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 | |
|---|---|---|---|---|---|---|---|
|
JBGS
3776
JBG SMITH
JBGS
$619M
| $6.5M | ﹤0.01% |
445,136
+89,740
| +25% | +$1.43M |
2017 Q3
34 quarters
|
|
3777
CALL
DoorDash
DASH
$82B
| $6.49M | ﹤0.01% |
43,212
-41,200
| -49% | -$7.61M |
2025 Q1
4 quarters
|
|
3778
AdvanSix
ASIX
$438M
| $6.49M | ﹤0.01% |
265,805
+123,930
| +87% | +$2.34M |
2016 Q4
37 quarters
|
|
|
ARIS
3779
Aris Mining
ARIS
$3.61B
| $6.48M | ﹤0.01% |
349,178
-276,207
| -44% | -$5.22M |
2023 Q3
10 quarters
|
|
3780
Hilltop Holdings
HTH
$2.2B
| $6.48M | ﹤0.01% |
180,842
-216,769
| -55% | -$7.95M |
2014 Q4
45 quarters
|
|
3781
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$276M
| $6.46M | ﹤0.01% |
295,973
+66,986
| +29% | +$1.48M |
2022 Q4
13 quarters
|
|
3782
iShares US Healthcare Providers ETF
IHF
$1.36B
| $6.45M | ﹤0.01% |
154,071
-134,897
| -47% | -$6.18M |
2014 Q4
45 quarters
|
|
3783
Vanguard Russell 2000 Value ETF
VTWV
$1.32B
| $6.44M | ﹤0.01% |
38,538
+6,067
| +19% | +$1.04M |
2014 Q4
45 quarters
|
|
3784
Financial Institutions
FISI
$788M
| $6.44M | ﹤0.01% |
203,036
+176,936
| +678% | +$5.69M |
2021 Q4
17 quarters
|
|
3785
iShares MSCI Emerging Markets Asia ETF
EEMA
$903M
| $6.43M | ﹤0.01% |
67,211
+18,863
| +39% | +$1.89M |
2015 Q2
43 quarters
|
|
3786
Amplify Junior Silver Miners ETF
SILJ
$3.55B
| $6.43M | ﹤0.01% |
216,441
-930,633
| -81% | -$30.9M |
2024 Q4
5 quarters
|
|
3787
F&G Annuities & Life
FG
$2.87B
| $6.42M | ﹤0.01% |
253,719
+13,722
| +6% | +$358K |
2022 Q4
13 quarters
|
|
3788
ATS Corp
ATS
$1.79B
| $6.42M | ﹤0.01% |
227,628
-1,146
| -0.5% | -$34.5K |
2023 Q2
11 quarters
|
|
3789
Acadia Realty Trust
AKR
$2.56B
| $6.42M | ﹤0.01% |
335,661
+115,230
| +52% | +$2.35M |
2014 Q4
45 quarters
|
|
|
Q
3790
CALL
Qnity Electronics Inc
Q
$27.5B
| $6.42M | ﹤0.01% |
+55,600
| New | +$5.9M |
2026 Q1
0 quarters
|
|
3791
Weibo
WB
$1.56B
| $6.41M | ﹤0.01% |
732,256
-864,115
| -54% | -$8.67M |
2014 Q4
45 quarters
|
|
3792
Autohome
ATHM
$2.37B
| $6.39M | ﹤0.01% |
368,054
-227,916
| -38% | -$4.68M |
2014 Q4
45 quarters
|
|
3793
JPMorgan Inflation Managed Bond ETF
JCPI
$878M
| $6.38M | ﹤0.01% |
131,974
-2,203
| -2% | -$107K |
2022 Q2
15 quarters
|
|
3794
PUT
Axos Financial
AX
$5.05B
| $6.38M | ﹤0.01% |
+75,000
| New | +$6.83M |
2026 Q1
0 quarters
|
|
3795
PUT
Cboe Global Markets
CBOE
$28.3B
| $6.38M | ﹤0.01% |
+22,700
| New | +$6.32M |
2026 Q1
0 quarters
|
|
3796
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$409M
| $6.37M | ﹤0.01% |
226,681
-21,178
| -9% | -$606K |
2014 Q4
45 quarters
|
|
3797
PagSeguro Digital
PAGS
$2.49B
| $6.36M | ﹤0.01% |
634,552
-744,760
| -54% | -$7.77M |
2018 Q1
32 quarters
|
|
3798
Progyny
PGNY
$1.94B
| $6.36M | ﹤0.01% |
374,444
+245,357
| +190% | +$5.26M |
2019 Q4
25 quarters
|
|
3799
US Physical Therapy
USPH
$1.25B
| $6.35M | ﹤0.01% |
84,719
+61,028
| +258% | +$5M |
2014 Q4
45 quarters
|
|
3800
Pediatrix Medical
MD
$2.11B
| $6.34M | ﹤0.01% |
296,482
-289,268
| -49% | -$6.02M |
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.