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 | |
|---|---|---|---|---|---|---|
5626
First Community Bankshares
FCBC
$900M
| $860K | ﹤0.01% |
20,719
+7,199
| +53% | +$274K |
|
5627
Invesco BulletShares 2033 Municipal Bond ETF
BSSX
$131M
| $860K | ﹤0.01% |
33,838
+4,935
| +17% | +$128K |
|
5628
CALL
Guardant Health
GH
$21.7B
| $859K | ﹤0.01% |
+9,300
| New | +$934K |
|
5629
Procure Space ETF
UFO
$612M
| $859K | ﹤0.01% |
+19,162
| New | +$861K |
|
5630
Invesco CurrencyShares Australian Dollar Trust
FXA
$97.6M
| $856K | ﹤0.01% |
12,519
+8,344
| +200% | +$575K |
|
5631
MacroGenics
MGNX
$235M
| $856K | ﹤0.01% |
296,086
+176,639
| +148% | +$377K |
|
5632
Apyx Medical
APYX
$173M
| $854K | ﹤0.01% |
231,345
+229,915
| +16,078% | +$859K |
|
5633
CALL
iShares MSCI Taiwan ETF
EWT
$9.86B
| $852K | ﹤0.01% |
12,020
+1,980
| +20% | +$139K |
|
5634
South Plains Financial
SPFI
$845M
| $852K | ﹤0.01% |
20,325
-403
| -2% | -$16.6K |
|
5635
Asure Software
ASUR
$232M
| $851K | ﹤0.01% |
98,940
+58,910
| +147% | +$520K |
|
5636
Clean Energy Fuels
CLNE
$427M
| $847K | ﹤0.01% |
341,603
+60,199
| +21% | +$140K |
|
5637
CALL
iShares Biotechnology ETF
IBB
$9.34B
| $847K | ﹤0.01% |
5,014
| – | – |
|
5638
Amtech Systems
ASYS
$268M
| $846K | ﹤0.01% |
72,474
+62,664
| +639% | +$844K |
|
|
ANL
5639
Adlai Nortye
ANL
$837M
| $846K | ﹤0.01% |
122,261
+121,183
| +11,241% | +$810K |
|
5640
CALL
Lamb Weston
LW
$7.22B
| $845K | ﹤0.01% |
20,000
-85,000
| -81% | -$3.79M |
|
|
DFSD
5641
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.09B
| $845K | ﹤0.01% |
+17,641
| New | +$849K |
|
5642
CALL
PPG Industries
PPG
$24.6B
| $844K | ﹤0.01% |
+7,900
| New | +$896K |
|
|
5643
PUT
PPG Industries
PPG
$24.6B
| $844K | ﹤0.01% |
+7,900
| New | +$896K |
|
5644
Barron's 400 ETF
BFOR
$231M
| $843K | ﹤0.01% |
40,632
+4,052
| +11% | +$86.7K |
|
|
QVMT
5645
Invesco S&P 500 Concentrated QVM ETF
QVMT
$130M
| $842K | ﹤0.01% |
14,170
+567
| +4% | +$33.9K |
|
5646
Cartesian Therapeutics
RNAC
$229M
| $842K | ﹤0.01% |
136,840
+69,499
| +103% | +$495K |
|
5647
Roundhill Generative AI & Technology ETF
CHAT
$1.74B
| $841K | ﹤0.01% |
13,603
+6,903
| +103% | +$432K |
|
5648
Grupo Aeroportuario Centro Norte
OMAB
$5.16B
| $841K | ﹤0.01% |
7,327
+2,750
| +60% | +$321K |
|
|
LKSP
5649
Lake Superior Acquisition Corp
LKSP
$160M
| $840K | ﹤0.01% |
83,750
+29,311
| +54% | +$293K |
|
5650
Business First Bancshares
BFST
$1.04B
| $838K | ﹤0.01% |
31,009
-162
| -0.5% | -$4.45K |
|
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.