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 | |
|---|---|---|---|---|---|---|
|
LAR
4151
Lithium Argentina AG
LAR
$906M
| $4.57M | ﹤0.01% |
684,136
+394,892
| +137% | +$2.82M |
|
4152
Atkore
ATKR
$2.41B
| $4.55M | ﹤0.01% |
77,232
+26,516
| +52% | +$1.72M |
|
4153
Columbia Multi-Sector Municipal Income ETF
MUST
$593M
| $4.53M | ﹤0.01% |
220,994
+23,735
| +12% | +$494K |
|
4154
Invesco Pharmaceuticals ETF
PJP
$445M
| $4.53M | ﹤0.01% |
43,653
+6,243
| +17% | +$659K |
|
|
NPKI
4155
NPK International
NPKI
$1.02B
| $4.53M | ﹤0.01% |
312,551
+24,166
| +8% | +$335K |
|
4156
LeMaitre Vascular
LMAT
$2.37B
| $4.52M | ﹤0.01% |
41,417
+2,244
| +6% | +$214K |
|
4157
PUT
Synaptics
SYNA
$4.05B
| $4.52M | ﹤0.01% |
64,500
| – | – |
|
4158
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$821M
| $4.52M | ﹤0.01% |
196,823
-18,390
| -9% | -$424K |
|
4159
Invesco MSCI Sustainable Future ETF
ERTH
$131M
| $4.51M | ﹤0.01% |
95,194
-155
| -0.2% | -$7.43K |
|
4160
Amylyx Pharmaceuticals
AMLX
$2.19B
| $4.51M | ﹤0.01% |
324,319
-219,004
| -40% | -$3.08M |
|
4161
Invesco Global Water ETF
PIO
$271M
| $4.5M | ﹤0.01% |
103,657
-6,195
| -6% | -$285K |
|
4162
ThredUp
TDUP
$765M
| $4.5M | ﹤0.01% |
1,372,117
+1,001,289
| +270% | +$4.64M |
|
4163
Century Communities
CCS
$1.98B
| $4.49M | ﹤0.01% |
78,179
-7,873
| -9% | -$506K |
|
4164
Agios Pharmaceuticals
AGIO
$2.08B
| $4.48M | ﹤0.01% |
132,540
+5,875
| +5% | +$167K |
|
4165
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.76B
| $4.48M | ﹤0.01% |
52,634
+7,733
| +17% | +$682K |
|
4166
National Beverage
FIZZ
$3.06B
| $4.48M | ﹤0.01% |
133,140
+88,684
| +199% | +$3.07M |
|
|
PICS
4167
PicS N.V.
PICS
$1.57B
| $4.48M | ﹤0.01% |
+428,567
| New | +$6.28M |
|
4168
Vanguard ESG US Corporate Bond ETF
VCEB
$1.18B
| $4.48M | ﹤0.01% |
71,239
+24,263
| +52% | +$1.54M |
|
4169
PAR Technology
PAR
$716M
| $4.48M | ﹤0.01% |
335,756
+136,548
| +69% | +$3.21M |
|
4170
CRA International
CRAI
$1.23B
| $4.47M | ﹤0.01% |
27,611
-7,338
| -21% | -$1.32M |
|
4171
Chunghwa Telecom
CHT
$33.5B
| $4.47M | ﹤0.01% |
105,774
+80,718
| +322% | +$3.43M |
|
4172
Universal Insurance Holdings
UVE
$1.26B
| $4.46M | ﹤0.01% |
130,595
+79,964
| +158% | +$2.57M |
|
|
GENB
4173
Generate Biomedicines
GENB
$1.68B
| $4.46M | ﹤0.01% |
+356,704
| New | +$4.36M |
|
4174
AngioDynamics
ANGO
$605M
| $4.45M | ﹤0.01% |
391,285
-338,793
| -46% | -$3.67M |
|
4175
Replimune Group
REPL
$455M
| $4.45M | ﹤0.01% |
581,210
-23,103
| -4% | -$177K |
|
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.