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 | |
|---|---|---|---|---|---|---|
151
Marvell Technology
MRVL
$189B
| $884M | 0.13% |
8,924,665
+243,410
| +3% | +$20.4M |
|
152
Deere & Co
DE
$164B
| $879M | 0.13% |
1,560,588
+963
| +0.1% | +$543K |
|
153
Blackstone
BX
$150B
| $858M | 0.13% |
7,463,536
+1,657,307
| +29% | +$216M |
|
|
154
PUT
Micron Technology
MU
$1.08T
| $850M | 0.13% |
2,515,784
+893,278
| +55% | +$350M |
|
155
Emerson Electric
EMR
$78.2B
| $843M | 0.13% |
6,430,904
+407,086
| +7% | +$58.5M |
|
156
Wells Fargo
WFC
$262B
| $828M | 0.12% |
10,396,355
-370,157
| -3% | -$31.8M |
|
157
PUT
Tesla
TSLA
$1.4T
| $825M | 0.12% |
2,218,119
-220,871
| -9% | -$91M |
|
|
MRSH
158
Marsh
MRSH
$84.8B
| $819M | 0.12% |
4,721,091
+933,626
| +25% | +$168M |
|
159
AT&T
T
$160B
| $818M | 0.12% |
28,219,955
+5,270,009
| +23% | +$141M |
|
160
KLA
KLAC
$280B
| $812M | 0.12% |
5,517,100
+134,290
| +2% | +$19.6M |
|
161
iShares National Muni Bond ETF
MUB
$45.2B
| $809M | 0.12% |
7,622,993
+5,177,341
| +212% | +$557M |
|
162
State Street Industrial Select Sector SPDR ETF
XLI
$33.2B
| $804M | 0.12% |
4,972,996
+1,106,694
| +29% | +$186M |
|
163
Amphenol
APH
$194B
| $796M | 0.12% |
6,303,318
+1,724,328
| +38% | +$243M |
|
164
CALL
Oracle
ORCL
$362B
| $794M | 0.12% |
5,397,251
+3,552,305
| +193% | +$577M |
|
165
PUT
Advanced Micro Devices
AMD
$901B
| $791M | 0.12% |
3,886,308
-1,186,792
| -23% | -$253M |
|
166
Citigroup
C
$222B
| $790M | 0.12% |
6,969,507
+1,319,492
| +23% | +$150M |
|
167
Strategy Inc
MSTR
$36.3B
| $788M | 0.12% |
6,311,364
+551,121
| +10% | +$78.8M |
|
168
Rockwell Automation
ROK
$51B
| $782M | 0.12% |
2,180,027
+553,366
| +34% | +$218M |
|
169
iShares S&P 500 Value ETF
IVE
$48.8B
| $769M | 0.12% |
3,643,501
+108,611
| +3% | +$23.5M |
|
170
Teck Resources
TECK
$28B
| $765M | 0.11% |
14,789,964
+6,900,791
| +87% | +$369M |
|
171
Synopsys
SNPS
$72.3B
| $763M | 0.11% |
1,925,114
+1,229,995
| +177% | +$556M |
|
172
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
| $761M | 0.11% |
8,301,101
+103,788
| +1% | +$9.5M |
|
173
S&P Global
SPGI
$127B
| $759M | 0.11% |
1,783,834
+337,935
| +23% | +$157M |
|
174
Intuitive Surgical
ISRG
$121B
| $755M | 0.11% |
1,637,924
-183,794
| -10% | -$93M |
|
175
PUT
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.8B
| $743M | 0.11% |
6,816,553
-24,947
| -0.4% | -$2.75M |
|
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.