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 | |
|---|---|---|---|---|---|---|
3101
Barclays
BCS
$91B
| $12.6M | ﹤0.01% |
593,109
+322,907
| +120% | +$7.87M |
|
3102
Harmony Biosciences
HRMY
$2.07B
| $12.5M | ﹤0.01% |
447,991
+150,763
| +51% | +$4.94M |
|
3103
Sumitomo Mitsui Financial
SMFG
$163B
| $12.5M | ﹤0.01% |
635,267
-95,988
| -13% | -$2.02M |
|
3104
PUT
XPeng
XPEV
$12.2B
| $12.5M | ﹤0.01% |
730,000
+430,100
| +143% | +$7.98M |
|
3105
CALL
Enterprise Products Partners
EPD
$83.6B
| $12.5M | ﹤0.01% |
329,200
-15,000
| -4% | -$531K |
|
3106
PUT
Stanley Black & Decker
SWK
$14.6B
| $12.4M | ﹤0.01% |
+175,000
| New | +$14.1M |
|
3107
Global X US Preferred ETF
PFFD
$2.15B
| $12.4M | ﹤0.01% |
675,763
-27,907
| -4% | -$534K |
|
3108
US Global Jets ETF
JETS
$790M
| $12.4M | ﹤0.01% |
504,017
+355,469
| +239% | +$9.85M |
|
3109
DoubleLine Shiller CAPE US Equities ETF
CAPE
$244M
| $12.4M | ﹤0.01% |
402,269
+34,366
| +9% | +$1.11M |
|
3110
Theravance Biopharma
TBPH
$875M
| $12.4M | ﹤0.01% |
764,105
+193,680
| +34% | +$3.43M |
|
3111
PUT
Corning
GLW
$108B
| $12.3M | ﹤0.01% |
90,800
-398,900
| -81% | -$48.1M |
|
3112
Shoals Technologies Group
SHLS
$1.43B
| $12.3M | ﹤0.01% |
1,874,456
-4,266,087
| -69% | -$35M |
|
3113
PUT
RH
RH
$3.36B
| $12.3M | ﹤0.01% |
88,200
+20,000
| +29% | +$3.64M |
|
3114
Newmark Group
NMRK
$2.88B
| $12.3M | ﹤0.01% |
822,058
-144,049
| -15% | -$2.27M |
|
3115
PUT
PayPal
PYPL
$51.4B
| $12.3M | ﹤0.01% |
271,800
-416,800
| -61% | -$20.1M |
|
3116
Franklin Electric
FELE
$4.85B
| $12.3M | ﹤0.01% |
133,268
+43,955
| +49% | +$4.31M |
|
|
SVM
3117
Silvercorp Metals
SVM
$2.08B
| $12.3M | ﹤0.01% |
1,143,172
-1,631,543
| -59% | -$18M |
|
3118
CALL
Devon Energy
DVN
$49.2B
| $12.3M | ﹤0.01% |
243,673
-423,900
| -63% | -$18.2M |
|
3119
WisdomTree India Earnings Fund ETF
EPI
$2.05B
| $12.3M | ﹤0.01% |
300,458
-94,234
| -24% | -$4.17M |
|
3120
CVB Financial
CVBF
$4.02B
| $12.2M | ﹤0.01% |
631,398
+470,059
| +291% | +$9.24M |
|
3121
PUT
Arista Networks
ANET
$214B
| $12.2M | ﹤0.01% |
99,700
-118,900
| -54% | -$15.9M |
|
3122
Liberty Broadband Class A
LBRDA
$4.72B
| $12.2M | ﹤0.01% |
243,726
+20,866
| +9% | +$1.05M |
|
3123
BlackRock MuniYield Quality Fund
MQY
$811M
| $12.2M | ﹤0.01% |
1,114,424
+272,180
| +32% | +$3.14M |
|
3124
Revolve Group
RVLV
$1.92B
| $12.2M | ﹤0.01% |
539,968
+167,957
| +45% | +$4.41M |
|
3125
CALL
HubSpot
HUBS
$12.2B
| $12.2M | ﹤0.01% |
50,000
+45,500
| +1,011% | +$12.8M |
|
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.