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 | |
|---|---|---|---|---|---|---|
2676
CALL
VanEck Semiconductor ETF
SMH
$66.1B
| $18.5M | ﹤0.01% |
48,188
-261,244
| -84% | -$104M |
|
2677
CALL
US Global Jets ETF
JETS
$768M
| $18.5M | ﹤0.01% |
+750,000
| New | +$20.8M |
|
2678
PUT
Medtronic
MDT
$108B
| $18.4M | ﹤0.01% |
212,800
-15,400
| -7% | -$1.48M |
|
2679
Archrock
AROC
$6.26B
| $18.4M | ﹤0.01% |
528,978
+27,857
| +6% | +$889K |
|
2680
CALL
Tenet Healthcare
THC
$21B
| $18.4M | ﹤0.01% |
97,500
+34,000
| +54% | +$7.16M |
|
2681
CALL
Bristol-Myers Squibb
BMY
$128B
| $18.4M | ﹤0.01% |
303,300
-577,100
| -66% | -$33.6M |
|
2682
CALL
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.69B
| $18.4M | ﹤0.01% |
+450,000
| New | +$18.9M |
|
2683
Mine Safety
MSA
$6.78B
| $18.4M | ﹤0.01% |
112,034
-10,363
| -8% | -$1.89M |
|
2684
CALL
Urban Outfitters
URBN
$6.22B
| $18.3M | ﹤0.01% |
+289,600
| New | +$19.9M |
|
2685
Globant
GLOB
$1.41B
| $18.3M | ﹤0.01% |
397,864
-269,891
| -40% | -$14.9M |
|
2686
GraniteShares 2x Long AMD Daily ETF
AMDL
$1.03B
| $18.3M | ﹤0.01% |
1,500,100
+100
| +0% | +$1.46K |
|
2687
ACI Worldwide
ACIW
$5.88B
| $18.3M | ﹤0.01% |
446,444
+147,309
| +49% | +$6.19M |
|
|
RC
2688
Ready Capital
RC
$265M
| $18.3M | ﹤0.01% |
11,286,811
+8,131,408
| +258% | +$15.6M |
|
2689
Invesco S&P MidCap Low Volatility ETF
XMLV
$759M
| $18.3M | ﹤0.01% |
290,079
-6,085
| -2% | -$393K |
|
2690
PUT
iShares Expanded Tech-Software Sector ETF
IGV
$12.2B
| $18.3M | ﹤0.01% |
+228,000
| New | +$20.2M |
|
2691
Invesco Financial Preferred ETF
PGF
$675M
| $18.2M | ﹤0.01% |
1,324,977
+3,435
| +0.3% | +$48.9K |
|
|
EMA
2692
Emera Inc
EMA
$16.6B
| $18.2M | ﹤0.01% |
350,889
+193,738
| +123% | +$9.82M |
|
2693
Avista
AVA
$3.43B
| $18.2M | ﹤0.01% |
453,117
+13,062
| +3% | +$527K |
|
|
TGB
2694
Trekor Metals
TGB
$2.6B
| $18.2M | ﹤0.01% |
2,819,855
+2,010,999
| +249% | +$14.6M |
|
2695
ARS Pharmaceuticals
SPRY
$572M
| $18.2M | ﹤0.01% |
2,260,325
+49,459
| +2% | +$474K |
|
2696
ALPS Sector Dividend Dogs ETF
SDOG
$1.42B
| $18.1M | ﹤0.01% |
279,015
+1,780
| +0.6% | +$115K |
|
2697
Phillips Edison & Co
PECO
$5.46B
| $18.1M | ﹤0.01% |
484,910
-85,926
| -15% | -$3.19M |
|
2698
PUT
NXP Semiconductors
NXPI
$67.6B
| $18.1M | ﹤0.01% |
91,800
+21,900
| +31% | +$4.85M |
|
2699
Select Water Solutions
WTTR
$2.34B
| $18.1M | ﹤0.01% |
1,180,932
+950,318
| +412% | +$12.4M |
|
2700
Oscar Health
OSCR
$8.54B
| $18.1M | ﹤0.01% |
1,574,978
+340,881
| +28% | +$4.8M |
|
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.