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 | |
|---|---|---|---|---|---|---|
3126
AllianceBernstein
AB
$3.49B
| $12.2M | ﹤0.01% |
325,156
+30,690
| +10% | +$1.21M |
|
3127
Coastal Financial
CCB
$1.11B
| $12.2M | ﹤0.01% |
159,712
+37,952
| +31% | +$3.43M |
|
3128
Global X Lithium & Battery Tech ETF
LIT
$1.46B
| $12.1M | ﹤0.01% |
163,232
+45,138
| +38% | +$3.23M |
|
3129
PUT
VanEck Oil Services ETF
OIH
$1.99B
| $12.1M | ﹤0.01% |
30,000
-4,100
| -12% | -$1.5M |
|
3130
Direxion Daily AMZN Bull 2X ETF
AMZU
$268M
| $12.1M | ﹤0.01% |
450,294
-5,784
| -1% | -$180K |
|
3131
Genworth Financial
GNW
$3.85B
| $12.1M | ﹤0.01% |
1,488,504
-2,110,084
| -59% | -$17.9M |
|
3132
Biohaven
BHVN
$2.07B
| $12.1M | ﹤0.01% |
1,426,427
+238,069
| +20% | +$2.6M |
|
3133
CALL
CenterPoint Energy
CNP
$28.8B
| $12.1M | ﹤0.01% |
+279,400
| New | +$11.5M |
|
3134
Strive Inc
ASST
$1.01B
| $12.1M | ﹤0.01% |
1,203,422
+745,836
| +163% | +$9.28M |
|
3135
Azenta
AZTA
$1.33B
| $12M | ﹤0.01% |
569,095
+242,442
| +74% | +$7.24M |
|
3136
State Street SPDR S&P Capital Markets ETF
KCE
$461M
| $12M | ﹤0.01% |
87,276
+460
| +0.5% | +$67.9K |
|
|
DEA
3137
Easterly Government Properties
DEA
$1.17B
| $12M | ﹤0.01% |
559,884
+211,053
| +61% | +$4.82M |
|
3138
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$581M
| $12M | ﹤0.01% |
132,579
-6,026
| -4% | -$572K |
|
3139
Ceco Environmental
CECO
$3.94B
| $12M | ﹤0.01% |
201,107
-66,181
| -25% | -$4.26M |
|
3140
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
| $12M | ﹤0.01% |
477,268
+38,384
| +9% | +$968K |
|
|
NBXG
3141
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.15B
| $12M | ﹤0.01% |
928,770
+573
| +0.1% | +$7.84K |
|
3142
International Seaways
INSW
$4.63B
| $11.9M | ﹤0.01% |
163,461
-16,173
| -9% | -$1.03M |
|
3143
CVR Energy
CVI
$3.39B
| $11.9M | ﹤0.01% |
353,737
-496,305
| -58% | -$12.8M |
|
3144
indie Semiconductor
INDI
$678M
| $11.9M | ﹤0.01% |
3,693,895
+2,203,707
| +148% | +$7.78M |
|
3145
CALL
Planet Labs
PL
$7.28B
| $11.9M | ﹤0.01% |
+425,200
| New | +$10.9M |
|
3146
Vanguard Russell 2000 Growth ETF
VTWG
$1.47B
| $11.9M | ﹤0.01% |
51,867
+9,579
| +23% | +$2.33M |
|
3147
Allegiant Air
ALGT
$2.73B
| $11.9M | ﹤0.01% |
146,548
-139,357
| -49% | -$12.8M |
|
3148
Hingham Institution for Saving
HIFS
$634M
| $11.9M | ﹤0.01% |
41,474
-16,015
| -28% | -$4.68M |
|
3149
iShares International Treasury Bond ETF
IGOV
$1.51B
| $11.8M | ﹤0.01% |
288,243
+142,937
| +98% | +$6M |
|
3150
PUT
eBay
EBAY
$52.1B
| $11.8M | ﹤0.01% |
130,000
-15,000
| -10% | -$1.35M |
|
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.