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 | Miscellaneous | 39.16% |
| 2 | Technology | 16.96% |
| 3 | Financials | 8.4% |
| 4 | Industrials | 7.09% |
| 5 | Healthcare | 6.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
4251
Perella Weinberg Partners
PWP
$1.22B
| $4.15M | ﹤0.01% |
228,288
-62,806
| -22% | -$1.23M |
2021 Q4
17 quarters
|
|
4252
Invesco Dividend Achievers ETF
PFM
$775M
| $4.14M | ﹤0.01% |
81,044
+5,634
| +7% | +$296K |
2024 Q2
7 quarters
|
|
4253
Stock Yards Bancorp
SYBT
$2.44B
| $4.14M | ﹤0.01% |
62,410
+9,572
| +18% | +$638K |
2014 Q4
45 quarters
|
|
4254
CONMED
CNMD
$1.39B
| $4.13M | ﹤0.01% |
116,933
+71,750
| +159% | +$2.92M |
2014 Q4
45 quarters
|
|
4255
Stratasys
SSYS
$762M
| $4.13M | ﹤0.01% |
529,413
-103,105
| -16% | -$1.01M |
2014 Q4
45 quarters
|
|
4256
Ardelyx
ARDX
$862M
| $4.13M | ﹤0.01% |
688,649
+110,305
| +19% | +$730K |
2014 Q4
45 quarters
|
|
4257
Telefônica Brasil
VIV
$18.4B
| $4.12M | ﹤0.01% |
259,230
+175,808
| +211% | +$2.6M |
2014 Q4
45 quarters
|
|
4258
PUT
Viking Holdings
VIK
$36B
| $4.11M | ﹤0.01% |
+56,000
| New | +$4.09M |
2026 Q1
0 quarters
|
|
4259
PUT
Lincoln National
LNC
$7.72B
| $4.11M | ﹤0.01% |
115,900
-140,200
| -55% | -$5.39M |
2025 Q1
4 quarters
|
|
|
NEWP
4260
New Pacific Metals
NEWP
$1.17B
| $4.11M | ﹤0.01% |
993,071
+815,071
| +458% | +$3.31M |
2021 Q2
19 quarters
|
|
4261
Cambria Foreign Shareholder Yield ETF
FYLD
$716M
| $4.1M | ﹤0.01% |
109,886
+78,193
| +247% | +$2.81M |
2014 Q4
45 quarters
|
|
4262
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$477M
| $4.09M | ﹤0.01% |
50,378
+2,664
| +6% | +$211K |
2014 Q4
45 quarters
|
|
4263
PUT
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.54B
| $4.08M | ﹤0.01% |
100,000
-100,000
| -50% | -$4.19M |
2025 Q4
1 quarter
|
|
4264
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1.02B
| $4.08M | ﹤0.01% |
54,086
-1,324
| -2% | -$104K |
2021 Q2
19 quarters
|
|
4265
BlackRock Energy and Resources Trust
BGR
$434M
| $4.08M | ﹤0.01% |
235,655
+9,704
| +4% | +$149K |
2014 Q4
45 quarters
|
|
|
CSR
4266
Centerspace
CSR
$915M
| $4.08M | ﹤0.01% |
70,967
+41,089
| +138% | +$2.58M |
2014 Q4
45 quarters
|
|
4267
CALL
Emerson Electric
EMR
$90.1B
| $4.07M | ﹤0.01% |
31,100
-85,800
| -73% | -$12.3M |
2021 Q2
19 quarters
|
|
4268
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.28B
| $4.07M | ﹤0.01% |
45,990
-1,011
| -2% | -$92.1K |
2014 Q4
45 quarters
|
|
|
SERV
4269
Serve Robotics
SERV
$401M
| $4.07M | ﹤0.01% |
481,818
-52,088
| -10% | -$563K |
2024 Q4
5 quarters
|
|
4270
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$950M
| $4.07M | ﹤0.01% |
88,789
+1,653
| +2% | +$76.5K |
2019 Q3
26 quarters
|
|
4271
PUT
Bloom Energy
BE
$85.2B
| $4.06M | ﹤0.01% |
+30,000
| New | +$4.4M |
2026 Q1
0 quarters
|
|
4272
Invesco DB Commodity Index Tracking Fund
DBC
$1.93B
| $4.05M | ﹤0.01% |
140,062
-10,284
| -7% | -$261K |
2024 Q2
7 quarters
|
|
4273
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.03B
| $4.04M | ﹤0.01% |
125,382
+70,921
| +130% | +$1.89M |
2014 Q4
45 quarters
|
|
4274
InterContinental Hotels
IHG
$23.6B
| $4.04M | ﹤0.01% |
30,288
+21,305
| +237% | +$2.93M |
2014 Q4
45 quarters
|
|
4275
Daily Journal
DJCO
$905M
| $4.04M | ﹤0.01% |
8,374
-4,076
| -33% | -$2.23M |
2014 Q4
45 quarters
|
|
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 $74.2B of net new capital in Q1 2026, opening 1,344 new positions and adding to 4,798 existing holdings. Its largest new stake was Sunbelt Rentals Holdings: 1,909,539 shares worth $124M.
By sector, the portfolio is most concentrated in Miscellaneous at 39% of assets, up from 38% a quarter earlier, followed by Technology and Financials.
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 1,383 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.