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 | |
|---|---|---|---|---|---|---|
2551
Nuveen Select Tax-Free Income Portfolio
NXP
$901M
| $20.5M | ﹤0.01% |
1,426,792
+119,692
| +9% | +$1.71M |
|
2552
Asbury Automotive
ABG
$4.21B
| $20.5M | ﹤0.01% |
104,654
+7,179
| +7% | +$1.59M |
|
2553
Healthcare Realty
HR
$7.48B
| $20.4M | ﹤0.01% |
1,202,972
-287,955
| -19% | -$5.05M |
|
2554
MidCap Financial Investment
MFIC
$796M
| $20.4M | ﹤0.01% |
1,818,285
-206,027
| -10% | -$2.27M |
|
2555
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.63B
| $20.4M | ﹤0.01% |
567,987
+334,948
| +144% | +$12.4M |
|
|
SNDK
2556
PUT
Sandisk
SNDK
$187B
| $20.4M | ﹤0.01% |
32,100
-61,600
| -66% | -$34.8M |
|
2557
Liberty Live Group Series A
LLYVA
$8.92B
| $20.3M | ﹤0.01% |
222,062
+175,476
| +377% | +$15.4M |
|
2558
TAL Education Group
TAL
$5.87B
| $20.3M | ﹤0.01% |
1,789,753
+512,746
| +40% | +$5.77M |
|
2559
American Superconductor
AMSC
$1.42B
| $20.3M | ﹤0.01% |
599,821
-144,742
| -19% | -$4.57M |
|
2560
State Street SPDR S&P Insurance ETF
KIE
$655M
| $20.3M | ﹤0.01% |
369,149
+120,766
| +49% | +$6.94M |
|
2561
First Trust Emerging Markets AlphaDEX Fund
FEM
$742M
| $20.3M | ﹤0.01% |
677,564
+75,095
| +12% | +$2.24M |
|
2562
iShares US Infrastructure ETF
IFRA
$4.59B
| $20.3M | ﹤0.01% |
354,404
+25,695
| +8% | +$1.48M |
|
2563
PUT
General Motors
GM
$76.5B
| $20.2M | ﹤0.01% |
271,800
-34,800
| -11% | -$2.77M |
|
2564
PUT
Darden Restaurants
DRI
$23.3B
| $20.2M | ﹤0.01% |
103,200
-31,700
| -23% | -$6.52M |
|
2565
MannKind Corp
MNKD
$1.25B
| $20.2M | ﹤0.01% |
8,255,430
+3,152,333
| +62% | +$14.1M |
|
2566
Ameris Bancorp
ABCB
$5.82B
| $20.2M | ﹤0.01% |
259,175
-12,393
| -5% | -$984K |
|
2567
Dime Commercial Bancshares
DCOM
$1.77B
| $20.2M | ﹤0.01% |
597,637
+384,312
| +180% | +$12.6M |
|
2568
Federal Signal
FSS
$7.1B
| $20.2M | ﹤0.01% |
186,898
-149,224
| -44% | -$16.9M |
|
2569
PUT
Tenet Healthcare
THC
$21.2B
| $20.2M | ﹤0.01% |
107,000
+35,700
| +50% | +$7.52M |
|
2570
Veeco
VECO
$2.87B
| $20.2M | ﹤0.01% |
596,313
+303,953
| +104% | +$9.69M |
|
2571
CALL
Prologis
PLD
$136B
| $20.2M | ﹤0.01% |
152,600
+112,500
| +281% | +$15M |
|
2572
NOV
NOV
$7.45B
| $20.2M | ﹤0.01% |
1,071,803
+460,678
| +75% | +$8.65M |
|
2573
Rhythm Pharmaceuticals
RYTM
$7.39B
| $20.1M | ﹤0.01% |
231,650
-195,586
| -46% | -$19M |
|
2574
CALL
Vertex Pharmaceuticals
VRTX
$123B
| $20.1M | ﹤0.01% |
45,100
-300
| -0.7% | -$140K |
|
|
DCH
2575
Dauch Corp
DCH
$1.29B
| $20.1M | ﹤0.01% |
3,387,634
-530,594
| -14% | -$3.69M |
|
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.