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 | |
|---|---|---|---|---|---|---|
6501
Avita Medical
RCEL
$132M
| $231K | ﹤0.01% |
62,454
-27,855
| -31% | -$117K |
|
|
BNKK
6502
Bonk Inc
BNKK
$8M
| $231K | ﹤0.01% |
88,526
+44,263
| +100% | +$154K |
|
6503
JPMorgan Income ETF
JPIE
$10.1B
| $231K | ﹤0.01% |
+5,006
| New | +$232K |
|
6504
Indonesia Energy Corp
INDO
$44M
| $230K | ﹤0.01% |
+66,972
| New | +$283K |
|
|
NXXT
6505
NextNRG Inc
NXXT
$43.1M
| $230K | ﹤0.01% |
575,924
+511,349
| +792% | +$403K |
|
|
CCEC
6506
Capital Clean Energy Carriers
CCEC
$1.32B
| $230K | ﹤0.01% |
11,587
-1,562
| -12% | -$33.3K |
|
6507
Motorcar Parts of America
MPAA
$258M
| $230K | ﹤0.01% |
20,787
-2,265
| -10% | -$26K |
|
6508
United States Gasoline Fund
UGA
$141M
| $230K | ﹤0.01% |
2,222
+1,972
| +789% | +$151K |
|
6509
Taylor Devices
TAYD
$166M
| $230K | ﹤0.01% |
4,028
+3,992
| +11,089% | +$307K |
|
|
LINE
6510
PUT
Lineage Inc
LINE
$9.6B
| $229K | ﹤0.01% |
7,000
-63,000
| -90% | -$2.33M |
|
6511
ETRACS 2x Leveraged US Size Factor TR ETN
IWML
$9.55M
| $227K | ﹤0.01% |
9,795
+9,773
| +44,423% | +$248K |
|
|
SQNS
6512
Sequans Communications SA
SQNS
$38M
| $227K | ﹤0.01% |
89,853
+87,202
| +3,289% | +$331K |
|
|
COLO
6513
Global X MSCI Colombia ETF
COLO
$206M
| $227K | ﹤0.01% |
5,746
-8,399
| -59% | -$332K |
|
6514
Information Services Group
III
$198M
| $227K | ﹤0.01% |
59,174
+46,780
| +377% | +$230K |
|
6515
Peoples Financial Services
PFIS
$697M
| $226K | ﹤0.01% |
4,237
-2,782
| -40% | -$147K |
|
6516
FingerMotion
FNGR
$14.5M
| $225K | ﹤0.01% |
226,176
+54,995
| +32% | +$65.6K |
|
|
AIIO
6517
Robo.ai Inc
AIIO
$459M
| $225K | ﹤0.01% |
105,078
+97,081
| +1,214% | +$350K |
|
|
BMM
6518
Blue Moon Metals Inc
BMM
$529M
| $224K | ﹤0.01% |
+34,324
| New | +$167K |
|
6519
John Marshall Bancorp
JMSB
$316M
| $224K | ﹤0.01% |
11,042
+827
| +8% | +$16.6K |
|
6520
Cardlytics
CDLX
$21.8M
| $224K | ﹤0.01% |
21,327
+2,752
| +15% | +$26.8K |
|
6521
Colony Bankcorp
CBAN
$460M
| $224K | ﹤0.01% |
11,199
-3,889
| -26% | -$75.8K |
|
6522
Radcom
RDCM
$170M
| $224K | ﹤0.01% |
18,389
-3,881
| -17% | -$46.4K |
|
6523
Skillsoft
SKIL
$63.9M
| $224K | ﹤0.01% |
52,116
-28,239
| -35% | -$179K |
|
6524
vTv Therapeutics
VTVT
$125M
| $224K | ﹤0.01% |
5,636
+3,968
| +238% | +$144K |
|
6525
Columbia Emerging Markets Consumer ETF
ECON
$332M
| $224K | ﹤0.01% |
7,777
-11,596
| -60% | -$343K |
|
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.