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 | |
|---|---|---|---|---|---|---|---|
3276
CorMedix
CRMD
$578M
| $10.4M | ﹤0.01% |
1,538,245
+902,210
| +142% | +$6.67M |
2022 Q3
14 quarters
|
|
3277
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.39B
| $10.4M | ﹤0.01% |
184,524
+67,853
| +58% | +$3.94M |
2014 Q4
45 quarters
|
|
|
HTFL
3278
Heartflow Inc
HTFL
$4.25B
| $10.4M | ﹤0.01% |
429,084
-72,081
| -14% | -$1.96M |
2025 Q3
2 quarters
|
|
3279
Remitly
RELY
$4.55B
| $10.4M | ﹤0.01% |
665,927
-940,494
| -59% | -$13.9M |
2022 Q4
13 quarters
|
|
|
ALH
3280
Alliance Laundry Holdings
ALH
$4.22B
| $10.4M | ﹤0.01% |
502,839
-450,998
| -47% | -$9.81M |
2025 Q4
1 quarter
|
|
3281
CALL
Dow Inc
DOW
$19.9B
| $10.4M | ﹤0.01% |
250,300
-407,100
| -62% | -$12.9M |
2020 Q1
24 quarters
|
|
3282
PUT
Humana
HUM
$45.6B
| $10.4M | ﹤0.01% |
60,100
-79,500
| -57% | -$16.3M |
2021 Q4
17 quarters
|
|
|
ORKA
3283
Oruka Therapeutics
ORKA
$5.52B
| $10.4M | ﹤0.01% |
212,271
-58,742
| -22% | -$2.04M |
2024 Q4
5 quarters
|
|
3284
Utz Brands
UTZ
$1.26B
| $10.4M | ﹤0.01% |
1,313,976
+380,777
| +41% | +$3.54M |
2020 Q2
23 quarters
|
|
3285
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.8B
| $10.4M | ﹤0.01% |
284,294
+26,984
| +10% | +$1.02M |
2014 Q4
45 quarters
|
|
|
PRA
3286
DELISTED
ProAssurance
PRA
| $10.4M | ﹤0.01% |
420,751
+58,464
| +16% | +$1.43M |
2014 Q4
45 quarters
|
|
3287
PUT
EQT Corp
EQT
$31.3B
| $10.4M | ﹤0.01% |
163,400
+63,400
| +63% | +$3.71M |
2025 Q4
1 quarter
|
|
3288
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$712M
| $10.4M | ﹤0.01% |
186,778
-5,252
| -3% | -$305K |
2016 Q2
39 quarters
|
|
3289
Gladstone Investment Corp
GAIN
$627M
| $10.4M | ﹤0.01% |
732,231
+19,215
| +3% | +$268K |
2014 Q4
45 quarters
|
|
3290
PUT
MetLife
MET
$60B
| $10.4M | ﹤0.01% |
147,000
-199,900
| -58% | -$15M |
2014 Q4
45 quarters
|
|
3291
CALL
Edwards Lifesciences
EW
$49.1B
| $10.4M | ﹤0.01% |
129,800
+2,000
| +2% | +$165K |
2023 Q3
10 quarters
|
|
3292
Radian Group
RDN
$4.13B
| $10.4M | ﹤0.01% |
313,924
+98,926
| +46% | +$3.32M |
2014 Q4
45 quarters
|
|
|
KALV
3293
DELISTED
KalVista Pharmaceuticals
KALV
| $10.4M | ﹤0.01% |
515,650
+143,657
| +39% | +$2.32M |
2019 Q1
28 quarters
|
|
3294
Smith & Nephew
SNN
$11.1B
| $10.4M | ﹤0.01% |
326,304
+160,943
| +97% | +$5.48M |
2014 Q4
45 quarters
|
|
3295
PUT
Expedia Group
EXPE
$31.5B
| $10.4M | ﹤0.01% |
44,900
-147,200
| -77% | -$36.2M |
2023 Q3
10 quarters
|
|
3296
Palomar
PLMR
$3.31B
| $10.4M | ﹤0.01% |
86,709
+58,336
| +206% | +$7.28M |
2019 Q2
27 quarters
|
|
|
MBX
3297
MBX Biosciences
MBX
$2.72B
| $10.4M | ﹤0.01% |
346,914
+65,702
| +23% | +$2.23M |
2024 Q4
5 quarters
|
|
3298
Cohu
COHU
$3.33B
| $10.3M | ﹤0.01% |
337,518
+194,011
| +135% | +$5.7M |
2014 Q4
45 quarters
|
|
3299
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.28B
| $10.3M | ﹤0.01% |
8,941
+1,487
| +20% | +$1.81M |
2021 Q4
17 quarters
|
|
3300
National Health Investors
NHI
$3.2B
| $10.3M | ﹤0.01% |
127,634
-69,884
| -35% | -$5.82M |
2014 Q4
45 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.