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 | |
|---|---|---|---|---|---|---|---|
4776
Climb Global Solutions
CLMB
$612M
| $2.42M | ﹤0.01% |
122,034
+30,222
| +33% | +$783K |
2014 Q4
45 quarters
|
|
4777
iShares MSCI India Small-Cap ETF
SMIN
$735M
| $2.42M | ﹤0.01% |
40,330
-21,842
| -35% | -$1.43M |
2016 Q2
39 quarters
|
|
4778
ALPS Medical Breakthroughs ETF
SBIO
$204M
| $2.42M | ﹤0.01% |
46,189
+11,995
| +35% | +$610K |
2015 Q1
44 quarters
|
|
4779
Fulcrum Therapeutics
FULC
$282M
| $2.42M | ﹤0.01% |
315,185
+212,218
| +206% | +$1.97M |
2022 Q4
13 quarters
|
|
4780
CALL
Duolingo
DUOL
$6.75B
| $2.42M | ﹤0.01% |
24,506
+10,502
| +75% | +$1.3M |
2025 Q3
2 quarters
|
|
4781
CALL
PNC Financial Services
PNC
$88.2B
| $2.41M | ﹤0.01% |
11,600
-36,000
| -76% | -$7.84M |
2021 Q1
20 quarters
|
|
4782
State Street SPDR Dow Jones International Real Estate ETF
RWX
$240M
| $2.4M | ﹤0.01% |
90,342
+331
| +0.4% | +$9.51K |
2014 Q4
45 quarters
|
|
4783
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$283M
| $2.4M | ﹤0.01% |
38,917
+7,529
| +24% | +$483K |
2020 Q3
22 quarters
|
|
4784
American Century Focused Large Cap Value ETF
FLV
$368M
| $2.4M | ﹤0.01% |
31,317
+19,127
| +157% | +$1.51M |
2021 Q4
17 quarters
|
|
4785
A2Z Smart Technologies
AZ
$273M
| $2.4M | ﹤0.01% |
359,839
+344,485
| +2,244% | +$2.2M |
2025 Q3
2 quarters
|
|
4786
iShares Global Materials ETF
MXI
$431M
| $2.39M | ﹤0.01% |
22,545
-3,294
| -13% | -$353K |
2014 Q4
45 quarters
|
|
4787
N-able
NABL
$799M
| $2.39M | ﹤0.01% |
512,701
+99,209
| +24% | +$554K |
2021 Q3
18 quarters
|
|
|
ANDG
4788
Andersen Group
ANDG
$1.06B
| $2.39M | ﹤0.01% |
87,992
+83,267
| +1,762% | +$1.94M |
2025 Q4
1 quarter
|
|
|
SW
4789
PUT
Smurfit Westrock
SW
$22.3B
| $2.39M | ﹤0.01% |
+60,000
| New | +$2.59M |
2026 Q1
0 quarters
|
|
4790
PUT
The Mosaic Company
MOS
$6.7B
| $2.39M | ﹤0.01% |
93,600
-219,900
| -70% | -$6.03M |
2024 Q2
7 quarters
|
|
4791
PUT
Caesars Entertainment
CZR
$6.04B
| $2.38M | ﹤0.01% |
90,000
-100,000
| -53% | -$2.38M |
2025 Q1
4 quarters
|
|
4792
AMERISAFE
AMSF
$437M
| $2.37M | ﹤0.01% |
71,257
+47,973
| +206% | +$1.73M |
2015 Q1
44 quarters
|
|
4793
Global X SuperDividend ETF
SDIV
$1.15B
| $2.37M | ﹤0.01% |
93,979
+46,847
| +99% | +$1.19M |
2014 Q4
45 quarters
|
|
4794
NWPX Infrastructure Inc
NWPX
$1.02B
| $2.37M | ﹤0.01% |
30,459
+5,105
| +20% | +$368K |
2022 Q4
13 quarters
|
|
4795
Palladyne AI
PDYN
$263M
| $2.37M | ﹤0.01% |
390,694
+118,752
| +44% | +$804K |
2022 Q3
14 quarters
|
|
4796
CALL
Rollins
ROL
$14.5B
| $2.37M | ﹤0.01% |
+44,400
| New | +$2.64M |
2026 Q1
0 quarters
|
|
4797
ProShares Short Russell2000
RWM
$155M
| $2.37M | ﹤0.01% |
146,194
-33,114
| -18% | -$519K |
2014 Q4
45 quarters
|
|
|
WTPI
4798
WisdomTree Equity Premium Income Fund
WTPI
$543M
| $2.37M | ﹤0.01% |
74,301
+8,233
| +12% | +$273K |
2019 Q4
25 quarters
|
|
4799
Runway Growth Finance
RWAY
$275M
| $2.36M | ﹤0.01% |
343,230
-295,273
| -46% | -$2.45M |
2021 Q4
17 quarters
|
|
4800
Tyra Biosciences
TYRA
$1.4B
| $2.36M | ﹤0.01% |
61,561
+2,705
| +5% | +$87.6K |
2022 Q3
14 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.