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 | |
|---|---|---|---|---|---|---|
4126
ePlus
PLUS
$2.43B
| $4.69M | ﹤0.01% |
62,348
+16,333
| +35% | +$1.34M |
|
|
EMO
4127
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.01B
| $4.69M | ﹤0.01% |
88,758
-7,469
| -8% | -$371K |
|
4128
Star Bulk Carriers
SBLK
$3.05B
| $4.68M | ﹤0.01% |
203,892
-712,086
| -78% | -$16.2M |
|
4129
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
| $4.67M | ﹤0.01% |
57,327
-19,124
| -25% | -$1.62M |
|
4130
CION Investment
CION
$297M
| $4.67M | ﹤0.01% |
683,002
+126,649
| +23% | +$1.06M |
|
|
SFIX
4131
Stitch Fix
SFIX
$566M
| $4.66M | ﹤0.01% |
1,409,078
+755,359
| +116% | +$3.08M |
|
4132
CALL
IonQ
IONQ
$11.9B
| $4.65M | ﹤0.01% |
161,422
+101,600
| +170% | +$3.9M |
|
|
TRTX
4133
TPG RE Finance Trust
TRTX
$630M
| $4.65M | ﹤0.01% |
595,636
+143,639
| +32% | +$1.24M |
|
4134
iShares MSCI South Africa ETF
EZA
$534M
| $4.65M | ﹤0.01% |
68,577
+8,650
| +14% | +$629K |
|
4135
Rocket Pharmaceuticals
RCKT
$343M
| $4.65M | ﹤0.01% |
1,298,173
+1,146,741
| +757% | +$4.56M |
|
|
MMED
4136
MiniMed Group Inc
MMED
$5.17B
| $4.65M | ﹤0.01% |
+311,349
| New | +$5.13M |
|
4137
PUT
Snap
SNAP
$7.96B
| $4.65M | ﹤0.01% |
1,009,800
-82,900
| -8% | -$488K |
|
|
GPZ
4138
VanEck Alternative Asset Manager ETF
GPZ
$238M
| $4.64M | ﹤0.01% |
216,292
+214,463
| +11,726% | +$5.2M |
|
4139
SK Telecom
SKM
$11.4B
| $4.64M | ﹤0.01% |
158,549
-268,180
| -63% | -$7.39M |
|
4140
Eve Holding
EVEX
$777M
| $4.64M | ﹤0.01% |
1,870,886
+1,071,837
| +134% | +$3.66M |
|
4141
Lifestance Health
LFST
$4.15B
| $4.64M | ﹤0.01% |
727,882
+292,627
| +67% | +$2.04M |
|
4142
BrightView Holdings
BV
$1.24B
| $4.62M | ﹤0.01% |
392,224
+179,938
| +85% | +$2.33M |
|
4143
ODDITY Tech
ODD
$690M
| $4.62M | ﹤0.01% |
345,612
+36,370
| +12% | +$911K |
|
4144
CALL
Maplebear
CART
$10.7B
| $4.61M | ﹤0.01% |
+123,000
| New | +$4.67M |
|
4145
Danaos Corp
DAC
$2.52B
| $4.6M | ﹤0.01% |
40,865
-8,989
| -18% | -$960K |
|
|
ECO
4146
Okeanis Eco Tankers
ECO
$2.28B
| $4.6M | ﹤0.01% |
90,932
+27,867
| +44% | +$1.23M |
|
4147
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.25B
| $4.59M | ﹤0.01% |
222,613
+78,360
| +54% | +$1.67M |
|
4148
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
| $4.59M | ﹤0.01% |
45,339
+5,967
| +15% | +$609K |
|
4149
Ivanhoe Electric
IE
$1.38B
| $4.58M | ﹤0.01% |
387,758
+216,729
| +127% | +$3.4M |
|
4150
CALL
Ares Management
ARES
$28.1B
| $4.58M | ﹤0.01% |
+42,000
| New | +$5.57M |
|
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.