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 | |
|---|---|---|---|---|---|---|
2526
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.32B
| $20.9M | ﹤0.01% |
645,392
+97,214
| +18% | +$3.14M |
|
2527
Ligand Pharmaceuticals
LGND
$5.98B
| $20.9M | ﹤0.01% |
104,580
-38,487
| -27% | -$7.61M |
|
2528
iShares Latin America 40 ETF
ILF
$3.77B
| $20.9M | ﹤0.01% |
587,681
+266,259
| +83% | +$9.22M |
|
2529
CALL
Teekay Tankers
TNK
$2.61B
| $20.8M | ﹤0.01% |
284,165
| – | – |
|
2530
Invesco International Dividend Achievers ETF
PID
$919M
| $20.8M | ﹤0.01% |
934,969
+48,028
| +5% | +$1.09M |
|
2531
Organon & Co
OGN
$3.56B
| $20.8M | ﹤0.01% |
3,471,579
-823,423
| -19% | -$6.2M |
|
|
EVMO
2532
Eaton Vance Mortgage Opportunities ETF
EVMO
$862M
| $20.8M | ﹤0.01% |
413,095
+134,129
| +48% | +$6.82M |
|
2533
PUT
Lennar Class A
LEN
$20.6B
| $20.8M | ﹤0.01% |
239,245
+185,145
| +342% | +$20M |
|
2534
Crinetics Pharmaceuticals
CRNX
$8.88B
| $20.8M | ﹤0.01% |
571,899
-336,293
| -37% | -$15M |
|
2535
Invesco Large Cap Growth ETF
PWB
$2.25B
| $20.7M | ﹤0.01% |
164,666
-25,676
| -13% | -$3.4M |
|
2536
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.84B
| $20.7M | ﹤0.01% |
414,030
+85,247
| +26% | +$4.44M |
|
2537
PUT
Pinterest
PINS
$13.1B
| $20.7M | ﹤0.01% |
1,129,300
-605,800
| -35% | -$12.6M |
|
2538
UFP Industries
UFPI
$5.03B
| $20.7M | ﹤0.01% |
224,765
+24,944
| +12% | +$2.52M |
|
2539
iShares MSCI Singapore ETF
EWS
$1.03B
| $20.7M | ﹤0.01% |
733,486
-54,578
| -7% | -$1.54M |
|
2540
ESAB
ESAB
$5.4B
| $20.7M | ﹤0.01% |
213,966
+62,227
| +41% | +$7.21M |
|
2541
CALL
Sherwin-Williams
SHW
$80.4B
| $20.7M | ﹤0.01% |
64,512
+52,900
| +456% | +$18.2M |
|
2542
PUT
General Dynamics
GD
$105B
| $20.7M | ﹤0.01% |
60,200
-19,400
| -24% | -$6.88M |
|
2543
iShares 1-3 Year International Treasury Bond ETF
ISHG
$825M
| $20.6M | ﹤0.01% |
277,858
+182,588
| +192% | +$13.8M |
|
2544
iShares Morningstar Growth ETF
ILCG
$3.08B
| $20.6M | ﹤0.01% |
215,883
-139,247
| -39% | -$14.1M |
|
2545
GATX Corp
GATX
$6.48B
| $20.6M | ﹤0.01% |
120,672
+8,766
| +8% | +$1.58M |
|
2546
RLJ Lodging Trust
RLJ
$1.87B
| $20.6M | ﹤0.01% |
2,776,749
+796,961
| +40% | +$6.2M |
|
2547
Eastern Bankshares
EBC
$5.28B
| $20.6M | ﹤0.01% |
1,053,340
-756,885
| -42% | -$15.1M |
|
2548
PUT
Realty Income
O
$61.6B
| $20.6M | ﹤0.01% |
336,500
-161,000
| -32% | -$10.1M |
|
2549
Belden
BDC
$4.01B
| $20.6M | ﹤0.01% |
179,170
-34,319
| -16% | -$4.32M |
|
|
VOYG
2550
Voyager Technologies
VOYG
$1.56B
| $20.5M | ﹤0.01% |
877,315
+392,259
| +81% | +$11.3M |
|
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.