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 | |
|---|---|---|---|---|---|---|---|
7276
AdvisorShares Dorsey Wright FSM All Cap World ETF
DWAW
$90.8M
| $50.8K | ﹤0.01% |
1,184
+1,065
| +895% | +$47.7K |
2025 Q4
1 quarter
|
|
7277
electroCore
ECOR
$91.4M
| $50.8K | ﹤0.01% |
8,423
+962
| +13% | +$6.16K |
2024 Q2
7 quarters
|
|
|
CPRA
7278
Calamos Russell 2000 Structured Alt Protection ETF - April
CPRA
$13.9M
| $50.6K | ﹤0.01% |
1,880
+459
| +32% | +$12.3K |
2025 Q4
1 quarter
|
|
7279
Qraft AI-Enhanced US Large Cap Momentum ETF
AMOM
$23.5M
| $50.5K | ﹤0.01% |
1,072
-3,584
| -77% | -$179K |
2024 Q4
5 quarters
|
|
7280
Laser Photonics
LASE
$50.5M
| $50.3K | ﹤0.01% |
50,314
-35,444
| -41% | -$47.7K |
2024 Q3
6 quarters
|
|
|
TBLU
7281
Tortoise Global Water ETF
TBLU
$54.4M
| $50.3K | ﹤0.01% |
997
-215
| -18% | -$11.4K |
2021 Q3
18 quarters
|
|
|
CRF
7282
Cornerstone Total Return Fund
CRF
$1.04B
| $50.1K | ﹤0.01% |
+7,214
| New | +$54.2K |
2026 Q1
0 quarters
|
|
|
GLIBA
7283
Liberty Capital Corp Series A GCI Group Common Stock
GLIBA
$924M
| $50K | ﹤0.01% |
1,358
-1,415
| -51% | -$53.6K |
2025 Q3
2 quarters
|
|
|
ZMAY
7284
Innovator Equity Defined Protection ETF - 1 Yr May
ZMAY
$83.1M
| $49.9K | ﹤0.01% |
1,950
+1,948
| +97,400% | +$49.7K |
2025 Q3
2 quarters
|
|
|
CGIB
7285
Capital Group International Bond ETF USD-Hedged
CGIB
$359M
| $49.9K | ﹤0.01% |
+1,977
| New | +$50.3K |
2026 Q1
0 quarters
|
|
7286
Innovator Premium Income 20 Barrier ETF April
APRH
$24.8M
| $49.8K | ﹤0.01% |
2,032
+1,894
| +1,372% | +$47K |
2025 Q3
2 quarters
|
|
7287
AmpliTech
AMPG
$91.6M
| $49.7K | ﹤0.01% |
26,163
+1,808
| +7% | +$5.34K |
2024 Q4
5 quarters
|
|
|
LGO
7288
Largo
LGO
$54.4M
| $49.6K | ﹤0.01% |
44,287
+26,412
| +148% | +$36K |
2021 Q4
17 quarters
|
|
7289
Citius Pharmaceuticals
CTXR
$14.6M
| $49.5K | ﹤0.01% |
55,025
-21,411
| -28% | -$17.3K |
2023 Q1
12 quarters
|
|
7290
CareCloud
CCLD
$85.8M
| $49.3K | ﹤0.01% |
13,516
-14,029
| -51% | -$40.1K |
2018 Q4
29 quarters
|
|
7291
First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
$15.7M
| $49.3K | ﹤0.01% |
1,135
+206
| +22% | +$9K |
2024 Q3
6 quarters
|
|
|
AOCT
7292
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$48M
| $49.2K | ﹤0.01% |
1,861
-1,773
| -49% | -$47.2K |
2025 Q4
1 quarter
|
|
|
TURB
7293
Turbo Energy
TURB
$13.6M
| $49.2K | ﹤0.01% |
+18,431
| New | +$28.6K |
2026 Q1
0 quarters
|
|
7294
iShares MSCI Finland ETF
EFNL
$387M
| $49.2K | ﹤0.01% |
+1,004
| New | +$49.7K |
2026 Q1
0 quarters
|
|
7295
Franklin US Core Dividend Tilt Index ETF
UDIV
$154M
| $49K | ﹤0.01% |
+950
| New | +$50.9K |
2026 Q1
0 quarters
|
|
|
ELWT
7296
Elauwit Connection Inc
ELWT
$42M
| $49K | ﹤0.01% |
+8,258
| New | +$50K |
2026 Q1
0 quarters
|
|
7297
HCM Defender 500 Index ETF
LGH
$599M
| $48.8K | ﹤0.01% |
857
-361
| -30% | -$22.1K |
2025 Q3
2 quarters
|
|
7298
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$602M
| $48.8K | ﹤0.01% |
1,158
+395
| +52% | +$16.4K |
2025 Q3
2 quarters
|
|
|
PC
7299
Premium Catering Holdings
PC
| $48.8K | ﹤0.01% |
5,191
| – | – |
2025 Q2
3 quarters
|
|
|
HIND
7300
Vyome Holdings
HIND
$13.4M
| $48.8K | ﹤0.01% |
22,675
+18,716
| +473% | +$50.9K |
2024 Q4
5 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.