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 | |
|---|---|---|---|---|---|---|---|
5651
CALL
Hartford Financial Services
HIG
$34.1B
| $838K | ﹤0.01% |
+6,200
| New | +$846K |
2026 Q1
0 quarters
|
|
5652
Applied Finance Valuation Large Cap ETF
VSLU
$567M
| $838K | ﹤0.01% |
20,048
-4,094
| -17% | -$179K |
2023 Q4
9 quarters
|
|
|
BNC
5653
BNB Standard Corporation Common Stock
BNC
$241M
| $837K | ﹤0.01% |
286,708
-1,523
| -0.5% | -$6.71K |
2025 Q3
2 quarters
|
|
5654
ARKO Corp
ARKO
$468M
| $836K | ﹤0.01% |
150,434
-67,236
| -31% | -$375K |
2022 Q2
15 quarters
|
|
5655
CALL
Invesco NASDAQ 100 ETF
QQQM
$110B
| $834K | ﹤0.01% |
+3,510
| New | +$878K |
2026 Q1
0 quarters
|
|
|
NVA
5656
Nova Minerals Corp
NVA
$2.85B
| $832K | ﹤0.01% |
141,803
-2,450
| -2% | -$18.4K |
2024 Q3
6 quarters
|
|
|
RPC
5657
Ridgepost Capital
RPC
$840M
| $832K | ﹤0.01% |
114,653
-96,032
| -46% | -$871K |
2021 Q4
17 quarters
|
|
5658
Amplitude
AMPL
$1.81B
| $832K | ﹤0.01% |
122,024
-422,781
| -78% | -$3.49M |
2021 Q3
18 quarters
|
|
5659
GraniteShares 2x Long TSLA Daily ETF
TSLR
$74.3M
| $827K | ﹤0.01% |
40,000
+39,630
| +10,711% | +$1.04M |
2025 Q1
4 quarters
|
|
|
SHMD
5660
SCHMID Group
SHMD
$305M
| $825K | ﹤0.01% |
155,572
+150,224
| +2,809% | +$1.15M |
2025 Q4
1 quarter
|
|
5661
Intrepid Potash
IPI
$441M
| $823K | ﹤0.01% |
19,243
-1,236
| -6% | -$44.4K |
2014 Q4
45 quarters
|
|
5662
Boston Omaha
BOC
$398M
| $822K | ﹤0.01% |
70,400
-10,491
| -13% | -$130K |
2017 Q2
35 quarters
|
|
5663
CALL
Energy Fuels
UUUU
$2.84B
| $821K | ﹤0.01% |
45,000
-540,100
| -92% | -$11.2M |
2025 Q4
1 quarter
|
|
5664
SunCoke Energy
SXC
$840M
| $820K | ﹤0.01% |
125,900
-49,858
| -28% | -$353K |
2014 Q4
45 quarters
|
|
|
JPXN
5665
iShares JPX-Nikkei 400 ETF
JPXN
$142M
| $819K | ﹤0.01% |
8,964
+4,004
| +81% | +$373K |
2014 Q4
45 quarters
|
|
|
PXED
5666
Phoenix Education Partners
PXED
$905M
| $819K | ﹤0.01% |
26,035
-60,355
| -70% | -$1.8M |
2025 Q4
1 quarter
|
|
|
TGEN
5667
Tecogen Inc
TGEN
$80M
| $819K | ﹤0.01% |
319,836
+214,877
| +205% | +$789K |
2025 Q2
3 quarters
|
|
5668
MetroCity Bankshares
MCBS
$1.01B
| $817K | ﹤0.01% |
28,502
+21,833
| +327% | +$616K |
2022 Q4
13 quarters
|
|
5669
Cytek Biosciences
CTKB
$763M
| $817K | ﹤0.01% |
186,881
-273,166
| -59% | -$1.29M |
2022 Q2
15 quarters
|
|
5670
PUT
iShares MSCI USA Momentum Factor ETF
MTUM
$21.3B
| $816K | ﹤0.01% |
+3,400
| New | +$854K |
2026 Q1
0 quarters
|
|
|
CGO
5671
Calamos Global Total Return Fund
CGO
$125M
| $815K | ﹤0.01% |
73,065
-283
| -0.4% | -$3.38K |
2014 Q4
45 quarters
|
|
|
BNT
5672
Brookfield Wealth Solutions
BNT
$11B
| $814K | ﹤0.01% |
19,673
-33,270
| -63% | -$1.5M |
2021 Q2
19 quarters
|
|
|
HPE.PRC
5673
Hewlett Packard Enterprise 7.625% Series C Preferred Stock
HPE.PRC
$5.31B
| $814K | ﹤0.01% |
+12,621
| New | +$775K |
2026 Q1
0 quarters
|
|
5674
Simulations Plus
SLP
$374M
| $814K | ﹤0.01% |
68,872
-8,083
| -11% | -$119K |
2014 Q4
45 quarters
|
|
|
TLNC
5675
Talon Capital Corp
TLNC
$350M
| $813K | ﹤0.01% |
79,684
+74,918
| +1,572% | +$759K |
2025 Q4
1 quarter
|
|
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.