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 | |
|---|---|---|---|---|---|---|
2951
iShares International Dividend Growth ETF
IGRO
$1.28B
| $14.3M | ﹤0.01% |
170,467
-48,297
| -22% | -$4.14M |
|
2952
CALL
Trip.com Group
TCOM
$28.2B
| $14.3M | ﹤0.01% |
286,432
+74,232
| +35% | +$4.33M |
|
2953
Global X Cloud Computing ETF
CLOU
$227M
| $14.2M | ﹤0.01% |
730,650
+167,712
| +30% | +$3.39M |
|
2954
VanEck Intermediate Muni ETF
ITM
$2.14B
| $14.2M | ﹤0.01% |
306,807
+8,274
| +3% | +$391K |
|
2955
iShares US Basic Materials ETF
IYM
$1.14B
| $14.2M | ﹤0.01% |
80,945
+1,276
| +2% | +$223K |
|
2956
Algonquin Power & Utilities
AQN
$4.63B
| $14.2M | ﹤0.01% |
2,318,658
+150,072
| +7% | +$973K |
|
2957
PUT
Advance Auto Parts
AAP
$3.48B
| $14.2M | ﹤0.01% |
269,800
+110,300
| +69% | +$5.52M |
|
2958
iShares MSCI Poland ETF
EPOL
$671M
| $14.2M | ﹤0.01% |
390,877
-101,122
| -21% | -$3.71M |
|
2959
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
| $14.2M | ﹤0.01% |
532,107
-18,521
| -3% | -$505K |
|
2960
CALL
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
| $14.2M | ﹤0.01% |
173,400
+170,400
| +5,680% | +$14.4M |
|
2961
PUT
Prudential Financial
PRU
$42.3B
| $14.2M | ﹤0.01% |
145,500
-134,200
| -48% | -$13.9M |
|
2962
Dimensional International High Profitability ETF
DIHP
$6.22B
| $14.2M | ﹤0.01% |
441,138
+416,549
| +1,694% | +$13.8M |
|
2963
PUT
Phillips 66
PSX
$83.3B
| $14.2M | ﹤0.01% |
78,000
-8,800
| -10% | -$1.38M |
|
2964
PUT
lululemon athletica
LULU
$13.4B
| $14.2M | ﹤0.01% |
92,800
-65,200
| -41% | -$11.7M |
|
2965
Columbia EM Core ex-China ETF
XCEM
$1.91B
| $14.2M | ﹤0.01% |
347,771
+38,906
| +13% | +$1.63M |
|
2966
CALL
Bloom Energy
BE
$53.5B
| $14.2M | ﹤0.01% |
104,508
+34,500
| +49% | +$5.06M |
|
|
BLDP
2967
Ballard Power Systems
BLDP
$865M
| $14.1M | ﹤0.01% |
5,846,780
+3,021,771
| +107% | +$7.21M |
|
2968
iShares Genomics Immunology and Healthcare ETF
IDNA
$190M
| $14.1M | ﹤0.01% |
486,772
+787
| +0.2% | +$22.8K |
|
2969
PUT
American International
AIG
$42B
| $14.1M | ﹤0.01% |
187,900
-56,800
| -23% | -$4.35M |
|
|
DLY
2970
DoubleLine Yield Opportunities Fund
DLY
$669M
| $14.1M | ﹤0.01% |
1,015,180
+16,313
| +2% | +$237K |
|
2971
iQIYI
IQ
$1.19B
| $14.1M | ﹤0.01% |
10,444,509
+2,001,702
| +24% | +$3.45M |
|
2972
Cushman & Wakefield Ltd
CWK
$3.07B
| $14.1M | ﹤0.01% |
1,149,898
+853,758
| +288% | +$12.2M |
|
2973
Alpha Metallurgical Resources
AMR
$1.85B
| $14.1M | ﹤0.01% |
68,673
+36,368
| +113% | +$7.37M |
|
2974
CALL
Monster Beverage
MNST
$93.2B
| $14.1M | ﹤0.01% |
194,400
-109,800
| -36% | -$8.66M |
|
2975
Coursera
COUR
$1.61B
| $14.1M | ﹤0.01% |
2,420,100
+922,079
| +62% | +$5.76M |
|
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.