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 | |
|---|---|---|---|---|---|---|
5151
Amtech Systems
ASYS
$249M
| $1.83M | ﹤0.01% |
79,085
+6,611
| +9% | +$126K |
|
5152
Direxion Daily GOOGL Bull 2X ETF
GGLL
$1.05B
| $1.82M | ﹤0.01% |
16,029
-601,407
| -97% | -$72M |
|
5153
CALL
American Tower
AMT
$81.1B
| $1.82M | ﹤0.01% |
11,100
-7,600
| -41% | -$1.37M |
|
5154
CALL
Darden Restaurants
DRI
$23.8B
| $1.81M | ﹤0.01% |
8,800
-61,300
| -87% | -$12.3M |
|
|
MAIR
5155
CALL
Madison Air Solutions
MAIR
$12B
| $1.81M | ﹤0.01% |
+46,400
| New | +$1.81M |
|
5156
QuickLogic
QUIK
$196M
| $1.81M | ﹤0.01% |
90,543
+39,743
| +78% | +$693K |
|
|
OPPE
5157
WisdomTree European Opportunities Fund
OPPE
$330M
| $1.81M | ﹤0.01% |
32,387
+6,848
| +27% | +$389K |
|
5158
PUT
STAAR Surgical
STAA
$1.04B
| $1.81M | ﹤0.01% |
63,000
| – | – |
|
|
NOAH
5159
Noah Holdings
NOAH
$556M
| $1.8M | ﹤0.01% |
180,390
-523,828
| -74% | -$5.4M |
|
5160
Inseego
INSG
$67.8M
| $1.8M | ﹤0.01% |
174,451
+2,866
| +2% | +$38.4K |
|
5161
Ocean Power Technologies
OPTT
$19M
| $1.8M | ﹤0.01% |
228,980
+96,265
| +73% | +$979K |
|
5162
AtriCure
ATRC
$2.96B
| $1.8M | ﹤0.01% |
64,186
-1,679
| -3% | -$47.2K |
|
5163
CALL
Texas Pacific Land
TPL
$24.3B
| $1.79M | ﹤0.01% |
4,100
+3,500
| +583% | +$1.42M |
|
5164
PUT
Cummins
CMI
$73.3B
| $1.79M | ﹤0.01% |
2,513
| – | – |
|
5165
Seneca Foods Class A
SENEA
$1.25B
| $1.79M | ﹤0.01% |
10,299
-2,037
| -17% | -$303K |
|
5166
CALL
Viavi Solutions
VIAV
$8.73B
| $1.79M | ﹤0.01% |
+37,500
| New | +$1.8M |
|
5167
Cable One
CABO
$98.6M
| $1.79M | ﹤0.01% |
33,676
+18,945
| +129% | +$1.27M |
|
5168
CALL
Affirm
AFRM
$24B
| $1.79M | ﹤0.01% |
21,903
-69,037
| -76% | -$4.51M |
|
|
ARTV
5169
Artiva Biotherapeutics
ARTV
$421M
| $1.78M | ﹤0.01% |
184,020
+182,493
| +11,951% | +$1.66M |
|
|
GLU
5170
Gabelli Utility & Income Trust
GLU
$110M
| $1.78M | ﹤0.01% |
92,947
+280
| +0.3% | +$5.43K |
|
5171
Custom Truck One Source
CTOS
$2.12B
| $1.78M | ﹤0.01% |
150,891
+68,639
| +83% | +$646K |
|
5172
JPMorgan BetaBuilders US Equity ETF
BBUS
$9.18B
| $1.78M | ﹤0.01% |
13,222
+7,800
| +144% | +$1.02M |
|
5173
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.65B
| $1.78M | ﹤0.01% |
24,886
-8,258
| -25% | -$560K |
|
5174
PUT
AST SpaceMobile
ASTS
$17.5B
| $1.78M | ﹤0.01% |
+20,000
| New | +$1.74M |
|
5175
CALL
Lincoln National
LNC
$8.08B
| $1.77M | ﹤0.01% |
50,100
-32,500
| -39% | -$1.17M |
|
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.