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 | |
|---|---|---|---|---|---|---|---|
6976
First Trust Active Global Quality Income ETF
AGQI
$53.3M
| $91.5K | ﹤0.01% |
5,374
-357
| -6% | -$6.21K |
2023 Q4
9 quarters
|
|
6977
ActivePassive US Equity ETF
APUE
$2.5B
| $91.5K | ﹤0.01% |
2,283
+2,199
| +2,618% | +$91.7K |
2024 Q2
7 quarters
|
|
|
WSTN
6978
Westin Acquisition Corp
WSTN
| $90.9K | ﹤0.01% |
+9,100
| New | +$90.7K |
2026 Q1
0 quarters
|
|
6979
Castellum
CTM
$59.7M
| $90.6K | ﹤0.01% |
153,529
-2,001,628
| -93% | -$1.79M |
2024 Q4
5 quarters
|
|
|
ANGX
6980
Angel Studios
ANGX
$762M
| $90.5K | ﹤0.01% |
29,676
-259,347
| -90% | -$993K |
2025 Q3
2 quarters
|
|
6981
First United
FUNC
$282M
| $90.2K | ﹤0.01% |
2,463
+446
| +22% | +$16.6K |
2023 Q4
9 quarters
|
|
|
TLG
6982
Touchstone Large Company Growth ETF
TLG
$145M
| $89.6K | ﹤0.01% |
+3,835
| New | +$91K |
2026 Q1
0 quarters
|
|
|
YDES
6983
YD Bio Ltd
YDES
$575M
| $89.5K | ﹤0.01% |
11,628
+4,436
| +62% | +$42.8K |
2025 Q3
2 quarters
|
|
6984
FTC Solar
FTCI
$35.5M
| $89.3K | ﹤0.01% |
23,623
+6,107
| +35% | +$51.1K |
2021 Q2
19 quarters
|
|
6985
iShares MSCI Brazil Small-Cap ETF
EWZS
$251M
| $89.2K | ﹤0.01% |
6,020
+3,647
| +154% | +$52.8K |
2015 Q1
44 quarters
|
|
|
BAFE
6986
Brown Advisory Flexible Equity ETF
BAFE
$1.73B
| $89K | ﹤0.01% |
+3,519
| New | +$93.9K |
2026 Q1
0 quarters
|
|
6987
enGene Therapeutics
ENGN
$130M
| $88.6K | ﹤0.01% |
13,017
+11,420
| +715% | +$102K |
2025 Q4
1 quarter
|
|
6988
US GoldMining
USGO
$91.5M
| $88K | ﹤0.01% |
7,563
+6,128
| +427% | +$73.4K |
2025 Q1
4 quarters
|
|
6989
Acumen Pharmaceuticals
ABOS
$148M
| $87.7K | ﹤0.01% |
37,146
+15,584
| +72% | +$39.8K |
2023 Q3
10 quarters
|
|
|
RAIN
6990
Rain Enhancement Technologies
RAIN
$9.04M
| $87.7K | ﹤0.01% |
34,512
-595
| -2% | -$1.73K |
2025 Q1
4 quarters
|
|
|
TDACU
6991
Translational Development Acquisition Corp Units
TDACU
| $87.6K | ﹤0.01% |
8,339
| – | – |
2024 Q4
5 quarters
|
|
6992
Bassett Furniture
BSET
$179M
| $87.3K | ﹤0.01% |
6,168
+5,033
| +443% | +$77.1K |
2016 Q3
38 quarters
|
|
|
BPRE
6993
Bluerock Private Real Estate Fund
BPRE
| $87K | ﹤0.01% |
5,236
-58,756
| -92% | -$978K |
2025 Q4
1 quarter
|
|
|
DEFT
6994
Defi Technologies
DEFT
$206M
| $86.8K | ﹤0.01% |
157,262
-18,685
| -11% | -$14.3K |
2025 Q2
3 quarters
|
|
6995
Innovator US Equity Buffer ETF June
BJUN
$243M
| $86.8K | ﹤0.01% |
1,876
+1,659
| +765% | +$77.8K |
2025 Q3
2 quarters
|
|
6996
Innovator Growth Accelerated Plus ETF July
QTJL
$28.6M
| $86.5K | ﹤0.01% |
+2,249
| New | +$88.4K |
2026 Q1
0 quarters
|
|
6997
Park-Ohio Holdings
PKOH
$686M
| $86.5K | ﹤0.01% |
3,598
-129
| -3% | -$3.16K |
2014 Q4
45 quarters
|
|
|
PIM
6998
Franklin Master Intermediate Income Trust
PIM
$144M
| $86.3K | ﹤0.01% |
26,380
+3,196
| +14% | +$10.5K |
2014 Q4
45 quarters
|
|
6999
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$350M
| $86.1K | ﹤0.01% |
2,450
-89,681
| -97% | -$3.08M |
2020 Q3
22 quarters
|
|
7000
CALL
JetBlue
JBLU
$1.57B
| $85.7K | ﹤0.01% |
19,400
-50,800
| -72% | -$258K |
2021 Q3
18 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.