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 | |
|---|---|---|---|---|---|---|---|
6751
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
$193M
| $142K | ﹤0.01% |
+1,402
| New | +$161K |
2026 Q1
0 quarters
|
|
|
BLFY
6752
DELISTED
Blue Foundry Bancorp
BLFY
| $142K | ﹤0.01% |
10,691
-302
| -3% | -$4K |
2021 Q3
18 quarters
|
|
6753
Global X Brazil Active ETF
BRAZ
$10.5M
| $141K | ﹤0.01% |
+4,421
| New | +$138K |
2026 Q1
0 quarters
|
|
6754
CALL
GitLab
GTLB
$8.29B
| $141K | ﹤0.01% |
6,526
-126,020
| -95% | -$3.68M |
2024 Q4
5 quarters
|
|
|
VGI
6755
Virtus Global Multi-Sector Income Fund
VGI
$76.4M
| $141K | ﹤0.01% |
19,135
+157
| +0.8% | +$1.22K |
2014 Q4
45 quarters
|
|
6756
Medifast
MED
$131M
| $141K | ﹤0.01% |
13,833
-23,774
| -63% | -$256K |
2014 Q4
45 quarters
|
|
|
AIRJ
6757
Montana Technologies Corp
AIRJ
$288M
| $141K | ﹤0.01% |
56,121
-43,800
| -44% | -$148K |
2023 Q2
11 quarters
|
|
6758
First Trust Long/Short Equity ETF
FTLS
$2.58B
| $141K | ﹤0.01% |
1,998
-23,909
| -92% | -$1.69M |
2022 Q3
14 quarters
|
|
6759
First Bancorp
FNLC
$386M
| $140K | ﹤0.01% |
5,003
+2,983
| +148% | +$82.8K |
2014 Q4
45 quarters
|
|
6760
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$230M
| $140K | ﹤0.01% |
2,592
-112
| -4% | -$5K |
2020 Q2
23 quarters
|
|
6761
Waterstone Financial
WSBF
$358M
| $140K | ﹤0.01% |
7,777
+6,296
| +425% | +$112K |
2022 Q4
13 quarters
|
|
6762
CALL
Shift4
FOUR
$2.86B
| $140K | ﹤0.01% |
3,200
-300
| -9% | -$16.6K |
2025 Q1
4 quarters
|
|
6763
iHeartMedia
IHRT
$300M
| $139K | ﹤0.01% |
47,615
-19,548
| -29% | -$64.7K |
2019 Q4
25 quarters
|
|
6764
Virginia National Bankshares
VABK
$255M
| $138K | ﹤0.01% |
3,616
+2,997
| +484% | +$119K |
2021 Q2
19 quarters
|
|
6765
American Century US Quality Value ETF
VALQ
$327M
| $138K | ﹤0.01% |
+2,123
| New | +$144K |
2026 Q1
0 quarters
|
|
6766
Fidelity Small-Mid Multifactor ETF
FSMD
$2.53B
| $137K | ﹤0.01% |
3,067
| – | – |
2024 Q2
7 quarters
|
|
|
PFL
6767
PIMCO Income Strategy Fund
PFL
$349M
| $137K | ﹤0.01% |
17,140
+17
| +0.1% | +$141 |
2014 Q4
45 quarters
|
|
|
BKMS
6768
BNY Mellon Municipal Short Duration ETF
BKMS
$421M
| $137K | ﹤0.01% |
+5,362
| New | +$138K |
2026 Q1
0 quarters
|
|
|
THM
6769
International Tower Hill Mines
THM
$644M
| $137K | ﹤0.01% |
59,423
+49,023
| +471% | +$125K |
2023 Q4
9 quarters
|
|
6770
PUT
Riot Platforms
RIOT
$7.4B
| $137K | ﹤0.01% |
11,050
-13,527,250
| -100% | -$207M |
2025 Q3
2 quarters
|
|
|
CYPH
6771
Cypherpunk Technologies Inc
CYPH
$327M
| $136K | ﹤0.01% |
171,068
+139,923
| +449% | +$108K |
2024 Q2
7 quarters
|
|
6772
Invesco DB Precious Metals Fund
DBP
$247M
| $135K | ﹤0.01% |
1,231
| – | – |
2014 Q4
45 quarters
|
|
6773
Invesco Oil & Gas Services ETF
PXJ
$130M
| $135K | ﹤0.01% |
3,262
+3,050
| +1,439% | +$115K |
2014 Q4
45 quarters
|
|
6774
United States Brent Oil Fund
BNO
$782M
| $135K | ﹤0.01% |
2,596
-16,274
| -86% | -$603K |
2015 Q1
44 quarters
|
|
6775
PUT
iQIYI
IQ
$957M
| $135K | ﹤0.01% |
100,000
-100,000
| -50% | -$173K |
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.