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 | |
|---|---|---|---|---|---|---|
2851
Innodata
INOD
$1.94B
| $15.7M | ﹤0.01% |
406,301
+55,373
| +16% | +$2.76M |
|
2852
KE Holdings
BEKE
$17.4B
| $15.7M | ﹤0.01% |
1,046,976
-990,467
| -49% | -$17M |
|
2853
Recursion Pharmaceuticals
RXRX
$1.6B
| $15.7M | ﹤0.01% |
5,101,237
+1,409,215
| +38% | +$5.45M |
|
2854
Asana
ASAN
$1.79B
| $15.6M | ﹤0.01% |
2,442,259
+1,475,722
| +153% | +$13M |
|
2855
Groupon
GRPN
$1.05B
| $15.6M | ﹤0.01% |
1,311,760
+126,580
| +11% | +$1.69M |
|
2856
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.64B
| $15.5M | ﹤0.01% |
124,248
+36,800
| +42% | +$4.69M |
|
2857
PUT
US Bancorp
USB
$98.9B
| $15.5M | ﹤0.01% |
298,200
+109,900
| +58% | +$6.04M |
|
2858
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.91B
| $15.5M | ﹤0.01% |
576,038
-4,796
| -0.8% | -$131K |
|
2859
BBB Foods
TBBB
$4.9B
| $15.5M | ﹤0.01% |
438,211
+72,770
| +20% | +$2.55M |
|
2860
CALL
Atlassian
TEAM
$24.3B
| $15.5M | ﹤0.01% |
226,900
+99,000
| +77% | +$9.76M |
|
|
BULL
2861
Webull Corp
BULL
$4.01B
| $15.5M | ﹤0.01% |
3,226,045
+1,430,369
| +80% | +$9.27M |
|
2862
Oaktree Specialty Lending
OCSL
$1.04B
| $15.5M | ﹤0.01% |
1,369,745
+36,102
| +3% | +$432K |
|
2863
Baytex Energy
BTE
$2.94B
| $15.5M | ﹤0.01% |
3,461,661
-1,160,871
| -25% | -$4.28M |
|
2864
CALL
Applovin
APP
$139B
| $15.4M | ﹤0.01% |
38,800
+4,212
| +12% | +$2.04M |
|
2865
WisdomTree International Equity Fund
DWM
$670M
| $15.4M | ﹤0.01% |
220,766
+40,489
| +22% | +$2.9M |
|
2866
PUT
Northrop Grumman
NOC
$77.8B
| $15.4M | ﹤0.01% |
22,600
-39,200
| -63% | -$27.1M |
|
2867
Kirby Corp
KEX
$7.76B
| $15.4M | ﹤0.01% |
116,032
+28,365
| +32% | +$3.59M |
|
|
ARTY
2868
iShares Future AI & Tech ETF
ARTY
$3.47B
| $15.4M | ﹤0.01% |
331,134
-6,907
| -2% | -$347K |
|
2869
First Trust Indxx NextG ETF
NXTG
$539M
| $15.4M | ﹤0.01% |
137,590
-17,618
| -11% | -$2.01M |
|
2870
DNOW Inc
DNOW
$2.59B
| $15.4M | ﹤0.01% |
1,292,062
+654,904
| +103% | +$8.86M |
|
2871
United Bankshares
UBSI
$6.57B
| $15.3M | ﹤0.01% |
370,302
+20,467
| +6% | +$851K |
|
2872
Franklin FTSE Japan ETF
FLJP
$3.94B
| $15.3M | ﹤0.01% |
423,666
-106,978
| -20% | -$3.96M |
|
2873
CALL
Medtronic
MDT
$108B
| $15.3M | ﹤0.01% |
176,400
-66,482
| -27% | -$6.37M |
|
2874
Trinity Capital Inc.
TRIN
$1.56B
| $15.3M | ﹤0.01% |
1,039,070
+142
| +0% | +$2.19K |
|
2875
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.64B
| $15.3M | ﹤0.01% |
307,693
-26,049
| -8% | -$1.32M |
|
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.