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 | |
|---|---|---|---|---|---|---|
6026
AEye
LIDR
$52.8M
| $514K | ﹤0.01% |
284,032
+150,193
| +112% | +$274K |
|
6027
Magnachip Semiconductor
MX
$119M
| $514K | ﹤0.01% |
183,446
+3,751
| +2% | +$10.7K |
|
6028
Lucid Diagnostics
LUCD
$166M
| $512K | ﹤0.01% |
445,479
+135,985
| +44% | +$173K |
|
6029
Pennant Group
PNTG
$1.4B
| $512K | ﹤0.01% |
16,801
-1,102
| -6% | -$34.1K |
|
|
GTEN
6030
Gores Holdings X
GTEN
$472M
| $512K | ﹤0.01% |
50,000
| – | – |
|
|
WKEY
6031
WISeKey
WKEY
$70.3M
| $511K | ﹤0.01% |
83,261
-8,923
| -10% | -$66.6K |
|
|
MEGI
6032
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$796M
| $509K | ﹤0.01% |
34,631
+21,358
| +161% | +$312K |
|
6033
VanEck Natural Resources ETF
HAP
$302M
| $508K | ﹤0.01% |
7,015
+472
| +7% | +$32.6K |
|
6034
Greenwich LifeSciences
GLSI
$198M
| $507K | ﹤0.01% |
21,116
+15,036
| +247% | +$392K |
|
|
WDI
6035
Western Asset Diversified Income Fund
WDI
$678M
| $506K | ﹤0.01% |
37,678
-4,738
| -11% | -$65.2K |
|
6036
Banco Santander Chile
BSAC
$16.3B
| $506K | ﹤0.01% |
15,160
-63,695
| -81% | -$2.15M |
|
6037
Quanex
NX
$819M
| $504K | ﹤0.01% |
28,067
-27,936
| -50% | -$527K |
|
6038
iShares US Tech Independence Focused ETF
IETC
$674M
| $504K | ﹤0.01% |
5,701
+4,801
| +533% | +$455K |
|
6039
CALL
Republic Services
RSG
$64.8B
| $504K | ﹤0.01% |
2,300
-2,300
| -50% | -$505K |
|
|
BBUC
6040
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$6.12B
| $504K | ﹤0.01% |
15,915
-14,203
| -47% | -$488K |
|
6041
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$434M
| $503K | ﹤0.01% |
7,997
+4,126
| +107% | +$280K |
|
6042
SmartFinancial
SMBK
$896M
| $502K | ﹤0.01% |
12,838
-2,160
| -14% | -$85.4K |
|
6043
Galectin Therapeutics
GALT
$196M
| $501K | ﹤0.01% |
179,741
+140,637
| +360% | +$428K |
|
6044
Cerence
CRNC
$385M
| $501K | ﹤0.01% |
79,394
-61,988
| -44% | -$558K |
|
6045
Rigetti Computing Warrants
RGTIW
$130M
| $498K | ﹤0.01% |
90,700
+44,345
| +96% | +$390K |
|
|
ACB
6046
Aurora Cannabis
ACB
$173M
| $498K | ﹤0.01% |
152,268
+60,198
| +65% | +$227K |
|
6047
OptimizeRx
OPRX
$114M
| $498K | ﹤0.01% |
79,261
+44,301
| +127% | +$411K |
|
6048
VinFast Auto
VFS
$7.28B
| $498K | ﹤0.01% |
129,260
+10,914
| +9% | +$35.7K |
|
6049
BTCS Inc
BTCS
$51.3M
| $497K | ﹤0.01% |
357,882
+28,187
| +9% | +$57.5K |
|
6050
Holley
HLLY
$321M
| $497K | ﹤0.01% |
161,776
+149,425
| +1,210% | +$566K |
|
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.