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 | |
|---|---|---|---|---|---|---|---|
4476
National Healthcare
NHC
$3.57B
| $3.29M | ﹤0.01% |
20,610
+13,157
| +177% | +$2.02M |
2014 Q4
45 quarters
|
|
4477
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.04B
| $3.28M | ﹤0.01% |
26,373
-3,400
| -11% | -$434K |
2014 Q4
45 quarters
|
|
4478
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.95B
| $3.28M | ﹤0.01% |
49,119
+1,994
| +4% | +$136K |
2022 Q2
15 quarters
|
|
4479
Hartford Multifactor US Equity ETF
ROUS
$753M
| $3.28M | ﹤0.01% |
55,507
-5,749
| -9% | -$345K |
2016 Q3
38 quarters
|
|
4480
Ironwood Pharmaceuticals
IRWD
$601M
| $3.28M | ﹤0.01% |
933,225
+422,682
| +83% | +$1.73M |
2014 Q4
45 quarters
|
|
|
PRMB
4481
CALL
Primo Brands
PRMB
$7.06B
| $3.27M | ﹤0.01% |
173,900
+158,900
| +1,059% | +$3.07M |
2025 Q4
1 quarter
|
|
|
BOBS
4482
Bobs Discount Furniture
BOBS
$1.85B
| $3.27M | ﹤0.01% |
+278,482
| New | +$4.75M |
2026 Q1
0 quarters
|
|
|
IREX
4483
Tradr 2X Long IREN Daily ETF
IREX
$60.7M
| $3.27M | ﹤0.01% |
188,636
+187,629
| +18,632% | +$7.02M |
2025 Q4
1 quarter
|
|
4484
Willdan Group
WLDN
$1.12B
| $3.27M | ﹤0.01% |
42,701
-595
| -1% | -$62.9K |
2022 Q1
16 quarters
|
|
4485
GeneDx Holdings
WGS
$2.18B
| $3.26M | ﹤0.01% |
50,825
-38,365
| -43% | -$3.5M |
2024 Q1
8 quarters
|
|
4486
Emergent Biosolutions
EBS
$325M
| $3.26M | ﹤0.01% |
393,224
+45,419
| +13% | +$470K |
2014 Q4
45 quarters
|
|
4487
Savara
SVRA
$988M
| $3.26M | ﹤0.01% |
596,715
+393,832
| +194% | +$2.19M |
2016 Q2
39 quarters
|
|
4488
Citizens
CIA
$179M
| $3.25M | ﹤0.01% |
646,373
-121,814
| -16% | -$647K |
2014 Q4
45 quarters
|
|
|
EOT
4489
Eaton Vance National Municipal Opportunities Trust
EOT
$243M
| $3.24M | ﹤0.01% |
189,308
+4,191
| +2% | +$73K |
2014 Q4
45 quarters
|
|
4490
PUT
Chewy
CHWY
$7.3B
| $3.24M | ﹤0.01% |
119,900
+106,300
| +782% | +$2.96M |
2025 Q4
1 quarter
|
|
4491
Inhibrx
INBX
$1.43B
| $3.24M | ﹤0.01% |
48,137
-25,562
| -35% | -$1.9M |
2024 Q2
7 quarters
|
|
4492
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.16B
| $3.24M | ﹤0.01% |
18,167
+1,546
| +9% | +$282K |
2016 Q3
38 quarters
|
|
4493
Xtrackers Russell US Multifactor ETF
DEUS
$288M
| $3.23M | ﹤0.01% |
53,959
-4,497
| -8% | -$274K |
2017 Q1
36 quarters
|
|
4494
Global X Blockchain ETF
BKCH
$287M
| $3.23M | ﹤0.01% |
57,860
+51,554
| +818% | +$3.48M |
2024 Q3
6 quarters
|
|
4495
VTEX
VTEX
$603M
| $3.23M | ﹤0.01% |
807,634
+338,294
| +72% | +$1.18M |
2023 Q4
9 quarters
|
|
4496
PUT
Regions Financial
RF
$23.1B
| $3.23M | ﹤0.01% |
123,600
-18,700
| -13% | -$522K |
2022 Q4
13 quarters
|
|
4497
CALL
American Tower
AMT
$75.6B
| $3.23M | ﹤0.01% |
18,700
-4,000
| -18% | -$720K |
2021 Q3
18 quarters
|
|
4498
Cohen & Steers Closed End Opportunity Fund
FOF
$348M
| $3.23M | ﹤0.01% |
251,425
+1,853
| +0.7% | +$25.6K |
2014 Q4
45 quarters
|
|
|
NFJ
4499
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.4B
| $3.22M | ﹤0.01% |
255,427
-57,822
| -18% | -$764K |
2014 Q4
45 quarters
|
|
|
KEEL
4500
Keel Infrastructure Corp
KEEL
$2.24B
| $3.22M | ﹤0.01% |
1,651,022
-31,417
| -2% | -$73.8K |
2021 Q3
18 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.