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 | |
|---|---|---|---|---|---|---|---|
6701
Bioceres Crop Solutions
BIOX
$21.8M
| $159K | ﹤0.01% |
358,161
+263,634
| +279% | +$200K |
2022 Q2
15 quarters
|
|
6702
Northern Technologies International Corp
NTIC
$73.1M
| $159K | ﹤0.01% |
19,281
-5,432
| -22% | -$47.9K |
2023 Q1
12 quarters
|
|
|
AEAQ
6703
Activate Energy Acquisition Corp
AEAQ
| $159K | ﹤0.01% |
+16,059
| New | +$159K |
2026 Q1
0 quarters
|
|
|
ABVE
6704
DELISTED
Above Food Ingredients Inc
ABVE
| $158K | ﹤0.01% |
156,761
-143,708
| -48% | -$229K |
2025 Q4
1 quarter
|
|
6705
CoinShares Bitcoin Mining and Digital Power ETF
WGMI
$294M
| $158K | ﹤0.01% |
4,542
+490
| +12% | +$20.6K |
2023 Q2
11 quarters
|
|
6706
ECB Bancorp
ECBK
$179M
| $158K | ﹤0.01% |
9,452
+1,402
| +17% | +$24.3K |
2022 Q3
14 quarters
|
|
|
CMDB
6707
Costamare Bulkers Holdings
CMDB
$544M
| $158K | ﹤0.01% |
10,212
+7,980
| +358% | +$134K |
2025 Q2
3 quarters
|
|
|
LUNL
6708
Defiance Daily Target 2X Long LUNR ETF
LUNL
$18.7M
| $158K | ﹤0.01% |
+13,504
| New | +$199K |
2026 Q1
0 quarters
|
|
|
QQQH
6709
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$398M
| $157K | ﹤0.01% |
3,067
+728
| +31% | +$39K |
2023 Q4
9 quarters
|
|
|
NBP
6710
NovaBridge Biosciences American Depositary Shares
NBP
$156M
| $156K | ﹤0.01% |
63,541
-118,235
| -65% | -$396K |
2024 Q4
5 quarters
|
|
6711
Nerdy
NRDY
$65M
| $156K | ﹤0.01% |
12,726
+8,311
| +188% | +$120K |
2021 Q4
17 quarters
|
|
6712
VanEck Social Sentiment ETF
BUZZ
$102M
| $156K | ﹤0.01% |
5,410
-17,982
| -77% | -$574K |
2025 Q3
2 quarters
|
|
|
AGIX
6713
KraneShares Public-Private AI & Technology ETF
AGIX
$1.18B
| $155K | ﹤0.01% |
4,739
-163
| -3% | -$5.69K |
2025 Q1
4 quarters
|
|
|
SENEB
6714
Seneca Foods Class B
SENEB
| $155K | ﹤0.01% |
1,033
| – | – |
2025 Q3
2 quarters
|
|
|
WDCX
6715
Tradr 2X Long WDC Daily ETF
WDCX
$89.9M
| $155K | ﹤0.01% |
+17,052
| New | +$174K |
2026 Q1
0 quarters
|
|
6716
CXApp
CXAI
$5.45M
| $154K | ﹤0.01% |
17,142
-6,518
| -28% | -$81K |
2023 Q2
11 quarters
|
|
|
MTA
6717
Metalla Royalty & Streaming
MTA
$859M
| $153K | ﹤0.01% |
23,069
+17,493
| +314% | +$138K |
2022 Q2
15 quarters
|
|
6718
Return Stacked US Stocks & Managed Futures ETF
RSST
$569M
| $152K | ﹤0.01% |
+5,383
| New | +$159K |
2026 Q1
0 quarters
|
|
6719
Westwater Resources
WWR
$65.4M
| $152K | ﹤0.01% |
232,352
-126,312
| -35% | -$114K |
2025 Q3
2 quarters
|
|
6720
Coya Therapeutics
COYA
$113M
| $152K | ﹤0.01% |
38,564
+3,529
| +10% | +$16.5K |
2024 Q4
5 quarters
|
|
6721
Schwab 1000 Index ETF
SCHK
$5.78B
| $152K | ﹤0.01% |
4,847
-4,610
| -49% | -$151K |
2024 Q1
8 quarters
|
|
6722
RF Industries
RFIL
$91.1M
| $152K | ﹤0.01% |
14,700
+13,798
| +1,530% | +$140K |
2025 Q1
4 quarters
|
|
|
CNTN
6723
Canton Strategic Holdings
CNTN
$179M
| $151K | ﹤0.01% |
46,308
+13,472
| +41% | +$53.2K |
2024 Q4
5 quarters
|
|
|
EEX
6724
DELISTED
Emerald Holding
EEX
| $151K | ﹤0.01% |
33,549
-1,256
| -4% | -$5.79K |
2022 Q3
14 quarters
|
|
|
TIGR
6725
CALL
UP Fintech Holding
TIGR
$748M
| $151K | ﹤0.01% |
24,000
| – | – |
2025 Q3
2 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.