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 | |
|---|---|---|---|---|---|---|---|
5801
CALL
Illumina
ILMN
$41.2B
| $678K | ﹤0.01% |
5,500
| – | – |
2024 Q3
6 quarters
|
|
|
SLI
5802
Standard Lithium
SLI
$429M
| $676K | ﹤0.01% |
198,372
+54,455
| +38% | +$244K |
2021 Q3
18 quarters
|
|
|
CBLL
5803
CeriBell Inc
CBLL
$909M
| $675K | ﹤0.01% |
36,822
-48,590
| -57% | -$976K |
2024 Q4
5 quarters
|
|
5804
Direxion Daily Technology Bull 3x ETF
TECL
$7.02B
| $674K | ﹤0.01% |
7,792
+6,053
| +348% | +$649K |
2024 Q3
6 quarters
|
|
5805
CALL
Amer Sports
AS
$15.8B
| $674K | ﹤0.01% |
20,460
| – | – |
2025 Q3
2 quarters
|
|
|
STKL
5806
DELISTED
SunOpta
STKL
| $673K | ﹤0.01% |
103,803
+47,890
| +86% | +$271K |
2014 Q4
45 quarters
|
|
|
BSMY
5807
Invesco BulletShares 2034 Municipal Bond ETF
BSMY
$137M
| $672K | ﹤0.01% |
27,682
+3,765
| +16% | +$92.9K |
2025 Q3
2 quarters
|
|
|
ETHU
5808
2x Ether ETF
ETHU
$1.36B
| $671K | ﹤0.01% |
+30,000
| New | +$1.03M |
2026 Q1
0 quarters
|
|
5809
Invesco S&P MidCap 400 Pure Value ETF
RFV
$328M
| $670K | ﹤0.01% |
5,157
+577
| +13% | +$76.8K |
2014 Q4
45 quarters
|
|
5810
Atomera
ATOM
$184M
| $670K | ﹤0.01% |
175,861
+22,946
| +15% | +$86.5K |
2016 Q3
38 quarters
|
|
|
MITT
5811
TPG Mortgage Investment Trust
MITT
$183M
| $670K | ﹤0.01% |
91,657
-96,883
| -51% | -$801K |
2014 Q4
45 quarters
|
|
5812
HUTCHMED
HCM
$2.47B
| $670K | ﹤0.01% |
44,758
-16,002
| -26% | -$234K |
2017 Q3
34 quarters
|
|
|
MPT
5813
PUT
Medical Properties Trust
MPT
$1.95B
| $668K | ﹤0.01% |
+144,300
| New | +$753K |
2026 Q1
0 quarters
|
|
5814
CALL
Melco Resorts & Entertainment
MLCO
$1.59B
| $668K | ﹤0.01% |
117,528
| – | – |
2025 Q2
3 quarters
|
|
5815
ECARX Holdings
ECX
$337M
| $667K | ﹤0.01% |
682,130
-24,457
| -3% | -$38.8K |
2024 Q3
6 quarters
|
|
5816
VanEck Environmental Services ETF
EVX
$95.8M
| $667K | ﹤0.01% |
17,222
+519
| +3% | +$20.9K |
2014 Q4
45 quarters
|
|
|
TMQ
5817
Trilogy Metals
TMQ
$560M
| $667K | ﹤0.01% |
185,749
+114,441
| +160% | +$522K |
2014 Q4
45 quarters
|
|
|
PGP
5818
PIMCO Global StockPLUS & Income Fund
PGP
$97.6M
| $666K | ﹤0.01% |
80,000
-462
| -0.6% | -$4.15K |
2014 Q4
45 quarters
|
|
|
RNA
5819
Atrium Therapeutics
RNA
$134M
| $666K | ﹤0.01% |
+49,814
| New | +$700K |
2026 Q1
0 quarters
|
|
|
DVLT
5820
Datavault AI
DVLT
$146M
| $666K | ﹤0.01% |
1,077,659
+556,740
| +107% | +$422K |
2024 Q1
8 quarters
|
|
5821
Global X MSCI Norway ETF
NORW
$91.5M
| $665K | ﹤0.01% |
17,401
+1,902
| +12% | +$64.8K |
2014 Q4
45 quarters
|
|
5822
Invesco Food & Beverage ETF
PBJ
$83.8M
| $665K | ﹤0.01% |
13,577
+3,441
| +34% | +$166K |
2014 Q4
45 quarters
|
|
5823
Mach Natural Resources
MNR
$1.72B
| $664K | ﹤0.01% |
47,437
+46,436
| +4,639% | +$584K |
2023 Q4
9 quarters
|
|
|
PCQ
5824
Pimco California Municipal Income Fund
PCQ
$147M
| $664K | ﹤0.01% |
77,403
+2,615
| +3% | +$23.3K |
2014 Q4
45 quarters
|
|
5825
Perma-Fix Environmental Services
PESI
$330M
| $664K | ﹤0.01% |
62,082
+33,118
| +114% | +$455K |
2023 Q3
10 quarters
|
|
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.