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 | |
|---|---|---|---|---|---|---|
3901
Astec Industries
ASTE
$1.17B
| $5.77M | ﹤0.01% |
107,222
+24,037
| +29% | +$1.29M |
|
3902
CALL
American International
AIG
$42.5B
| $5.77M | ﹤0.01% |
76,700
-97,000
| -56% | -$7.42M |
|
3903
Alarm.com
ALRM
$2.75B
| $5.77M | ﹤0.01% |
133,586
+85,820
| +180% | +$4.1M |
|
3904
CALL
Viking Holdings
VIK
$45.8B
| $5.77M | ﹤0.01% |
+78,500
| New | +$5.74M |
|
3905
First Trust Dorsey Wright International Focus 5 ETF
IFV
$221M
| $5.76M | ﹤0.01% |
228,007
+61,412
| +37% | +$1.61M |
|
3906
Tarsus Pharmaceuticals
TARS
$2.55B
| $5.76M | ﹤0.01% |
82,124
+15,225
| +23% | +$1.06M |
|
|
MOMO
3907
Hello Group
MOMO
$867M
| $5.75M | ﹤0.01% |
997,883
+44,413
| +5% | +$287K |
|
3908
Angel Oak Mortgage-Backed Securities ETF
MBS
$147M
| $5.75M | ﹤0.01% |
663,660
+511,995
| +338% | +$4.5M |
|
3909
VanEck Short Muni ETF
SMB
$312M
| $5.74M | ﹤0.01% |
332,011
+39,852
| +14% | +$694K |
|
|
VOLT
3910
Tema Electrification ETF
VOLT
$698M
| $5.74M | ﹤0.01% |
167,693
+167,068
| +26,731% | +$5.56M |
|
3911
Olema Pharmaceuticals
OLMA
$977M
| $5.74M | ﹤0.01% |
385,061
+91,501
| +31% | +$2.04M |
|
3912
Cimpress
CMPR
$2.37B
| $5.74M | ﹤0.01% |
78,596
-9,705
| -11% | -$717K |
|
3913
US Treasury 12 Month Bill ETF
OBIL
$306M
| $5.74M | ﹤0.01% |
114,537
+4,595
| +4% | +$231K |
|
3914
PUT
Affirm
AFRM
$23.5B
| $5.73M | ﹤0.01% |
125,100
-227,500
| -65% | -$13.1M |
|
3915
Sensient Technologies
SXT
$5.22B
| $5.73M | ﹤0.01% |
66,235
-18,571
| -22% | -$1.74M |
|
3916
Invesco DB Base Metals Fund
DBB
$306M
| $5.72M | ﹤0.01% |
243,557
+223,070
| +1,089% | +$5.31M |
|
3917
Aurinia Pharmaceuticals
AUPH
$1.95B
| $5.72M | ﹤0.01% |
385,856
+131,184
| +52% | +$1.92M |
|
3918
Andersons Inc
ANDE
$2.39B
| $5.72M | ﹤0.01% |
79,638
+6,830
| +9% | +$439K |
|
3919
VanEck Pharmaceutical ETF
PPH
$985M
| $5.71M | ﹤0.01% |
54,964
-52,415
| -49% | -$5.58M |
|
3920
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$403M
| $5.7M | ﹤0.01% |
159,433
+106,661
| +202% | +$3.62M |
|
3921
Sonic Automotive
SAH
$3.56B
| $5.7M | ﹤0.01% |
83,153
+21,154
| +34% | +$1.32M |
|
|
JKS
3922
JinkoSolar
JKS
$764M
| $5.7M | ﹤0.01% |
224,294
-378,450
| -63% | -$9.99M |
|
|
CHA
3923
Chagee Holdings Ltd
CHA
$2.16B
| $5.7M | ﹤0.01% |
612,044
+342,482
| +127% | +$3.83M |
|
|
OKLO
3924
PUT
Oklo
OKLO
$6.41B
| $5.69M | ﹤0.01% |
+114,800
| New | +$8.25M |
|
3925
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.69B
| $5.69M | ﹤0.01% |
107,244
-5,944
| -5% | -$331K |
|
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.