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 | |
|---|---|---|---|---|---|---|
3701
Vestis
VSTS
$1.97B
| $7.02M | ﹤0.01% |
893,515
+7,531
| +0.9% | +$55K |
|
3702
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.66B
| $7.01M | ﹤0.01% |
116,627
+12,058
| +12% | +$737K |
|
3703
Insight Enterprises
NSIT
$3.85B
| $7M | ﹤0.01% |
104,431
+50,391
| +93% | +$4.12M |
|
3704
PACS Group
PACS
$7.35B
| $7M | ﹤0.01% |
217,793
+72,232
| +50% | +$2.66M |
|
3705
iShares Core 5-10 Year USD Bond ETF
IMTB
$276M
| $6.99M | ﹤0.01% |
159,535
-526
| -0.3% | -$23.2K |
|
|
SFBS
3706
ServisFirst Bancshares
SFBS
$4.9B
| $6.99M | ﹤0.01% |
95,946
-37,190
| -28% | -$2.94M |
|
|
GRRR
3707
Gorilla Technology Group
GRRR
$296M
| $6.98M | ﹤0.01% |
663,265
+62,955
| +10% | +$768K |
|
3708
PUT
American Airlines Group
AAL
$9.82B
| $6.98M | ﹤0.01% |
650,200
-249,800
| -28% | -$3.31M |
|
3709
Hackett Group
HCKT
$281M
| $6.98M | ﹤0.01% |
536,437
+124,445
| +30% | +$1.99M |
|
3710
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.16B
| $6.97M | ﹤0.01% |
325,625
+29,199
| +10% | +$626K |
|
|
NOAH
3711
Noah Holdings
NOAH
$590M
| $6.97M | ﹤0.01% |
704,218
+503,246
| +250% | +$5.77M |
|
3712
Sunstone Hotel Investors
SHO
$2.19B
| $6.97M | ﹤0.01% |
773,546
+242,089
| +46% | +$2.22M |
|
|
KMTS
3713
Kestra Medical Technologies
KMTS
$1.33B
| $6.97M | ﹤0.01% |
349,687
+79,629
| +29% | +$1.88M |
|
3714
Nuveen Variable Rate Preferred & Income Fund
NPFD
$439M
| $6.96M | ﹤0.01% |
383,581
-12,100
| -3% | -$233K |
|
|
ECHO
3715
CALL
EchoStar
ECHO
$24.3B
| $6.95M | ﹤0.01% |
59,400
+59,300
| +59,300% | +$6.81M |
|
3716
Methanex
MEOH
$4.23B
| $6.95M | ﹤0.01% |
116,764
-19,384
| -14% | -$975K |
|
3717
GraniteShares ETF Trust GraniteShares 2x Long META Daily ETF
FBL
$172M
| $6.93M | ﹤0.01% |
302,044
+300,599
| +20,803% | +$9M |
|
3718
COPT Defense Properties
CDP
$4.32B
| $6.93M | ﹤0.01% |
226,505
-230,705
| -50% | -$7.18M |
|
3719
Safe Bulkers
SB
$772M
| $6.92M | ﹤0.01% |
1,093,708
+287,329
| +36% | +$1.68M |
|
3720
Opko Health
OPK
$1.02B
| $6.92M | ﹤0.01% |
6,071,432
+718,648
| +13% | +$885K |
|
3721
Invesco S&P 100 Equal Weight ETF
EQWL
$2.69B
| $6.92M | ﹤0.01% |
60,017
+4,882
| +9% | +$585K |
|
3722
VanEck Emerging Markets High Yield Bond ETF
HYEM
$522M
| $6.9M | ﹤0.01% |
349,945
+261,946
| +298% | +$5.25M |
|
3723
Annexon
ANNX
$796M
| $6.9M | ﹤0.01% |
1,245,941
+868,837
| +230% | +$4.89M |
|
|
P
3724
PUT
Everpure Inc
P
$23B
| $6.9M | ﹤0.01% |
116,900
-173,400
| -60% | -$11.7M |
|
3725
Northwest Natural Holdings
NWN
$2.15B
| $6.9M | ﹤0.01% |
129,677
+53,451
| +70% | +$2.65M |
|
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.