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 | |
|---|---|---|---|---|---|---|---|
|
CBOO
7176
Calamos Bitcoin Structured Alt Protection ETF - October
CBOO
$7.41M
| $61.9K | ﹤0.01% |
+2,539
| New | +$62.1K |
2026 Q1
0 quarters
|
|
7177
Direxion Daily FTSE China Bear 3X ETF
YANG
$119M
| $61.9K | ﹤0.01% |
2,123
+1,162
| +121% | +$29.5K |
2020 Q3
22 quarters
|
|
|
SPEG
7178
Silver Pegasus Acquisition Corp
SPEG
| $61.8K | ﹤0.01% |
+6,068
| New | +$61.4K |
2026 Q1
0 quarters
|
|
|
KKR.PRD
7179
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.12B
| $61.7K | ﹤0.01% |
1,534
-111,020
| -99% | -$5.01M |
2025 Q4
1 quarter
|
|
7180
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.78B
| $61.7K | ﹤0.01% |
1,185
+873
| +280% | +$46.6K |
2025 Q3
2 quarters
|
|
7181
Goldman Sachs Future Tech Leaders Equity ETF
GTEK
$256M
| $61.6K | ﹤0.01% |
+1,505
| New | +$63.1K |
2026 Q1
0 quarters
|
|
|
CRAQU
7182
Cal Redwood Acquisition Corp Units
CRAQU
| $61.5K | ﹤0.01% |
6,064
-1,901
| -24% | -$20.1K |
2025 Q2
3 quarters
|
|
7183
Bluerock Homes Trust
BHM
$32.9M
| $61.5K | ﹤0.01% |
5,410
-239
| -4% | -$2.46K |
2022 Q4
13 quarters
|
|
|
TAOX
7184
Tao Synergies Inc
TAOX
$33M
| $61.2K | ﹤0.01% |
+10,750
| New | +$51.3K |
2026 Q1
0 quarters
|
|
7185
Brandes US Value ETF
BUSA
$307M
| $60.8K | ﹤0.01% |
1,643
+814
| +98% | +$30.9K |
2024 Q4
5 quarters
|
|
7186
MicroSectors Oil & Gas Exp. & Prod. -3x Inverse Leveraged ETN
OILD
$30.2M
| $60.8K | ﹤0.01% |
1,637
+1,634
| +54,467% | +$101K |
2025 Q1
4 quarters
|
|
7187
PUT
Pagaya Technologies
PGY
$1.5B
| $60.6K | ﹤0.01% |
+5,200
| New | +$82.2K |
2026 Q1
0 quarters
|
|
7188
EpicQuest Education Group
EEIQ
$8.36M
| $60.5K | ﹤0.01% |
6,800
+6,703
| +6,910% | +$24.7K |
2025 Q4
1 quarter
|
|
|
BCAB
7189
DELISTED
BIOATLA INC
BCAB
| $60.5K | ﹤0.01% |
7,511
+2,997
| +66% | +$35.1K |
2023 Q2
11 quarters
|
|
7190
Veru
VERU
$42.8M
| $60.4K | ﹤0.01% |
27,344
-2,189
| -7% | -$5.33K |
2014 Q4
45 quarters
|
|
7191
GraniteShares 2x Short NVDA Daily ETF
NVD
$52.7M
| $60.4K | ﹤0.01% |
8,000
+100
| +1% | +$717 |
2025 Q4
1 quarter
|
|
7192
Roma Green Finance Ltd
ROMA
$512M
| $60.4K | ﹤0.01% |
15,062
+14,988
| +20,254% | +$48.1K |
2024 Q2
7 quarters
|
|
7193
PUT
Interactive Brokers
IBKR
$40B
| $60.4K | ﹤0.01% |
900
| – | – |
2025 Q3
2 quarters
|
|
|
LITS
7194
Lite Strategy Inc
LITS
$42M
| $59.6K | ﹤0.01% |
51,350
-73,698
| -59% | -$89.7K |
2014 Q4
45 quarters
|
|
|
TSYY
7195
GraniteShares YieldBOOST TSLA ETF
TSYY
$58.1M
| $59.4K | ﹤0.01% |
+2,141
| New | +$75.1K |
2026 Q1
0 quarters
|
|
7196
Brookstone Active ETF
BAMA
$48.6M
| $59.4K | ﹤0.01% |
+1,798
| New | +$61.3K |
2026 Q1
0 quarters
|
|
|
FVNNU
7197
Future Vision II Acquisition Corp Units
FVNNU
$66.1M
| $59.4K | ﹤0.01% |
7,202
-4,500
| -38% | -$51K |
2024 Q3
6 quarters
|
|
7198
DiaMedica Therapeutics
DMAC
$444M
| $58.6K | ﹤0.01% |
8,661
+5,055
| +140% | +$40.1K |
2024 Q3
6 quarters
|
|
7199
Freedom Day Dividend ETF
MBOX
$147M
| $58.5K | ﹤0.01% |
1,604
+1,037
| +183% | +$38.4K |
2025 Q3
2 quarters
|
|
|
GLO
7200
Clough Global Opportunities Fund
GLO
$232M
| $58.4K | ﹤0.01% |
10,490
-20,364
| -66% | -$119K |
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.