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 | 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 | |
|---|---|---|---|---|---|---|
4076
PUT
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.53B
| $4.94M | ﹤0.01% |
+151,500
| New | +$5.08M |
|
4077
PUT
Suzano
SUZ
$10.2B
| $4.92M | ﹤0.01% |
492,000
| – | – |
|
4078
OFG Bancorp
OFG
$2.21B
| $4.91M | ﹤0.01% |
121,447
-7,176
| -6% | -$291K |
|
|
JCAP
4079
Jefferson Capital
JCAP
$1.25B
| $4.9M | ﹤0.01% |
254,965
+205,967
| +420% | +$4.36M |
|
4080
Extreme Networks
EXTR
$3.8B
| $4.9M | ﹤0.01% |
325,131
+197,359
| +154% | +$2.95M |
|
4081
iShares Asia 50 ETF
AIA
$4.3B
| $4.89M | ﹤0.01% |
46,113
+4,217
| +10% | +$460K |
|
4082
American Battery Technology Co
ABAT
$280M
| $4.89M | ﹤0.01% |
1,753,256
+1,350,506
| +335% | +$5.21M |
|
4083
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$186M
| $4.89M | ﹤0.01% |
234,071
+49,730
| +27% | +$1.06M |
|
|
PRMB
4084
PUT
Primo Brands
PRMB
$8.35B
| $4.89M | ﹤0.01% |
+259,500
| New | +$5.01M |
|
4085
Telkom Indonesia
TLK
$14.2B
| $4.89M | ﹤0.01% |
261,539
-129,149
| -33% | -$2.63M |
|
4086
Hamilton Insurance Group
HG
$3.63B
| $4.88M | ﹤0.01% |
163,549
-9,109
| -5% | -$262K |
|
|
TTAM
4087
Titan America SA
TTAM
$2.94B
| $4.87M | ﹤0.01% |
325,137
-13,773
| -4% | -$235K |
|
4088
NCR Voyix
VYX
$1.19B
| $4.87M | ﹤0.01% |
769,196
+219,878
| +40% | +$1.94M |
|
4089
Hovnanian Enterprises
HOV
$779M
| $4.87M | ﹤0.01% |
43,865
-17,271
| -28% | -$2.01M |
|
4090
John B. Sanfilippo & Son
JBSS
$986M
| $4.86M | ﹤0.01% |
61,235
-44,405
| -42% | -$3.42M |
|
|
ONT
4091
Onterris Inc
ONT
$731M
| $4.85M | ﹤0.01% |
221,778
+158,534
| +251% | +$3.81M |
|
|
NEBX
4092
Tradr 2X Long NBIS Daily ETF
NEBX
$92.5M
| $4.85M | ﹤0.01% |
451,530
+449,673
| +24,215% | +$5.3M |
|
4093
Progress Software
PRGS
$1.75B
| $4.84M | ﹤0.01% |
188,755
-10,869
| -5% | -$415K |
|
4094
Fortuna Silver Mines
FSM
$2.54B
| $4.83M | ﹤0.01% |
486,695
-2,208,968
| -82% | -$23.9M |
|
4095
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$169M
| $4.83M | ﹤0.01% |
135,228
-569,057
| -81% | -$16.9M |
|
4096
Nordic American Tanker
NAT
$1.36B
| $4.83M | ﹤0.01% |
823,496
-1,105,846
| -57% | -$5.23M |
|
4097
VanEck BDC Income ETF
BIZD
$1.6B
| $4.82M | ﹤0.01% |
376,931
-322,129
| -46% | -$4.34M |
|
4098
Worthington Enterprises
WOR
$2.74B
| $4.81M | ﹤0.01% |
92,329
+12,338
| +15% | +$660K |
|
|
MPLT
4099
MapLight Therapeutics
MPLT
$681M
| $4.81M | ﹤0.01% |
236,512
+218,222
| +1,193% | +$3.9M |
|
|
NBH
4100
Neuberger Municipal Fund Inc
NBH
$307M
| $4.81M | ﹤0.01% |
473,408
+26,937
| +6% | +$279K |
|
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.