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 |
Microsoft
MSFT
|
+$1.15B |
| 2 |
HONA
Honeywell Aerospace
HONA
|
+$611M |
| 3 |
SPCX
SpaceX
SPCX
|
+$567M |
| 4 |
Apple
AAPL
|
+$511M |
| 5 |
Jabil
JBL
|
+$463M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$1.49B |
| 2 |
Western Digital
WDC
|
+$1.42B |
| 3 |
Lumentum
LITE
|
+$951M |
| 4 |
Intel
INTC
|
+$785M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$749M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 41.93% |
| 2 | Technology | 18.61% |
| 3 | Financials | 7.85% |
| 4 | Industrials | 6.94% |
| 5 | Healthcare | 5.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares MSCI South Korea ETF
EWY
$29B
| $1.17B | 0.15% |
5,818,161
+146,490
| +3% | +$25.9M |
|
127
Deere & Co
DE
$184B
| $1.17B | 0.15% |
1,841,439
+280,851
| +18% | +$163M |
|
|
128
Jabil
JBL
$32.7B
| $1.17B | 0.15% |
3,026,741
+1,339,958
| +79% | +$463M |
|
129
Trane Technologies
TT
$98.1B
| $1.16B | 0.15% |
2,368,517
-125,892
| -5% | -$58.9M |
|
130
Blackrock
BLK
$170B
| $1.14B | 0.15% |
1,189,321
-32,044
| -3% | -$33.1M |
|
131
iShares S&P 500 Growth ETF
IVW
$76.8B
| $1.13B | 0.14% |
8,213,429
-365,217
| -4% | -$48.2M |
|
132
PUT
TSMC
TSM
$2.28T
| $1.13B | 0.14% |
2,359,712
-510,908
| -18% | -$207M |
|
133
iShares Core US Aggregate Bond ETF
AGG
$138B
| $1.12B | 0.14% |
11,364,305
+380,034
| +3% | +$37.6M |
|
134
State Street Financial Select Sector SPDR ETF
XLF
$54.3B
| $1.1B | 0.14% |
20,608,270
+2,202,630
| +12% | +$114M |
|
135
CALL
UnitedHealth
UNH
$360B
| $1.09B | 0.14% |
2,628,472
+2,389,851
| +1,002% | +$886M |
|
136
Rockwell Automation
ROK
$47.7B
| $1.08B | 0.14% |
2,183,669
+3,642
| +0.2% | +$1.58M |
|
137
Palantir
PLTR
$409B
| $1.08B | 0.14% |
9,236,258
+2,459,436
| +36% | +$336M |
|
138
Arista Networks
ANET
$246B
| $1.07B | 0.14% |
6,300,948
+684,181
| +12% | +$107M |
|
139
Synopsys
SNPS
$75.1B
| $1.07B | 0.14% |
2,399,508
+474,394
| +25% | +$223M |
|
140
Boeing
BA
$167B
| $1.06B | 0.13% |
4,899,591
-2,231,717
| -31% | -$497M |
|
141
Quanta Services
PWR
$96.1B
| $1.04B | 0.13% |
1,450,506
-421,657
| -23% | -$288M |
|
142
Corning
GLW
$143B
| $1.04B | 0.13% |
4,071,307
-309,098
| -7% | -$56.2M |
|
143
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
| $1.04B | 0.13% |
10,780,504
+602,120
| +6% | +$57.7M |
|
144
Dell
DELL
$345B
| $1.04B | 0.13% |
2,405,246
-807,239
| -25% | -$233M |
|
145
Revolution Medicines
RVMD
$44.4B
| $1.02B | 0.13% |
5,448,364
+1,061,573
| +24% | +$155M |
|
146
Alibaba
BABA
$280B
| $1.01B | 0.13% |
10,565,232
-56,004
| -0.5% | -$7.02M |
|
147
PUT
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.4B
| $1.01B | 0.13% |
12,637,779
-12,571,827
| -50% | -$1.01B |
|
148
Oneok
OKE
$61.5B
| $1.01B | 0.13% |
11,588,291
-1,121,971
| -9% | -$98.8M |
|
149
Amphenol
APH
$202B
| $1.01B | 0.13% |
11,419,370
-1,187,266
| -9% | -$85.6M |
|
150
AstraZeneca
AZN
$248B
| $1B | 0.13% |
5,297,462
-683,949
| -11% | -$129M |
|
Similar funds
UBS Group's Q2 2026 Portfolio in Review
As of Q2 2026, UBS Group held 11,684 positions worth $786B, up 18% from $666B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
UBS Group's Q2 2026 filing shows 1,279 new, 4,220 increased, 4,368 reduced and 1,272 closed positions. Its largest new stake was Honeywell Aerospace: 2,768,136 shares worth $612M. The largest sale was ExxonMobil, an estimated $1.49B.
By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, up from 39% a quarter earlier, followed by Technology and Financials.
- UBS Group's largest Q2 2026 buy was Honeywell Aerospace: 2,768,136 shares worth $612M.
- UBS Group added most to Microsoft in Q2 2026, an estimated $1.15B increase.
- UBS Group's biggest Q2 2026 reduction was ExxonMobil, cutting an estimated $1.49B.
- UBS Group fully exited Hologic in Q2 2026, selling an estimated $385M.
- UBS Group's ten largest holdings make up 13% of its $786B portfolio in Q2 2026.
- UBS Group opened 1,279 new positions and closed 1,272 in Q2 2026.
- UBS Group's portfolio value rose 18% quarter-over-quarter to $786B.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.