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 | |
|---|---|---|---|---|---|---|---|
6176
Ribbon Communications
RBBN
$317M
| $409K | ﹤0.01% |
192,850
+1,480
| +0.8% | +$3.54K |
2014 Q4
45 quarters
|
|
|
MBBA
6177
iShares Mortgage-Backed Securities Active ETF
MBBA
$147M
| $408K | ﹤0.01% |
+8,198
| New | +$411K |
2026 Q1
0 quarters
|
|
6178
CALL
Marathon Digital Holdings
MARA
$4.34B
| $408K | ﹤0.01% |
+50,000
| New | +$452K |
2026 Q1
0 quarters
|
|
|
CRESY
6179
Cresud
CRESY
$804M
| $408K | ﹤0.01% |
32,062
-151,692
| -83% | -$1.84M |
2014 Q4
45 quarters
|
|
6180
Minerva Neurosciences
NERV
$157M
| $407K | ﹤0.01% |
67,570
+65,763
| +3,639% | +$377K |
2023 Q2
11 quarters
|
|
6181
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$553M
| $407K | ﹤0.01% |
2,450
+198
| +9% | +$32.5K |
2024 Q4
5 quarters
|
|
|
NYAX
6182
Nayax
NYAX
$1.83B
| $406K | ﹤0.01% |
7,248
-50,195
| -87% | -$2.83M |
2022 Q3
14 quarters
|
|
|
NCV
6183
Virtus Convertible & Income Fund
NCV
$342M
| $405K | ﹤0.01% |
27,249
+5,948
| +28% | +$93.7K |
2014 Q4
45 quarters
|
|
|
NEE.PRV
6184
NextEra Energy Inc 7.375% Corporate Units
NEE.PRV
| $404K | ﹤0.01% |
+8,045
| New | +$401K |
2026 Q1
0 quarters
|
|
|
SZZL
6185
Sizzle Acquisition Corp II
SZZL
$328M
| $404K | ﹤0.01% |
39,274
+18,303
| +87% | +$188K |
2025 Q3
2 quarters
|
|
6186
Entrada Therapeutics
TRDA
$209M
| $404K | ﹤0.01% |
31,981
+12,945
| +68% | +$148K |
2022 Q4
13 quarters
|
|
|
NUCL
6187
Eagle Nuclear Energy Corp
NUCL
$175M
| $403K | ﹤0.01% |
+52,458
| New | +$310K |
2026 Q1
0 quarters
|
|
6188
Hooker Furnishings Corp
HOFT
$141M
| $403K | ﹤0.01% |
31,275
+3,827
| +14% | +$50.3K |
2014 Q4
45 quarters
|
|
|
SLMT
6189
Brera Holdings
SLMT
$47.7M
| $402K | ﹤0.01% |
51,338
+538
| +1% | +$7.09K |
2024 Q1
8 quarters
|
|
6190
CALL
Itaú Unibanco
ITUB
$94.7B
| $402K | ﹤0.01% |
+48,000
| New | +$402K |
2026 Q1
0 quarters
|
|
6191
NRC Health Common Stock
NRC
$450M
| $402K | ﹤0.01% |
23,687
-4,777
| -17% | -$81.2K |
2019 Q2
27 quarters
|
|
6192
Finance of America Companies
FOA
$124M
| $402K | ﹤0.01% |
24,229
-11,327
| -32% | -$234K |
2021 Q2
19 quarters
|
|
6193
First Community Corp
FCCO
$307M
| $402K | ﹤0.01% |
13,739
-40,921
| -75% | -$1.2M |
2019 Q4
25 quarters
|
|
6194
Fidelity Quality Factor ETF
FQAL
$1.43B
| $401K | ﹤0.01% |
+5,523
| New | +$418K |
2026 Q1
0 quarters
|
|
6195
Twin Disc
TWIN
$414M
| $401K | ﹤0.01% |
26,583
+22,063
| +488% | +$373K |
2019 Q2
27 quarters
|
|
6196
TechTarget
TTGT
$258M
| $401K | ﹤0.01% |
103,245
-21,559
| -17% | -$99.2K |
2016 Q3
38 quarters
|
|
|
AVBC
6197
Avidia Bancorp
AVBC
$411M
| $399K | ﹤0.01% |
20,296
-5,286
| -21% | -$97.2K |
2025 Q3
2 quarters
|
|
|
EMEQ
6198
Nomura Focused Emerging Markets Equity ETF
EMEQ
$652M
| $399K | ﹤0.01% |
+8,845
| New | +$413K |
2026 Q1
0 quarters
|
|
|
AGGM
6199
iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
$114M
| $398K | ﹤0.01% |
3,823
| – | – |
2014 Q4
45 quarters
|
|
6200
Gaotu Techedu
GOTU
$599M
| $398K | ﹤0.01% |
203,032
-214,391
| -51% | -$469K |
2019 Q3
26 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.