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 | |
|---|---|---|---|---|---|---|
3826
Harrow
HROW
$1.44B
| $6.18M | ﹤0.01% |
175,324
-47,038
| -21% | -$2.07M |
|
3827
CALL
UiPath
PATH
$6.52B
| $6.18M | ﹤0.01% |
556,800
+56,800
| +11% | +$723K |
|
3828
Enact Holdings
ACT
$6.75B
| $6.18M | ﹤0.01% |
151,427
+36,221
| +31% | +$1.48M |
|
3829
CALL
Equinix
EQIX
$99.4B
| $6.18M | ﹤0.01% |
6,300
-1,500
| -19% | -$1.33M |
|
3830
First Financial Corp
THFF
$948M
| $6.15M | ﹤0.01% |
97,298
+6,164
| +7% | +$392K |
|
|
3831
CALL
Honeywell
HON
$76.4B
| $6.15M | ﹤0.01% |
27,200
-25,350
| -48% | -$5.79M |
|
|
MRX
3832
Marex Group Limited Ordinary Shares
MRX
$4.54B
| $6.13M | ﹤0.01% |
137,479
+27,385
| +25% | +$1.08M |
|
3833
iShares US Utilities ETF
IDU
$1.37B
| $6.11M | ﹤0.01% |
52,652
+4,578
| +10% | +$520K |
|
|
AXON
3834
CALL
Axon Enterprise
AXON
$42.8B
| $6.11M | ﹤0.01% |
14,388
-61,212
| -81% | -$31.8M |
|
3835
Tenax Therapeutics
TENX
$393M
| $6.1M | ﹤0.01% |
381,419
+380,743
| +56,323% | +$5.15M |
|
3836
CALL
Mondelez International
MDLZ
$83.4B
| $6.09M | ﹤0.01% |
105,700
-9,800
| -8% | -$568K |
|
3837
CALL
Alcoa
AA
$11.3B
| $6.08M | ﹤0.01% |
91,700
-389,000
| -81% | -$23.9M |
|
|
3838
PUT
Mondelez International
MDLZ
$83.4B
| $6.08M | ﹤0.01% |
105,500
-199,600
| -65% | -$11.6M |
|
|
SUPV
3839
Grupo Supervielle
SUPV
$823M
| $6.08M | ﹤0.01% |
644,518
-140,914
| -18% | -$1.45M |
|
3840
Pitney Bowes
PBI
$2.39B
| $6.07M | ﹤0.01% |
549,588
-117,844
| -18% | -$1.24M |
|
3841
CALL
Teck Resources
TECK
$28.2B
| $6.07M | ﹤0.01% |
117,200
-577,100
| -83% | -$30.9M |
|
3842
Employers Holdings
EIG
$907M
| $6.06M | ﹤0.01% |
147,271
+25,287
| +21% | +$1.07M |
|
3843
M/I Homes
MHO
$3.95B
| $6.04M | ﹤0.01% |
49,350
-26,762
| -35% | -$3.6M |
|
3844
Satellogic
SATL
$491M
| $6.04M | ﹤0.01% |
1,110,119
+737,091
| +198% | +$2.71M |
|
3845
Monro
MNRO
$414M
| $6.04M | ﹤0.01% |
376,454
+123,864
| +49% | +$2.41M |
|
3846
Ardagh Metal Packaging
AMBP
$2.96B
| $6.03M | ﹤0.01% |
1,487,866
+299,801
| +25% | +$1.33M |
|
3847
United Fire Group
UFCS
$1.35B
| $6.02M | ﹤0.01% |
162,430
+46,992
| +41% | +$1.73M |
|
3848
AMC Global Media
AMCX
$450M
| $6.02M | ﹤0.01% |
886,003
+79,125
| +10% | +$616K |
|
|
UFOX
3849
Defiance Space and Connective Tech ETF
UFOX
$795M
| $6.02M | ﹤0.01% |
88,237
-1,891
| -2% | -$127K |
|
3850
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$344M
| $6.01M | ﹤0.01% |
254,229
+57,834
| +29% | +$1.37M |
|
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.