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 | |
|---|---|---|---|---|---|---|
176
State Street Utilities Select Sector SPDR ETF
XLU
$23.9B
| $742M | 0.11% |
16,159,784
+7,193,891
| +80% | +$323M |
|
177
ConocoPhillips
COP
$145B
| $736M | 0.11% |
5,574,626
+1,294,177
| +30% | +$143M |
|
178
Applovin
APP
$139B
| $725M | 0.11% |
1,822,038
-3,800
| -0.2% | -$1.84M |
|
179
iShares MSCI USA Quality Factor ETF
QUAL
$45.9B
| $724M | 0.11% |
3,772,843
+54,781
| +1% | +$11M |
|
180
CALL
iShares MSCI Brazil ETF
EWZ
$9.27B
| $723M | 0.11% |
18,830,000
+8,256,000
| +78% | +$302M |
|
181
CALL
KraneShares CSI China Internet ETF
KWEB
$5.23B
| $719M | 0.11% |
25,295,960
+9,397,629
| +59% | +$308M |
|
182
Apollo Global Management
APO
$68.6B
| $718M | 0.11% |
6,440,923
+2,802,815
| +77% | +$347M |
|
183
PUT
Broadcom
AVGO
$1.89T
| $715M | 0.11% |
2,309,900
+437,800
| +23% | +$144M |
|
184
Walt Disney
DIS
$166B
| $708M | 0.11% |
7,350,910
+1,312,598
| +22% | +$139M |
|
185
iShares Russell Mid-Cap ETF
IWR
$56.7B
| $704M | 0.11% |
7,245,637
+1,231,951
| +20% | +$123M |
|
186
iShares MSCI South Korea ETF
EWY
$22.7B
| $698M | 0.1% |
5,671,671
+5,183,188
| +1,061% | +$649M |
|
187
Intercontinental Exchange
ICE
$80.6B
| $696M | 0.1% |
4,427,168
+709,620
| +19% | +$116M |
|
188
T-Mobile US
TMUS
$207B
| $693M | 0.1% |
3,299,280
+344,717
| +12% | +$70.8M |
|
189
Vistra
VST
$56.2B
| $691M | 0.1% |
4,597,984
+1,887,910
| +70% | +$306M |
|
190
Arista Networks
ANET
$220B
| $690M | 0.1% |
5,616,767
+846,613
| +18% | +$113M |
|
191
VanEck Gold Miners ETF
GDX
$23.4B
| $686M | 0.1% |
7,480,051
-1,462,378
| -16% | -$144M |
|
192
Johnson Controls International
JCI
$86.9B
| $686M | 0.1% |
5,236,542
+1,985,033
| +61% | +$256M |
|
193
United Parcel Service
UPS
$98.5B
| $682M | 0.1% |
6,935,351
-227,687
| -3% | -$24.4M |
|
194
TotalEnergies
TTE
$189B
| $682M | 0.1% |
7,495,562
-3,413,456
| -31% | -$261M |
|
195
Mondelez International
MDLZ
$78.1B
| $680M | 0.1% |
11,794,271
-1,816,849
| -13% | -$105M |
|
196
Nike
NKE
$62.6B
| $679M | 0.1% |
12,861,148
-919,469
| -7% | -$55.8M |
|
197
CALL
Amazon
AMZN
$2.63T
| $671M | 0.1% |
3,223,166
+1,400,114
| +77% | +$308M |
|
198
Logitech
LOGI
$15B
| $671M | 0.1% |
7,359,459
+3,545,535
| +93% | +$327M |
|
199
Comcast
CMCSA
$84B
| $666M | 0.1% |
23,208,137
+9,207,639
| +66% | +$276M |
|
200
State Street Health Care Select Sector SPDR ETF
XLV
$41.3B
| $664M | 0.1% |
4,528,081
-193,663
| -4% | -$29.9M |
|
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.