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 | |
|---|---|---|---|---|---|---|---|
6851
Solarmax Technology
SMXT
$10.2M
| $118K | ﹤0.01% |
14,080
+13,106
| +1,346% | +$123K |
2024 Q2
7 quarters
|
|
|
EIC
6852
Eagle Point Income Company
EIC
$212M
| $118K | ﹤0.01% |
12,468
-1,319
| -10% | -$13.6K |
2019 Q3
26 quarters
|
|
|
RCS
6853
PIMCO Strategic Income Fund
RCS
$237M
| $118K | ﹤0.01% |
21,951
-386,316
| -95% | -$2.23M |
2014 Q4
45 quarters
|
|
6854
YieldMax MSFT Option Income Strategy ETF
MSFO
$86.4M
| $118K | ﹤0.01% |
10,174
-262
| -3% | -$3.47K |
2025 Q4
1 quarter
|
|
6855
inTEST
INTT
$158M
| $117K | ﹤0.01% |
8,601
+8,123
| +1,699% | +$89.1K |
2021 Q4
17 quarters
|
|
|
SMCX
6856
Defiance Daily Target 2X Long SMCI ETF
SMCX
$194M
| $117K | ﹤0.01% |
13,744
| – | – |
2025 Q4
1 quarter
|
|
|
BRT
6857
BRT Apartments
BRT
$250M
| $117K | ﹤0.01% |
8,782
-432
| -5% | -$6.27K |
2014 Q4
45 quarters
|
|
6858
FRP Holdings
FRPH
$389M
| $117K | ﹤0.01% |
5,348
-138,151
| -96% | -$3.21M |
2016 Q2
39 quarters
|
|
|
ATCX
6859
Atlas Critical Minerals Corp
ATCX
$14.8M
| $117K | ﹤0.01% |
+20,982
| New | +$147K |
2026 Q1
0 quarters
|
|
6860
Invesco Bloomberg Pricing Power ETF
POWA
$166M
| $116K | ﹤0.01% |
1,352
| – | – |
2014 Q4
45 quarters
|
|
6861
BlackRock Large Cap Core ETF
BLCR
$9.03B
| $116K | ﹤0.01% |
+2,833
| New | +$121K |
2026 Q1
0 quarters
|
|
6862
HBT Financial
HBT
$1.32B
| $116K | ﹤0.01% |
4,352
+2,779
| +177% | +$75.7K |
2021 Q4
17 quarters
|
|
6863
Neumora Therapeutics
NMRA
$93.9M
| $116K | ﹤0.01% |
59,584
-35,322
| -37% | -$91.5K |
2023 Q4
9 quarters
|
|
6864
Strive US Semiconductor ETF
SHOC
$255M
| $116K | ﹤0.01% |
1,606
+546
| +52% | +$40.9K |
2025 Q3
2 quarters
|
|
|
SPLS
6865
PIMCO US Stocks PLUS Active Bond ETF
SPLS
$45.6M
| $116K | ﹤0.01% |
+2,457
| New | +$120K |
2026 Q1
0 quarters
|
|
|
CGMM
6866
Capital Group U.S. Small and Mid Cap ETF
CGMM
$3.42B
| $116K | ﹤0.01% |
3,937
+3,484
| +769% | +$106K |
2025 Q3
2 quarters
|
|
|
SELF
6867
Global Self Storage
SELF
$55.4M
| $115K | ﹤0.01% |
22,570
+22,527
| +52,388% | +$114K |
2025 Q4
1 quarter
|
|
6868
Nutriband
NTRB
$88.5M
| $115K | ﹤0.01% |
32,664
+31,415
| +2,515% | +$133K |
2024 Q2
7 quarters
|
|
6869
Gotham Enhanced 500 ETF
GSPY
$753M
| $115K | ﹤0.01% |
3,256
-1,081
| -25% | -$39.9K |
2023 Q4
9 quarters
|
|
6870
HighPeak Energy
HPK
$993M
| $115K | ﹤0.01% |
16,678
-28,042
| -63% | -$147K |
2021 Q4
17 quarters
|
|
6871
Amplify Lithium & Battery Technology ETF
BATT
$114M
| $115K | ﹤0.01% |
7,715
-960
| -11% | -$14.6K |
2022 Q2
15 quarters
|
|
6872
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.19B
| $115K | ﹤0.01% |
1,200
-1,300
| -52% | -$127K |
2025 Q2
3 quarters
|
|
6873
Alta Equipment Group
ALTG
$212M
| $114K | ﹤0.01% |
21,264
-13,216
| -38% | -$83.9K |
2022 Q4
13 quarters
|
|
|
RANGU
6874
Range Capital Acquisition Corp Units
RANGU
| $114K | ﹤0.01% |
10,611
| – | – |
2024 Q4
5 quarters
|
|
|
GPAC
6875
General Purpose Acquisition Corp
GPAC
$297M
| $114K | ﹤0.01% |
+11,496
| New | +$114K |
2026 Q1
0 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.