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 | |
|---|---|---|---|---|---|---|
3326
PUT
Archer Daniels Midland
ADM
$40.1B
| $10.1M | ﹤0.01% |
139,400
-108,400
| -44% | -$7.32M |
|
|
MH
3327
McGraw Hill
MH
$2.1B
| $10.1M | ﹤0.01% |
739,188
+546,526
| +284% | +$7.68M |
|
3328
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$657M
| $10.1M | ﹤0.01% |
396,434
+42,745
| +12% | +$1.1M |
|
3329
Invesco Municipal Opportunity Trust
VMO
$653M
| $10.1M | ﹤0.01% |
1,063,970
-70,569
| -6% | -$689K |
|
3330
Global X Russell 2000 Covered Call ETF
RYLD
$1.37B
| $10.1M | ﹤0.01% |
676,737
-118,494
| -15% | -$1.83M |
|
3331
Westlake Chemical Partners
WLKP
$776M
| $10.1M | ﹤0.01% |
457,727
-62,661
| -12% | -$1.34M |
|
3332
CALL
DHT Holdings
DHT
$2.99B
| $10.1M | ﹤0.01% |
+553,400
| New | +$8.81M |
|
3333
Simpson Manufacturing
SSD
$8.16B
| $10.1M | ﹤0.01% |
58,895
+14,984
| +34% | +$2.76M |
|
3334
Park National Corp
PRK
$3.75B
| $10.1M | ﹤0.01% |
61,778
-2,805
| -4% | -$459K |
|
3335
Wipro
WIT
$19B
| $10.1M | ﹤0.01% |
4,750,049
-8,904,356
| -65% | -$21.7M |
|
3336
Safety Insurance
SAFT
$1.51B
| $10.1M | ﹤0.01% |
138,586
+109,331
| +374% | +$8.31M |
|
3337
Eldorado Gold
EGO
$8.4B
| $10.1M | ﹤0.01% |
293,228
+35,370
| +14% | +$1.44M |
|
3338
SmartRent
SMRT
$193M
| $10.1M | ﹤0.01% |
6,706,936
+1,099,690
| +20% | +$1.86M |
|
3339
Prime Medicine
PRME
$558M
| $10.1M | ﹤0.01% |
2,888,418
+447,835
| +18% | +$1.7M |
|
3340
Nicolet Bankshares
NIC
$3.65B
| $10M | ﹤0.01% |
67,596
+18,383
| +37% | +$2.67M |
|
3341
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.37B
| $10M | ﹤0.01% |
398,555
-12,750
| -3% | -$323K |
|
3342
John Wiley & Sons Class A
WLY
$2.76B
| $10M | ﹤0.01% |
263,277
+98,874
| +60% | +$3.2M |
|
3343
PUT
Estee Lauder
EL
$30.7B
| $10M | ﹤0.01% |
139,600
-34,900
| -20% | -$3.57M |
|
3344
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$75.7M
| $10M | ﹤0.01% |
303,410
+18,896
| +7% | +$666K |
|
3345
Sweetgreen
SG
$756M
| $10M | ﹤0.01% |
1,929,425
+684,104
| +55% | +$4.16M |
|
3346
First Watch Restaurant Group
FWRG
$801M
| $10M | ﹤0.01% |
954,074
+44,824
| +5% | +$648K |
|
3347
CALL
Lyft
LYFT
$5.87B
| $9.99M | ﹤0.01% |
751,000
-491,600
| -40% | -$7.61M |
|
3348
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
| $9.99M | ﹤0.01% |
224,661
+171,104
| +319% | +$8.15M |
|
3349
Acadia Pharmaceuticals
ACAD
$4.45B
| $9.98M | ﹤0.01% |
448,549
-320,843
| -42% | -$7.67M |
|
3350
PUT
Akamai
AKAM
$16.3B
| $9.98M | ﹤0.01% |
86,900
-141,500
| -62% | -$14.2M |
|
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.