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 | |
|---|---|---|---|---|---|---|
4926
Fidelity Enhanced Large Cap Core ETF
FELC
$7.92B
| $2.06M | ﹤0.01% |
56,830
+42,905
| +308% | +$1.63M |
|
4927
CALL
Williams-Sonoma
WSM
$27.5B
| $2.06M | ﹤0.01% |
+11,300
| New | +$2.26M |
|
|
4928
PUT
Williams-Sonoma
WSM
$27.5B
| $2.06M | ﹤0.01% |
+11,300
| New | +$2.26M |
|
4929
Frontier Group Holdings
ULCC
$1.61B
| $2.06M | ﹤0.01% |
583,276
+242,688
| +71% | +$1.11M |
|
4930
Skyward Specialty Insurance
SKWD
$2.43B
| $2.06M | ﹤0.01% |
47,111
-187,255
| -80% | -$8.51M |
|
4931
Arteris
AIP
$1.35B
| $2.06M | ﹤0.01% |
125,033
+54,817
| +78% | +$869K |
|
4932
CALL
ArcelorMittal
MT
$52.3B
| $2.05M | ﹤0.01% |
+39,500
| New | +$2.19M |
|
|
4933
PUT
ArcelorMittal
MT
$52.3B
| $2.05M | ﹤0.01% |
+39,500
| New | +$2.19M |
|
|
AUNA
4934
Auna
AUNA
$384M
| $2.05M | ﹤0.01% |
372,222
+277,704
| +294% | +$1.42M |
|
4935
United States Natural Gas Fund
UNG
$454M
| $2.05M | ﹤0.01% |
174,671
+77,269
| +79% | +$954K |
|
|
GRID
4936
CALL
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.3B
| $2.04M | ﹤0.01% |
+12,500
| New | +$2.08M |
|
4937
PUT
Cloudflare
NET
$101B
| $2.04M | ﹤0.01% |
9,900
-256,800
| -96% | -$49M |
|
4938
Palisade Bio
PALI
$341M
| $2.04M | ﹤0.01% |
1,166,951
+919,197
| +371% | +$1.67M |
|
4939
Sprott Physical Gold
PHYS
$14.8B
| $2.04M | ﹤0.01% |
57,600
-12,729
| -18% | -$471K |
|
4940
Janus International
JBI
$694M
| $2.04M | ﹤0.01% |
396,264
+21,522
| +6% | +$139K |
|
|
MESO
4941
Mesoblast
MESO
$1.89B
| $2.04M | ﹤0.01% |
132,573
+60,013
| +83% | +$999K |
|
|
GDXY
4942
YieldMax Gold Miners Option Income Strategy ETF
GDXY
$204M
| $2.04M | ﹤0.01% |
+145,674
| New | +$2.37M |
|
4943
Pharvaris
PHVS
$2.37B
| $2.03M | ﹤0.01% |
71,941
-65,793
| -48% | -$1.76M |
|
4944
Alpha Tau Medical
DRTS
$1.07B
| $2.03M | ﹤0.01% |
286,688
+265,988
| +1,285% | +$1.88M |
|
4945
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$339M
| $2.02M | ﹤0.01% |
36,911
+1,274
| +4% | +$71.5K |
|
|
PSTL
4946
Postal Realty Trust
PSTL
$694M
| $2.02M | ﹤0.01% |
108,758
+13,721
| +14% | +$254K |
|
|
MRLN
4947
Merlin Inc
MRLN
$359M
| $2.01M | ﹤0.01% |
273,086
+260,843
| +2,131% | +$2.68M |
|
4948
Viemed Healthcare
VMD
$451M
| $2.01M | ﹤0.01% |
217,808
+131,609
| +153% | +$1.1M |
|
|
AAAC
4949
Columbia AAA CLO ETF
AAAC
$104M
| $2.01M | ﹤0.01% |
100,100
+100
| +0.1% | +$2.01K |
|
|
CHY
4950
Calamos Convertible and High Income Fund
CHY
$999M
| $2M | ﹤0.01% |
183,824
+42,223
| +30% | +$493K |
|
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.