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 | |
|---|---|---|---|---|---|---|---|
|
SRG
7126
Seritage Growth Properties
SRG
$102M
| $68.1K | ﹤0.01% |
24,225
+4,177
| +21% | +$13K |
2022 Q2
15 quarters
|
|
7127
WisdomTree Voya Yield Enhanced USD Universal Bond Fund
UNIY
$1.26B
| $68K | ﹤0.01% |
+1,403
| New | +$68.8K |
2026 Q1
0 quarters
|
|
7128
Clarus
CLAR
$132M
| $67.9K | ﹤0.01% |
24,964
-32,961
| -57% | -$108K |
2014 Q4
45 quarters
|
|
|
KAZR
7129
Skyline Builders Group
KAZR
$45.8M
| $67.8K | ﹤0.01% |
21,935
+20,950
| +2,127% | +$66.1K |
2025 Q1
4 quarters
|
|
7130
Superior Group of Companies
SGC
$207M
| $67.7K | ﹤0.01% |
6,660
+2,437
| +58% | +$24.6K |
2024 Q1
8 quarters
|
|
7131
FS Bancorp
FSBW
$349M
| $67.6K | ﹤0.01% |
1,752
-3,385
| -66% | -$138K |
2017 Q2
35 quarters
|
|
|
BANX
7132
ArrowMark Financial
BANX
$194M
| $67.6K | ﹤0.01% |
3,546
+2,579
| +267% | +$52.2K |
2025 Q2
3 quarters
|
|
|
AGMB
7133
AgomAb Therapeutics NV
AGMB
$422M
| $67.5K | ﹤0.01% |
+6,437
| New | +$91.2K |
2026 Q1
0 quarters
|
|
|
ARES.PRB
7134
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
$1.16B
| $67.4K | ﹤0.01% |
1,864
+1,244
| +201% | +$53.5K |
2025 Q1
4 quarters
|
|
7135
Brookstone Opportunities ETF
BAMO
$45.2M
| $67.2K | ﹤0.01% |
2,115
+1,893
| +853% | +$61.7K |
2025 Q4
1 quarter
|
|
7136
ProShares Large Cap Core Plus
CSM
$520M
| $67.1K | ﹤0.01% |
+897
| New | +$70.4K |
2026 Q1
0 quarters
|
|
|
NCSM
7137
DELISTED
NCS Multistage Holdings
NCSM
| $67K | ﹤0.01% |
1,084
+1,000
| +1,190% | +$47.2K |
2022 Q2
15 quarters
|
|
7138
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$95.3M
| $67K | ﹤0.01% |
711
+710
| +71,000% | +$67.5K |
2025 Q4
1 quarter
|
|
|
NMAR
7139
Innovator Growth-100 Power Buffer ETF - March
NMAR
$93.9M
| $66.3K | ﹤0.01% |
2,255
+876
| +64% | +$26K |
2025 Q3
2 quarters
|
|
|
WTF
7140
Waton Financial Ltd
WTF
$121M
| $66.2K | ﹤0.01% |
19,817
-3,043
| -13% | -$11.3K |
2025 Q2
3 quarters
|
|
|
BLUW
7141
Blue Water Acquisition Corp III
BLUW
$335M
| $66.1K | ﹤0.01% |
6,450
+6,337
| +5,608% | +$65.4K |
2025 Q3
2 quarters
|
|
7142
PUT
Citizens Financial Group
CFG
$27.1B
| $66K | ﹤0.01% |
1,100
| – | – |
2025 Q2
3 quarters
|
|
7143
VanEck International High Yield Bond ETF
IHY
$41.5M
| $65.7K | ﹤0.01% |
3,061
+652
| +27% | +$14.3K |
2018 Q2
31 quarters
|
|
7144
Gogoro
GGR
$64.2M
| $65.6K | ﹤0.01% |
18,861
-1,132
| -6% | -$3.7K |
2024 Q4
5 quarters
|
|
7145
EVI Industries
EVI
$248M
| $65.5K | ﹤0.01% |
3,184
-1,037
| -25% | -$23.2K |
2017 Q2
35 quarters
|
|
7146
ProShares Pet Care ETF
PAWZ
$30.4M
| $65.5K | ﹤0.01% |
1,275
+454
| +55% | +$24.8K |
2020 Q4
21 quarters
|
|
|
SDM
7147
DELISTED
Smart Digital Group
SDM
| $65.3K | ﹤0.01% |
35,282
| – | – |
2025 Q2
3 quarters
|
|
7148
Trio Petroleum
TPET
$8.57M
| $65.3K | ﹤0.01% |
10,508
+10,121
| +2,615% | +$77.8K |
2025 Q3
2 quarters
|
|
7149
Cytosorbents Corp
CTSO
$12.8M
| $65.2K | ﹤0.01% |
5,760
-4
| -0.1% | -$55 |
2017 Q4
33 quarters
|
|
7150
DocGo
DCGO
$36.6M
| $65.2K | ﹤0.01% |
103,626
-19,322
| -16% | -$14.5K |
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.