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 | |
|---|---|---|---|---|---|---|
|
WIA
6276
Western Asset Inflation-Linked Income Fund
WIA
$185M
| $353K | ﹤0.01% |
43,649
-21,114
| -33% | -$174K |
|
6277
CALL
CleanSpark
CLSK
$3.53B
| $352K | ﹤0.01% |
+41,400
| New | +$443K |
|
6278
CALL
Build-A-Bear
BBW
$425M
| $352K | ﹤0.01% |
+9,400
| New | +$495K |
|
6279
GrowGeneration
GRWG
$86.5M
| $351K | ﹤0.01% |
318,892
+57,610
| +22% | +$71.8K |
|
|
EHI
6280
Western Asset Global High Income Fund
EHI
$175M
| $350K | ﹤0.01% |
59,328
+9,469
| +19% | +$60K |
|
|
GRMN
6281
CALL
Garmin
GRMN
$56.7B
| $348K | ﹤0.01% |
1,500
| – | – |
|
|
AII
6282
American Integrity Insurance
AII
$397M
| $347K | ﹤0.01% |
17,978
-266
| -1% | -$5.07K |
|
6283
VanEck Retail ETF
RTH
$258M
| $346K | ﹤0.01% |
1,380
-444
| -24% | -$115K |
|
6284
CALL
monday.com
MNDY
$3.68B
| $346K | ﹤0.01% |
5,000
-6,100
| -55% | -$585K |
|
|
FTOH
6285
Franklin Ohio Municipal Income ETF
FTOH
$71.7M
| $346K | ﹤0.01% |
41,529
-69,786
| -63% | -$587K |
|
6286
Direxion Daily MSFT Bull 2X ETF
MSFU
$1.13B
| $345K | ﹤0.01% |
15,004
+14,051
| +1,474% | +$428K |
|
|
FFAI
6287
Faraday Future Intelligent Electric
FFAI
$15.2M
| $344K | ﹤0.01% |
8,338
+1,504
| +22% | +$155K |
|
|
TEND
6288
iShares Large Cap 10% Target Buffer Dec ETF
TEND
$69.1M
| $344K | ﹤0.01% |
+13,886
| New | +$353K |
|
|
DFNS
6289
T3 Defense Inc
DFNS
$28M
| $344K | ﹤0.01% |
3,834
+2,626
| +217% | +$712K |
|
|
EFTY
6290
Etoiles Capital Group
EFTY
| $343K | ﹤0.01% |
22,869
| – | – |
|
6291
Finward Bancorp
FNWD
$193M
| $343K | ﹤0.01% |
9,438
-14,269
| -60% | -$523K |
|
|
NSLR
6292
Neostellar Capital Corp
NSLR
$269M
| $342K | ﹤0.01% |
31,913
+8,977
| +39% | +$86K |
|
|
ZENA
6293
ZenaTech Inc
ZENA
$114M
| $340K | ﹤0.01% |
148,591
+103,383
| +229% | +$313K |
|
6294
Radware
RDWR
$1.1B
| $340K | ﹤0.01% |
12,913
-51,678
| -80% | -$1.28M |
|
6295
MMTec
MTC
$404M
| $339K | ﹤0.01% |
71,868
-25,722
| -26% | -$108K |
|
6296
iShares MSCI Ireland ETF
EIRL
$75.6M
| $339K | ﹤0.01% |
4,926
+538
| +12% | +$39K |
|
6297
Ascent Industries
ACNT
$140M
| $339K | ﹤0.01% |
25,473
+24,078
| +1,726% | +$374K |
|
6298
PUT
CoStar Group
CSGP
$11.7B
| $339K | ﹤0.01% |
8,400
-14,200
| -63% | -$739K |
|
|
FTF
6299
Franklin Limited Duration Income Trust
FTF
$231M
| $339K | ﹤0.01% |
58,076
-14,555
| -20% | -$88.6K |
|
6300
Matrix Service
MTRX
$326M
| $338K | ﹤0.01% |
29,422
-6,055
| -17% | -$72.1K |
|
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.