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 | |
|---|---|---|---|---|---|---|
6226
Greif Class B
GEF.B
$4.11B
| $377K | ﹤0.01% |
4,308
-1,320
| -23% | -$111K |
|
6227
iShares Self-Driving EV and Tech ETF
IDRV
$125M
| $376K | ﹤0.01% |
9,762
-2,798
| -22% | -$109K |
|
6228
CALL
Wayfair
W
$11.2B
| $376K | ﹤0.01% |
+5,000
| New | +$452K |
|
|
6229
PUT
Wayfair
W
$11.2B
| $376K | ﹤0.01% |
5,000
-142,500
| -97% | -$12.9M |
|
6230
BlackRock MuniYield Michigan Quality Fund
MIY
$353M
| $375K | ﹤0.01% |
31,555
+18,150
| +135% | +$222K |
|
|
WSR
6231
DELISTED
Whitestone REIT
WSR
| $374K | ﹤0.01% |
23,151
-61,170
| -73% | -$921K |
|
6232
Microvast
MVST
$269M
| $374K | ﹤0.01% |
249,055
-297,341
| -54% | -$716K |
|
6233
Paysign
PAYS
$501M
| $374K | ﹤0.01% |
63,307
+5,092
| +9% | +$20.6K |
|
6234
Breakwave Tanker Shipping ETF
BWET
$34.9M
| $373K | ﹤0.01% |
3,785
+3,492
| +1,192% | +$183K |
|
|
SMJF
6235
SMJ International Holdings
SMJF
$157M
| $373K | ﹤0.01% |
120,214
+119,466
| +15,971% | +$471K |
|
6236
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$62.6M
| $372K | ﹤0.01% |
9,075
+125
| +1% | +$5.26K |
|
|
MDV
6237
Modiv Industrial
MDV
$179M
| $371K | ﹤0.01% |
25,930
-2,498
| -9% | -$37.1K |
|
6238
Pyxis Oncology
PYXS
$168M
| $371K | ﹤0.01% |
254,124
-138,642
| -35% | -$209K |
|
|
MPV
6239
Barings Participation Investors
MPV
$175M
| $371K | ﹤0.01% |
21,642
-3,520
| -14% | -$65.7K |
|
|
BZUN
6240
Baozun
BZUN
$167M
| $371K | ﹤0.01% |
155,091
-63,446
| -29% | -$165K |
|
6241
TaskUs
TASK
$556M
| $370K | ﹤0.01% |
55,093
-112,435
| -67% | -$1.19M |
|
|
IPCX
6242
Inflection Point Acquisition Corp III
IPCX
$300M
| $367K | ﹤0.01% |
+35,968
| New | +$366K |
|
6243
Sprott Energy Transition Materials ETF
SETM
$508M
| $367K | ﹤0.01% |
+11,093
| New | +$386K |
|
|
EMPG
6244
DELISTED
Empro Group
EMPG
| $367K | ﹤0.01% |
21,136
| – | – |
|
6245
PUT
Biogen
BIIB
$30B
| $367K | ﹤0.01% |
2,000
-74,500
| -97% | -$13.7M |
|
6246
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$176M
| $366K | ﹤0.01% |
6,110
-44
| -0.7% | -$2.57K |
|
6247
Putnam BDC Income ETF
PBDC
$276M
| $366K | ﹤0.01% |
13,286
-6,156
| -32% | -$177K |
|
6248
Neuropace
NPCE
$439M
| $366K | ﹤0.01% |
27,803
-17,114
| -38% | -$257K |
|
6249
Voyager Therapeutics
VYGR
$183M
| $365K | ﹤0.01% |
94,679
-174,114
| -65% | -$685K |
|
6250
Crexendo
CXDO
$223M
| $365K | ﹤0.01% |
59,116
+36,726
| +164% | +$241K |
|
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.