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 | |
|---|---|---|---|---|---|---|---|
|
NMAX
5951
Newsmax Inc
NMAX
$1.23B
| $568K | ﹤0.01% |
108,877
-312,465
| -74% | -$2.11M |
2025 Q1
4 quarters
|
|
5952
Target Hospitality
TH
$1.84B
| $568K | ﹤0.01% |
61,222
-92,194
| -60% | -$732K |
2020 Q4
21 quarters
|
|
5953
KraneShares Global Carbon Strategy ETF
KRBN
$135M
| $568K | ﹤0.01% |
19,130
+18,434
| +2,649% | +$583K |
2021 Q1
20 quarters
|
|
5954
C4 Therapeutics
CCCC
$363M
| $568K | ﹤0.01% |
215,877
+163,125
| +309% | +$384K |
2020 Q4
21 quarters
|
|
|
IVES
5955
Dan IVES Wedbush AI Revolution ETF
IVES
$1.12B
| $568K | ﹤0.01% |
20,006
+18,474
| +1,206% | +$571K |
2025 Q4
1 quarter
|
|
5956
AdvisorShares Active Bear ETF
HDGE
$60M
| $565K | ﹤0.01% |
31,496
+19,928
| +172% | +$337K |
2014 Q4
45 quarters
|
|
5957
Timothy Plan US Small Cap Core ETF
TPSC
$364M
| $564K | ﹤0.01% |
13,296
+2,177
| +20% | +$94.9K |
2020 Q2
23 quarters
|
|
5958
Franklin FTSE Canada ETF
FLCA
$816M
| $563K | ﹤0.01% |
11,504
+1,449
| +14% | +$72K |
2023 Q1
12 quarters
|
|
5959
Copel
ELPC
$9.55B
| $562K | ﹤0.01% |
47,090
-23,267
| -33% | -$247K |
2023 Q4
9 quarters
|
|
5960
CALL
iShares MSCI China ETF
MCHI
$5.9B
| $562K | ﹤0.01% |
10,000
-15,000
| -60% | -$901K |
2025 Q3
2 quarters
|
|
5961
Sundial Growers
SNDL
$305M
| $561K | ﹤0.01% |
425,100
+280,859
| +195% | +$429K |
2020 Q3
22 quarters
|
|
5962
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$105M
| $561K | ﹤0.01% |
26,662
+9,889
| +59% | +$210K |
2017 Q2
35 quarters
|
|
|
BRSP
5963
PUT
BrightSpire Capital
BRSP
$482M
| $560K | ﹤0.01% |
+100,000
| New | +$579K |
2026 Q1
0 quarters
|
|
5964
Acacia Research
ACTG
$424M
| $558K | ﹤0.01% |
116,072
-7,968
| -6% | -$33.6K |
2021 Q4
17 quarters
|
|
5965
WisdomTree Emerging Markets Local Debt Fund
ELD
$136M
| $558K | ﹤0.01% |
20,060
-1,382
| -6% | -$40.4K |
2014 Q4
45 quarters
|
|
5966
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.41B
| $558K | ﹤0.01% |
18,499
+10,703
| +137% | +$321K |
2022 Q3
14 quarters
|
|
5967
SIGA Technologies
SIGA
$243M
| $557K | ﹤0.01% |
104,062
+81,666
| +365% | +$509K |
2021 Q4
17 quarters
|
|
|
VCIC
5968
DELISTED
Vine Hill Capital Investment Corp
VCIC
| $556K | ﹤0.01% |
+50,553
| New | +$541K |
2026 Q1
0 quarters
|
|
|
DSM
5969
BNY Mellon Strategic Municipal Bond Fund
DSM
$256M
| $556K | ﹤0.01% |
92,518
-20,275
| -18% | -$124K |
2014 Q4
45 quarters
|
|
5970
CALL
Nutanix
NTNX
$19.6B
| $555K | ﹤0.01% |
14,600
| – | – |
2024 Q2
7 quarters
|
|
5971
Fidelity MSCI Industrials Index ETF
FIDU
$2.21B
| $554K | ﹤0.01% |
6,406
+2,837
| +79% | +$255K |
2014 Q4
45 quarters
|
|
|
WIW
5972
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$489M
| $553K | ﹤0.01% |
65,420
-26,597
| -29% | -$229K |
2014 Q4
45 quarters
|
|
|
EXOD
5973
Exodus Movement Inc
EXOD
$221M
| $549K | ﹤0.01% |
84,498
+39,096
| +86% | +$456K |
2025 Q1
4 quarters
|
|
5974
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$489M
| $548K | ﹤0.01% |
9,167
+812
| +10% | +$49K |
2023 Q1
12 quarters
|
|
|
YALA
5975
Yalla Group
YALA
$808M
| $548K | ﹤0.01% |
87,887
+21,866
| +33% | +$150K |
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.