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 | |
|---|---|---|---|---|---|---|
4751
CALL
Suncor Energy
SU
$78.8B
| $2.48M | ﹤0.01% |
37,500
-224,000
| -86% | -$12.4M |
|
|
4752
PUT
Suncor Energy
SU
$78.8B
| $2.48M | ﹤0.01% |
37,500
-306,700
| -89% | -$17M |
|
|
ACP
4753
abrdn Income Credit Strategies Fund
ACP
$636M
| $2.48M | ﹤0.01% |
485,971
-19,460
| -4% | -$107K |
|
4754
PUT
Murphy Oil
MUR
$5.48B
| $2.48M | ﹤0.01% |
60,000
| – | – |
|
4755
State Street SPDR Global Dow ETF
DGT
$614M
| $2.47M | ﹤0.01% |
14,581
+935
| +7% | +$162K |
|
|
FAC
4756
Factorial Energy Inc
FAC
$568M
| $2.47M | ﹤0.01% |
240,940
+25,099
| +12% | +$258K |
|
4757
Turkcell
TKC
$4.72B
| $2.47M | ﹤0.01% |
409,192
-336,697
| -45% | -$2.14M |
|
4758
Oric Pharmaceuticals
ORIC
$1.2B
| $2.47M | ﹤0.01% |
194,689
-540,169
| -74% | -$6.13M |
|
4759
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.63B
| $2.47M | ﹤0.01% |
26,438
+3,750
| +17% | +$376K |
|
4760
Savers
SVV
$1.59B
| $2.46M | ﹤0.01% |
330,489
+32,741
| +11% | +$313K |
|
4761
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.14B
| $2.46M | ﹤0.01% |
48,706
-5,391
| -10% | -$273K |
|
|
CGIC
4762
Capital Group International Core Equity ETF
CGIC
$2.22B
| $2.45M | ﹤0.01% |
+74,141
| New | +$2.54M |
|
4763
SEALSQ Corp
LAES
$526M
| $2.45M | ﹤0.01% |
933,391
-2,289,825
| -71% | -$8.94M |
|
4764
Neuberger Option Strategy ETF
NBOS
$467M
| $2.45M | ﹤0.01% |
91,437
+11,930
| +15% | +$326K |
|
|
XIFR
4765
XPLR Infrastructure LP
XIFR
$1.12B
| $2.44M | ﹤0.01% |
230,180
-137,849
| -37% | -$1.42M |
|
4766
Personalis
PSNL
$1.31B
| $2.44M | ﹤0.01% |
383,503
+76,935
| +25% | +$649K |
|
4767
First Trust NASDAQ ABA Community Bank Index Fund
QABA
$93.1M
| $2.44M | ﹤0.01% |
41,889
-2,258
| -5% | -$134K |
|
4768
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$323M
| $2.44M | ﹤0.01% |
19,059
-2,359
| -11% | -$314K |
|
|
ALX
4769
Alexander's
ALX
$1.36B
| $2.43M | ﹤0.01% |
10,300
-20,484
| -67% | -$4.88M |
|
4770
PUT
Equity Residential
EQR
$25.2B
| $2.43M | ﹤0.01% |
41,100
+11,100
| +37% | +$685K |
|
4771
CALL
Tractor Supply
TSCO
$15.8B
| $2.43M | ﹤0.01% |
53,600
-85,300
| -61% | -$4.35M |
|
|
4772
PUT
Tractor Supply
TSCO
$15.8B
| $2.43M | ﹤0.01% |
53,600
-85,300
| -61% | -$4.35M |
|
4773
Adams Diversified Equity Fund
ADX
$3.09B
| $2.43M | ﹤0.01% |
110,812
+38,523
| +53% | +$884K |
|
4774
PUT
e.l.f. Beauty
ELF
$4.85B
| $2.42M | ﹤0.01% |
+40,000
| New | +$3.25M |
|
4775
PUT
VanEck Pharmaceutical ETF
PPH
$970M
| $2.42M | ﹤0.01% |
+23,300
| New | +$2.48M |
|
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.