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 | |
|---|---|---|---|---|---|---|
4901
Malibu Boats
MBUU
$550M
| $2.11M | ﹤0.01% |
81,346
-13,163
| -14% | -$393K |
|
4902
Rekor Systems
REKR
$84.6M
| $2.1M | ﹤0.01% |
2,562,027
+1,065,575
| +71% | +$1.14M |
|
|
AIFC
4903
AI Financial Corp
AIFC
$52.1M
| $2.1M | ﹤0.01% |
1,891,618
-12,949
| -0.7% | -$21.1K |
|
4904
Contango Silver & Gold Inc
CTGO
$543M
| $2.1M | ﹤0.01% |
111,897
+53,707
| +92% | +$1.42M |
|
4905
Healthcare Services Group
HCSG
$1.58B
| $2.09M | ﹤0.01% |
112,901
-97,588
| -46% | -$1.93M |
|
|
NKLR
4906
Terra Innovatum Global N.V.
NKLR
$578M
| $2.09M | ﹤0.01% |
451,220
-198,644
| -31% | -$973K |
|
4907
Mayville Engineering Co
MEC
$660M
| $2.09M | ﹤0.01% |
116,571
-29,981
| -20% | -$577K |
|
|
NAK
4908
Northern Dynasty Minerals
NAK
$779M
| $2.09M | ﹤0.01% |
1,493,854
+593,655
| +66% | +$1.03M |
|
|
AIOT
4909
PowerFleet Inc
AIOT
$525M
| $2.09M | ﹤0.01% |
678,783
+93,009
| +16% | +$390K |
|
4910
CALL
Regions Financial
RF
$26.3B
| $2.09M | ﹤0.01% |
80,000
-24,400
| -23% | -$681K |
|
4911
DoubleLine Mortgage ETF
DMBS
$701M
| $2.09M | ﹤0.01% |
42,307
-15,197
| -26% | -$757K |
|
4912
First Trust California Municipal High income ETF
FCAL
$219M
| $2.09M | ﹤0.01% |
42,649
-603
| -1% | -$29.9K |
|
|
PEW
4913
GrabAGun Digital Holdings
PEW
$73.8M
| $2.08M | ﹤0.01% |
692,387
+211,397
| +44% | +$640K |
|
4914
Strive 1000 Growth ETF
STXG
$146M
| $2.08M | ﹤0.01% |
44,427
-8,458
| -16% | -$420K |
|
|
UPB
4915
Upstream Bio Inc
UPB
$358M
| $2.08M | ﹤0.01% |
231,254
-1,574,989
| -87% | -$28.3M |
|
4916
Citi Trends
CTRN
$565M
| $2.08M | ﹤0.01% |
47,951
-43,071
| -47% | -$1.96M |
|
|
AOD
4917
abrdn Total Dynamic Dividend Fund
AOD
$1.1B
| $2.08M | ﹤0.01% |
225,534
-4,919
| -2% | -$49K |
|
4918
PUT
Eaton
ETN
$150B
| $2.07M | ﹤0.01% |
5,800
+1,900
| +49% | +$676K |
|
4919
PUT
Cameco
CCJ
$38.4B
| $2.07M | ﹤0.01% |
19,100
-70,900
| -79% | -$8.11M |
|
4920
PUT
GE HealthCare
GEHC
$31.6B
| $2.07M | ﹤0.01% |
29,100
-900
| -3% | -$71K |
|
4921
The Honest Company
HNST
$409M
| $2.07M | ﹤0.01% |
704,081
-310,858
| -31% | -$800K |
|
|
ELVR
4922
Elevra Lithium Ltd
ELVR
$1.03B
| $2.07M | ﹤0.01% |
35,138
-1,137
| -3% | -$62K |
|
4923
Strategic Trust Running Oak Efficient Growth ETF
RUNN
$396M
| $2.07M | ﹤0.01% |
64,185
-19,495
| -23% | -$660K |
|
4924
Natural Gas Services Group
NGS
$462M
| $2.07M | ﹤0.01% |
54,761
+33,027
| +152% | +$1.21M |
|
4925
Direxion Daily Energy Bull 2X ETF
ERX
$233M
| $2.06M | ﹤0.01% |
20,012
+19,114
| +2,129% | +$1.53M |
|
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.