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 | |
|---|---|---|---|---|---|---|
4351
AMC Entertainment Holdings
AMC
$2.45B
| $3.75M | ﹤0.01% |
3,829,238
+3,152,469
| +466% | +$4.06M |
|
4352
Ichor Holdings
ICHR
$2.17B
| $3.74M | ﹤0.01% |
80,344
+9,473
| +13% | +$368K |
|
|
NAKA
4353
Nakamoto Inc
NAKA
$74.5M
| $3.74M | ﹤0.01% |
423,623
+212,915
| +101% | +$2.7M |
|
4354
WisdomTree Japan SmallCap Dividend Fund
DFJ
$374M
| $3.74M | ﹤0.01% |
36,691
+2,846
| +8% | +$295K |
|
4355
Neurogene
NGNE
$672M
| $3.74M | ﹤0.01% |
185,679
+31,556
| +20% | +$611K |
|
4356
VanEck Mortgage REIT Income ETF
MORT
$367M
| $3.74M | ﹤0.01% |
364,797
+332,857
| +1,042% | +$3.55M |
|
4357
Fidelity Dividend ETF for Rising Rates
FDRR
$730M
| $3.74M | ﹤0.01% |
63,621
-2,713
| -4% | -$166K |
|
4358
PUT
Guidewire Software
GWRE
$13.9B
| $3.74M | ﹤0.01% |
25,000
-19,500
| -44% | -$2.97M |
|
4359
WisdomTree Europe SmallCap Dividend Fund
DFE
$164M
| $3.73M | ﹤0.01% |
51,995
-2,072
| -4% | -$153K |
|
4360
PUT
General Mills
GIS
$20.2B
| $3.72M | ﹤0.01% |
+100,000
| New | +$4.34M |
|
4361
CALL
Xerox
XRX
$345M
| $3.71M | ﹤0.01% |
2,879,440
-250,000
| -8% | -$494K |
|
4362
FuboTV Inc
FUBO
$260M
| $3.71M | ﹤0.01% |
391,979
+255,449
| +187% | +$5.06M |
|
4363
Ranger Energy Services
RNGR
$354M
| $3.71M | ﹤0.01% |
216,313
+37,269
| +21% | +$604K |
|
4364
Beazer Homes USA
BZH
$888M
| $3.71M | ﹤0.01% |
192,588
-345,075
| -64% | -$7.97M |
|
4365
PUT
J.M. Smucker
SJM
$13.5B
| $3.7M | ﹤0.01% |
+38,400
| New | +$4.02M |
|
4366
Global X Emerging Markets Great Consumer ETF
EMC
$52.3M
| $3.7M | ﹤0.01% |
119,846
-34,404
| -22% | -$1.12M |
|
4367
CALL
Kroger
KR
$36.7B
| $3.7M | ﹤0.01% |
51,100
+200
| +0.4% | +$13.5K |
|
4368
Camden National
CAC
$988M
| $3.66M | ﹤0.01% |
77,133
+18,738
| +32% | +$878K |
|
4369
CALL
Edison International
EIX
$30.3B
| $3.66M | ﹤0.01% |
+50,000
| New | +$3.37M |
|
4370
MaxLinear
MXL
$5.19B
| $3.65M | ﹤0.01% |
210,126
+142,674
| +212% | +$2.56M |
|
4371
Kopin
KOPN
$586M
| $3.65M | ﹤0.01% |
1,623,782
+264,402
| +19% | +$640K |
|
4372
Invesco DB Agriculture Fund
DBA
$1.23B
| $3.65M | ﹤0.01% |
133,701
+49,019
| +58% | +$1.28M |
|
4373
CALL
VanEck Rare Earth/Strategic Metals ETF
REMX
$1.91B
| $3.65M | ﹤0.01% |
+41,500
| New | +$3.74M |
|
4374
BlackRock Science and Technology Trust
BST
$1.53B
| $3.65M | ﹤0.01% |
100,325
+7,978
| +9% | +$316K |
|
4375
Hagerty
HGTY
$1.21B
| $3.64M | ﹤0.01% |
345,958
+153,327
| +80% | +$1.79M |
|
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.