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 | |
|---|---|---|---|---|---|---|
101
Schwab US Broad Market ETF
SCHB
$43.3B
| $1.22B | 0.18% |
48,514,355
+47,100,114
| +3,330% | +$1.24B |
|
102
CALL
iShares Russell 2000 ETF
IWM
$81.7B
| $1.22B | 0.18% |
4,900,296
-978,500
| -17% | -$252M |
|
103
Vanguard Large-Cap ETF
VV
$52.5B
| $1.21B | 0.18% |
4,047,513
+1,841,413
| +83% | +$576M |
|
104
Thermo Fisher Scientific
TMO
$196B
| $1.21B | 0.18% |
2,453,453
+130,110
| +6% | +$70.6M |
|
105
Intel
INTC
$521B
| $1.2B | 0.18% |
27,261,249
+4,836,856
| +22% | +$222M |
|
106
PUT
Alphabet (Google) Class A
GOOGL
$4.23T
| $1.2B | 0.18% |
4,156,430
+922,222
| +29% | +$290M |
|
107
AstraZeneca
AZN
$263B
| $1.18B | 0.18% |
5,981,411
+4,542,013
| +316% | +$876M |
|
108
Blackrock
BLK
$162B
| $1.17B | 0.18% |
1,221,365
+286,253
| +31% | +$301M |
|
109
Vanguard Small-Cap ETF
VB
$79.8B
| $1.15B | 0.17% |
4,408,647
+492,549
| +13% | +$133M |
|
110
Oneok
OKE
$58.1B
| $1.15B | 0.17% |
12,710,262
+3,919,173
| +45% | +$323M |
|
111
Vanguard FTSE Emerging Markets ETF
VWO
$121B
| $1.14B | 0.17% |
21,183,531
+1,326,486
| +7% | +$74.3M |
|
112
PUT
Meta Platforms (Facebook)
META
$1.59T
| $1.14B | 0.17% |
1,991,720
+1,028,850
| +107% | +$659M |
|
113
Western Digital
WDC
$191B
| $1.13B | 0.17% |
4,182,454
-368,367
| -8% | -$96.2M |
|
114
CALL
Rocket Lab Corp
RKLB
$43.9B
| $1.12B | 0.17% |
17,368,423
+38,100
| +0.2% | +$2.87M |
|
115
Analog Devices
ADI
$188B
| $1.11B | 0.17% |
3,501,823
+172,640
| +5% | +$54.9M |
|
116
Amgen
AMGN
$198B
| $1.11B | 0.17% |
3,148,040
-956,484
| -23% | -$341M |
|
117
PepsiCo
PEP
$186B
| $1.1B | 0.17% |
7,106,908
+147,795
| +2% | +$23M |
|
118
Applied Materials
AMAT
$445B
| $1.1B | 0.17% |
3,215,855
-200,661
| -6% | -$67.5M |
|
119
iShares Core US Aggregate Bond ETF
AGG
$138B
| $1.09B | 0.16% |
10,984,271
+1,576,891
| +17% | +$158M |
|
120
Vanguard Information Technology ETF
VGT
$142B
| $1.07B | 0.16% |
12,285,232
+90,960
| +0.7% | +$8.38M |
|
121
Verizon
VZ
$185B
| $1.06B | 0.16% |
21,043,318
-1,250,011
| -6% | -$57.9M |
|
122
GE Aerospace
GE
$354B
| $1.06B | 0.16% |
3,719,099
-419,332
| -10% | -$132M |
|
|
123
Honeywell
HON
$73.4B
| $1.05B | 0.16% |
4,637,105
-2,653,756
| -36% | -$606M |
|
124
CALL
Apple
AAPL
$4.76T
| $1.05B | 0.16% |
4,120,567
-1,320,820
| -24% | -$344M |
|
125
PUT
Amazon
AMZN
$2.61T
| $1.04B | 0.16% |
5,012,200
+565,650
| +13% | +$125M |
|
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.