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 Morningstar 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 | Miscellaneous | 39.16% |
| 2 | Technology | 16.96% |
| 3 | Financials | 8.4% |
| 4 | Industrials | 7.09% |
| 5 | Healthcare | 6.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
2876
Doximity
DOCS
$5.08B
| $15.2M | ﹤0.01% |
654,262
-25,998
| -4% | -$810K |
2021 Q2
19 quarters
|
|
2877
Renasant Corp
RNST
$3.59B
| $15.2M | ﹤0.01% |
421,261
+53,797
| +15% | +$2.02M |
2014 Q4
45 quarters
|
|
2878
John Hancock Multifactor Small Cap ETF
JHSC
$689M
| $15.2M | ﹤0.01% |
354,780
-10,648
| -3% | -$473K |
2018 Q3
30 quarters
|
|
2879
PUT
Applovin
APP
$94.1B
| $15.2M | ﹤0.01% |
38,200
+8,400
| +28% | +$4.06M |
2025 Q1
4 quarters
|
|
2880
Ericsson
ERIC
$30.1B
| $15.2M | ﹤0.01% |
1,348,009
-3,915,121
| -74% | -$42.4M |
2014 Q4
45 quarters
|
|
2881
American Century Diversified Corporate Bond ETF
KORP
$937M
| $15.2M | ﹤0.01% |
325,804
+148,335
| +84% | +$7.01M |
2023 Q3
10 quarters
|
|
2882
CALL
Suzano
SUZ
$10.2B
| $15.2M | ﹤0.01% |
1,517,000
+1,025,000
| +208% | +$10.4M |
2025 Q2
3 quarters
|
|
2883
CALL
Zscaler
ZS
$32.4B
| $15.2M | ﹤0.01% |
108,000
-416,000
| -79% | -$73.8M |
2021 Q3
18 quarters
|
|
2884
Nurix Therapeutics
NRIX
$2.42B
| $15.1M | ﹤0.01% |
976,362
+552,937
| +131% | +$9.17M |
2021 Q1
20 quarters
|
|
2885
KB Financial Group
KB
$42.9B
| $15.1M | ﹤0.01% |
151,491
+59,595
| +65% | +$5.98M |
2014 Q4
45 quarters
|
|
2886
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.61B
| $15.1M | ﹤0.01% |
321,001
+162,067
| +102% | +$7.68M |
2023 Q1
12 quarters
|
|
2887
Travel + Leisure Co
TNL
$3.86B
| $15.1M | ﹤0.01% |
218,016
-62,275
| -22% | -$4.49M |
2014 Q4
45 quarters
|
|
2888
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$889M
| $15.1M | ﹤0.01% |
425,107
+227,571
| +115% | +$9.1M |
2016 Q1
40 quarters
|
|
|
STEL
2889
DELISTED
Stellar Bancorp
STEL
| $15.1M | ﹤0.01% |
411,666
+238,776
| +138% | +$8.56M |
2019 Q2
27 quarters
|
|
2890
Zegna
ZGN
$3.39B
| $15M | ﹤0.01% |
1,444,079
+608,612
| +73% | +$6.29M |
2024 Q1
8 quarters
|
|
2891
CALL
KLA
KLAC
$261B
| $15M | ﹤0.01% |
102,000
-65,000
| -39% | -$9.51M |
2023 Q3
10 quarters
|
|
2892
Schrodinger
SDGR
$2.28B
| $15M | ﹤0.01% |
1,320,052
-122,747
| -9% | -$1.7M |
2020 Q1
24 quarters
|
|
2893
Vista Energy
VIST
$7.15B
| $15M | ﹤0.01% |
198,628
-124,994
| -39% | -$7.29M |
2021 Q1
20 quarters
|
|
2894
CALL
Southern Company
SO
$96B
| $15M | ﹤0.01% |
155,300
+64,600
| +71% | +$5.98M |
2024 Q1
8 quarters
|
|
2895
Global X MSCI Argentina ETF
ARGT
$706M
| $15M | ﹤0.01% |
160,497
+139,090
| +650% | +$12.8M |
2023 Q3
10 quarters
|
|
2896
PUT
Trip.com Group
TCOM
$24.4B
| $15M | ﹤0.01% |
300,700
+208,100
| +225% | +$12.1M |
2023 Q3
10 quarters
|
|
2897
TIM SA
TIMB
$8.29B
| $15M | ﹤0.01% |
564,974
+27,558
| +5% | +$674K |
2014 Q4
45 quarters
|
|
2898
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.16B
| $15M | ﹤0.01% |
67,155
+29,875
| +80% | +$6.96M |
2015 Q1
44 quarters
|
|
2899
CALL
Super Micro Computer
SMCI
$27.5B
| $15M | ﹤0.01% |
656,566
-1,083,987
| -62% | -$32.5M |
2024 Q1
8 quarters
|
|
2900
iShares International Equity Factor ETF
INTF
$3.65B
| $14.9M | ﹤0.01% |
383,445
-4,823
| -1% | -$191K |
2016 Q1
40 quarters
|
|
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 $74.2B of net new capital in Q1 2026, opening 1,344 new positions and adding to 4,798 existing holdings. Its largest new stake was Sunbelt Rentals Holdings: 1,909,539 shares worth $124M.
By sector, the portfolio is most concentrated in Miscellaneous at 39% of assets, up from 38% a quarter earlier, followed by Technology and Financials.
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 1,383 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.