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 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 | Technology | 16.96% |
| 2 | Financials | 8.41% |
| 3 | Industrials | 7.09% |
| 4 | Healthcare | 6.31% |
| 5 | Consumer Discretionary | 5.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
676
FirstEnergy
FE
$28.6B
| $177M | 0.03% |
3,484,609
+394,374
| +13% | +$19.1M |
|
677
Argan
AGX
$8.44B
| $176M | 0.03% |
324,036
+171,315
| +112% | +$69.9M |
|
678
iShares Select Dividend ETF
DVY
$23.6B
| $176M | 0.03% |
1,163,600
-26,265
| -2% | -$3.97M |
|
679
Darling Ingredients
DAR
$10.1B
| $176M | 0.03% |
2,848,402
-2,242,221
| -44% | -$110M |
|
680
CALL
State Street Health Care Select Sector SPDR ETF
XLV
$41.8B
| $176M | 0.03% |
1,200,416
-317,986
| -21% | -$49M |
|
681
WEC Energy
WEC
$37.4B
| $176M | 0.03% |
1,518,310
-183,582
| -11% | -$20.6M |
|
682
CF Industries
CF
$19.5B
| $175M | 0.03% |
1,351,515
+445,509
| +49% | +$45.4M |
|
683
Invesco NASDAQ 100 ETF
QQQM
$96.2B
| $175M | 0.03% |
735,529
-22,729
| -3% | -$5.69M |
|
684
EQT Corp
EQT
$33.4B
| $175M | 0.03% |
2,746,150
+457,316
| +20% | +$26.8M |
|
685
Toast
TOST
$16.5B
| $175M | 0.03% |
6,583,386
+2,372,882
| +56% | +$70.8M |
|
686
Genuine Parts
GPC
$16.6B
| $174M | 0.03% |
1,647,853
+541,382
| +49% | +$67M |
|
687
Domino's
DPZ
$10.7B
| $174M | 0.03% |
484,092
+240,584
| +99% | +$95M |
|
688
Seadrill
SDRL
$2.85B
| $173M | 0.03% |
3,805,949
+830,504
| +28% | +$33.9M |
|
689
Consolidated Edison
ED
$41.6B
| $173M | 0.03% |
1,527,501
+454,349
| +42% | +$49.2M |
|
690
Liberty Media Series C
FWONK
$24.2B
| $173M | 0.03% |
2,030,854
+1,308,057
| +181% | +$114M |
|
691
Kraft Heinz
KHC
$30.1B
| $172M | 0.03% |
7,661,714
-6,092,874
| -44% | -$143M |
|
692
PUT
Freeport-McMoran
FCX
$91.3B
| $172M | 0.03% |
2,926,800
-447,600
| -13% | -$27M |
|
693
Constellation Brands
STZ
$22.1B
| $172M | 0.03% |
1,145,340
+44,361
| +4% | +$6.85M |
|
694
Idexx Laboratories
IDXX
$42.5B
| $171M | 0.03% |
305,167
+20,215
| +7% | +$13M |
|
695
KraneShares CSI China Internet ETF
KWEB
$5.2B
| $171M | 0.03% |
6,010,627
-4,884,507
| -45% | -$160M |
|
|
FIG
696
Figma
FIG
$10.6B
| $170M | 0.03% |
8,052,958
+6,381,303
| +382% | +$175M |
|
697
Veralto
VLTO
$22.5B
| $170M | 0.03% |
1,923,362
+355,372
| +23% | +$33.8M |
|
698
iShares MSCI USA Momentum Factor ETF
MTUM
$26.2B
| $170M | 0.03% |
707,960
-65,593
| -8% | -$16.5M |
|
699
PUT
iShares MSCI Brazil ETF
EWZ
$9.16B
| $170M | 0.03% |
4,419,400
-2,449,300
| -36% | -$89.5M |
|
700
Twilio
TWLO
$28.1B
| $169M | 0.03% |
1,343,812
-612,945
| -31% | -$75.4M |
|
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 $70B of net new capital in Q1 2026, opening 1,344 new positions and adding to 4,801 existing holdings. Its largest new stake was Sunbelt Rentals Holdings: 1,909,539 shares worth $124M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.
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 1,379 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.