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 | |
|---|---|---|---|---|---|---|
6251
Health Catalyst
HCAT
$154M
| $365K | ﹤0.01% |
287,095
+23,608
| +9% | +$44.4K |
|
6252
CALL
Chewy
CHWY
$9.25B
| $365K | ﹤0.01% |
13,500
-6,300
| -32% | -$176K |
|
6253
Zentalis Pharmaceuticals
ZNTL
$337M
| $364K | ﹤0.01% |
155,704
-518,894
| -77% | -$1.34M |
|
6254
Corbus Pharmaceuticals
CRBP
$166M
| $363K | ﹤0.01% |
38,638
-12,571
| -25% | -$106K |
|
6255
PUT
Lockheed Martin
LMT
$134B
| $363K | ﹤0.01% |
600
-40,500
| -99% | -$24.9M |
|
6256
Foghorn Therapeutics
FHTX
$266M
| $362K | ﹤0.01% |
75,835
+51,330
| +209% | +$282K |
|
|
STRK
6257
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$435M
| $362K | ﹤0.01% |
5,125
+5,068
| +8,891% | +$406K |
|
6258
Oportun Financial
OPRT
$255M
| $361K | ﹤0.01% |
78,412
-18,155
| -19% | -$92.4K |
|
6259
CALL
Samsara
IOT
$21.7B
| $361K | ﹤0.01% |
11,400
-326,200
| -97% | -$9.96M |
|
6260
Manitowoc
MTW
$497M
| $361K | ﹤0.01% |
31,005
-21,433
| -41% | -$287K |
|
6261
Elicio Therapeutics
ELTX
$73.5M
| $361K | ﹤0.01% |
33,769
+1,753
| +5% | +$16.9K |
|
6262
KraneShares China Internet and Covered Call Strategy ETF
KLIP
$101M
| $360K | ﹤0.01% |
14,000
+879
| +7% | +$25.6K |
|
6263
CALL
Marriott International
MAR
$98.3B
| $360K | ﹤0.01% |
1,100
-117,400
| -99% | -$38.6M |
|
6264
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$1.29B
| $358K | ﹤0.01% |
+7,192
| New | +$359K |
|
6265
JPMorgan International Value ETF
JIVE
$3.39B
| $358K | ﹤0.01% |
+4,177
| New | +$360K |
|
6266
Fidelity Low Volatility Factor ETF
FDLO
$1.44B
| $357K | ﹤0.01% |
5,526
+2,275
| +70% | +$153K |
|
|
PPLT
6267
CALL
abrdn Physical Platinum Shares ETF
PPLT
$1.88B
| $356K | ﹤0.01% |
+20,000
| New | +$400K |
|
|
YB
6268
Yuanbao Inc
YB
$619M
| $355K | ﹤0.01% |
20,107
+20,102
| +402,040% | +$393K |
|
6269
Miller Industries
MLR
$573M
| $354K | ﹤0.01% |
7,782
-16,025
| -67% | -$684K |
|
|
GRML
6270
Greenland Mines Ltd
GRML
$29.2M
| $354K | ﹤0.01% |
1,072,998
+556,377
| +108% | +$191K |
|
6271
Pacer Industrial Real Estate ETF
INDS
$118M
| $354K | ﹤0.01% |
9,632
-1,612
| -14% | -$62.5K |
|
6272
YieldMax Ultra Option Income Strategy ETF
ULTY
$762M
| $354K | ﹤0.01% |
11,536
-45,464
| -80% | -$1.58M |
|
6273
PUT
Martin Marietta Materials
MLM
$31.5B
| $353K | ﹤0.01% |
600
| – | – |
|
6274
PUT
Peloton Interactive
PTON
$2.77B
| $353K | ﹤0.01% |
82,300
-70,000
| -46% | -$341K |
|
6275
Talkspace
TALK
$874M
| $353K | ﹤0.01% |
68,219
-171,869
| -72% | -$761K |
|
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.