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 | |
|---|---|---|---|---|---|---|---|
|
YARW
6901
Yarrow Bioscience
YARW
$188M
| $108K | ﹤0.01% |
3,596
+2,341
| +187% | +$68.3K |
2025 Q3
2 quarters
|
|
6902
CapForce IBD 50 ETF
FFTY
$76.1M
| $107K | ﹤0.01% |
3,214
-10,356
| -76% | -$385K |
2015 Q3
42 quarters
|
|
|
HKD
6903
AMTD Digital
HKD
$537M
| $107K | ﹤0.01% |
68,759
-18,753
| -21% | -$28.4K |
2024 Q2
7 quarters
|
|
6904
Radiant Logistics
RLGT
$439M
| $107K | ﹤0.01% |
15,197
-58,215
| -79% | -$408K |
2022 Q4
13 quarters
|
|
6905
Wahed Dow Jones Islamic World ETF
UMMA
$302M
| $107K | ﹤0.01% |
3,492
+2,752
| +372% | +$88.2K |
2024 Q3
6 quarters
|
|
|
HFRO
6906
Highland Opportunities and Income Fund
HFRO
$377M
| $106K | ﹤0.01% |
18,648
-310
| -2% | -$1.89K |
2017 Q4
33 quarters
|
|
6907
PUT
Antero Resources
AR
$10.5B
| $106K | ﹤0.01% |
2,500
| – | – |
2025 Q2
3 quarters
|
|
|
RMAX
6908
DELISTED
RE/MAX Holdings
RMAX
| $106K | ﹤0.01% |
18,362
-3,965
| -18% | -$27.4K |
2022 Q3
14 quarters
|
|
|
NMAY
6909
Innovator Growth-100 Power Buffer ETF - May
NMAY
$60.1M
| $106K | ﹤0.01% |
3,765
+3,100
| +466% | +$86.7K |
2025 Q4
1 quarter
|
|
6910
LCNB Corp
LCNB
$270M
| $105K | ﹤0.01% |
6,765
+3,631
| +116% | +$60.8K |
2014 Q4
45 quarters
|
|
6911
Columbia Research Enhanced Value ETF
REVS
$346M
| $104K | ﹤0.01% |
3,651
+3,352
| +1,121% | +$97.7K |
2025 Q4
1 quarter
|
|
|
MRDN
6912
Meridian Holdings Inc
MRDN
$151M
| $104K | ﹤0.01% |
14,467
+6,672
| +86% | +$53.7K |
2023 Q3
10 quarters
|
|
6913
Nautilus Biotechnolgy
NAUT
$249M
| $104K | ﹤0.01% |
26,903
+21,740
| +421% | +$53.4K |
2022 Q4
13 quarters
|
|
6914
InnovAge Holding
INNV
$1.22B
| $104K | ﹤0.01% |
12,998
+10,960
| +538% | +$81.8K |
2021 Q1
20 quarters
|
|
6915
McCormick & Company Voting
MKC.V
$12.4B
| $104K | ﹤0.01% |
2,069
+501
| +32% | +$31.8K |
2014 Q4
45 quarters
|
|
|
NBIE
6916
Neuberger International Core Equity ETF
NBIE
$241M
| $104K | ﹤0.01% |
+4,233
| New | +$103K |
2026 Q1
0 quarters
|
|
|
OACCU
6917
Oaktree Acquisition Corp III Life Sciences Unit
OACCU
| $104K | ﹤0.01% |
9,765
| – | – |
2024 Q4
5 quarters
|
|
6918
CALL
Allstate
ALL
$56.6B
| $104K | ﹤0.01% |
500
-3,000
| -86% | -$615K |
2025 Q1
4 quarters
|
|
|
KZIA
6919
Kazia Therapeutics
KZIA
$144M
| $104K | ﹤0.01% |
13,934
+13,741
| +7,120% | +$95.7K |
2024 Q2
7 quarters
|
|
6920
Richardson Electronics
RELL
$282M
| $103K | ﹤0.01% |
9,432
+672
| +8% | +$7.85K |
2021 Q2
19 quarters
|
|
6921
Security National Financial
SNFCA
$236M
| $103K | ﹤0.01% |
11,394
+1,064
| +10% | +$9.12K |
2023 Q2
11 quarters
|
|
6922
Defiance R2000 Weekly Distribution ETF
IWMY
$88.3M
| $103K | ﹤0.01% |
5,681
+381
| +7% | +$7.47K |
2025 Q4
1 quarter
|
|
|
VFL
6923
DELISTED
abrdn National Municipal Income Fund
VFL
| $102K | ﹤0.01% |
10,272
-303
| -3% | -$3.1K |
2014 Q4
45 quarters
|
|
|
PLYX
6924
Polaryx Therapeutics Inc
PLYX
$104M
| $102K | ﹤0.01% |
+13,479
| New | +$87.1K |
2026 Q1
0 quarters
|
|
6925
JPMorgan Core Plus Bond ETF
JCPB
$14.7B
| $102K | ﹤0.01% |
+2,164
| New | +$103K |
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.