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 | |
|---|---|---|---|---|---|---|
4551
CALL
D.R. Horton
DHI
$41.2B
| $3.09M | ﹤0.01% |
22,500
+1,004
| +5% | +$152K |
|
4552
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$700M
| $3.09M | ﹤0.01% |
66,856
-6,166
| -8% | -$314K |
|
4553
One Stop Systems
OSS
$269M
| $3.08M | ﹤0.01% |
407,014
+400,002
| +5,705% | +$3.73M |
|
4554
CALL
iShares Bitcoin Trust
IBIT
$47.2B
| $3.07M | ﹤0.01% |
+80,000
| New | +$3.46M |
|
4555
Bank First Corp
BFC
$1.68B
| $3.07M | ﹤0.01% |
22,731
-15,702
| -41% | -$2.14M |
|
|
NIE
4556
Virtus Equity & Convertible Income Fund
NIE
$706M
| $3.07M | ﹤0.01% |
131,271
-8,390
| -6% | -$209K |
|
4557
ProShares Ultra QQQ
QLD
$11.7B
| $3.06M | ﹤0.01% |
50,206
+1,896
| +4% | +$129K |
|
4558
Nano X Imaging
NNOX
$61.1M
| $3.06M | ﹤0.01% |
1,348,824
-181,280
| -12% | -$477K |
|
4559
Mission Produce
AVO
$1.14B
| $3.06M | ﹤0.01% |
222,168
-25,658
| -10% | -$342K |
|
4560
Janux Therapeutics
JANX
$912M
| $3.06M | ﹤0.01% |
219,806
-370,254
| -63% | -$5.08M |
|
4561
Strive Emerging Markets ex-China ETF
STXE
$127M
| $3.04M | ﹤0.01% |
77,910
+1,507
| +2% | +$60.6K |
|
4562
Dream Finders Homes
DFH
$1.41B
| $3.04M | ﹤0.01% |
218,641
+30,881
| +16% | +$549K |
|
4563
Ardmore Shipping
ASC
$683M
| $3.04M | ﹤0.01% |
199,225
+127,644
| +178% | +$1.75M |
|
4564
Cars.com
CARS
$722M
| $3.03M | ﹤0.01% |
372,575
+83,113
| +29% | +$849K |
|
|
ATYR
4565
aTyr Pharma
ATYR
$47.4M
| $3.02M | ﹤0.01% |
3,867,213
+2,241,916
| +138% | +$1.89M |
|
|
RAAQ
4566
DELISTED
Real Asset Acquisition Corp
RAAQ
| $3.01M | ﹤0.01% |
286,641
-180,850
| -39% | -$1.89M |
|
|
CTNM
4567
Contineum Therapeutics
CTNM
$538M
| $3.01M | ﹤0.01% |
230,409
+31,020
| +16% | +$416K |
|
4568
State Street SPDR S&P Global Infrastructure ETF
GII
$922M
| $3.01M | ﹤0.01% |
39,578
-1,611
| -4% | -$120K |
|
4569
Hillman Solutions
HLMN
$1.57B
| $3.01M | ﹤0.01% |
361,508
-2,309,846
| -86% | -$20.9M |
|
|
FTMU
4570
Franklin Municipal Income ETF
FTMU
$496M
| $3.01M | ﹤0.01% |
385,868
+1,436
| +0.4% | +$11.3K |
|
4571
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.33B
| $3M | ﹤0.01% |
46,877
+6,456
| +16% | +$421K |
|
4572
Senseonics Holdings Inc
SENS
$254M
| $2.99M | ﹤0.01% |
448,229
+235,280
| +110% | +$1.66M |
|
4573
Corporacion America
CAAP
$4.17B
| $2.98M | ﹤0.01% |
117,660
+19,624
| +20% | +$533K |
|
4574
CALL
Kratos Defense & Security Solutions
KTOS
$8.23B
| $2.97M | ﹤0.01% |
+42,168
| New | +$4.04M |
|
4575
Helios Technologies
HLIO
$2.47B
| $2.97M | ﹤0.01% |
45,857
-30,334
| -40% | -$2.03M |
|
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.