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 | |
|---|---|---|---|---|---|---|
4201
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
| $4.33M | ﹤0.01% |
150,778
-6,593
| -4% | -$193K |
|
|
SHOE
4202
Shoe Station Group
SHOE
$424M
| $4.32M | ﹤0.01% |
277,317
+14,658
| +6% | +$278K |
|
4203
State Street Multi-Asset Real Return ETF
RLY
$1.26B
| $4.32M | ﹤0.01% |
119,528
+18,951
| +19% | +$657K |
|
4204
Crescent Capital BDC
CCAP
$405M
| $4.32M | ﹤0.01% |
355,608
+133,748
| +60% | +$1.83M |
|
4205
Franklin FTSE India ETF
FLIN
$2.74B
| $4.32M | ﹤0.01% |
130,048
-23,149
| -15% | -$846K |
|
4206
BlackRock MuniHoldings Fund
MHD
$602M
| $4.32M | ﹤0.01% |
382,902
+345,456
| +923% | +$4.06M |
|
4207
CALL
Best Buy
BBY
$19B
| $4.31M | ﹤0.01% |
67,100
-76,500
| -53% | -$5.02M |
|
4208
FlexShares International Quality Dividend Dynamic Index Fund
IQDY
$107M
| $4.31M | ﹤0.01% |
113,619
-1,239
| -1% | -$48K |
|
4209
Central Garden & Pet Co Class A
CENTA
$2.43B
| $4.3M | ﹤0.01% |
132,754
+73,516
| +124% | +$2.34M |
|
4210
Zymeworks
ZYME
$1.62B
| $4.3M | ﹤0.01% |
171,779
-107,075
| -38% | -$2.53M |
|
4211
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$639M
| $4.3M | ﹤0.01% |
210,729
+10,981
| +5% | +$225K |
|
4212
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.45B
| $4.3M | ﹤0.01% |
82,131
+13,469
| +20% | +$719K |
|
4213
Kforce
KFRC
$1.05B
| $4.3M | ﹤0.01% |
146,918
+120,731
| +461% | +$3.67M |
|
4214
Arcos Dorados Holdings
ARCO
$1.74B
| $4.29M | ﹤0.01% |
520,183
+1,653
| +0.3% | +$13.4K |
|
4215
CALL
MetLife
MET
$62.4B
| $4.27M | ﹤0.01% |
60,400
-114,600
| -65% | -$8.58M |
|
4216
ZIM Integrated Shipping Services
ZIM
$2.96B
| $4.27M | ﹤0.01% |
162,104
-3,270,043
| -95% | -$81.4M |
|
4217
CALL
Centene
CNC
$30.5B
| $4.26M | ﹤0.01% |
130,000
-569,400
| -81% | -$23.3M |
|
4218
First Trust Ultra Short Duration Municipal ETF
FUMB
$246M
| $4.25M | ﹤0.01% |
212,193
+3,872
| +2% | +$77.9K |
|
|
ETW
4219
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.01B
| $4.25M | ﹤0.01% |
484,229
+5,938
| +1% | +$54.7K |
|
4220
Boise Cascade
BCC
$2.73B
| $4.25M | ﹤0.01% |
56,042
-37,761
| -40% | -$3.03M |
|
|
FBRT
4221
CALL
Franklin BSP Realty Trust
FBRT
$580M
| $4.25M | ﹤0.01% |
+500,000
| New | +$4.76M |
|
4222
Deluxe
DLX
$1.25B
| $4.23M | ﹤0.01% |
153,735
+18,822
| +14% | +$492K |
|
4223
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$546M
| $4.23M | ﹤0.01% |
45,753
+1,537
| +3% | +$148K |
|
4224
Corvus Pharmaceuticals
CRVS
$1.1B
| $4.23M | ﹤0.01% |
289,114
+77,108
| +36% | +$1.23M |
|
4225
Tilray
TLRY
$543M
| $4.22M | ﹤0.01% |
653,001
-125,592
| -16% | -$979K |
|
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.