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 | |
|---|---|---|---|---|---|---|---|
|
MXF
7301
Mexico Fund
MXF
$287M
| $48.7K | ﹤0.01% |
2,327
| – | – |
2014 Q4
45 quarters
|
|
|
CRCG
7302
Leverage Shares 2X Long CRCL Daily ETF
CRCG
$119M
| $48.7K | ﹤0.01% |
1,790
+1,531
| +591% | +$41.4K |
2025 Q4
1 quarter
|
|
|
EM
7303
DELISTED
Smart Share Global Ltd
EM
| $48.6K | ﹤0.01% |
42,978
-21,834
| -34% | -$25K |
2025 Q1
4 quarters
|
|
7304
TOP Ships
TOPS
$4.13M
| $48.5K | ﹤0.01% |
15,630
+14,945
| +2,182% | +$67.8K |
2025 Q2
3 quarters
|
|
|
CHMI
7305
Cherry Hill Mortgage Investment Corp
CHMI
$97.5M
| $48.4K | ﹤0.01% |
19,359
+6,575
| +51% | +$17.4K |
2014 Q4
45 quarters
|
|
|
BCTX
7306
Briacell Therapeutics
BCTX
$35.1M
| $48.4K | ﹤0.01% |
11,541
+10,903
| +1,709% | +$50.8K |
2024 Q3
6 quarters
|
|
|
FTMA
7307
Franklin Massachusetts Municipal Income ETF
FTMA
$273M
| $48.2K | ﹤0.01% |
5,380
-18,273
| -77% | -$165K |
2025 Q4
1 quarter
|
|
7308
Montauk Renewables
MNTK
$409M
| $48.1K | ﹤0.01% |
41,867
-27,189
| -39% | -$41K |
2021 Q1
20 quarters
|
|
7309
Acrivon Therapeutics
ACRV
$85.3M
| $48.1K | ﹤0.01% |
34,634
-313,907
| -90% | -$548K |
2024 Q1
8 quarters
|
|
|
PPHC
7310
Public Policy Holding Co
PPHC
$318M
| $48.1K | ﹤0.01% |
+3,679
| New | +$46K |
2026 Q1
0 quarters
|
|
|
ONEG
7311
OneConstruction Group
ONEG
$16M
| $48.1K | ﹤0.01% |
23,122
+18,463
| +396% | +$46.8K |
2024 Q4
5 quarters
|
|
7312
Annovis Bio
ANVS
$50.4M
| $48K | ﹤0.01% |
21,538
-9,105
| -30% | -$25K |
2023 Q2
11 quarters
|
|
7313
Corvex Inc
MOVE
$361M
| $48K | ﹤0.01% |
4,718
+4,281
| +980% | +$39.4K |
2025 Q3
2 quarters
|
|
|
NIXX
7314
Nixxy Inc
NIXX
$8.75M
| $48K | ﹤0.01% |
45,068
-22,246
| -33% | -$16.6K |
2024 Q4
5 quarters
|
|
|
HYFT
7315
MindWalk Holdings
HYFT
$63.1M
| $47.8K | ﹤0.01% |
42,331
+9,879
| +30% | +$15.7K |
2025 Q1
4 quarters
|
|
7316
KraneShares Value Line Dynamic Dividend Equity Index ETF
KVLE
$40.4M
| $47.7K | ﹤0.01% |
1,919
+1,755
| +1,070% | +$45.8K |
2025 Q4
1 quarter
|
|
7317
First Trust Securitized Plus ETF
DEED
$58.7M
| $47.7K | ﹤0.01% |
+2,236
| New | +$48.4K |
2026 Q1
0 quarters
|
|
7318
Alpha Architect International Quantitative Momentum ETF
IMOM
$156M
| $47.6K | ﹤0.01% |
+1,196
| New | +$50.1K |
2026 Q1
0 quarters
|
|
|
VGNT
7319
Versigent PLC
VGNT
$3.29B
| $47.6K | ﹤0.01% |
+1,494
| New | +$46.3K |
2026 Q1
0 quarters
|
|
7320
ALPS Active Equity Opportunity ETF
RFFC
$30.8M
| $47.5K | ﹤0.01% |
716
-347
| -33% | -$23.9K |
2025 Q2
3 quarters
|
|
|
ZFEB
7321
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$151M
| $47.3K | ﹤0.01% |
1,861
+1,604
| +624% | +$40.9K |
2025 Q2
3 quarters
|
|
|
PBPH
7322
Portfolio Building Block World Pharma and Biotech Index ETF
PBPH
$975M
| $47.1K | ﹤0.01% |
+1,844
| New | +$48K |
2026 Q1
0 quarters
|
|
7323
Greene County Bancorp
GCBC
$583M
| $47.1K | ﹤0.01% |
2,100
+553
| +36% | +$12.5K |
2022 Q3
14 quarters
|
|
|
AIS
7324
VistaShares Artificial Intelligence Supercycle ETF
AIS
$1.1B
| $46.9K | ﹤0.01% |
+1,120
| New | +$48.3K |
2026 Q1
0 quarters
|
|
|
CXH
7325
DELISTED
MFS Investment Grade Municipal Trust
CXH
| $46.9K | ﹤0.01% |
5,867
-4,948
| -46% | -$40.1K |
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.