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 | |
|---|---|---|---|---|---|---|
6001
CALL
Align Technology
ALGN
$12.1B
| $531K | ﹤0.01% |
3,100
-6,900
| -69% | -$1.21M |
|
6002
Betterware México
BWMX
$634M
| $531K | ﹤0.01% |
31,509
-2,631
| -8% | -$46.2K |
|
6003
Forte Biosciences
FBRX
$1.57B
| $530K | ﹤0.01% |
20,450
-4,374
| -18% | -$126K |
|
|
SAFX
6004
XCF Global Inc
SAFX
$131M
| $529K | ﹤0.01% |
1,450,609
+1,446,089
| +31,993% | +$340K |
|
6005
Wabash National
WNC
$512M
| $529K | ﹤0.01% |
61,410
-24,176
| -28% | -$240K |
|
6006
Biglari Holdings Class B
BH
$1.25B
| $528K | ﹤0.01% |
1,601
-2,321
| -59% | -$868K |
|
6007
iShares MSCI Philippines ETF
EPHE
$132M
| $527K | ﹤0.01% |
21,236
-20,824
| -50% | -$542K |
|
|
PROF
6008
Profound Medical
PROF
$268M
| $526K | ﹤0.01% |
81,108
+75,603
| +1,373% | +$522K |
|
|
SEG
6009
Seaport Entertainment Group
SEG
$336M
| $525K | ﹤0.01% |
24,460
-97,471
| -80% | -$2.04M |
|
6010
TRX Gold Corp
TRX
$254M
| $525K | ﹤0.01% |
349,952
+300,212
| +604% | +$443K |
|
6011
Bankwell Financial Group
BWFG
$543M
| $525K | ﹤0.01% |
10,812
+3,465
| +47% | +$165K |
|
6012
VanEck Digital Transformation ETF
DAPP
$234M
| $524K | ﹤0.01% |
+35,125
| New | +$603K |
|
6013
BRC Inc
BRCC
$121M
| $523K | ﹤0.01% |
673,472
-197,306
| -23% | -$166K |
|
|
RONB
6014
Baron First Principles ETF
RONB
$340M
| $523K | ﹤0.01% |
22,850
+22,647
| +11,156% | +$545K |
|
6015
PUT
Kenvue
KVUE
$36.9B
| $521K | ﹤0.01% |
+30,200
| New | +$538K |
|
|
KTF
6016
DWS Municipal Income Trust
KTF
$346M
| $520K | ﹤0.01% |
57,138
-2,590
| -4% | -$23.6K |
|
6017
CALL
Ross Stores
ROST
$80.5B
| $520K | ﹤0.01% |
2,400
-22,600
| -90% | -$4.5M |
|
6018
Similarweb
SMWB
$628M
| $518K | ﹤0.01% |
198,543
-338,006
| -63% | -$1.41M |
|
|
GRX
6019
Gabelli Healthcare & Wellness Trust
GRX
$144M
| $518K | ﹤0.01% |
57,189
-294
| -0.5% | -$2.82K |
|
6020
Prenetics Global
PRE
$317M
| $517K | ﹤0.01% |
26,773
+17,761
| +197% | +$331K |
|
6021
Invesco WilderHill Clean Energy ETF
PBW
$407M
| $517K | ﹤0.01% |
16,365
-8,889
| -35% | -$297K |
|
|
SPPP
6022
Sprott Physical Platinum and Palladium Trust
SPPP
$585M
| $516K | ﹤0.01% |
33,198
-88
| -0.3% | -$1.56K |
|
6023
Amplify Energy
AMPY
$161M
| $515K | ﹤0.01% |
82,539
-104,591
| -56% | -$569K |
|
6024
Weyco Group
WEYS
$372M
| $514K | ﹤0.01% |
16,049
+5,143
| +47% | +$163K |
|
|
6025
PUT
Align Technology
ALGN
$12.1B
| $514K | ﹤0.01% |
3,000
-9,500
| -76% | -$1.66M |
|
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.