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 | |
|---|---|---|---|---|---|---|
6626
Wahed FTSE USA Shariah ETF
HLAL
$911M
| $185K | ﹤0.01% |
3,122
+2,822
| +941% | +$175K |
|
6627
Optical Cable Corp
OCC
$125M
| $185K | ﹤0.01% |
22,448
+13,622
| +154% | +$81.4K |
|
|
CISO
6628
CISO Global
CISO
$11.4M
| $185K | ﹤0.01% |
534,228
+530,649
| +14,827% | +$215K |
|
|
MILN
6629
Global X Millennial Consumer ETF
MILN
$100M
| $183K | ﹤0.01% |
4,490
+4,271
| +1,950% | +$188K |
|
6630
Real Brokerage
REAX
$357M
| $182K | ﹤0.01% |
72,825
-214,184
| -75% | -$648K |
|
6631
Belpointe PREP
OZ
$176M
| $182K | ﹤0.01% |
3,419
-829
| -20% | -$43.2K |
|
6632
Design Therapeutics
DSGN
$788M
| $182K | ﹤0.01% |
17,091
-8,446
| -33% | -$85.5K |
|
|
XYF
6633
X Financial
XYF
$193M
| $182K | ﹤0.01% |
44,057
+10,746
| +32% | +$55.7K |
|
6634
Kartoon Studios
TOON
$35.1M
| $181K | ﹤0.01% |
290,253
-47,386
| -14% | -$30.8K |
|
6635
CALL
HP
HPQ
$24.6B
| $181K | ﹤0.01% |
9,400
-298,900
| -97% | -$5.81M |
|
6636
Stratus Properties
STRS
$155M
| $180K | ﹤0.01% |
5,909
+992
| +20% | +$28.7K |
|
|
CWAN
6637
PUT
DELISTED
Clearwater Analytics
CWAN
| $180K | ﹤0.01% |
7,600
-14,400
| -65% | -$341K |
|
6638
Mobix Labs
MOBX
$25.4M
| $180K | ﹤0.01% |
53,779
-28,555
| -35% | -$100K |
|
6639
HF Foods Group
HFFG
$80.2M
| $179K | ﹤0.01% |
96,710
+68,398
| +242% | +$131K |
|
6640
SAB Biotherapeutics
SABS
$272M
| $179K | ﹤0.01% |
46,623
+39,225
| +530% | +$156K |
|
6641
SEI QiM U.S. Large Cap Quality Active ETF
SEIQ
$676M
| $177K | ﹤0.01% |
4,867
+3,679
| +310% | +$141K |
|
6642
SoundThinking
SSTI
$103M
| $177K | ﹤0.01% |
26,756
+7,701
| +40% | +$56.3K |
|
6643
CPS Technologies
CPSH
$77.3M
| $177K | ﹤0.01% |
47,337
+1,838
| +4% | +$8.14K |
|
6644
CALL
Capri Holdings
CPRI
$1.82B
| $176K | ﹤0.01% |
10,000
-178,900
| -95% | -$3.78M |
|
|
NOTV
6645
DELISTED
Inotiv
NOTV
| $176K | ﹤0.01% |
643,348
+213,371
| +50% | +$87.9K |
|
|
FBLA
6646
FB Bancorp
FBLA
$248M
| $176K | ﹤0.01% |
12,779
+2,250
| +21% | +$29.7K |
|
|
FRMI
6647
CALL
Fermi Inc
FRMI
$4.29B
| $175K | ﹤0.01% |
30,000
+10,000
| +50% | +$87.5K |
|
6648
Kornit Digital
KRNT
$695M
| $175K | ﹤0.01% |
11,925
-70,416
| -86% | -$1.03M |
|
|
OCCI
6649
OFS Credit Co
OCCI
$70.5M
| $175K | ﹤0.01% |
60,461
+55,187
| +1,046% | +$210K |
|
6650
ESS Tech
GWH
$22.3M
| $175K | ﹤0.01% |
149,279
+104,562
| +234% | +$161K |
|
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.