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 | |
|---|---|---|---|---|---|---|
|
FITB
4376
CALL
Fifth Third Bancorp
FITB
$51.3B
| $3.64M | ﹤0.01% |
78,400
-78,800
| -50% | -$3.88M |
|
4377
Origin Bancorp
OBK
$1.7B
| $3.64M | ﹤0.01% |
87,694
+35,911
| +69% | +$1.49M |
|
|
SNWV
4378
SANUWAVE Health Inc
SNWV
$54.9M
| $3.64M | ﹤0.01% |
210,263
+191,642
| +1,029% | +$4.73M |
|
4379
CALL
Bilibili
BILI
$7.75B
| $3.63M | ﹤0.01% |
160,996
-86,824
| -35% | -$2.5M |
|
4380
Gotham 1000 Value ETF
GVLU
$251M
| $3.62M | ﹤0.01% |
143,146
+279
| +0.2% | +$7.18K |
|
4381
QCR Holdings
QCRH
$1.68B
| $3.62M | ﹤0.01% |
42,364
+21,738
| +105% | +$1.89M |
|
4382
PUT
Oneok
OKE
$56.7B
| $3.62M | ﹤0.01% |
40,000
-8,300
| -17% | -$683K |
|
4383
BBVA Argentina
BBAR
$3.85B
| $3.62M | ﹤0.01% |
225,108
-19,988
| -8% | -$331K |
|
4384
Worthington Steel
WS
$1.78B
| $3.61M | ﹤0.01% |
118,994
+48,425
| +69% | +$1.88M |
|
4385
B&G Foods
BGS
$303M
| $3.61M | ﹤0.01% |
750,366
-84,756
| -10% | -$410K |
|
4386
NETGEAR
NTGR
$612M
| $3.61M | ﹤0.01% |
165,162
+145,927
| +759% | +$3.15M |
|
4387
China Yuchai International
CYD
$1.69B
| $3.61M | ﹤0.01% |
93,638
-407,128
| -81% | -$18.2M |
|
|
BGSI
4388
Boyd Group Services
BGSI
$3.07B
| $3.6M | ﹤0.01% |
28,189
+15,187
| +117% | +$2.45M |
|
4389
iShares New York Muni Bond ETF
NYF
$1.38B
| $3.6M | ﹤0.01% |
67,777
-12,637
| -16% | -$680K |
|
4390
Gentherm
THRM
$1.32B
| $3.6M | ﹤0.01% |
129,522
+93,321
| +258% | +$3.05M |
|
|
AUGO
4391
Aura Minerals Inc
AUGO
$4.55B
| $3.58M | ﹤0.01% |
43,881
+12,576
| +40% | +$881K |
|
4392
Transportadora de Gas del Sur
TGS
$4.48B
| $3.58M | ﹤0.01% |
103,423
+22,454
| +28% | +$690K |
|
4393
Eagle Bancorp
EGBN
$850M
| $3.58M | ﹤0.01% |
143,885
-131,065
| -48% | -$3.27M |
|
4394
State Street Ultra Short Term Bond ETF
ULST
$527M
| $3.58M | ﹤0.01% |
88,314
+9,774
| +12% | +$396K |
|
4395
YieldMax COIN Option Income Strategy ETF
CONY
$344M
| $3.57M | ﹤0.01% |
135,655
+79,036
| +140% | +$2.52M |
|
4396
Ginkgo Bioworks
DNA
$498M
| $3.57M | ﹤0.01% |
582,799
+93,381
| +19% | +$777K |
|
|
BCAX
4397
Bicara Therapeutics
BCAX
$1.7B
| $3.57M | ﹤0.01% |
179,491
-12,700
| -7% | -$219K |
|
4398
Bitwise Crypto Industry Innovators ETF
BITQ
$355M
| $3.57M | ﹤0.01% |
189,276
+143,893
| +317% | +$3M |
|
4399
Codexis
CDXS
$158M
| $3.56M | ﹤0.01% |
2,183,775
+1,374,255
| +170% | +$1.96M |
|
4400
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.15B
| $3.56M | ﹤0.01% |
14,743
+215
| +1% | +$54K |
|
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.