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 | 8.4% |
| 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 | |
|---|---|---|---|---|---|---|
|
SOHU
5251
Sohu.com
SOHU
$378M
| $1.39M | ﹤0.01% |
89,941
-4,012
| -4% | -$65.5K |
|
|
ISD
5252
PGIM High Yield Bond Fund
ISD
$414M
| $1.39M | ﹤0.01% |
105,470
-26,782
| -20% | -$380K |
|
|
CEPV
5253
Cantor Equity Partners V
CEPV
| $1.39M | ﹤0.01% |
137,392
+69,296
| +102% | +$705K |
|
5254
CALL
iShares MSCI Indonesia ETF
EIDO
$489M
| $1.39M | ﹤0.01% |
87,850
-35,140
| -29% | -$614K |
|
5255
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$439M
| $1.39M | ﹤0.01% |
10,183
+639
| +7% | +$91.6K |
|
5256
PUT
STMicroelectronics
STM
$48.5B
| $1.38M | ﹤0.01% |
40,000
-22,400
| -36% | -$701K |
|
5257
PUT
Sherwin-Williams
SHW
$87.2B
| $1.38M | ﹤0.01% |
4,300
+2,500
| +139% | +$861K |
|
5258
Brown-Forman Class A
BF.A
$13.3B
| $1.38M | ﹤0.01% |
51,398
+33,421
| +186% | +$909K |
|
|
FTCA
5259
Franklin California Municipal Income ETF
FTCA
$565M
| $1.37M | ﹤0.01% |
188,801
+35,788
| +23% | +$263K |
|
5260
West Bancorporation
WTBA
$508M
| $1.37M | ﹤0.01% |
57,707
-7,819
| -12% | -$187K |
|
|
IAUX
5261
i-80 Gold Corp
IAUX
$1.45B
| $1.37M | ﹤0.01% |
902,854
+193,481
| +27% | +$331K |
|
|
OPPE
5262
WisdomTree European Opportunities Fund
OPPE
$296M
| $1.37M | ﹤0.01% |
25,539
+24,805
| +3,379% | +$1.33M |
|
|
RMI
5263
RiverNorth Opportunistic Municipal Income Fund
RMI
$100M
| $1.37M | ﹤0.01% |
91,078
-1,803
| -2% | -$27.3K |
|
5264
CALL
Kenvue
KVUE
$36.9B
| $1.37M | ﹤0.01% |
79,400
-24,900
| -24% | -$443K |
|
5265
WisdomTree International MidCap Dividend Fund
DIM
$169M
| $1.37M | ﹤0.01% |
16,517
-255
| -2% | -$21.5K |
|
5266
VanEck Low Carbon Energy ETF
SMOG
$135M
| $1.37M | ﹤0.01% |
9,839
-404
| -4% | -$55.5K |
|
5267
State Street SPDR S&P Transportation ETF
XTN
$395M
| $1.36M | ﹤0.01% |
14,672
-44,352
| -75% | -$4.31M |
|
5268
Lincoln Educational Services
LINC
$950M
| $1.36M | ﹤0.01% |
33,538
-24,996
| -43% | -$787K |
|
5269
TAT Technologies
TATT
$542M
| $1.36M | ﹤0.01% |
33,477
+4,722
| +16% | +$244K |
|
5270
Nuveen Select Maturities Municipal Fund
NIM
$116M
| $1.35M | ﹤0.01% |
143,331
-11,580
| -7% | -$111K |
|
5271
Rigel Pharmaceuticals
RIGL
$795M
| $1.35M | ﹤0.01% |
50,076
+3,638
| +8% | +$122K |
|
5272
EVgo
EVGO
$519M
| $1.35M | ﹤0.01% |
787,042
-256,647
| -25% | -$686K |
|
5273
PUT
Cummins
CMI
$86.9B
| $1.35M | ﹤0.01% |
2,513
-100
| -4% | -$56.6K |
|
5274
Orthofix Medical
OFIX
$421M
| $1.35M | ﹤0.01% |
117,838
+44,882
| +62% | +$593K |
|
5275
iShares ESG Advanced Universal USD Bond ETF
EUSB
$711M
| $1.35M | ﹤0.01% |
31,050
+3,451
| +13% | +$151K |
|
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 4,800 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 1,380 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.