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 | |
|---|---|---|---|---|---|---|---|
6876
PSQ Holdings
PSQH
$17.5M
| $114K | ﹤0.01% |
14,326
+2,738
| +24% | +$32.5K |
2024 Q3
6 quarters
|
|
|
NUTR
6877
DELISTED
Nusatrip Inc
NUTR
| $114K | ﹤0.01% |
12,647
-34,200
| -73% | -$308K |
2025 Q3
2 quarters
|
|
|
MPX
6878
DELISTED
Marine Products Corp
MPX
| $113K | ﹤0.01% |
15,602
+11,509
| +281% | +$95K |
2016 Q2
39 quarters
|
|
|
JHS
6879
John Hancock Income Securities Trust
JHS
$120M
| $113K | ﹤0.01% |
10,364
+517
| +5% | +$5.94K |
2014 Q4
45 quarters
|
|
6880
Chemung Financial Corp
CHMG
$395M
| $113K | ﹤0.01% |
2,102
+1,075
| +105% | +$60.9K |
2017 Q3
34 quarters
|
|
6881
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$703M
| $113K | ﹤0.01% |
+4,000
| New | +$119K |
2026 Q1
0 quarters
|
|
6882
Tiziana Life Sciences
TLSA
$143M
| $112K | ﹤0.01% |
95,700
-9,518
| -9% | -$13.5K |
2021 Q2
19 quarters
|
|
6883
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$300M
| $112K | ﹤0.01% |
7,325
-792
| -10% | -$12.7K |
2014 Q4
45 quarters
|
|
|
GLND
6884
Greenland Energy Co
GLND
$163M
| $112K | ﹤0.01% |
+12,765
| New | +$132K |
2026 Q1
0 quarters
|
|
6885
PUT
AGNC Investment
AGNC
$10.4B
| $111K | ﹤0.01% |
+11,100
| New | +$123K |
2026 Q1
0 quarters
|
|
6886
Cibus
CBUS
$131M
| $111K | ﹤0.01% |
56,221
+41,535
| +283% | +$107K |
2022 Q2
15 quarters
|
|
6887
Truth Social America First ETF
MAGA
$29.7M
| $111K | ﹤0.01% |
2,079
+986
| +90% | +$53.4K |
2025 Q2
3 quarters
|
|
6888
Skillful Craftsman
EDTK
$16.2M
| $111K | ﹤0.01% |
110,027
-20,578
| -16% | -$19.7K |
2023 Q3
10 quarters
|
|
|
HURA
6889
TuHURA Biosciences
HURA
$122M
| $111K | ﹤0.01% |
62,066
+33,935
| +121% | +$41.6K |
2024 Q1
8 quarters
|
|
6890
John Wiley & Sons Class B
WLYB
$2.51B
| $110K | ﹤0.01% |
2,944
+44
| +2% | +$1.45K |
2014 Q4
45 quarters
|
|
6891
PEDEVCO
PED
$170M
| $110K | ﹤0.01% |
6,905
+6,843
| +11,037% | +$89.7K |
2024 Q2
7 quarters
|
|
|
PUSA
6892
Powerus Corporation Common Stock
PUSA
$425M
| $110K | ﹤0.01% |
+32,580
| New | +$133K |
2026 Q1
0 quarters
|
|
6893
BNY Mellon US Mid Cap Core Equity ETF
BKMC
$631M
| $110K | ﹤0.01% |
3,003
+2,439
| +432% | +$93.1K |
2021 Q3
18 quarters
|
|
6894
CF Bankshares
CFBK
$223M
| $110K | ﹤0.01% |
3,956
+1,425
| +56% | +$41.6K |
2024 Q3
6 quarters
|
|
|
FLC
6895
Flaherty & Crumrine Total Return Fund
FLC
$164M
| $110K | ﹤0.01% |
6,649
-2,183
| -25% | -$38.1K |
2014 Q4
45 quarters
|
|
6896
PUT
Quanta Services
PWR
$102B
| $110K | ﹤0.01% |
200
-7,300
| -97% | -$3.76M |
2024 Q1
8 quarters
|
|
6897
Healthcare Triangle
HCTI
$10.6M
| $110K | ﹤0.01% |
40,715
+40,588
| +31,959% | +$494K |
2025 Q1
4 quarters
|
|
6898
PUT
Factset
FDS
$9.46B
| $108K | ﹤0.01% |
+500
| New | +$117K |
2026 Q1
0 quarters
|
|
|
MPTI.RT
6899
DELISTED
M-tron Industries Rights (expiring April 15 2026)
MPTI.RT
| $108K | ﹤0.01% |
+51,397
| New | +$108K |
2026 Q1
0 quarters
|
|
6900
Invesco Variable Rate Investment Grade ETF
VRIG
$1.84B
| $108K | ﹤0.01% |
+4,308
| New | +$108K |
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.