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 | |
|---|---|---|---|---|---|---|
976
Zillow
Z
$7.04B
| $110M | 0.02% |
2,665,881
+986,209
| +59% | +$52.5M |
|
977
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
| $110M | 0.02% |
5,278,148
+4,563,005
| +638% | +$98.3M |
|
|
BA.PRA
978
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.49B
| $110M | 0.02% |
1,700,073
+1,657,732
| +3,915% | +$121M |
|
979
CALL
GE Aerospace
GE
$367B
| $110M | 0.02% |
388,016
+205,820
| +113% | +$64.7M |
|
980
iShares MSCI EAFE Growth ETF
EFG
$16.3B
| $110M | 0.02% |
988,490
+123,028
| +14% | +$14.5M |
|
981
CALL
Itron
ITRI
$3.73B
| $110M | 0.02% |
1,226,800
| – | – |
|
982
HubSpot
HUBS
$10.5B
| $110M | 0.02% |
450,384
+311,978
| +225% | +$87.5M |
|
983
Capital Group Core Plus Income ETF
CGCP
$8.33B
| $110M | 0.02% |
4,916,470
+190,382
| +4% | +$4.31M |
|
984
Vanguard Mega Cap 300 Index ETF
MGC
$9.87B
| $110M | 0.02% |
464,591
-15,775
| -3% | -$3.91M |
|
985
iShares Russell 3000 ETF
IWV
$19.5B
| $110M | 0.02% |
296,201
-85,880
| -22% | -$33.2M |
|
986
AeroVironment
AVAV
$7.57B
| $110M | 0.02% |
599,551
-24,415
| -4% | -$6.43M |
|
987
Royal Gold
RGLD
$17.1B
| $109M | 0.02% |
429,896
+120,873
| +39% | +$32.1M |
|
988
PUT
United Rentals
URI
$71.1B
| $109M | 0.02% |
149,500
+40,400
| +37% | +$33.9M |
|
989
International Flavors & Fragrances
IFF
$19.4B
| $109M | 0.02% |
1,498,654
-196,689
| -12% | -$14.4M |
|
990
Mueller Industries
MLI
$14.1B
| $109M | 0.02% |
1,961,038
+554,696
| +39% | +$33.3M |
|
991
BP
BP
$113B
| $109M | 0.02% |
2,309,892
-78,629
| -3% | -$3.08M |
|
992
PUT
Snowflake
SNOW
$92.9B
| $109M | 0.02% |
719,500
-1,638,700
| -69% | -$303M |
|
993
American Financial Group
AFG
$11.9B
| $108M | 0.02% |
848,396
+266,591
| +46% | +$34.6M |
|
994
Duolingo
DUOL
$5.7B
| $108M | 0.02% |
1,098,062
+786,441
| +252% | +$97M |
|
995
PUT
KraneShares CSI China Internet ETF
KWEB
$5.2B
| $108M | 0.02% |
3,805,100
-524,461
| -12% | -$17.2M |
|
996
Allegion
ALLE
$13B
| $108M | 0.02% |
742,204
+359,557
| +94% | +$57.3M |
|
997
Hormel Foods
HRL
$13.9B
| $108M | 0.02% |
4,758,890
+1,717,137
| +56% | +$41M |
|
998
PUT
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.42B
| $108M | 0.02% |
591,400
+323,400
| +121% | +$48.7M |
|
999
Fidelity National Information Services
FIS
$21.5B
| $107M | 0.02% |
2,285,053
-414,102
| -15% | -$22.3M |
|
1000
CALL
Morgan Stanley
MS
$337B
| $107M | 0.02% |
650,977
-388,073
| -37% | -$67.2M |
|
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.