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 | |
|---|---|---|---|---|---|---|---|
|
PMMF
7151
iShares Prime Money Market ETF
PMMF
$751M
| $65.1K | ﹤0.01% |
+648
| New | +$65K |
2026 Q1
0 quarters
|
|
|
SUNB
7152
CALL
Sunbelt Rentals Holdings
SUNB
$31.6B
| $65.1K | ﹤0.01% |
+1,000
| New | +$70.2K |
2026 Q1
0 quarters
|
|
|
IBMT
7153
iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT
$155M
| $65K | ﹤0.01% |
+2,534
| New | +$66.1K |
2026 Q1
0 quarters
|
|
7154
CALL
BigBear.ai
BBAI
$1.27B
| $65K | ﹤0.01% |
+18,455
| New | +$85.7K |
2026 Q1
0 quarters
|
|
|
DRAI
7155
Draco Evolution AI ETF
DRAI
$20.7M
| $65K | ﹤0.01% |
+2,225
| New | +$66.9K |
2026 Q1
0 quarters
|
|
|
AAEQ
7156
Alpha Architect US Equity 2 ETF
AAEQ
$516M
| $64.8K | ﹤0.01% |
+1,392
| New | +$67.6K |
2026 Q1
0 quarters
|
|
7157
KORU Medical Systems
KRMD
$137M
| $64.5K | ﹤0.01% |
14,929
-2,088
| -12% | -$10.3K |
2023 Q1
12 quarters
|
|
|
TAVIU
7158
Tavia Acquisition Corp Unit
TAVIU
$113M
| $63.9K | ﹤0.01% |
6,145
| – | – |
2024 Q4
5 quarters
|
|
7159
CALL
Antero Resources
AR
$10.5B
| $63.7K | ﹤0.01% |
1,500
| – | – |
2025 Q3
2 quarters
|
|
7160
Amplify BlueStar Israel Technology ETF
ITEQ
$110M
| $63.6K | ﹤0.01% |
+1,106
| New | +$65.8K |
2026 Q1
0 quarters
|
|
7161
Fidelity US Multifactor ETF
FLRG
$292M
| $63.5K | ﹤0.01% |
1,726
+789
| +84% | +$30K |
2025 Q3
2 quarters
|
|
7162
Fidelity Value Factor ETF
FVAL
$1.36B
| $63.4K | ﹤0.01% |
914
-1,163
| -56% | -$84.2K |
2025 Q2
3 quarters
|
|
7163
Ideal Power
IPWR
$66.6M
| $63.4K | ﹤0.01% |
22,409
-237
| -1% | -$839 |
2019 Q2
27 quarters
|
|
7164
Aztlan Global Stock Selection DM SMID ETF
AZTD
$37M
| $63.3K | ﹤0.01% |
2,205
+1
| +0% | +$30 |
2024 Q3
6 quarters
|
|
|
AMBR
7165
Amber International Holding Ltd
AMBR
$171M
| $63.2K | ﹤0.01% |
26,786
+21,388
| +396% | +$52.1K |
2025 Q2
3 quarters
|
|
|
CAPNU
7166
Cayson Acquisition Corp Unit
CAPNU
$70.8M
| $63K | ﹤0.01% |
7,539
-1
| -0% | -$11 |
2024 Q3
6 quarters
|
|
7167
Invesco Zacks Multi-Asset Income ETF
CVY
$117M
| $62.9K | ﹤0.01% |
2,325
-107
| -4% | -$2.97K |
2014 Q4
45 quarters
|
|
7168
HireQuest
HQI
$261M
| $62.5K | ﹤0.01% |
6,264
-1,585
| -20% | -$17.3K |
2021 Q4
17 quarters
|
|
7169
Comstock Holding Companies
CHCI
$193M
| $62.4K | ﹤0.01% |
3,294
-584
| -15% | -$7.24K |
2022 Q2
15 quarters
|
|
|
NQP
7170
DELISTED
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
| $62.4K | ﹤0.01% |
5,227
-1,317
| -20% | -$15.7K |
2014 Q4
45 quarters
|
|
7171
Seres Therapeutics
MCRB
$29.5M
| $62.4K | ﹤0.01% |
7,030
+2,804
| +66% | +$32.8K |
2015 Q4
41 quarters
|
|
7172
Fidelity Stocks for Inflation ETF
FCPI
$289M
| $62.3K | ﹤0.01% |
+1,268
| New | +$63.9K |
2026 Q1
0 quarters
|
|
7173
VictoryShares US Small Mid Cap Value Momentum ETF
USVM
$1.74B
| $62.3K | ﹤0.01% |
+658
| New | +$63.5K |
2026 Q1
0 quarters
|
|
|
HYAC
7174
DELISTED
Haymaker Acquisition Corp 4
HYAC
| $62K | ﹤0.01% |
+5,369
| New | +$61.4K |
2026 Q1
0 quarters
|
|
7175
PUT
Carrier Global
CARR
$45.4B
| $61.9K | ﹤0.01% |
1,100
-960,100
| -100% | -$56.8M |
2025 Q3
2 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.