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 |
Microsoft
MSFT
|
+$1.15B |
| 2 |
HONA
Honeywell Aerospace
HONA
|
+$611M |
| 3 |
SPCX
SpaceX
SPCX
|
+$567M |
| 4 |
Apple
AAPL
|
+$511M |
| 5 |
Jabil
JBL
|
+$463M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$1.49B |
| 2 |
Western Digital
WDC
|
+$1.42B |
| 3 |
Lumentum
LITE
|
+$951M |
| 4 |
Intel
INTC
|
+$785M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$749M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 41.93% |
| 2 | Technology | 18.61% |
| 3 | Financials | 7.85% |
| 4 | Industrials | 6.94% |
| 5 | Healthcare | 5.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
4576
PUT
Domino's
DPZ
$9.73B
| $3.29M | ﹤0.01% |
11,100
-4,500
| -29% | -$1.48M |
|
4577
Alarm.com
ALRM
$2.65B
| $3.29M | ﹤0.01% |
70,331
-63,255
| -47% | -$2.84M |
|
4578
CALL
Clorox
CLX
$10B
| $3.28M | ﹤0.01% |
+34,400
| New | +$3.3M |
|
4579
CALL
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.2B
| $3.27M | ﹤0.01% |
30,000
-2,500,000
| -99% | -$272M |
|
4580
First Merchants
FRME
$2.57B
| $3.27M | ﹤0.01% |
74,836
-57,015
| -43% | -$2.32M |
|
4581
PUT
Phillips 66
PSX
$109B
| $3.26M | ﹤0.01% |
19,300
-58,700
| -75% | -$10.1M |
|
4582
Kyverna Therapeutics
KYTX
$441M
| $3.26M | ﹤0.01% |
365,574
-84,176
| -19% | -$747K |
|
|
PSTL
4583
Postal Realty Trust
PSTL
$715M
| $3.26M | ﹤0.01% |
132,191
+23,433
| +22% | +$523K |
|
4584
Aurinia Pharmaceuticals
AUPH
$2.25B
| $3.25M | ﹤0.01% |
191,600
-194,256
| -50% | -$3.1M |
|
4585
BlackRock Multi-Sector Income Trust
BIT
$664M
| $3.25M | ﹤0.01% |
259,561
-41,735
| -14% | -$525K |
|
4586
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1.2B
| $3.25M | ﹤0.01% |
27,759
-557
| -2% | -$94.7K |
|
4587
PagerDuty
PD
$1.1B
| $3.25M | ﹤0.01% |
336,425
+158,522
| +89% | +$1.2M |
|
|
OPRA
4588
Opera Ltd
OPRA
$1.61B
| $3.24M | ﹤0.01% |
163,574
-128,323
| -44% | -$2.27M |
|
4589
CALL
Stryker
SYK
$106B
| $3.24M | ﹤0.01% |
10,300
-7,400
| -42% | -$2.33M |
|
|
XMAX
4590
XMAX Inc
XMAX
$561M
| $3.24M | ﹤0.01% |
356,626
-110,487
| -24% | -$887K |
|
|
BGSI
4591
Boyd Group Services
BGSI
$2.27B
| $3.24M | ﹤0.01% |
34,260
+6,071
| +22% | +$667K |
|
4592
PUT
3M
MMM
$85.6B
| $3.24M | ﹤0.01% |
20,000
-114,000
| -85% | -$17.3M |
|
4593
CALL
Fomento Económico Mexicano
FMX
$40.4B
| $3.23M | ﹤0.01% |
25,286
+249
| +1% | +$30K |
|
4594
RPC Inc
RES
$1.3B
| $3.23M | ﹤0.01% |
553,499
-339,447
| -38% | -$2.37M |
|
|
AKTS
4595
Aktis Oncology
AKTS
$1.22B
| $3.22M | ﹤0.01% |
99,960
-253,303
| -72% | -$5.2M |
|
4596
VanEck Biotech ETF
BBH
$470M
| $3.21M | ﹤0.01% |
15,809
-784
| -5% | -$147K |
|
4597
Myers Industries
MYE
$1.17B
| $3.21M | ﹤0.01% |
90,825
+19,634
| +28% | +$462K |
|
4598
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$112M
| $3.2M | ﹤0.01% |
77,961
-2,844
| -4% | -$111K |
|
4599
Northeast Bank
NBN
$1.15B
| $3.2M | ﹤0.01% |
24,138
-23,646
| -49% | -$2.92M |
|
4600
CALL
Alamos Gold
AGI
$15B
| $3.2M | ﹤0.01% |
+105,376
| New | +$4.27M |
|
Similar funds
UBS Group's Q2 2026 Portfolio in Review
As of Q2 2026, UBS Group held 11,684 positions worth $786B, up 18% from $666B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
UBS Group's Q2 2026 filing shows 1,279 new, 4,220 increased, 4,368 reduced and 1,272 closed positions. Its largest new stake was Honeywell Aerospace: 2,768,136 shares worth $612M. The largest sale was ExxonMobil, an estimated $1.49B.
By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, up from 39% a quarter earlier, followed by Technology and Financials.
- UBS Group's largest Q2 2026 buy was Honeywell Aerospace: 2,768,136 shares worth $612M.
- UBS Group added most to Microsoft in Q2 2026, an estimated $1.15B increase.
- UBS Group's biggest Q2 2026 reduction was ExxonMobil, cutting an estimated $1.49B.
- UBS Group fully exited Hologic in Q2 2026, selling an estimated $385M.
- UBS Group's ten largest holdings make up 13% of its $786B portfolio in Q2 2026.
- UBS Group opened 1,279 new positions and closed 1,272 in Q2 2026.
- UBS Group's portfolio value rose 18% quarter-over-quarter to $786B.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.