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 | |
|---|---|---|---|---|---|---|
4226
Vinci Compass Investments Ltd
VINP
$634M
| $4.22M | ﹤0.01% |
400,176
-231,036
| -37% | -$2.76M |
|
4227
Harmonic Inc
HLIT
$1.15B
| $4.22M | ﹤0.01% |
469,800
+106,006
| +29% | +$1.05M |
|
|
AMBQ
4228
Ambiq Micro
AMBQ
$1.38B
| $4.21M | ﹤0.01% |
165,837
+130,048
| +363% | +$3.88M |
|
4229
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$103M
| $4.21M | ﹤0.01% |
120,968
-1,573
| -1% | -$58.5K |
|
4230
abrdn Physical Palladium Shares ETF
PALL
$609M
| $4.21M | ﹤0.01% |
156,370
-71,395
| -31% | -$2.21M |
|
|
EVN
4231
Eaton Vance Municipal Income Trust
EVN
$417M
| $4.21M | ﹤0.01% |
404,299
+4,544
| +1% | +$49.2K |
|
4232
PUT
Lumen
LUMN
$6.43B
| $4.2M | ﹤0.01% |
604,800
-100,100
| -14% | -$758K |
|
4233
BlackRock Health Sciences Trust
BME
$569M
| $4.2M | ﹤0.01% |
109,021
+4,735
| +5% | +$195K |
|
|
SEM
4234
DELISTED
Select Medical
SEM
| $4.19M | ﹤0.01% |
257,440
+68,647
| +36% | +$1.07M |
|
|
HPP
4235
Hudson Pacific Properties
HPP
$758M
| $4.19M | ﹤0.01% |
709,190
+66,827
| +10% | +$513K |
|
4236
PUT
Corteva
CTVA
$60.5B
| $4.19M | ﹤0.01% |
+50,000
| New | +$3.77M |
|
4237
Alpha and Omega Semiconductor
AOSL
$829M
| $4.18M | ﹤0.01% |
188,740
-28,381
| -13% | -$617K |
|
4238
TriNet
TNET
$3.23B
| $4.18M | ﹤0.01% |
114,714
+68,069
| +146% | +$3.25M |
|
4239
CALL
Skyworks Solutions
SWKS
$9.21B
| $4.18M | ﹤0.01% |
78,000
-22,100
| -22% | -$1.29M |
|
4240
Eton Pharmaceutcials
ETON
$1.32B
| $4.17M | ﹤0.01% |
168,958
+42,284
| +33% | +$739K |
|
4241
CALL
Affirm
AFRM
$23.5B
| $4.17M | ﹤0.01% |
90,940
+69,928
| +333% | +$4.04M |
|
|
OPRA
4242
Opera Ltd
OPRA
$1.68B
| $4.16M | ﹤0.01% |
291,897
+208,922
| +252% | +$2.89M |
|
4243
Neuronetics
STIM
$127M
| $4.16M | ﹤0.01% |
2,870,598
+263,551
| +10% | +$418K |
|
4244
PUT
Krystal Biotech
KRYS
$10.7B
| $4.16M | ﹤0.01% |
+16,100
| New | +$4.28M |
|
4245
Televisa
TV
$1.49B
| $4.16M | ﹤0.01% |
1,428,410
+266,732
| +23% | +$819K |
|
|
DMRA
4246
Damora Therapeutics, Inc. Ordinary Shares
DMRA
$1.74B
| $4.15M | ﹤0.01% |
160,415
+154,026
| +2,411% | +$3.96M |
|
4247
CALL
iShares MSCI ACWI ETF
ACWI
$32B
| $4.15M | ﹤0.01% |
+30,000
| New | +$4.31M |
|
4248
Ouster
OUST
$2.11B
| $4.15M | ﹤0.01% |
225,939
-75,530
| -25% | -$1.65M |
|
4249
Taboola.com
TBLA
$1.41B
| $4.15M | ﹤0.01% |
1,338,639
+390,543
| +41% | +$1.4M |
|
4250
Vitamin Cottage Natural Grocers
NGVC
$760M
| $4.15M | ﹤0.01% |
160,496
+32,437
| +25% | +$838K |
|
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.