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 | |
|---|---|---|---|---|---|---|---|
5876
GraniteShares Platinum Shares
PLTM
$185M
| $620K | ﹤0.01% |
+32,780
| New | +$694K |
2026 Q1
0 quarters
|
|
5877
Gossamer Bio
GOSS
$65.5M
| $620K | ﹤0.01% |
23,545
+1,403
| +6% | +$176K |
2020 Q3
22 quarters
|
|
5878
Surrozen
SRZN
$345M
| $619K | ﹤0.01% |
21,247
+21,188
| +35,912% | +$508K |
2025 Q4
1 quarter
|
|
|
HQ
5879
Horizon Quantum Holdings
HQ
$852M
| $618K | ﹤0.01% |
+70,334
| New | +$718K |
2026 Q1
0 quarters
|
|
5880
Virtus Investment Partners
VRTS
$886M
| $618K | ﹤0.01% |
4,599
-2,453
| -35% | -$362K |
2014 Q4
45 quarters
|
|
5881
Smith Douglas Homes
SDHC
$84.6M
| $618K | ﹤0.01% |
48,269
-778
| -2% | -$12.8K |
2024 Q2
7 quarters
|
|
|
PDT
5882
John Hancock Premium Dividend Fund
PDT
$579M
| $618K | ﹤0.01% |
47,151
-1,083
| -2% | -$14.2K |
2014 Q4
45 quarters
|
|
5883
Viant Technology
DSP
$259M
| $617K | ﹤0.01% |
55,121
+1,251
| +2% | +$13.8K |
2022 Q4
13 quarters
|
|
5884
Unisys
UIS
$166M
| $616K | ﹤0.01% |
297,807
+96,740
| +48% | +$243K |
2014 Q4
45 quarters
|
|
5885
Ovid Therapeutics
OVID
$465M
| $616K | ﹤0.01% |
277,656
+84,671
| +44% | +$151K |
2019 Q4
25 quarters
|
|
5886
National Bankshares
NKSH
$272M
| $616K | ﹤0.01% |
16,929
+14,305
| +545% | +$522K |
2016 Q1
40 quarters
|
|
|
RSVR
5887
Reservoir Media
RSVR
$628M
| $616K | ﹤0.01% |
62,895
+55,164
| +714% | +$458K |
2021 Q1
20 quarters
|
|
5888
SP Funds S&P 500 Sharia ETF
SPUS
$3.28B
| $615K | ﹤0.01% |
12,780
+9,422
| +281% | +$477K |
2024 Q4
5 quarters
|
|
5889
Pixelworks
PXLW
$42.5M
| $615K | ﹤0.01% |
113,825
+11,656
| +11% | +$71.5K |
2014 Q4
45 quarters
|
|
5890
PUT
McEwen Inc
MUX
$1.09B
| $615K | ﹤0.01% |
30,100
+9,900
| +49% | +$235K |
2025 Q4
1 quarter
|
|
5891
Commercial Vehicle Group
CVGI
$120M
| $614K | ﹤0.01% |
180,026
+127,139
| +240% | +$262K |
2023 Q2
11 quarters
|
|
5892
AlTi Global
ALTI
$335M
| $613K | ﹤0.01% |
169,298
-20,480
| -11% | -$86.5K |
2022 Q1
16 quarters
|
|
5893
Conduent
CNDT
$257M
| $612K | ﹤0.01% |
478,255
+353,308
| +283% | +$539K |
2017 Q1
36 quarters
|
|
|
EVF
5894
Eaton Vance Senior Income Trust
EVF
$88.3M
| $612K | ﹤0.01% |
122,678
-2,633
| -2% | -$13.6K |
2014 Q4
45 quarters
|
|
|
ISBA
5895
Isabella Bank
ISBA
$291M
| $611K | ﹤0.01% |
13,389
+9,564
| +250% | +$464K |
2025 Q2
3 quarters
|
|
5896
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
| $611K | ﹤0.01% |
23,483
+3,556
| +18% | +$92.9K |
2014 Q4
45 quarters
|
|
5897
SI-BONE Inc
SIBN
$810M
| $609K | ﹤0.01% |
48,251
-56,480
| -54% | -$884K |
2018 Q4
29 quarters
|
|
5898
Riskified
RSKD
$1.04B
| $608K | ﹤0.01% |
155,176
+88,508
| +133% | +$392K |
2021 Q3
18 quarters
|
|
5899
Nuveen Core Equity Alpha Fund
JCE
$286M
| $608K | ﹤0.01% |
41,113
-13,808
| -25% | -$216K |
2014 Q4
45 quarters
|
|
5900
Prairie Operating Co
PROP
$42.4M
| $607K | ﹤0.01% |
299,215
-124,743
| -29% | -$225K |
2024 Q2
7 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.