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 | |
|---|---|---|---|---|---|---|
|
GNT
6426
GAMCO Natural Resources, Gold & Income Trust
GNT
$133M
| $266K | ﹤0.01% |
31,883
-938
| -3% | -$7.81K |
|
6427
BTC Digital
BTCT
$8.16M
| $266K | ﹤0.01% |
237,546
+231,926
| +4,127% | +$315K |
|
6428
Gilat Satellite Networks
GILT
$825M
| $266K | ﹤0.01% |
17,689
-513,437
| -97% | -$8.54M |
|
6429
Nuveen New York Quality Municipal Income Fund
NAN
$367M
| $264K | ﹤0.01% |
23,714
-36,607
| -61% | -$418K |
|
|
ASG
6430
Liberty All-Star Growth Fund
ASG
$324M
| $263K | ﹤0.01% |
55,451
+22,144
| +66% | +$114K |
|
6431
EverCommerce
EVCM
$2.1B
| $263K | ﹤0.01% |
23,039
-19,858
| -46% | -$225K |
|
6432
Cricut
CRCT
$974M
| $263K | ﹤0.01% |
70,289
-121,895
| -63% | -$535K |
|
6433
CALL
Fabrinet
FN
$15.9B
| $263K | ﹤0.01% |
+504
| New | +$256K |
|
|
IMMP
6434
Immutep
IMMP
$56M
| $263K | ﹤0.01% |
748,811
+678,393
| +963% | +$1.55M |
|
|
ARDC
6435
Are Dynamic Credit Allocation Fund
ARDC
$297M
| $262K | ﹤0.01% |
21,557
-32,275
| -60% | -$417K |
|
|
QDVO
6436
Amplify CWP Growth & Income ETF
QDVO
$716M
| $262K | ﹤0.01% |
9,835
+4,044
| +70% | +$114K |
|
6437
Adicet Bio
ACET
$82.4M
| $261K | ﹤0.01% |
38,368
+34,571
| +910% | +$259K |
|
6438
AgEagle Aerial Systems
UAVS
$40.4M
| $261K | ﹤0.01% |
288,748
+156,477
| +118% | +$179K |
|
|
NOA
6439
North American Construction
NOA
$366M
| $260K | ﹤0.01% |
19,319
-64,745
| -77% | -$988K |
|
6440
Lifecore Biomedical
LFCR
$162M
| $260K | ﹤0.01% |
69,992
+15,231
| +28% | +$105K |
|
6441
PUT
SentinelOne
S
$6.29B
| $260K | ﹤0.01% |
20,200
-493,400
| -96% | -$6.85M |
|
6442
New England Realty Associates
NEN
$199M
| $258K | ﹤0.01% |
4,281
+1,921
| +81% | +$123K |
|
6443
Schwab International Dividend Equity ETF
SCHY
$2.48B
| $258K | ﹤0.01% |
8,134
+1,134
| +16% | +$36K |
|
6444
2x Long VIX Futures ETF
UVIX
$265M
| $257K | ﹤0.01% |
+1,485
| New | +$200K |
|
|
JFB
6445
JFB Construction Holdings
JFB
$83.3M
| $257K | ﹤0.01% |
42,001
+39,349
| +1,484% | +$404K |
|
6446
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$103M
| $257K | ﹤0.01% |
5,149
-15,705
| -75% | -$804K |
|
6447
Chegg
CHGG
$113M
| $256K | ﹤0.01% |
345,724
+52,620
| +18% | +$37K |
|
|
SPRB
6448
Spruce Biosciences
SPRB
$117M
| $256K | ﹤0.01% |
3,919
-983
| -20% | -$67.8K |
|
|
METU
6449
Direxion Daily META Bull 2X ETF
METU
$317M
| $256K | ﹤0.01% |
11,425
-66,418
| -85% | -$1.96M |
|
6450
Red Violet
RDVT
$962M
| $255K | ﹤0.01% |
7,380
-788
| -10% | -$34.7K |
|
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.