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 | |
|---|---|---|---|---|---|---|---|
7051
Invesco Zacks Mid-Cap ETF
CZA
$171M
| $77.3K | ﹤0.01% |
+702
| New | +$79.9K |
2026 Q1
0 quarters
|
|
7052
OFS Capital
OFS
$46.6M
| $77.2K | ﹤0.01% |
21,760
+18,412
| +550% | +$77.2K |
2014 Q4
45 quarters
|
|
7053
BV Financial
BVFL
$180M
| $77.2K | ﹤0.01% |
4,033
-1,478
| -27% | -$28K |
2023 Q3
10 quarters
|
|
7054
Sprott Junior Gold Miners ETF
SGDJ
$331M
| $77K | ﹤0.01% |
894
-905
| -50% | -$87.5K |
2023 Q3
10 quarters
|
|
|
ANNA
7055
AleAnna Inc
ANNA
$109M
| $76.9K | ﹤0.01% |
9,280
+9,133
| +6,213% | +$32.1K |
2025 Q1
4 quarters
|
|
7056
FT Vest Gold Strategy Target Income ETF
IGLD
$589M
| $76.8K | ﹤0.01% |
+3,007
| New | +$81.2K |
2026 Q1
0 quarters
|
|
7057
Valens Semiconductor
VLN
$207M
| $76.8K | ﹤0.01% |
67,922
+15,220
| +29% | +$23.9K |
2024 Q4
5 quarters
|
|
|
FARM
7058
DELISTED
Farmer Brothers
FARM
| $76.7K | ﹤0.01% |
60,416
+59,397
| +5,829% | +$86.8K |
2024 Q2
7 quarters
|
|
7059
Citizens & Northern Corp
CZNC
$460M
| $76.5K | ﹤0.01% |
3,424
+249
| +8% | +$5.52K |
2014 Q4
45 quarters
|
|
|
ILOW
7060
AB International Low Volatility Equity ETF
ILOW
$1.8B
| $75.9K | ﹤0.01% |
+1,779
| New | +$77.7K |
2026 Q1
0 quarters
|
|
7061
AB US Large Cap Strategic Equities ETF
LRGC
$1.37B
| $75.7K | ﹤0.01% |
1,030
-115
| -10% | -$8.85K |
2025 Q4
1 quarter
|
|
|
PARA
7062
Banzai International
PARA
$2.36M
| $75.4K | ﹤0.01% |
3,964
+1,917
| +94% | +$46.1K |
2024 Q3
6 quarters
|
|
7063
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
$337M
| $75.4K | ﹤0.01% |
1,533
+1,391
| +980% | +$68.8K |
2025 Q4
1 quarter
|
|
7064
Medallion Financial
MFIN
$273M
| $75.3K | ﹤0.01% |
8,802
-7,329
| -45% | -$72K |
2014 Q4
45 quarters
|
|
7065
Amplify Online Retail ETF
IBUY
$119M
| $75.1K | ﹤0.01% |
1,201
+1,055
| +723% | +$71.9K |
2025 Q1
4 quarters
|
|
7066
ProShares Short 20+ Year Treasury ETF
TBF
$144M
| $75K | ﹤0.01% |
+3,095
| New | +$74.2K |
2026 Q1
0 quarters
|
|
7067
Timberland Bancorp
TSBK
$354M
| $74.6K | ﹤0.01% |
1,893
-2,108
| -53% | -$80.2K |
2018 Q2
31 quarters
|
|
|
IMDX
7068
Insight Molecular Diagnostics
IMDX
$113M
| $74.6K | ﹤0.01% |
22,751
+19,810
| +674% | +$115K |
2018 Q4
29 quarters
|
|
7069
Tredegar Corp
TG
$245M
| $74.5K | ﹤0.01% |
9,374
+4,981
| +113% | +$41.6K |
2014 Q4
45 quarters
|
|
|
BCSS.U
7070
Bain Capital GSS Investment Corp Units
BCSS.U
| $74.4K | ﹤0.01% |
7,283
+469
| +7% | +$4.82K |
2025 Q4
1 quarter
|
|
|
PBMY
7071
PGIM US Large-Cap Buffer 20 ETF - May
PBMY
$38.6M
| $74.3K | ﹤0.01% |
2,456
-2,174
| -47% | -$65.6K |
2025 Q4
1 quarter
|
|
7072
YieldMax Universe Fund of Option Income ETFs
YMAX
$367M
| $73.6K | ﹤0.01% |
9,400
+7,400
| +370% | +$66.1K |
2025 Q3
2 quarters
|
|
7073
Motley Fool Small-Cap Growth ETF
TMFS
$53M
| $73.6K | ﹤0.01% |
2,299
+2,280
| +12,000% | +$79.3K |
2025 Q2
3 quarters
|
|
7074
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
$24.4M
| $73.5K | ﹤0.01% |
762
+206
| +37% | +$21.2K |
2014 Q4
45 quarters
|
|
7075
Quad
QUAD
$485M
| $73.4K | ﹤0.01% |
11,109
-14,357
| -56% | -$92.7K |
2014 Q4
45 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.