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 | |
|---|---|---|---|---|---|---|---|
4801
Lufax Holding
LU
$884M
| $2.35M | ﹤0.01% |
1,257,479
+519,446
| +70% | +$1.31M |
2020 Q4
21 quarters
|
|
4802
Titan International
TWI
$451M
| $2.35M | ﹤0.01% |
340,052
+9,158
| +3% | +$82.3K |
2014 Q4
45 quarters
|
|
4803
PUT
Crocs
CROX
$5.66B
| $2.35M | ﹤0.01% |
28,300
+14,900
| +111% | +$1.28M |
2023 Q3
10 quarters
|
|
4804
First Trust Consumer Staples AlphaDEX Fund
FXG
$204M
| $2.35M | ﹤0.01% |
36,844
-18,138
| -33% | -$1.18M |
2014 Q4
45 quarters
|
|
|
SVCO
4805
Silvaco Group
SVCO
$310M
| $2.35M | ﹤0.01% |
331,516
+12,316
| +4% | +$55.4K |
2024 Q3
6 quarters
|
|
4806
Movado Group
MOV
$751M
| $2.34M | ﹤0.01% |
95,847
+87,802
| +1,091% | +$2.08M |
2014 Q4
45 quarters
|
|
4807
CALL
IDEX
IEX
$17.2B
| $2.34M | ﹤0.01% |
12,340
| – | – |
2024 Q2
7 quarters
|
|
4808
CALL
Barclays
BCS
$79.1B
| $2.34M | ﹤0.01% |
110,440
+50,200
| +83% | +$1.22M |
2025 Q2
3 quarters
|
|
4809
Karooooo
KARO
$1.85B
| $2.33M | ﹤0.01% |
46,846
+9,367
| +25% | +$443K |
2024 Q3
6 quarters
|
|
4810
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$660M
| $2.33M | ﹤0.01% |
88,488
-10,129
| -10% | -$279K |
2014 Q4
45 quarters
|
|
4811
CALL
Fortinet
FTNT
$133B
| $2.33M | ﹤0.01% |
28,550
-197,950
| -87% | -$16M |
2023 Q3
10 quarters
|
|
4812
CALL
Domino's
DPZ
$9.85B
| $2.33M | ﹤0.01% |
6,500
-2,300
| -26% | -$908K |
2024 Q3
6 quarters
|
|
|
TRON
4813
Tron Inc
TRON
$669M
| $2.33M | ﹤0.01% |
1,027,274
+972,245
| +1,767% | +$1.53M |
2025 Q2
3 quarters
|
|
4814
SandRidge Energy
SD
$505M
| $2.33M | ﹤0.01% |
142,601
-6,095
| -4% | -$98.7K |
2016 Q4
37 quarters
|
|
4815
Caledonia Mining Corp
CMCL
$464M
| $2.32M | ﹤0.01% |
102,820
-6,477
| -6% | -$181K |
2018 Q4
29 quarters
|
|
4816
BlackRock Corporate High Yield Fund
HYT
$1.53B
| $2.32M | ﹤0.01% |
272,615
-81,338
| -23% | -$713K |
2014 Q4
45 quarters
|
|
4817
Fiverr
FVRR
$307M
| $2.32M | ﹤0.01% |
231,601
-68,480
| -23% | -$941K |
2019 Q2
27 quarters
|
|
|
UHT
4818
Universal Health Realty Income Trust
UHT
$509M
| $2.32M | ﹤0.01% |
57,269
+23,605
| +70% | +$979K |
2014 Q4
45 quarters
|
|
4819
HealthStream
HSTM
$943M
| $2.32M | ﹤0.01% |
111,820
+39,735
| +55% | +$846K |
2014 Q4
45 quarters
|
|
4820
Taysha Gene Therapies
TSHA
$1.51B
| $2.31M | ﹤0.01% |
517,698
+134,655
| +35% | +$626K |
2020 Q3
22 quarters
|
|
4821
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$526M
| $2.31M | ﹤0.01% |
42,768
+1,356
| +3% | +$73.1K |
2014 Q4
45 quarters
|
|
4822
La-Z-Boy
LZB
$1.2B
| $2.31M | ﹤0.01% |
71,781
+22,836
| +47% | +$825K |
2014 Q4
45 quarters
|
|
4823
iShares MSCI UAE ETF
UAE
$306M
| $2.3M | ﹤0.01% |
123,511
-29,136
| -19% | -$583K |
2025 Q1
4 quarters
|
|
4824
CALL
The Mosaic Company
MOS
$6.7B
| $2.3M | ﹤0.01% |
90,200
-70,900
| -44% | -$1.94M |
2024 Q2
7 quarters
|
|
4825
Caleres
CAL
$422M
| $2.3M | ﹤0.01% |
218,207
-68,390
| -24% | -$815K |
2014 Q4
45 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.