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 | |
|---|---|---|---|---|---|---|---|
|
RDAGU
7226
Republic Digital Acquisition Co Unit
RDAGU
| $55.5K | ﹤0.01% |
5,361
-3,930
| -42% | -$41K |
2025 Q3
2 quarters
|
|
7227
The Future Fund Active ETF
FFND
$96.7M
| $55.3K | ﹤0.01% |
1,919
+730
| +61% | +$22.1K |
2025 Q4
1 quarter
|
|
7228
ProShares UltraPro Russell2000
URTY
$281M
| $55.2K | ﹤0.01% |
1,070
-473
| -31% | -$28.3K |
2024 Q4
5 quarters
|
|
7229
First Trust Nasdaq Semiconductor ETF
FTXL
$1.4B
| $55.2K | ﹤0.01% |
374
+211
| +129% | +$31.8K |
2023 Q4
9 quarters
|
|
7230
Pioneer Bancorp
PBFS
$430M
| $55.1K | ﹤0.01% |
3,958
+1,690
| +75% | +$23.6K |
2019 Q3
26 quarters
|
|
|
GCL
7231
GCL Global Holdings
GCL
$97M
| $55K | ﹤0.01% |
+93,265
| New | +$74.3K |
2026 Q1
0 quarters
|
|
7232
Sol-Gel Technologies
SLGL
$236M
| $55K | ﹤0.01% |
694
-579
| -45% | -$41.8K |
2025 Q4
1 quarter
|
|
7233
60 Degrees Pharmaceuticals
SXTP
$4.89M
| $55K | ﹤0.01% |
31,410
+31,041
| +8,412% | +$88.2K |
2024 Q2
7 quarters
|
|
7234
Performance Shipping
PSHG
$21M
| $54.9K | ﹤0.01% |
29,854
+7,403
| +33% | +$15.5K |
2023 Q4
9 quarters
|
|
|
VIP
7235
Vulcan Infrastructure and Power
VIP
$28M
| $54.9K | ﹤0.01% |
49,929
-100,449
| -67% | -$135K |
2021 Q3
18 quarters
|
|
7236
PUT
AerCap
AER
$22.7B
| $54.9K | ﹤0.01% |
+400
| New | +$57.2K |
2026 Q1
0 quarters
|
|
7237
PGIM US Large-Cap Buffer 20 ETF April
PBAP
$37.1M
| $54.7K | ﹤0.01% |
+1,862
| New | +$54.3K |
2026 Q1
0 quarters
|
|
7238
PUT
Polaris
PII
$3.06B
| $54.5K | ﹤0.01% |
1,000
-120,300
| -99% | -$7.53M |
2025 Q2
3 quarters
|
|
|
APXT
7239
Apex Treasury Corp
APXT
$466M
| $54.4K | ﹤0.01% |
+5,470
| New | +$54.4K |
2026 Q1
0 quarters
|
|
7240
T-Rex 2X Long NVIDIA Daily Target ETF
NVDX
$511M
| $54.3K | ﹤0.01% |
3,900
-8,639
| -69% | -$139K |
2024 Q3
6 quarters
|
|
|
TOPW
7241
Roundhill Top WeeklyPay ETF
TOPW
$146M
| $54.1K | ﹤0.01% |
1,627
-20,954
| -93% | -$788K |
2025 Q4
1 quarter
|
|
7242
BlackRock Virginia Muni Bond Trust
BHV
$18.4M
| $54K | ﹤0.01% |
5,211
-87
| -2% | -$926 |
2014 Q4
45 quarters
|
|
|
GOCO
7243
DELISTED
GoHealth
GOCO
| $53.8K | ﹤0.01% |
35,614
-9,957
| -22% | -$19K |
2023 Q2
11 quarters
|
|
7244
Future Fuel
FF
$226M
| $53.8K | ﹤0.01% |
13,964
-152,038
| -92% | -$571K |
2014 Q4
45 quarters
|
|
|
URAA
7245
Direxion Daily Uranium Industry Bull 2X ETF
URAA
$26.5M
| $53.8K | ﹤0.01% |
1,527
-331
| -18% | -$14.4K |
2025 Q4
1 quarter
|
|
7246
NRX Pharmaceuticals
NRXP
$126M
| $53.7K | ﹤0.01% |
25,227
+21,689
| +613% | +$43.8K |
2022 Q4
13 quarters
|
|
|
DOYU
7247
DouYu International Holdings
DOYU
$134M
| $53.7K | ﹤0.01% |
10,699
-4,865
| -31% | -$27.9K |
2019 Q3
26 quarters
|
|
7248
Invesco Next Gen Connectivity ETF
KNCT
$166M
| $53.6K | ﹤0.01% |
+387
| New | +$55.2K |
2026 Q1
0 quarters
|
|
7249
Stabilis Solutions
SLNG
$90.6M
| $53.6K | ﹤0.01% |
12,015
+5,329
| +80% | +$25.6K |
2025 Q1
4 quarters
|
|
7250
ALPS O'Shares Global Internet Giants ETF
OGIG
$106M
| $53.5K | ﹤0.01% |
1,312
-90
| -6% | -$4.11K |
2020 Q4
21 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.