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 | |
|---|---|---|---|---|---|---|---|
|
LND
6951
BrasilAgro
LND
$350M
| $95.9K | ﹤0.01% |
22,673
+1,085
| +5% | +$4.33K |
2024 Q4
5 quarters
|
|
6952
American Vanguard Corp
AVD
$51.3M
| $95.7K | ﹤0.01% |
38,437
+35,075
| +1,043% | +$149K |
2022 Q3
14 quarters
|
|
|
ALAR
6953
Alarum Technologies
ALAR
$12.8M
| $95.6K | ﹤0.01% |
16,036
-1,519
| -9% | -$11.4K |
2024 Q1
8 quarters
|
|
6954
Definitive Healthcare
DH
$99.6M
| $95.5K | ﹤0.01% |
77,620
-249,310
| -76% | -$433K |
2021 Q4
17 quarters
|
|
|
CHPY
6955
YieldMax Semiconductor Portfolio Option Income ETF
CHPY
$1.29B
| $95.5K | ﹤0.01% |
1,715
+119
| +7% | +$6.98K |
2025 Q4
1 quarter
|
|
|
SJT
6956
San Juan Basin Royalty Trust
SJT
$175M
| $95.2K | ﹤0.01% |
19,796
+11,501
| +139% | +$63K |
2022 Q2
15 quarters
|
|
6957
AdvisorShares Focused Equity ETF
CWS
$119M
| $95.2K | ﹤0.01% |
1,470
-751
| -34% | -$51.2K |
2025 Q3
2 quarters
|
|
6958
PUT
Nutanix
NTNX
$19.6B
| $95K | ﹤0.01% |
2,500
-2,500
| -50% | -$105K |
2025 Q4
1 quarter
|
|
6959
Crawford & Co Class A
CRD.A
$603M
| $94.8K | ﹤0.01% |
9,504
+4,831
| +103% | +$50.6K |
2016 Q4
37 quarters
|
|
6960
Direxion Daily Regional Banks Bull 3X ETF
DPST
$321M
| $94.7K | ﹤0.01% |
980
+880
| +880% | +$97.9K |
2024 Q1
8 quarters
|
|
6961
JPMorgan Global Select Equity ETF
JGLO
$6.46B
| $94.7K | ﹤0.01% |
+1,451
| New | +$98.7K |
2026 Q1
0 quarters
|
|
6962
KVH Industries
KVHI
$127M
| $94.7K | ﹤0.01% |
10,565
+8,131
| +334% | +$56.8K |
2014 Q4
45 quarters
|
|
6963
Gencor Industries
GENC
$258M
| $94.6K | ﹤0.01% |
6,305
+318
| +5% | +$4.64K |
2016 Q3
38 quarters
|
|
|
CLLS
6964
Cellectis
CLLS
$144M
| $94.4K | ﹤0.01% |
29,774
-20,326
| -41% | -$77.9K |
2024 Q4
5 quarters
|
|
6965
PUT
Werner Enterprises
WERN
$2.12B
| $94.1K | ﹤0.01% |
+3,200
| New | +$104K |
2026 Q1
0 quarters
|
|
6966
Northern Trust Global Quality Real Estate ETF
GQRE
$433M
| $93.8K | ﹤0.01% |
1,570
| – | – |
2017 Q1
36 quarters
|
|
6967
Destination XL Group
DXLG
$24.1M
| $93.8K | ﹤0.01% |
183,912
+161,095
| +706% | +$103K |
2021 Q3
18 quarters
|
|
|
QLTI
6968
GMO International Quality ETF
QLTI
$272M
| $93.7K | ﹤0.01% |
+3,750
| New | +$100K |
2026 Q1
0 quarters
|
|
|
CARL
6969
Carlsmed
CARL
$390M
| $93.2K | ﹤0.01% |
10,303
-383
| -4% | -$4.63K |
2025 Q3
2 quarters
|
|
6970
RCI Hospitality Holdings
RICK
$203M
| $92.8K | ﹤0.01% |
4,067
-23,240
| -85% | -$547K |
2017 Q1
36 quarters
|
|
|
QVCGA
6971
DELISTED
QVC Group Inc Series A
QVCGA
| $92.6K | ﹤0.01% |
42,694
-31,704
| -43% | -$193K |
2014 Q4
45 quarters
|
|
6972
BlackRock MuniYield Pennsylvania Quality Fund
MPA
$126M
| $92.1K | ﹤0.01% |
8,354
-446
| -5% | -$5.06K |
2014 Q4
45 quarters
|
|
6973
iShares International Developed Real Estate ETF
IFGL
$75.6M
| $92.1K | ﹤0.01% |
4,120
-2,940
| -42% | -$70.4K |
2014 Q4
45 quarters
|
|
|
PACH
6974
Pioneer Acquisition I Corp
PACH
$296M
| $91.8K | ﹤0.01% |
+9,060
| New | +$91.6K |
2026 Q1
0 quarters
|
|
|
XXRP
6975
Teucrium 2x Long Daily XRP ETF
XXRP
$157M
| $91.7K | ﹤0.01% |
2,388
-181
| -7% | -$12.2K |
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.