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 | |
|---|---|---|---|---|---|---|---|
6576
Inspired Entertainment
INSE
$91.2M
| $203K | ﹤0.01% |
28,449
+19,159
| +206% | +$158K |
2022 Q3
14 quarters
|
|
6577
Tigo Energy
TYGO
$66.6M
| $203K | ﹤0.01% |
+53,945
| New | +$179K |
2026 Q1
0 quarters
|
|
6578
Global X Gold Explorers ETF NEW
GOEX
$120M
| $203K | ﹤0.01% |
2,395
+1,358
| +131% | +$125K |
2025 Q2
3 quarters
|
|
|
BRSL
6579
CALL
Brightstar Lottery PLC
BRSL
$1.8B
| $203K | ﹤0.01% |
15,900
-51,200
| -76% | -$705K |
2024 Q4
5 quarters
|
|
|
MAMK
6580
DELISTED
MaxsMaking Inc
MAMK
| $202K | ﹤0.01% |
15,568
| – | – |
2025 Q3
2 quarters
|
|
6581
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$121M
| $201K | ﹤0.01% |
3,533
-63
| -2% | -$3.63K |
2014 Q4
45 quarters
|
|
6582
Ennis
EBF
$571M
| $201K | ﹤0.01% |
9,387
-48,654
| -84% | -$984K |
2014 Q4
45 quarters
|
|
6583
Cato Corp
CATO
$47.8M
| $200K | ﹤0.01% |
70,800
+64,450
| +1,015% | +$198K |
2014 Q4
45 quarters
|
|
|
BMNR
6584
CALL
BitMine Immersion Technologies
BMNR
$15.8B
| $200K | ﹤0.01% |
10,100
-6,150
| -38% | -$145K |
2025 Q3
2 quarters
|
|
6585
Oxford Square Capital
OXSQ
$138M
| $200K | ﹤0.01% |
112,761
-118,882
| -51% | -$215K |
2014 Q4
45 quarters
|
|
|
ELME
6586
Elme Communities
ELME
$156M
| $199K | ﹤0.01% |
99,145
-164,059
| -62% | -$541K |
2014 Q4
45 quarters
|
|
|
AZIO
6587
Azio AI Holdings
AZIO
$20.5M
| $199K | ﹤0.01% |
119,056
+110,360
| +1,269% | +$204K |
2024 Q4
5 quarters
|
|
|
DMB
6588
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$174M
| $198K | ﹤0.01% |
18,817
-1,191
| -6% | -$13.1K |
2014 Q4
45 quarters
|
|
|
ASBP
6589
Aspire-Lakewood Holdings, Inc. Common Stock
ASBP
$12.3M
| $197K | ﹤0.01% |
6,383
+4,287
| +205% | +$228K |
2025 Q3
2 quarters
|
|
6590
Northeast Community Bancorp
NECB
$367M
| $197K | ﹤0.01% |
8,286
-7,342
| -47% | -$173K |
2021 Q3
18 quarters
|
|
|
STEX
6591
Streamex Corp
STEX
$71.3M
| $197K | ﹤0.01% |
174,123
+56,654
| +48% | +$144K |
2024 Q4
5 quarters
|
|
6592
First Bank
FRBA
$440M
| $196K | ﹤0.01% |
12,262
+4,558
| +59% | +$74.6K |
2014 Q4
45 quarters
|
|
|
WULX
6593
Tradr 2X Long WULF Daily ETF
WULX
$14.9M
| $196K | ﹤0.01% |
+10,261
| New | +$239K |
2026 Q1
0 quarters
|
|
6594
Coda Octopus Group
CODA
$126M
| $196K | ﹤0.01% |
17,360
+12,411
| +251% | +$152K |
2017 Q3
34 quarters
|
|
|
SPE.PRC
6595
Special Opportunities Fund Inc 2.75% Series C Preferred Stock
SPE.PRC
$63M
| $196K | ﹤0.01% |
7,900
-19,083
| -71% | -$478K |
2022 Q1
16 quarters
|
|
6596
Invesco DB Energy Fund
DBE
$117M
| $196K | ﹤0.01% |
6,653
-5
| -0.1% | -$110 |
2014 Q4
45 quarters
|
|
|
CRAN
6597
Crane Harbor Acquisition Corp II
CRAN
$474M
| $195K | ﹤0.01% |
+19,725
| New | +$196K |
2026 Q1
0 quarters
|
|
6598
iShares Morningstar Multi-Asset Income ETF
IYLD
$124M
| $195K | ﹤0.01% |
8,986
-545
| -6% | -$12K |
2014 Q4
45 quarters
|
|
6599
NanoViricides
NNVC
$32.7M
| $195K | ﹤0.01% |
213,359
+180,843
| +556% | +$189K |
2024 Q3
6 quarters
|
|
6600
Oak Valley Bancorp
OVLY
$287M
| $194K | ﹤0.01% |
5,986
-782
| -12% | -$25.1K |
2019 Q2
27 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.