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 | |
|---|---|---|---|---|---|---|
1026
Post Holdings
POST
$4.12B
| $103M | 0.02% |
1,044,362
+425,968
| +69% | +$43.4M |
|
1027
PUT
Palo Alto Networks
PANW
$264B
| $103M | 0.02% |
641,044
-346,256
| -35% | -$58.2M |
|
1028
PUT
ASML
ASML
$675B
| $103M | 0.02% |
77,800
-19,100
| -20% | -$26.2M |
|
1029
Exelixis
EXEL
$13.9B
| $103M | 0.02% |
2,393,513
-1,328,821
| -36% | -$57.1M |
|
1030
Global Payments
GPN
$22.1B
| $103M | 0.02% |
1,525,047
-555,530
| -27% | -$41M |
|
1031
PUT
Stellantis
STLA
$16.5B
| $103M | 0.02% |
14,471,069
+3,242,230
| +29% | +$27.2M |
|
1032
Tower Semiconductor
TSEM
$26.4B
| $102M | 0.02% |
583,868
+215,214
| +58% | +$28.9M |
|
|
DOCU
1033
DocuSign
DOCU
$9.63B
| $102M | 0.02% |
2,160,098
+1,451,452
| +205% | +$74.3M |
|
1034
Regal Rexnord
RRX
$14.2B
| $102M | 0.02% |
544,683
-114,707
| -17% | -$21.3M |
|
1035
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.4B
| $101M | 0.02% |
2,079,331
-30,968
| -1% | -$1.57M |
|
1036
Planet Labs
PL
$7.3B
| $101M | 0.02% |
3,617,025
+2,835,917
| +363% | +$72.5M |
|
1037
Markel Group
MKL
$25B
| $101M | 0.02% |
52,739
+21,048
| +66% | +$42.7M |
|
1038
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
| $101M | 0.02% |
1,849,717
-11,028
| -0.6% | -$633K |
|
1039
CALL
Deutsche Bank
DB
$66.3B
| $101M | 0.02% |
3,386,560
+560,361
| +20% | +$19.7M |
|
1040
Whirlpool
WHR
$2.42B
| $101M | 0.02% |
1,869,763
+1,214,923
| +186% | +$89.2M |
|
1041
Invesco Preferred ETF
PGX
$3.84B
| $101M | 0.02% |
9,258,895
+3,913,325
| +73% | +$44.2M |
|
1042
CALL
Apollo Global Management
APO
$70.7B
| $101M | 0.02% |
902,272
+57,722
| +7% | +$7.15M |
|
1043
Generac Holdings
GNRC
$11.9B
| $101M | 0.02% |
514,631
-398,285
| -44% | -$76.5M |
|
1044
CALL
Visa
V
$677B
| $101M | 0.02% |
332,576
-84,418
| -20% | -$27.1M |
|
1045
Fluor
FLR
$7.29B
| $100M | 0.02% |
2,145,689
+1,072,565
| +100% | +$50M |
|
1046
DaVita
DVA
$15.1B
| $100M | 0.02% |
650,548
+334,217
| +106% | +$45.3M |
|
1047
DraftKings
DKNG
$11.4B
| $99.9M | 0.02% |
4,619,538
+904,540
| +24% | +$24.5M |
|
1048
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.06B
| $99.9M | 0.02% |
1,066,146
-27,638
| -3% | -$2.7M |
|
1049
XPO
XPO
$25B
| $99.8M | 0.02% |
513,201
-659,557
| -56% | -$118M |
|
1050
CALL
Johnson & Johnson
JNJ
$634B
| $99.8M | 0.02% |
408,100
-185,996
| -31% | -$43.3M |
|
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.