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 | |
|---|---|---|---|---|---|---|---|
6451
SEI QiM U.S. Large Cap Momentum Active ETF
SEIM
$1.55B
| $255K | ﹤0.01% |
5,593
+5,358
| +2,280% | +$253K |
2024 Q4
5 quarters
|
|
6452
Rush Enterprises Class B
RUSHB
$6.62B
| $253K | ﹤0.01% |
5,907
-2,501
| -30% | -$103K |
2021 Q3
18 quarters
|
|
6453
Newegg Commerce
NEGG
$241M
| $253K | ﹤0.01% |
6,128
-21,827
| -78% | -$1.03M |
2024 Q1
8 quarters
|
|
6454
Cognyte Software
CGNT
$645M
| $252K | ﹤0.01% |
31,108
-6,751
| -18% | -$55.7K |
2021 Q1
20 quarters
|
|
6455
Spear Alpha ETF
SPRX
$244M
| $251K | ﹤0.01% |
7,063
+6,661
| +1,657% | +$264K |
2024 Q3
6 quarters
|
|
6456
First Internet Bancorp
INBK
$241M
| $251K | ﹤0.01% |
12,315
+8,489
| +222% | +$177K |
2021 Q3
18 quarters
|
|
6457
CALL
iShares MSCI Australia ETF
EWA
$1.21B
| $251K | ﹤0.01% |
9,024
-2,226
| -20% | -$62.5K |
2025 Q2
3 quarters
|
|
|
HDSN
6458
Hudson Technologies
HDSN
$220M
| $250K | ﹤0.01% |
42,475
-93,613
| -69% | -$642K |
2014 Q4
45 quarters
|
|
|
NOVTU
6459
Novanta Inc Units
NOVTU
$692M
| $249K | ﹤0.01% |
4,649
-10,051
| -68% | -$585K |
2025 Q4
1 quarter
|
|
6460
PUT
Viatris
VTRS
$20.2B
| $249K | ﹤0.01% |
18,400
| – | – |
2025 Q4
1 quarter
|
|
6461
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$94.4M
| $248K | ﹤0.01% |
+6,324
| New | +$254K |
2026 Q1
0 quarters
|
|
6462
T Stamp
IDAI
$18.3M
| $248K | ﹤0.01% |
103,850
+82,980
| +398% | +$259K |
2025 Q1
4 quarters
|
|
6463
Mistras Group
MG
$658M
| $248K | ﹤0.01% |
16,761
-33,307
| -67% | -$481K |
2019 Q2
27 quarters
|
|
|
MBVI
6464
M3-Brigade Acquisition VI Corp
MBVI
$442M
| $248K | ﹤0.01% |
24,641
+2,534
| +11% | +$25.5K |
2025 Q4
1 quarter
|
|
6465
Mercer International
MERC
$17.2M
| $247K | ﹤0.01% |
174,070
+121,489
| +231% | +$232K |
2023 Q4
9 quarters
|
|
6466
AdvisorShares Pure US Cannabis ETF
MSOS
$880M
| $247K | ﹤0.01% |
69,620
-202,310
| -74% | -$829K |
2023 Q2
11 quarters
|
|
6467
Sierra Bancorp
BSRR
$515M
| $247K | ﹤0.01% |
7,272
-1,419
| -16% | -$49.6K |
2014 Q4
45 quarters
|
|
6468
CarParts.com
PRTS
$66.3M
| $247K | ﹤0.01% |
31,362
+11,533
| +58% | +$75K |
2020 Q2
23 quarters
|
|
6469
Korro Bio
KRRO
$142M
| $245K | ﹤0.01% |
21,676
+1,681
| +8% | +$18.5K |
2019 Q4
25 quarters
|
|
6470
CALL
uniQure
QURE
$1.63B
| $245K | ﹤0.01% |
+15,000
| New | +$304K |
2026 Q1
0 quarters
|
|
6471
Lifetime Brands
LCUT
$210M
| $245K | ﹤0.01% |
42,686
+30,052
| +238% | +$114K |
2021 Q3
18 quarters
|
|
|
GLDG
6472
GoldMining Inc
GLDG
$202M
| $244K | ﹤0.01% |
205,277
+90,562
| +79% | +$136K |
2023 Q1
12 quarters
|
|
|
HSLV
6473
Highlander Silver Corp
HSLV
$1.07B
| $244K | ﹤0.01% |
+41,500
| New | +$234K |
2026 Q1
0 quarters
|
|
6474
Energy Services of America
ESOA
$205M
| $244K | ﹤0.01% |
18,584
-17,222
| -48% | -$203K |
2024 Q1
8 quarters
|
|
6475
InfuSystem Holdings
INFU
$262M
| $244K | ﹤0.01% |
26,425
+19,590
| +287% | +$171K |
2015 Q1
44 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.