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 | |
|---|---|---|---|---|---|---|
4451
STAAR Surgical
STAA
$1.19B
| $3.36M | ﹤0.01% |
179,929
-147,923
| -45% | -$2.82M |
|
4452
Global X S&P 500 Catholic Values ETF
CATH
$1.26B
| $3.36M | ﹤0.01% |
42,980
+18,163
| +73% | +$1.48M |
|
4453
Kiniksa Pharmaceuticals
KNSA
$6.31B
| $3.36M | ﹤0.01% |
69,700
-8,216
| -11% | -$364K |
|
4454
ProShares UltraPro S&P 500
UPRO
$4.89B
| $3.34M | ﹤0.01% |
34,448
+25,408
| +281% | +$2.87M |
|
4455
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$675M
| $3.34M | ﹤0.01% |
33,064
+5,057
| +18% | +$516K |
|
|
IIF
4456
Morgan Stanley India Investment Fund
IIF
$214M
| $3.34M | ﹤0.01% |
162,290
+5,684
| +4% | +$132K |
|
4457
CALL
Mobileye
MBLY
$2.02B
| $3.33M | ﹤0.01% |
+485,200
| New | +$4.4M |
|
4458
CALL
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
| $3.33M | ﹤0.01% |
+30,000
| New | +$3.47M |
|
|
LAC
4459
Lithium Americas
LAC
$951M
| $3.33M | ﹤0.01% |
841,928
+425,473
| +102% | +$2.09M |
|
4460
Pangaea Logistics
PANL
$484M
| $3.32M | ﹤0.01% |
469,498
+352,740
| +302% | +$2.78M |
|
4461
CALL
Vanguard Information Technology ETF
VGT
$133B
| $3.32M | ﹤0.01% |
38,112
+10,064
| +36% | +$927K |
|
4462
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.48B
| $3.32M | ﹤0.01% |
244,427
+41,876
| +21% | +$628K |
|
4463
Nexa Resources
NEXA
$1.61B
| $3.32M | ﹤0.01% |
313,133
+305,971
| +4,272% | +$3.53M |
|
4464
New Fortress Energy
NFE
$92.9M
| $3.31M | ﹤0.01% |
5,617,317
+3,397,114
| +153% | +$3.97M |
|
4465
PDF Solutions
PDFS
$1.72B
| $3.31M | ﹤0.01% |
101,285
+38,204
| +61% | +$1.25M |
|
|
GRVY
4466
GRAVITY
GRVY
$428M
| $3.31M | ﹤0.01% |
53,418
+37,532
| +236% | +$2.4M |
|
4467
Fidelity MSCI Health Care Index ETF
FHLC
$3.35B
| $3.31M | ﹤0.01% |
46,999
-7,851
| -14% | -$579K |
|
|
WYFI
4468
WhiteFiber Inc
WYFI
$795M
| $3.31M | ﹤0.01% |
277,611
+79,897
| +40% | +$1.38M |
|
4469
Sigma Lithium
SGML
$1.05B
| $3.3M | ﹤0.01% |
267,702
-225,785
| -46% | -$2.89M |
|
4470
United States Lime & Minerals
USLM
$3.24B
| $3.3M | ﹤0.01% |
25,282
+2,952
| +13% | +$355K |
|
4471
iShares Currency Hedged MSCI Japan ETF
HEWJ
$713M
| $3.3M | ﹤0.01% |
58,634
+18,815
| +47% | +$1.07M |
|
4472
Gabelli Dividend & Income Trust
GDV
$2.59B
| $3.3M | ﹤0.01% |
122,492
-5,463
| -4% | -$154K |
|
|
CBL
4473
CBL Properties
CBL
$1.84B
| $3.3M | ﹤0.01% |
85,801
+24,894
| +41% | +$923K |
|
4474
Invesco S&P MidCap 400 GARP ETF
GRPM
$492M
| $3.29M | ﹤0.01% |
27,864
-2,790
| -9% | -$338K |
|
4475
ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN
MVRL
$19.8M
| $3.29M | ﹤0.01% |
241,902
+11,200
| +5% | +$167K |
|
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.