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 | |
|---|---|---|---|---|---|---|
4851
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$403M
| $2.55M | ﹤0.01% |
31,900
-1,601
| -5% | -$124K |
|
4852
Palladyne AI
PDYN
$280M
| $2.55M | ﹤0.01% |
419,191
+28,497
| +7% | +$189K |
|
4853
CALL
ACM Research
ACMR
$4.77B
| $2.54M | ﹤0.01% |
+20,000
| New | +$1.41M |
|
4854
Nuveen ESG US Aggregate Bond ETF
NUBD
$485M
| $2.54M | ﹤0.01% |
114,583
-8,160
| -7% | -$181K |
|
|
ETX
4855
Eaton Vance Municipal Income 2028 Term Trust
ETX
$190M
| $2.53M | ﹤0.01% |
135,161
-6,540
| -5% | -$123K |
|
4856
Oculis Holding
OCS
$563M
| $2.53M | ﹤0.01% |
182,415
+119,669
| +191% | +$2.72M |
|
|
GOLD
4857
Gold.com Inc
GOLD
$1.33B
| $2.53M | ﹤0.01% |
60,803
-25,951
| -30% | -$1.12M |
|
4858
CALL
AB InBev
BUD
$153B
| $2.53M | ﹤0.01% |
30,700
-91,000
| -75% | -$7.16M |
|
4859
Costamare
CMRE
$1.87B
| $2.53M | ﹤0.01% |
180,345
-173,978
| -49% | -$2.85M |
|
|
MAZE
4860
Maze Therapeutics
MAZE
$1.25B
| $2.53M | ﹤0.01% |
84,679
-9,219
| -10% | -$242K |
|
4861
VanEck Short High Yield Muni ETF
SHYD
$456M
| $2.53M | ﹤0.01% |
110,316
-59,657
| -35% | -$1.36M |
|
4862
VanEck Long Muni ETF
MLN
$658M
| $2.52M | ﹤0.01% |
142,010
-18,665
| -12% | -$328K |
|
4863
Monopar Therapeutics
MNPR
$648M
| $2.52M | ﹤0.01% |
27,259
-12,177
| -31% | -$754K |
|
4864
Strive 1000 Growth ETF
STXG
$151M
| $2.52M | ﹤0.01% |
45,656
+1,229
| +3% | +$65.6K |
|
|
BIOA
4865
BioAge Labs
BIOA
$370M
| $2.52M | ﹤0.01% |
102,926
+33,444
| +48% | +$604K |
|
4866
CALL
Phillips 66
PSX
$109B
| $2.52M | ﹤0.01% |
14,900
-60,100
| -80% | -$10.3M |
|
4867
CALL
Fiverr
FVRR
$306M
| $2.52M | ﹤0.01% |
243,750
+125,000
| +105% | +$1.33M |
|
4868
Arteris
AIP
$1.1B
| $2.52M | ﹤0.01% |
51,769
-73,264
| -59% | -$2.34M |
|
4869
EVgo
EVGO
$215M
| $2.52M | ﹤0.01% |
1,316,855
+529,813
| +67% | +$1.07M |
|
4870
United States Lime & Minerals
USLM
$3.26B
| $2.51M | ﹤0.01% |
23,976
-1,306
| -5% | -$152K |
|
4871
Global X Internet of Things ETF
SNSR
$209M
| $2.5M | ﹤0.01% |
50,094
+1,845
| +4% | +$86K |
|
4872
PUT
Take-Two Interactive
TTWO
$38.4B
| $2.5M | ﹤0.01% |
10,000
-443,600
| -98% | -$97.9M |
|
4873
Hyster-Yale Materials Handling
HY
$601M
| $2.5M | ﹤0.01% |
71,268
+32,469
| +84% | +$1.18M |
|
4874
CALL
Onto Innovation
ONTO
$12.9B
| $2.5M | ﹤0.01% |
+6,600
| New | +$1.87M |
|
4875
CALL
Sharplink Inc
SBET
$2.03B
| $2.5M | ﹤0.01% |
520,200
+400,000
| +333% | +$2.56M |
|
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.