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 | |
|---|---|---|---|---|---|---|---|
|
DMO
6726
Western Asset Mortgage Opportunity Fund
DMO
$109M
| $150K | ﹤0.01% |
13,929
-12,875
| -48% | -$142K |
2014 Q4
45 quarters
|
|
|
TOPT
6727
iShares Top 20 U.S. Stocks ETF
TOPT
$718M
| $150K | ﹤0.01% |
5,229
-14,615
| -74% | -$440K |
2025 Q3
2 quarters
|
|
6728
Global X Clean Water ETF
AQWA
$20.5M
| $149K | ﹤0.01% |
+7,877
| New | +$155K |
2026 Q1
0 quarters
|
|
|
BCYC
6729
Bicycle Therapeutics
BCYC
$237M
| $149K | ﹤0.01% |
32,159
+6,483
| +25% | +$37K |
2020 Q2
23 quarters
|
|
|
SCD
6730
LMP Capital and Income Fund
SCD
$336M
| $149K | ﹤0.01% |
9,965
-32,211
| -76% | -$498K |
2014 Q4
45 quarters
|
|
6731
Meridian
MRBK
$226M
| $149K | ﹤0.01% |
7,837
-13,279
| -63% | -$252K |
2017 Q4
33 quarters
|
|
|
CRWL
6732
GraniteShares 2x Long CRWD Daily ETF
CRWL
$80.2M
| $148K | ﹤0.01% |
7,821
+6,100
| +354% | +$147K |
2025 Q4
1 quarter
|
|
|
DFP
6733
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$392M
| $148K | ﹤0.01% |
7,369
-2,526
| -26% | -$53.5K |
2014 Q4
45 quarters
|
|
6734
Landmark Bancorp
LARK
$191M
| $148K | ﹤0.01% |
5,958
-2,173
| -27% | -$57.5K |
2014 Q4
45 quarters
|
|
6735
BNY Mellon Core Bond ETF
BKAG
$2.38B
| $147K | ﹤0.01% |
3,486
-3,155
| -48% | -$134K |
2022 Q3
14 quarters
|
|
6736
Bridgewater Bancshares
BWB
$577M
| $147K | ﹤0.01% |
8,306
-1,851
| -18% | -$33.9K |
2022 Q4
13 quarters
|
|
6737
Gyre Therapeutics
GYRE
$754M
| $147K | ﹤0.01% |
21,087
+11,503
| +120% | +$89.3K |
2024 Q2
7 quarters
|
|
|
DDFS
6738
Innovator Equity Dual Directional 15 Buffer ETF - September
DDFS
$86.2M
| $147K | ﹤0.01% |
6,938
+6,293
| +976% | +$134K |
2025 Q4
1 quarter
|
|
6739
Core Molding Technologies
CMT
$204M
| $146K | ﹤0.01% |
6,540
+4,663
| +248% | +$91.8K |
2023 Q2
11 quarters
|
|
6740
DNA X Inc
SONM
$6.07M
| $146K | ﹤0.01% |
36,219
+27,537
| +317% | +$130K |
2024 Q3
6 quarters
|
|
6741
SelectQuote
SLQT
$73.7M
| $145K | ﹤0.01% |
230,986
+13,209
| +6% | +$13.9K |
2020 Q2
23 quarters
|
|
6742
Invesco Pennsylvania Value Municipal Income Trust
VPV
$192M
| $145K | ﹤0.01% |
13,697
-3,080
| -18% | -$32.9K |
2014 Q4
45 quarters
|
|
6743
Friedman Industries
FRD
$296M
| $145K | ﹤0.01% |
8,161
+7,458
| +1,061% | +$141K |
2022 Q4
13 quarters
|
|
|
YSG
6744
Yatsen Holding
YSG
$248M
| $144K | ﹤0.01% |
46,724
-40,156
| -46% | -$162K |
2022 Q4
13 quarters
|
|
6745
Sportsman's Warehouse
SPWH
$44.2M
| $144K | ﹤0.01% |
102,060
-81,116
| -44% | -$109K |
2019 Q2
27 quarters
|
|
|
CRUX
6746
Columbia Core Bond ETF
CRUX
$2.06B
| $144K | ﹤0.01% |
+4,787
| New | +$143K |
2026 Q1
0 quarters
|
|
|
BURU
6747
DELISTED
NUBURU INC
BURU
| $144K | ﹤0.01% |
812,035
-67,950
| -8% | -$40.5K |
2024 Q3
6 quarters
|
|
|
MAPS
6748
DELISTED
WM TECHNOLOGY INC A
MAPS
| $144K | ﹤0.01% |
218,353
+91,552
| +72% | +$67.2K |
2024 Q1
8 quarters
|
|
|
FTH
6749
Faeth Therapeutics
FTH
$733M
| $143K | ﹤0.01% |
+4,529
| New | +$90.5K |
2026 Q1
0 quarters
|
|
6750
RLJ Lodging Trust $1.95 Series A Preferred Stock
RLJ.PRA
$318M
| $142K | ﹤0.01% |
5,892
+4,906
| +498% | +$124K |
2021 Q4
17 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.