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 | |
|---|---|---|---|---|---|---|
3526
PUT
Amprius Technologies
AMPX
$1.29B
| $8.43M | ﹤0.01% |
+500,000
| New | +$6.52M |
|
3527
California Water Service
CWT
$3.13B
| $8.43M | ﹤0.01% |
185,826
-28,453
| -13% | -$1.28M |
|
3528
Banco Macro
BMA
$5.69B
| $8.41M | ﹤0.01% |
108,702
+23,146
| +27% | +$1.97M |
|
3529
Establishment Labs
ESTA
$2.67B
| $8.38M | ﹤0.01% |
147,657
+106,268
| +257% | +$7.26M |
|
3530
Kaiser Aluminum
KALU
$2.63B
| $8.38M | ﹤0.01% |
69,508
+13,567
| +24% | +$1.72M |
|
|
FTMH
3531
Franklin Municipal High Yield ETF
FTMH
$587M
| $8.37M | ﹤0.01% |
726,228
+418,376
| +136% | +$4.88M |
|
3532
CALL
Plug Power
PLUG
$2.75B
| $8.36M | ﹤0.01% |
3,700,000
| – | – |
|
3533
iShares Core 10+ Year USD Bond ETF
ILTB
$601M
| $8.34M | ﹤0.01% |
170,277
-1,241
| -0.7% | -$61.8K |
|
3534
Westamerica Bancorp
WABC
$1.38B
| $8.34M | ﹤0.01% |
159,861
-297,345
| -65% | -$15.1M |
|
3535
CALL
Restaurant Brands International
QSR
$25.9B
| $8.34M | ﹤0.01% |
+112,800
| New | +$7.92M |
|
3536
CALL
PBF Energy
PBF
$7.53B
| $8.33M | ﹤0.01% |
+175,000
| New | +$6.56M |
|
3537
NCR Atleos
NATL
$3.44B
| $8.33M | ﹤0.01% |
191,068
+113,843
| +147% | +$4.71M |
|
3538
Nuveen Multi-Asset Income Fund
NMAI
$461M
| $8.32M | ﹤0.01% |
671,354
-10,150
| -1% | -$134K |
|
|
DBL
3539
DoubleLine Opportunistic Credit Fund
DBL
$278M
| $8.31M | ﹤0.01% |
569,216
+863
| +0.2% | +$12.9K |
|
3540
Nuveen ESG Mid-Cap Growth ETF
NUMG
$351M
| $8.31M | ﹤0.01% |
202,171
+9,840
| +5% | +$438K |
|
|
ARI
3541
CALL
Apollo Commercial Real Estate
ARI
$881M
| $8.29M | ﹤0.01% |
+785,000
| New | +$8.17M |
|
3542
PUT
Amphenol
APH
$193B
| $8.29M | ﹤0.01% |
65,600
-284,700
| -81% | -$40.1M |
|
3543
CALL
Cummins
CMI
$87.1B
| $8.27M | ﹤0.01% |
15,366
+5,500
| +56% | +$3.11M |
|
3544
CALL
Tyson Foods
TSN
$21.5B
| $8.26M | ﹤0.01% |
128,900
-24,300
| -16% | -$1.51M |
|
3545
WisdomTree US Total Dividend Fund
DTD
$1.66B
| $8.25M | ﹤0.01% |
95,587
+4,409
| +5% | +$387K |
|
3546
Amphastar Pharmaceuticals
AMPH
$897M
| $8.23M | ﹤0.01% |
420,263
+163,639
| +64% | +$4M |
|
3547
CALL
Kinross Gold
KGC
$27.7B
| $8.23M | ﹤0.01% |
269,574
+158,130
| +142% | +$5.18M |
|
3548
PUT
Vista Energy
VIST
$7.4B
| $8.23M | ﹤0.01% |
+109,000
| New | +$6.36M |
|
|
SMA
3549
SmartStop Self Storage REIT
SMA
$1.95B
| $8.22M | ﹤0.01% |
271,516
+77,791
| +40% | +$2.5M |
|
3550
Janus Henderson Small Cap Growth Alpha ETF
JSML
$362M
| $8.22M | ﹤0.01% |
117,394
+16,311
| +16% | +$1.22M |
|
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.