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 | |
|---|---|---|---|---|---|---|
5476
CrossAmerica Partners
CAPL
$847M
| $1.06M | ﹤0.01% |
50,867
+12,862
| +34% | +$279K |
|
5477
GoPro
GPRO
$130M
| $1.05M | ﹤0.01% |
1,369,157
-2,412,359
| -64% | -$2.43M |
|
|
BHR
5478
Braemar Hotels & Resorts
BHR
$156M
| $1.05M | ﹤0.01% |
446,353
+247,537
| +125% | +$689K |
|
5479
Kearny Financial
KRNY
$604M
| $1.05M | ﹤0.01% |
139,495
+8,897
| +7% | +$68.5K |
|
5480
Biglari Holdings Class A
BH.A
$1.25B
| $1.05M | ﹤0.01% |
604
+538
| +815% | +$1.05M |
|
|
CEPF
5481
Cantor Equity Partners IV
CEPF
$595M
| $1.05M | ﹤0.01% |
103,260
+100,776
| +4,057% | +$1.04M |
|
|
EIKN
5482
Eikon Therapeutics
EIKN
$499M
| $1.05M | ﹤0.01% |
+99,408
| New | +$1.33M |
|
5483
BK Technologies
BKTI
$300M
| $1.05M | ﹤0.01% |
14,077
+5,008
| +55% | +$407K |
|
5484
American Coastal Insurance
ACIC
$515M
| $1.05M | ﹤0.01% |
93,329
+70,734
| +313% | +$795K |
|
5485
Mitek Systems
MITK
$754M
| $1.05M | ﹤0.01% |
77,735
-26,197
| -25% | -$324K |
|
5486
Backblaze
BLZE
$823M
| $1.05M | ﹤0.01% |
304,081
+130,512
| +75% | +$549K |
|
5487
GCM Grosvenor
GCMG
$754M
| $1.05M | ﹤0.01% |
107,011
-535,188
| -83% | -$5.93M |
|
5488
Abeona Therapeutics
ABEO
$366M
| $1.05M | ﹤0.01% |
233,924
+73,523
| +46% | +$368K |
|
5489
PUT
Illumina
ILMN
$31B
| $1.05M | ﹤0.01% |
+8,500
| New | +$1.12M |
|
|
SUIG
5490
Sui Group Holdings
SUIG
$69.6M
| $1.05M | ﹤0.01% |
865,033
+328,821
| +61% | +$487K |
|
5491
Timothy Plan International ETF
TPIF
$254M
| $1.05M | ﹤0.01% |
29,007
-219
| -0.7% | -$8K |
|
5492
Pearson
PSO
$10.2B
| $1.04M | ﹤0.01% |
79,469
-2,641
| -3% | -$34.3K |
|
5493
Repay Holdings
RPAY
$331M
| $1.04M | ﹤0.01% |
400,426
-204,363
| -34% | -$655K |
|
|
SOMN
5494
The Southern Company 2025 Series A Corp Units
SOMN
| $1.04M | ﹤0.01% |
20,208
-77,424
| -79% | -$3.99M |
|
|
BTQ
5495
BTQ Technologies Corp
BTQ
$500M
| $1.04M | ﹤0.01% |
388,214
-150,670
| -28% | -$531K |
|
5496
TriplePoint Venture Growth BDC
TPVG
$184M
| $1.04M | ﹤0.01% |
207,617
+179,494
| +638% | +$1.02M |
|
|
BTGO
5497
BitGo Holdings
BTGO
$564M
| $1.03M | ﹤0.01% |
+125,283
| New | +$1.37M |
|
5498
Arbe Robotics
ARBE
$80.3M
| $1.03M | ﹤0.01% |
1,686,143
+1,369,751
| +433% | +$1.42M |
|
|
GOOS
5499
Canada Goose Holdings
GOOS
$872M
| $1.03M | ﹤0.01% |
93,583
-44,812
| -32% | -$539K |
|
5500
Priority Technology Holdings
PRTH
$535M
| $1.03M | ﹤0.01% |
217,404
+15,775
| +8% | +$86.4K |
|
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.