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 | Miscellaneous | 39.16% |
| 2 | Technology | 16.96% |
| 3 | Financials | 8.4% |
| 4 | Industrials | 7.09% |
| 5 | Healthcare | 6.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
5151
Invesco Building & Construction ETF
PKB
$287M
| $1.58M | ﹤0.01% |
16,201
-1,368
| -8% | -$139K |
2014 Q4
45 quarters
|
|
5152
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$525M
| $1.58M | ﹤0.01% |
16,145
+1,371
| +9% | +$127K |
2014 Q4
45 quarters
|
|
5153
PUT
PG&E
PCG
$37B
| $1.58M | ﹤0.01% |
89,700
-68,300
| -43% | -$1.16M |
2020 Q2
23 quarters
|
|
5154
CALL
Southwest Airlines
LUV
$20.8B
| $1.58M | ﹤0.01% |
41,946
-36,554
| -47% | -$1.65M |
2023 Q4
9 quarters
|
|
5155
ProShares Ultra Silver
AGQ
$1.22B
| $1.57M | ﹤0.01% |
13,178
-47,770
| -78% | -$8.58M |
2025 Q4
1 quarter
|
|
5156
Alliance Resource Partners
ARLP
$3.16B
| $1.57M | ﹤0.01% |
56,870
+10,629
| +23% | +$275K |
2014 Q4
45 quarters
|
|
5157
CALL
Carvana
CVNA
$45.9B
| $1.57M | ﹤0.01% |
25,000
-155,000
| -86% | -$11.5M |
2024 Q2
7 quarters
|
|
|
5158
PUT
Carvana
CVNA
$45.9B
| $1.57M | ﹤0.01% |
25,000
-29,500
| -54% | -$2.19M |
2023 Q4
9 quarters
|
|
5159
GSI Technology
GSIT
$216M
| $1.57M | ﹤0.01% |
305,749
-14,923
| -5% | -$108K |
2022 Q4
13 quarters
|
|
|
IBMS
5160
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$342M
| $1.57M | ﹤0.01% |
60,765
+21,017
| +53% | +$550K |
2025 Q3
2 quarters
|
|
5161
Microvision
MVIS
$45.3M
| $1.57M | ﹤0.01% |
163,236
+22,272
| +16% | +$255K |
2014 Q4
45 quarters
|
|
5162
Walker & Dunlop
WD
$1.17B
| $1.57M | ﹤0.01% |
35,345
-8,571
| -20% | -$483K |
2014 Q4
45 quarters
|
|
|
GBFH
5163
GBank Financial Holdings
GBFH
$260M
| $1.56M | ﹤0.01% |
58,442
+48,357
| +479% | +$1.48M |
2025 Q2
3 quarters
|
|
|
LTM
5164
CALL
LATAM Airlines Group S.A.
LTM
$13.8B
| $1.56M | ﹤0.01% |
+31,600
| New | +$1.79M |
2026 Q1
0 quarters
|
|
|
NPAC
5165
New Providence Acquisition Corp III
NPAC
$405M
| $1.56M | ﹤0.01% |
152,259
+82,167
| +117% | +$846K |
2025 Q3
2 quarters
|
|
5166
Third Coast Bancshares
TCBX
$722M
| $1.56M | ﹤0.01% |
41,255
+6,530
| +19% | +$258K |
2022 Q4
13 quarters
|
|
5167
PUT
ICICI Bank
IBN
$98.5B
| $1.56M | ﹤0.01% |
60,200
-222,000
| -79% | -$6.51M |
2024 Q4
5 quarters
|
|
5168
CALL
RH
RH
$2.28B
| $1.55M | ﹤0.01% |
11,100
-15,000
| -57% | -$2.73M |
2025 Q3
2 quarters
|
|
|
NXDR
5169
Nextdoor Holdings
NXDR
$944M
| $1.55M | ﹤0.01% |
1,107,345
+910,516
| +463% | +$1.58M |
2023 Q2
11 quarters
|
|
5170
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3.4B
| $1.55M | ﹤0.01% |
63,816
+39,520
| +163% | +$865K |
2024 Q1
8 quarters
|
|
5171
iShares MSCI Thailand ETF
THD
$408M
| $1.55M | ﹤0.01% |
22,324
-2,737
| -11% | -$181K |
2014 Q4
45 quarters
|
|
|
ORCL.PRD
5172
Oracle Corp Preferred Stock Series D
ORCL.PRD
| $1.55M | ﹤0.01% |
+34,331
| New | +$1.62M |
2026 Q1
0 quarters
|
|
5173
Pampa Energía
PAM
$4.09B
| $1.54M | ﹤0.01% |
17,371
-34,054
| -66% | -$2.83M |
2014 Q4
45 quarters
|
|
5174
Sagimet Biosciences
SGMT
$648M
| $1.54M | ﹤0.01% |
293,934
+92,175
| +46% | +$514K |
2023 Q3
10 quarters
|
|
5175
Douglas Dynamics
PLOW
$935M
| $1.54M | ﹤0.01% |
36,474
+20,670
| +131% | +$835K |
2014 Q4
45 quarters
|
|
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 $74.2B of net new capital in Q1 2026, opening 1,344 new positions and adding to 4,798 existing holdings. Its largest new stake was Sunbelt Rentals Holdings: 1,909,539 shares worth $124M.
By sector, the portfolio is most concentrated in Miscellaneous at 39% of assets, up from 38% a quarter earlier, followed by Technology and Financials.
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 1,383 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.