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 | |
|---|---|---|---|---|---|---|
|
LENZ
5226
LENZ Therapeutics
LENZ
$166M
| $1.44M | ﹤0.01% |
156,989
-1,414,749
| -90% | -$19.9M |
|
5227
Zura Bio
ZURA
$516M
| $1.43M | ﹤0.01% |
241,027
-229,513
| -49% | -$1.39M |
|
5228
Collegium Pharmaceutical
COLL
$1.15B
| $1.43M | ﹤0.01% |
43,337
-52,550
| -55% | -$2.22M |
|
5229
MediaAlpha
MAX
$758M
| $1.43M | ﹤0.01% |
153,883
+94,194
| +158% | +$928K |
|
5230
Angi Inc
ANGI
$229M
| $1.43M | ﹤0.01% |
208,740
-20,583
| -9% | -$206K |
|
5231
CALL
WisdomTree India Earnings Fund ETF
EPI
$2.06B
| $1.43M | ﹤0.01% |
35,040
+25,000
| +249% | +$1.11M |
|
|
OLP
5232
One Liberty Properties
OLP
$530M
| $1.43M | ﹤0.01% |
66,580
+14,280
| +27% | +$317K |
|
5233
Invesco S&P 500 Equal Weight Communication Services ETF
RSPC
$55.8M
| $1.43M | ﹤0.01% |
38,172
-7,044
| -16% | -$271K |
|
|
NEXN
5234
Nexxen International
NEXN
$573M
| $1.43M | ﹤0.01% |
218,792
+81,407
| +59% | +$520K |
|
|
BRSP
5235
BrightSpire Capital
BRSP
$634M
| $1.43M | ﹤0.01% |
254,503
-68,738
| -21% | -$398K |
|
5236
M-tron Industries
MPTI
$356M
| $1.42M | ﹤0.01% |
21,316
+11,619
| +120% | +$742K |
|
5237
Anixa Biosciences
ANIX
$116M
| $1.42M | ﹤0.01% |
551,637
+92,564
| +20% | +$274K |
|
5238
PUT
Celsius Holdings
CELH
$7.47B
| $1.42M | ﹤0.01% |
40,000
+8,600
| +27% | +$408K |
|
5239
CALL
Rambus
RMBS
$9.82B
| $1.42M | ﹤0.01% |
+16,482
| New | +$1.64M |
|
5240
NeoGenomics
NEO
$1.96B
| $1.41M | ﹤0.01% |
190,456
-157,118
| -45% | -$1.65M |
|
|
ACLX
5241
CALL
DELISTED
Arcellx
ACLX
| $1.41M | ﹤0.01% |
+12,300
| New | +$1.09M |
|
5242
iRadimed
IRMD
$1.16B
| $1.41M | ﹤0.01% |
14,642
-2,326
| -14% | -$233K |
|
5243
GraniteShares Gold Shares
BAR
$1.36B
| $1.41M | ﹤0.01% |
30,521
+30,134
| +7,787% | +$1.45M |
|
5244
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.55B
| $1.4M | ﹤0.01% |
21,804
-349
| -2% | -$23.3K |
|
5245
Petco
WOOF
$797M
| $1.4M | ﹤0.01% |
504,009
+20,963
| +4% | +$58K |
|
5246
CALL
Finance of America Companies
FOA
$203M
| $1.4M | ﹤0.01% |
84,400
-5,600
| -6% | -$116K |
|
5247
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
| $1.4M | ﹤0.01% |
30,032
-222,985
| -88% | -$10.5M |
|
5248
Ocean Power Technologies
OPTT
$48.9M
| $1.39M | ﹤0.01% |
3,981,442
+2,280,904
| +134% | +$981K |
|
5249
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$453M
| $1.39M | ﹤0.01% |
59,356
+679
| +1% | +$16K |
|
5250
FerroAtlántica
GSM
$594M
| $1.39M | ﹤0.01% |
337,777
-248,430
| -42% | -$1.2M |
|
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.