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 | |
|---|---|---|---|---|---|---|
2501
Lemonade
LMND
$4.76B
| $21.7M | ﹤0.01% |
346,833
+29,776
| +9% | +$2.06M |
|
2502
Armstrong World Industries
AWI
$7.04B
| $21.7M | ﹤0.01% |
131,806
-16,165
| -11% | -$2.96M |
|
2503
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.49B
| $21.7M | ﹤0.01% |
510,381
-494,960
| -49% | -$21.3M |
|
2504
Atmus Filtration Technologies
ATMU
$4.33B
| $21.7M | ﹤0.01% |
381,676
+47,970
| +14% | +$2.83M |
|
2505
Cabot Corp
CBT
$4.64B
| $21.6M | ﹤0.01% |
287,453
-326,725
| -53% | -$23.7M |
|
2506
Liberty Global Class A
LBTYA
$3.4B
| $21.6M | ﹤0.01% |
1,783,207
-971,774
| -35% | -$11.3M |
|
2507
Box
BOX
$4.17B
| $21.6M | ﹤0.01% |
911,603
-765,282
| -46% | -$19.3M |
|
2508
PUT
Rio Tinto
RIO
$148B
| $21.5M | ﹤0.01% |
230,900
-134,800
| -37% | -$12.3M |
|
2509
Integer Holdings
ITGR
$3.38B
| $21.5M | ﹤0.01% |
244,626
+90,802
| +59% | +$7.73M |
|
2510
Twist Bioscience
TWST
$5.47B
| $21.5M | ﹤0.01% |
452,526
-209,791
| -32% | -$9.41M |
|
2511
Dr. Reddy's Laboratories
RDY
$9.81B
| $21.5M | ﹤0.01% |
1,552,308
+565,830
| +57% | +$7.88M |
|
2512
DXC Technology
DXC
$1.7B
| $21.5M | ﹤0.01% |
1,708,894
+123,049
| +8% | +$1.65M |
|
2513
CALL
Wynn Resorts
WYNN
$10.3B
| $21.4M | ﹤0.01% |
211,200
-121,800
| -37% | -$13.3M |
|
|
BLSH
2514
Bullish
BLSH
$3.5B
| $21.4M | ﹤0.01% |
599,633
-709,615
| -54% | -$24.9M |
|
2515
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.76B
| $21.4M | ﹤0.01% |
1,299,279
+73,462
| +6% | +$1.22M |
|
2516
BioNTech
BNTX
$23.1B
| $21.4M | ﹤0.01% |
240,538
-1,035
| -0.4% | -$106K |
|
2517
CALL
Waste Management
WM
$96.6B
| $21.3M | ﹤0.01% |
92,800
-67,600
| -42% | -$15.5M |
|
2518
Symbotic
SYM
$5.15B
| $21.2M | ﹤0.01% |
398,945
-501,529
| -56% | -$28.7M |
|
2519
Energy Fuels
UUUU
$2.85B
| $21.2M | ﹤0.01% |
1,162,601
-284,778
| -20% | -$5.9M |
|
2520
Alphatec Holdings
ATEC
$1.35B
| $21.2M | ﹤0.01% |
1,944,685
+534,825
| +38% | +$7.79M |
|
2521
Guggenheim Strategic Opportunities Fund
GOF
$2.21B
| $21.1M | ﹤0.01% |
1,917,212
+224,953
| +13% | +$2.71M |
|
2522
Banco de Chile
BCH
$20.9B
| $21.1M | ﹤0.01% |
569,240
+75,158
| +15% | +$3.09M |
|
|
VZLA
2523
Vizsla Silver
VZLA
$1.13B
| $21M | ﹤0.01% |
6,374,175
+255,298
| +4% | +$1.17M |
|
2524
Bank of America Series L
BAC.PRL
$3.97B
| $20.9M | ﹤0.01% |
17,581
+10,020
| +133% | +$12.4M |
|
2525
Bank OZK
OZK
$5.53B
| $20.9M | ﹤0.01% |
456,080
-75,763
| -14% | -$3.57M |
|
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.