
$186B
| $1.35B | 0.2% |
10,480,187
+1,271,348
| +14% | +$186M |
|
86
iShares Gold Trust
IAU
$64.5B
| $1.35B | 0.2% |
15,300,061
+6,342,214
| +71% | +$582M |
|
87
PUT
Microsoft
MSFT
$2.89T
| $1.34B | 0.2% |
3,632,379
+1,290,634
| +55% | +$540M |
|
88
Bank of America
BAC
$434B
| $1.34B | 0.2% |
27,456,463
-2,910,391
| -10% | -$150M |
|
89
Alibaba
BABA
$279B
| $1.33B | 0.2% |
10,621,236
-88,644
| -0.8% | -$13.3M |
|
90
CALL
iShares MSCI Emerging Markets ETF
EEM
$28.9B
| $1.33B | 0.2% |
23,385,100
+1,792,500
| +8% | +$105M |
|
91
Palo Alto Networks
PANW
$274B
| $1.32B | 0.2% |
8,255,352
-581,224
| -7% | -$97.6M |
|
92
iShares 20+ Year Treasury Bond ETF
TLT
$42.3B
| $1.31B | 0.2% |
15,117,551
-947,128
| -6% | -$83.3M |
|
93
Electronic Arts
EA
$52.4B
| $1.31B | 0.2% |
6,426,839
+1,496,546
| +30% | +$302M |
|
94
Uber
UBER
$144B
| $1.3B | 0.2% |
18,071,349
-67,611
| -0.4% | -$5.2M |
|
95
Vanguard Russell 2000 ETF
VTWO
$17.6B
| $1.28B | 0.19% |
12,813,599
+11,277,914
| +734% | +$1.18B |
|
96
Salesforce
CRM
$134B
| $1.27B | 0.19% |
6,813,315
+1,922,481
| +39% | +$398M |
|
97
iShares Core S&P Small-Cap ETF
IJR
$110B
| $1.26B | 0.19% |
10,154,592
+577,324
| +6% | +$73.3M |
|
|
98
CALL
Microsoft
MSFT
$2.89T
| $1.26B | 0.19% |
3,402,647
-4,844,945
| -59% | -$2.03B |
|
99
Abbott
ABT
$175B
| $1.25B | 0.19% |
12,152,765
+1,672,696
| +16% | +$189M |
|
|
100
PUT
iShares MSCI Emerging Markets ETF
EEM
$28.9B
| $1.22B | 0.18% |
21,508,200
+2,166,600
| +11% | +$127M |
|
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.