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 |
Microsoft
MSFT
|
+$1.15B |
| 2 |
HONA
Honeywell Aerospace
HONA
|
+$611M |
| 3 |
SPCX
SpaceX
SPCX
|
+$567M |
| 4 |
Apple
AAPL
|
+$511M |
| 5 |
Jabil
JBL
|
+$463M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$1.49B |
| 2 |
Western Digital
WDC
|
+$1.42B |
| 3 |
Lumentum
LITE
|
+$951M |
| 4 |
Intel
INTC
|
+$785M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$749M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 41.93% |
| 2 | Technology | 18.61% |
| 3 | Financials | 7.85% |
| 4 | Industrials | 6.94% |
| 5 | Healthcare | 5.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
TLIH
7051
Ten-League International
TLIH
$17.3M
| $111K | ﹤0.01% |
23,594
+22,308
| +1,735% | +$77.4K |
|
|
HERE
7052
Here Group Ltd
HERE
$102M
| $111K | ﹤0.01% |
56,985
-121,776
| -68% | -$341K |
|
7053
ALPS O'Shares Global Internet Giants ETF
OGIG
$104M
| $111K | ﹤0.01% |
2,484
+1,172
| +89% | +$52.1K |
|
7054
XTI Aerospace
XTIA
$36.5M
| $110K | ﹤0.01% |
61,026
+686
| +1% | +$1.31K |
|
7055
Virtus Biotech Clinical Trials ETF
BBC
$45.8M
| $110K | ﹤0.01% |
2,096
+1,960
| +1,441% | +$87.4K |
|
7056
CALL
Global X Silver Miners ETF NEW
SIL
$4.82B
| $110K | ﹤0.01% |
+1,425
| New | +$128K |
|
7057
BeyondSpring
BYSI
$29.1M
| $110K | ﹤0.01% |
63,032
+61,862
| +5,287% | +$100K |
|
7058
Super League Enterprise
SLE
$197M
| $110K | ﹤0.01% |
37,098
+27,385
| +282% | +$104K |
|
7059
Cosmos Holdings
COSM
$27.6M
| $110K | ﹤0.01% |
594,462
+581,728
| +4,568% | +$169K |
|
7060
Invesco Bloomberg Pricing Power ETF
POWA
$166M
| $110K | ﹤0.01% |
1,235
-117
| -9% | -$10.3K |
|
7061
PUT
New Fortress Energy
NFE
$71.5M
| $109K | ﹤0.01% |
+6,000
| New | +$178K |
|
|
BRT
7062
BRT Apartments
BRT
$262M
| $109K | ﹤0.01% |
7,065
-1,717
| -20% | -$24.9K |
|
|
JHS
7063
John Hancock Income Securities Trust
JHS
$122M
| $109K | ﹤0.01% |
9,847
-517
| -5% | -$5.73K |
|
7064
Chegg
CHGG
$81.5M
| $109K | ﹤0.01% |
107,452
-238,272
| -69% | -$261K |
|
7065
Dragonfly Energy
DFLI
$12.7M
| $109K | ﹤0.01% |
55,363
-108,523
| -66% | -$214K |
|
7066
Harvard Bioscience
HBIO
$36.3M
| $108K | ﹤0.01% |
17,581
+9,176
| +109% | +$55K |
|
7067
Skillful Craftsman
EDTK
$15.2M
| $108K | ﹤0.01% |
109,999
-28
| -0% | -$28 |
|
|
LWAC
7068
LightWave Acquisition Corp
LWAC
$310M
| $108K | ﹤0.01% |
+10,536
| New | +$107K |
|
7069
Sphere 3D
ANY
$30.5M
| $107K | ﹤0.01% |
38,883
+10,564
| +37% | +$23.9K |
|
|
TE
7070
CALL
T1 Energy
TE
$1.2B
| $107K | ﹤0.01% |
+11,300
| New | +$80.3K |
|
7071
Montauk Renewables
MNTK
$320M
| $107K | ﹤0.01% |
68,630
+26,763
| +64% | +$39.6K |
|
|
WAGN
7072
Pabrai Wagons ETF
WAGN
$260M
| $107K | ﹤0.01% |
+7,779
| New | +$115K |
|
7073
State Street SPDR FactSet Innovative Technology ETF
XITK
$65.5M
| $107K | ﹤0.01% |
546
+60
| +12% | +$10.9K |
|
7074
AdvisorShares Dorsey Wright FSM All Cap World ETF
DWAW
$90.7M
| $107K | ﹤0.01% |
2,086
+902
| +76% | +$43.8K |
|
7075
YieldMax MSFT Option Income Strategy ETF
MSFO
$104M
| $107K | ﹤0.01% |
10,174
| – | – |
|
Similar funds
UBS Group's Q2 2026 Portfolio in Review
As of Q2 2026, UBS Group held 11,684 positions worth $786B, up 18% from $666B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
UBS Group's Q2 2026 filing shows 1,279 new, 4,220 increased, 4,368 reduced and 1,272 closed positions. Its largest new stake was Honeywell Aerospace: 2,768,136 shares worth $612M. The largest sale was ExxonMobil, an estimated $1.49B.
By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, up from 39% a quarter earlier, followed by Technology and Financials.
- UBS Group's largest Q2 2026 buy was Honeywell Aerospace: 2,768,136 shares worth $612M.
- UBS Group added most to Microsoft in Q2 2026, an estimated $1.15B increase.
- UBS Group's biggest Q2 2026 reduction was ExxonMobil, cutting an estimated $1.49B.
- UBS Group fully exited Hologic in Q2 2026, selling an estimated $385M.
- UBS Group's ten largest holdings make up 13% of its $786B portfolio in Q2 2026.
- UBS Group opened 1,279 new positions and closed 1,272 in Q2 2026.
- UBS Group's portfolio value rose 18% quarter-over-quarter to $786B.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.