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 | |
|---|---|---|---|---|---|---|
126
Trane Technologies
TT
$105B
| $1.04B | 0.16% |
2,494,409
+512,461
| +26% | +$218M |
|
127
Quanta Services
PWR
$96.5B
| $1.03B | 0.15% |
1,872,163
-462,365
| -20% | -$238M |
|
128
ASML
ASML
$692B
| $1.02B | 0.15% |
772,237
+268,765
| +53% | +$368M |
|
129
Prologis
PLD
$135B
| $1.01B | 0.15% |
7,637,693
+2,578,636
| +51% | +$345M |
|
130
Caterpillar
CAT
$410B
| $995M | 0.15% |
1,404,577
+124,576
| +10% | +$86.3M |
|
131
Lumentum
LITE
$64.6B
| $993M | 0.15% |
1,412,599
-169,893
| -11% | -$93.3M |
|
132
Palantir
PLTR
$299B
| $991M | 0.15% |
6,776,822
+172,901
| +3% | +$26.4M |
|
133
CALL
Alphabet (Google) Class A
GOOGL
$4.17T
| $983M | 0.15% |
3,420,050
-108,136
| -3% | -$34M |
|
134
Lockheed Martin
LMT
$119B
| $971M | 0.15% |
1,606,409
+378,921
| +31% | +$233M |
|
135
iShares S&P 500 Growth ETF
IVW
$74.2B
| $970M | 0.15% |
8,578,646
-109,635
| -1% | -$13.2M |
|
136
PUT
TSMC
TSM
$2.18T
| $970M | 0.15% |
2,870,620
-615,122
| -18% | -$212M |
|
137
Accenture
ACN
$85.7B
| $960M | 0.14% |
4,841,336
+2,164,229
| +81% | +$504M |
|
138
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
| $956M | 0.14% |
10,178,384
+8,751,398
| +613% | +$841M |
|
139
IBM
IBM
$193B
| $954M | 0.14% |
3,937,027
+205,028
| +5% | +$55.5M |
|
140
Parker-Hannifin
PH
$122B
| $951M | 0.14% |
1,061,984
+79,204
| +8% | +$75M |
|
141
PUT
Marvell Technology
MRVL
$189B
| $949M | 0.14% |
9,582,950
-277,000
| -3% | -$23.3M |
|
142
Deutsche Bank
DB
$68.1B
| $946M | 0.14% |
31,753,585
+485,410
| +2% | +$17.1M |
|
143
Chubb
CB
$133B
| $936M | 0.14% |
2,871,071
+212,771
| +8% | +$68.3M |
|
144
UnitedHealth
UNH
$392B
| $934M | 0.14% |
3,452,797
+729,134
| +27% | +$217M |
|
145
Boston Scientific
BSX
$63.9B
| $930M | 0.14% |
14,824,662
-47,464
| -0.3% | -$3.8M |
|
146
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29B
| $930M | 0.14% |
25,237,173
+23,027,857
| +1,042% | +$859M |
|
147
State Street Financial Select Sector SPDR ETF
XLF
$55.3B
| $909M | 0.14% |
18,405,640
+3,975,991
| +28% | +$207M |
|
148
Intuit
INTU
$77.8B
| $897M | 0.13% |
2,074,550
+1,112,851
| +116% | +$531M |
|
149
State Street Energy Select Sector SPDR ETF
XLE
$39.2B
| $887M | 0.13% |
14,472,789
+513,106
| +4% | +$27.5M |
|
150
Starbucks
SBUX
$119B
| $884M | 0.13% |
9,870,999
+1,814,128
| +23% | +$172M |
|
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.