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 | |
|---|---|---|---|---|---|---|---|
|
LPBB
7201
Launch Two Acquisition Corp
LPBB
$311M
| $58.4K | ﹤0.01% |
+5,501
| New | +$58.1K |
2026 Q1
0 quarters
|
|
7202
PUT
AngloGold Ashanti
AU
$48B
| $58.4K | ﹤0.01% |
600
| – | – |
2025 Q3
2 quarters
|
|
7203
Cognition Therapeutics
CGTX
$88M
| $58.3K | ﹤0.01% |
76,873
+2,541
| +3% | +$2.96K |
2024 Q3
6 quarters
|
|
|
MEVO
7204
M Evo Global Acquisition Corp II
MEVO
$400M
| $58.1K | ﹤0.01% |
+5,900
| New | +$58.2K |
2026 Q1
0 quarters
|
|
|
PTN
7205
Palatin Technologies
PTN
$16.6M
| $58K | ﹤0.01% |
3,329
+2,493
| +298% | +$47.3K |
2025 Q4
1 quarter
|
|
|
GUSE
7206
Goldman Sachs Enhanced U.S. Equity ETF
GUSE
$365M
| $57.7K | ﹤0.01% |
1,478
-2,834
| -66% | -$115K |
2025 Q4
1 quarter
|
|
7207
Harbor Dividend Growth Leaders ETF
GDIV
$232M
| $57.6K | ﹤0.01% |
+3,457
| New | +$59.8K |
2026 Q1
0 quarters
|
|
7208
WisdomTree US AI Enhanced Value Fund
AIVL
$408M
| $57.6K | ﹤0.01% |
498
-1,027
| -67% | -$122K |
2014 Q4
45 quarters
|
|
|
REGS
7209
Columbia Large Cap Growth ETF
REGS
$66.5M
| $57.2K | ﹤0.01% |
+5,882
| New | +$57.6K |
2026 Q1
0 quarters
|
|
7210
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
$116M
| $57K | ﹤0.01% |
782
+730
| +1,404% | +$55.9K |
2023 Q4
9 quarters
|
|
7211
Empire Petroleum
EP
$109M
| $57K | ﹤0.01% |
19,246
+11,502
| +149% | +$35.4K |
2022 Q3
14 quarters
|
|
7212
The Joint Corp
JYNT
$103M
| $56.9K | ﹤0.01% |
6,433
-12,212
| -65% | -$111K |
2020 Q4
21 quarters
|
|
7213
Rhinebeck Bancorp
RBKB
$206M
| $56.9K | ﹤0.01% |
3,691
+755
| +26% | +$10.6K |
2020 Q1
24 quarters
|
|
7214
Vanguard US Quality Factor ETF
VFQY
$493M
| $56.9K | ﹤0.01% |
381
-375
| -50% | -$58.3K |
2022 Q1
16 quarters
|
|
7215
Direxion Daily Magnificent 7 Bear 1X ETF
QQQD
$28.3M
| $56.8K | ﹤0.01% |
+3,852
| New | +$52.9K |
2026 Q1
0 quarters
|
|
|
KSPY
7216
KraneShares Hedgeye Hedged Equity Index ETF
KSPY
$128M
| $56.7K | ﹤0.01% |
2,067
+1,604
| +346% | +$44.6K |
2025 Q4
1 quarter
|
|
|
SIFY
7217
Sify Technologies
SIFY
$964M
| $56.5K | ﹤0.01% |
4,417
+1,279
| +41% | +$18.4K |
2014 Q4
45 quarters
|
|
7218
Sanara MedTech
SMTI
$320M
| $56.5K | ﹤0.01% |
3,287
-6,264
| -66% | -$129K |
2022 Q2
15 quarters
|
|
7219
SurgePays
SURG
$7.76M
| $56.2K | ﹤0.01% |
74,802
+52,080
| +229% | +$57.5K |
2023 Q3
10 quarters
|
|
7220
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$64.5M
| $56.2K | ﹤0.01% |
1,425
+566
| +66% | +$22.3K |
2022 Q3
14 quarters
|
|
|
PFO
7221
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$113M
| $56K | ﹤0.01% |
6,200
-559
| -8% | -$5.27K |
2014 Q4
45 quarters
|
|
7222
Avantis Emerging Markets Value ETF
AVES
$1.57B
| $55.8K | ﹤0.01% |
931
+693
| +291% | +$43K |
2024 Q3
6 quarters
|
|
7223
Werewolf Therapeutics
HOWL
$45.1M
| $55.7K | ﹤0.01% |
66,857
+6,149
| +10% | +$4.21K |
2021 Q2
19 quarters
|
|
7224
Sprott Junior Uranium Miners ETF
URNJ
$310M
| $55.7K | ﹤0.01% |
1,900
-2,794
| -60% | -$89.7K |
2023 Q3
10 quarters
|
|
7225
Jet.AI
JTAI
$2.2M
| $55.6K | ﹤0.01% |
3,234
+3,055
| +1,707% | +$131K |
2024 Q1
8 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.