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 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 | |
|---|---|---|---|---|---|---|
651
Arch Capital
ACGL
$35B
| $185M | 0.03% |
1,926,310
+323,898
| +20% | +$31M |
|
652
Public Storage
PSA
$55.3B
| $185M | 0.03% |
682,342
+13,725
| +2% | +$3.94M |
|
653
iShares Preferred and Income Securities ETF
PFF
$13.2B
| $185M | 0.03% |
6,095,089
+59,754
| +1% | +$1.87M |
|
654
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
| $185M | 0.03% |
1,672,404
-136,997
| -8% | -$15.1M |
|
655
Penumbra
PEN
$12.5B
| $184M | 0.03% |
560,335
+409,963
| +273% | +$139M |
|
656
US Foods
USFD
$21B
| $184M | 0.03% |
1,993,669
+818,809
| +70% | +$72.5M |
|
657
First Trust Enhanced Short Maturity ETF
FTSM
$6.51B
| $184M | 0.03% |
3,074,486
+222,262
| +8% | +$13.3M |
|
658
iShares TIPS Bond ETF
TIP
$14.5B
| $184M | 0.03% |
1,663,759
+30,665
| +2% | +$3.39M |
|
659
Petrobras
PBR
$122B
| $183M | 0.03% |
8,831,887
+4,158,429
| +89% | +$66.5M |
|
660
Lennox International
LII
$18.7B
| $183M | 0.03% |
394,603
+202,835
| +106% | +$104M |
|
|
PSKY
661
Paramount Skydance Corp
PSKY
$9.5B
| $182M | 0.03% |
20,176,825
+6,923,591
| +52% | +$75.7M |
|
662
Cboe Global Markets
CBOE
$29.8B
| $182M | 0.03% |
646,201
-270,661
| -30% | -$75.4M |
|
663
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.84B
| $180M | 0.03% |
2,407,338
+1,549,641
| +181% | +$118M |
|
664
MACOM Technology Solutions
MTSI
$21.6B
| $180M | 0.03% |
809,410
-100,389
| -11% | -$22.4M |
|
665
PUT
Berkshire Hathaway Class B
BRK.B
$1.06T
| $179M | 0.03% |
372,500
-86,200
| -19% | -$42.3M |
|
666
Global X MLP ETF
MLPA
$2.28B
| $178M | 0.03% |
3,305,227
+2,257,571
| +215% | +$118M |
|
667
Best Buy
BBY
$17.8B
| $178M | 0.03% |
2,772,569
-1,256,910
| -31% | -$82.5M |
|
668
VSE Corp
VSEC
$5.54B
| $178M | 0.03% |
964,497
+461,519
| +92% | +$94M |
|
669
Shell
SHEL
$243B
| $178M | 0.03% |
1,911,679
+626,976
| +49% | +$50.7M |
|
670
Toronto Dominion Bank
TD
$197B
| $177M | 0.03% |
1,901,313
-421,843
| -18% | -$40.1M |
|
671
Cardinal Health
CAH
$52.9B
| $177M | 0.03% |
839,569
-129,278
| -13% | -$27.8M |
|
672
Vanguard Energy ETF
VDE
$10.1B
| $177M | 0.03% |
1,025,115
+32,060
| +3% | +$4.85M |
|
673
Cognizant
CTSH
$20.3B
| $177M | 0.03% |
2,891,098
-991,878
| -26% | -$71M |
|
|
SPYM
674
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
| $177M | 0.03% |
2,309,952
+258,106
| +13% | +$20.6M |
|
675
PUT
CrowdStrike
CRWD
$187B
| $177M | 0.03% |
1,810,852
-2,619,148
| -59% | -$278M |
|
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.