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 | |
|---|---|---|---|---|---|---|
|
EMAT
6551
Evolution Metals & Technologies Corp
EMAT
$2.75B
| $213K | ﹤0.01% |
+28,088
| New | +$248K |
|
|
KBSX
6552
FST Corp
KBSX
$40.3M
| $213K | ﹤0.01% |
159,963
| – | – |
|
6553
First National Corp
FXNC
$286M
| $212K | ﹤0.01% |
7,879
-1,584
| -17% | -$42K |
|
|
NVOX
6554
Defiance Daily Target 2x Long NVO ETF
NVOX
$46.8M
| $211K | ﹤0.01% |
20,622
+10,188
| +98% | +$188K |
|
6555
CALL
C3.ai
AI
$1.41B
| $211K | ﹤0.01% |
25,050
-17,850
| -42% | -$191K |
|
6556
Myomo
MYO
$38.6M
| $211K | ﹤0.01% |
311,721
-247,748
| -44% | -$203K |
|
6557
CALL
Rigetti Computing
RGTI
$4.94B
| $211K | ﹤0.01% |
15,000
| – | – |
|
6558
CALL
Zoetis
ZTS
$31.9B
| $210K | ﹤0.01% |
+1,778
| New | +$220K |
|
6559
CALL
Incyte
INCY
$24.9B
| $210K | ﹤0.01% |
2,232
| – | – |
|
6560
Global X FTSE Southeast Asia ETF
ASEA
$99.4M
| $210K | ﹤0.01% |
10,809
+3,752
| +53% | +$73.1K |
|
6561
AN2 Therapeutics
ANTX
$192M
| $210K | ﹤0.01% |
61,392
+4,724
| +8% | +$9.75K |
|
6562
PUT
TG Therapeutics
TGTX
$8.19B
| $209K | ﹤0.01% |
6,300
-100
| -2% | -$2.98K |
|
|
DPRO
6563
Draganfly
DPRO
$153M
| $209K | ﹤0.01% |
42,539
-62,181
| -59% | -$461K |
|
6564
LeaderShares AlphaFactor US Core Equity ETF
LSAF
$124M
| $208K | ﹤0.01% |
4,534
+3,515
| +345% | +$163K |
|
6565
BNY Mellon Global Infrastructure Income ETF
BKGI
$1.2B
| $208K | ﹤0.01% |
4,663
| – | – |
|
6566
PUT
Allstate
ALL
$68.3B
| $207K | ﹤0.01% |
1,000
-3,800
| -79% | -$779K |
|
6567
iShares MSCI Denmark ETF
EDEN
$209M
| $207K | ﹤0.01% |
1,975
+435
| +28% | +$48.9K |
|
|
NREF
6568
NexPoint Real Estate Finance
NREF
$318M
| $206K | ﹤0.01% |
15,285
+14,326
| +1,494% | +$205K |
|
6569
Simplify MBS ETF
MTBA
$1.52B
| $206K | ﹤0.01% |
+4,156
| New | +$209K |
|
6570
Caesarstone
CSTE
$71.6M
| $205K | ﹤0.01% |
192,047
-249,975
| -57% | -$411K |
|
6571
eHealth
EHTH
$43.8M
| $205K | ﹤0.01% |
159,237
+20,189
| +15% | +$46.8K |
|
6572
ACNB Corp
ACNB
$649M
| $205K | ﹤0.01% |
4,291
-1,492
| -26% | -$73.6K |
|
6573
Motley Fool 100 Index ETF
TMFC
$2.03B
| $205K | ﹤0.01% |
3,109
+2,718
| +695% | +$189K |
|
|
CCAQ
6574
Collective Acquisition Corp
CCAQ
$212M
| $204K | ﹤0.01% |
19,702
-1,752
| -8% | -$18.1K |
|
6575
BayCom
BCML
$330M
| $203K | ﹤0.01% |
6,827
-110,993
| -94% | -$3.26M |
|
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.