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 | |
|---|---|---|---|---|---|---|
4426
Invesco BulletShares 2032 Municipal Bond ETF
BSMW
$213M
| $3.45M | ﹤0.01% |
138,713
+106,240
| +327% | +$2.68M |
|
4427
CALL
Global X Uranium ETF
URA
$5.21B
| $3.45M | ﹤0.01% |
71,137
-790,947
| -92% | -$41.2M |
|
4428
Merchants Bancorp
MBIN
$2.49B
| $3.44M | ﹤0.01% |
80,275
+4,683
| +6% | +$191K |
|
4429
PUT
Cardinal Health
CAH
$53.7B
| $3.44M | ﹤0.01% |
16,300
-6,200
| -28% | -$1.34M |
|
4430
iShares US Pharmaceuticals ETF
IHE
$1.49B
| $3.44M | ﹤0.01% |
39,680
+870
| +2% | +$76.2K |
|
|
API
4431
Agora
API
$333M
| $3.44M | ﹤0.01% |
970,874
+816,426
| +529% | +$3.46M |
|
4432
CALL
TAL Education Group
TAL
$6.04B
| $3.43M | ﹤0.01% |
301,546
+42,008
| +16% | +$473K |
|
4433
First Trust S&P REIT Index Fund
FRI
$193M
| $3.42M | ﹤0.01% |
120,158
-1,615
| -1% | -$46.5K |
|
4434
CALL
Yum China
YUMC
$15.7B
| $3.42M | ﹤0.01% |
70,080
+4,760
| +7% | +$246K |
|
4435
Puma Biotechnology
PBYI
$398M
| $3.41M | ﹤0.01% |
534,227
+406,915
| +320% | +$2.62M |
|
4436
iShares JPMorgan EM High Yield Bond ETF
EMHY
$617M
| $3.41M | ﹤0.01% |
86,612
-49,219
| -36% | -$1.99M |
|
4437
American Express Global Business Travel
GBTG
$4.92B
| $3.41M | ﹤0.01% |
611,133
-204,492
| -25% | -$1.27M |
|
|
IBTQ
4438
iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
$238M
| $3.41M | ﹤0.01% |
134,630
+121,806
| +950% | +$3.1M |
|
4439
Invesco S&P SmallCap Information Technology ETF
PSCT
$472M
| $3.4M | ﹤0.01% |
56,663
-2,462
| -4% | -$150K |
|
|
IBTP
4440
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$279M
| $3.4M | ﹤0.01% |
132,797
+120,468
| +977% | +$3.11M |
|
4441
Global X E-commerce ETF
EBIZ
$28.7M
| $3.4M | ﹤0.01% |
127,093
-135,505
| -52% | -$4.05M |
|
|
LBRX
4442
LB Pharmaceuticals
LBRX
$1.12B
| $3.4M | ﹤0.01% |
137,932
+87,219
| +172% | +$2.01M |
|
|
CON
4443
Concentra Group Holdings
CON
$4.04B
| $3.39M | ﹤0.01% |
158,204
-79,603
| -33% | -$1.77M |
|
|
KDK
4444
Kodiak AI
KDK
$776M
| $3.39M | ﹤0.01% |
488,099
-213,959
| -30% | -$1.87M |
|
|
XMAX
4445
XMAX Inc
XMAX
$530M
| $3.38M | ﹤0.01% |
467,113
+416,164
| +817% | +$2.58M |
|
4446
U-Haul Holding Co Series N
UHAL.B
$12.4B
| $3.38M | ﹤0.01% |
75,631
+5,659
| +8% | +$268K |
|
4447
CTS Corp
CTS
$1.76B
| $3.37M | ﹤0.01% |
70,590
-26,961
| -28% | -$1.35M |
|
4448
CALL
eBay
EBAY
$51.2B
| $3.37M | ﹤0.01% |
37,000
+29,500
| +393% | +$2.65M |
|
4449
iShares USD Green Bond ETF
BGRN
$497M
| $3.37M | ﹤0.01% |
70,938
-3,271
| -4% | -$157K |
|
4450
Ecopetrol
EC
$33.7B
| $3.37M | ﹤0.01% |
224,583
-244,547
| -52% | -$3.1M |
|
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.