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 | |
|---|---|---|---|---|---|---|
|
IRS
4826
IRSA Inversiones y Representaciones
IRS
$1.31B
| $2.61M | ﹤0.01% |
169,165
+132,294
| +359% | +$2.02M |
|
4827
PUT
Alaska Air
ALK
$4.52B
| $2.61M | ﹤0.01% |
+50,000
| New | +$2.14M |
|
4828
MBIA
MBI
$224M
| $2.61M | ﹤0.01% |
400,226
-266,347
| -40% | -$1.6M |
|
4829
CF Bankshares
CFBK
$224M
| $2.61M | ﹤0.01% |
79,583
+75,627
| +1,912% | +$2.2M |
|
4830
iShares Mortgage Real Estate ETF
REM
$485M
| $2.61M | ﹤0.01% |
118,142
-240
| -0.2% | -$5.31K |
|
|
RMM
4831
RiverNorth Managed Duration Municipal Income Fund
RMM
$265M
| $2.6M | ﹤0.01% |
176,179
+7,639
| +5% | +$110K |
|
4832
CALL
NIO
NIO
$9.17B
| $2.6M | ﹤0.01% |
514,465
-2,299,368
| -82% | -$13.4M |
|
4833
CALL
Ondas Inc
ONDS
$4.3B
| $2.6M | ﹤0.01% |
315,724
+282,164
| +841% | +$2.78M |
|
4834
Invesco DB US Dollar Index Bullish Fund
UUP
$324M
| $2.6M | ﹤0.01% |
91,568
+25,741
| +39% | +$714K |
|
|
P
4835
CALL
Everpure Inc
P
$34.7B
| $2.6M | ﹤0.01% |
+33,000
| New | +$2.42M |
|
4836
Invesco CurrencyShares Swiss Franc Trust
FXF
$386M
| $2.6M | ﹤0.01% |
23,838
-2,241
| -9% | -$250K |
|
|
SMCIP
4837
Super Micro Computer Depositary Shares 7% Series A Preferred Stock
SMCIP
$4.95B
| $2.6M | ﹤0.01% |
+50,000
| New | +$2.69M |
|
4838
American Century Focused Large Cap Value ETF
FLV
$371M
| $2.59M | ﹤0.01% |
31,844
+527
| +2% | +$42K |
|
|
YSWY
4839
Yesway Inc
YSWY
$667M
| $2.59M | ﹤0.01% |
+127,342
| New | +$2.96M |
|
|
OLPX
4840
DELISTED
Olaplex Holdings
OLPX
| $2.58M | ﹤0.01% |
1,260,405
-694,022
| -36% | -$1.41M |
|
4841
Rezolute
RZLT
$370M
| $2.58M | ﹤0.01% |
496,033
-1,442,021
| -74% | -$5.36M |
|
4842
Atour Lifestyle Holdings
ATAT
$4.37B
| $2.58M | ﹤0.01% |
80,976
-1,153,206
| -93% | -$41.3M |
|
4843
Amalgamated Financial
AMAL
$1.42B
| $2.57M | ﹤0.01% |
56,077
+18,066
| +48% | +$762K |
|
|
SNWV
4844
SANUWAVE Health Inc
SNWV
$39.1M
| $2.57M | ﹤0.01% |
256,791
+46,528
| +22% | +$721K |
|
|
NXDR
4845
Nextdoor Holdings
NXDR
$963M
| $2.57M | ﹤0.01% |
1,130,423
+23,078
| +2% | +$43.1K |
|
4846
YieldMax COIN Option Income Strategy ETF
CONY
$370M
| $2.56M | ﹤0.01% |
135,626
-29
| -0% | -$717 |
|
4847
CALL
Suzano
SUZ
$11.4B
| $2.56M | ﹤0.01% |
330,000
-1,187,000
| -78% | -$10.3M |
|
4848
iShares MSCI South Africa ETF
EZA
$562M
| $2.56M | ﹤0.01% |
40,478
-28,099
| -41% | -$1.92M |
|
|
SEM
4849
DELISTED
Select Medical
SEM
| $2.56M | ﹤0.01% |
154,804
-102,636
| -40% | -$1.69M |
|
4850
Forum Energy Technologies
FET
$942M
| $2.56M | ﹤0.01% |
50,879
+20,356
| +67% | +$1.14M |
|
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.