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 |
Microsoft
MSFT
|
+$1.15B |
| 2 |
HONA
Honeywell Aerospace
HONA
|
+$611M |
| 3 |
SPCX
SpaceX
SPCX
|
+$567M |
| 4 |
Apple
AAPL
|
+$511M |
| 5 |
Jabil
JBL
|
+$463M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$1.49B |
| 2 |
Western Digital
WDC
|
+$1.42B |
| 3 |
Lumentum
LITE
|
+$951M |
| 4 |
Intel
INTC
|
+$785M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$749M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 41.93% |
| 2 | Technology | 18.61% |
| 3 | Financials | 7.85% |
| 4 | Industrials | 6.94% |
| 5 | Healthcare | 5.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3526
CALL
State Street SPDR S&P Bank ETF
KBE
$1.53B
| $9.18M | ﹤0.01% |
134,600
-19,600
| -13% | -$1.26M |
|
3527
ProShares UltraPro Short QQQ
SQQQ
$1.99B
| $9.17M | ﹤0.01% |
252,600
-405,588
| -62% | -$19.6M |
|
|
HIVE
3528
HIVE Digital Technologies
HIVE
$935M
| $9.14M | ﹤0.01% |
2,510,882
+1,990,464
| +382% | +$6.43M |
|
|
WCMI
3529
First Trust WCM International Equity ETF
WCMI
$2.01B
| $9.13M | ﹤0.01% |
466,762
+466,735
| +1,728,648% | +$8.74M |
|
3530
CALL
Linde
LIN
$212B
| $9.13M | ﹤0.01% |
17,600
-35,987
| -67% | -$18.2M |
|
|
FTMH
3531
Franklin Municipal High Yield ETF
FTMH
$545M
| $9.13M | ﹤0.01% |
768,184
+41,956
| +6% | +$491K |
|
3532
CALL
HubSpot
HUBS
$10.8B
| $9.13M | ﹤0.01% |
50,000
| – | – |
|
3533
Vanguard US Minimum Volatility ETF
VFMV
$450M
| $9.12M | ﹤0.01% |
65,433
+28
| +0% | +$3.9K |
|
3534
PUT
Parker-Hannifin
PH
$119B
| $9.1M | ﹤0.01% |
9,300
+8,400
| +933% | +$7.69M |
|
3535
PUT
Huntington Ingalls Industries
HII
$10.8B
| $9.1M | ﹤0.01% |
+32,500
| New | +$10.9M |
|
3536
Vor Biopharma
VOR
$1.27B
| $9.08M | ﹤0.01% |
493,278
+4,910
| +1% | +$74.3K |
|
3537
Steven Madden
SHOO
$3.08B
| $9.08M | ﹤0.01% |
215,667
+839
| +0.4% | +$33.9K |
|
3538
CALL
Monster Beverage
MNST
$87.6B
| $9.07M | ﹤0.01% |
188,800
-200,000
| -51% | -$8.4M |
|
|
WW
3539
WW International
WW
$161M
| $9.07M | ﹤0.01% |
567,354
+251,645
| +80% | +$3.36M |
|
3540
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$744M
| $9.06M | ﹤0.01% |
141,607
+3,390
| +2% | +$206K |
|
|
FINS
3541
Angel Oak Financial Strategies Income Term Trust
FINS
$409M
| $9.06M | ﹤0.01% |
707,959
-32,635
| -4% | -$417K |
|
3542
West Fraser Timber
WFG
$5.6B
| $9.06M | ﹤0.01% |
133,836
-8,995
| -6% | -$586K |
|
3543
Hawkins
HWKN
$2.55B
| $9.03M | ﹤0.01% |
63,536
-4,542
| -7% | -$718K |
|
3544
CALL
Xerox
XRX
$449M
| $9.01M | ﹤0.01% |
2,879,440
| – | – |
|
3545
LG Display
LPL
$2.91B
| $9M | ﹤0.01% |
2,314,742
+1,901,914
| +461% | +$8.73M |
|
3546
iShares MSCI China A ETF
CNYA
$208M
| $9M | ﹤0.01% |
235,087
+38,133
| +19% | +$1.4M |
|
3547
Liberty Global Class C
LBTYK
$3.29B
| $9M | ﹤0.01% |
818,233
+122,493
| +18% | +$1.42M |
|
3548
Perimeter Solutions
PRM
$5.27B
| $8.99M | ﹤0.01% |
252,121
-17,737
| -7% | -$554K |
|
3549
Invesco S&P SmallCap Low Volatility ETF
XSLV
$244M
| $8.98M | ﹤0.01% |
171,333
-118
| -0.1% | -$5.89K |
|
3550
Kohl's
KSS
$1.88B
| $8.97M | ﹤0.01% |
506,366
-969,923
| -66% | -$14.4M |
|
Similar funds
UBS Group's Q2 2026 Portfolio in Review
As of Q2 2026, UBS Group held 11,684 positions worth $786B, up 18% from $666B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
UBS Group's Q2 2026 filing shows 1,279 new, 4,220 increased, 4,368 reduced and 1,272 closed positions. Its largest new stake was Honeywell Aerospace: 2,768,136 shares worth $612M. The largest sale was ExxonMobil, an estimated $1.49B.
By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, up from 39% a quarter earlier, followed by Technology and Financials.
- UBS Group's largest Q2 2026 buy was Honeywell Aerospace: 2,768,136 shares worth $612M.
- UBS Group added most to Microsoft in Q2 2026, an estimated $1.15B increase.
- UBS Group's biggest Q2 2026 reduction was ExxonMobil, cutting an estimated $1.49B.
- UBS Group fully exited Hologic in Q2 2026, selling an estimated $385M.
- UBS Group's ten largest holdings make up 13% of its $786B portfolio in Q2 2026.
- UBS Group opened 1,279 new positions and closed 1,272 in Q2 2026.
- UBS Group's portfolio value rose 18% quarter-over-quarter to $786B.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.