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 | |
|---|---|---|---|---|---|---|---|
7326
Envoy Medical
COCH
$52.5M
| $46.9K | ﹤0.01% |
70,459
+45,041
| +177% | +$30.7K |
2024 Q4
5 quarters
|
|
7327
Global X Guru Index ETF
GURU
$60.4M
| $46.8K | ﹤0.01% |
+796
| New | +$48.6K |
2026 Q1
0 quarters
|
|
7328
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.8B
| $46.8K | ﹤0.01% |
+2,090
| New | +$47.1K |
2026 Q1
0 quarters
|
|
|
BLNE
7329
Beeline Holdings
BLNE
$28.4M
| $46.6K | ﹤0.01% |
19,822
-38,493
| -66% | -$106K |
2025 Q1
4 quarters
|
|
7330
FT Vest US Equity Moderate Buffer ETF June
GJUN
$516M
| $46.5K | ﹤0.01% |
1,180
+738
| +167% | +$29.3K |
2023 Q4
9 quarters
|
|
7331
IceCure Medical
ICCM
$7.28M
| $46.4K | ﹤0.01% |
5,140
+2,068
| +67% | +$37.8K |
2025 Q1
4 quarters
|
|
|
MSC
7332
Studio City International Holdings
MSC
$202M
| $46.3K | ﹤0.01% |
19,067
+16,977
| +812% | +$52K |
2018 Q4
29 quarters
|
|
|
CBK
7333
Commercial Bancgroup
CBK
$437M
| $46.3K | ﹤0.01% |
1,780
+1,071
| +151% | +$27.5K |
2025 Q4
1 quarter
|
|
|
KAMO
7334
Kensington Credit Opportunities ETF
KAMO
$103M
| $46.2K | ﹤0.01% |
+1,873
| New | +$47K |
2026 Q1
0 quarters
|
|
|
SBXE.U
7335
SilverBox Corp V Units
SBXE.U
| $46.1K | ﹤0.01% |
+4,590
| New | +$46.3K |
2026 Q1
0 quarters
|
|
7336
Full House Resorts
FLL
$50.9M
| $46.1K | ﹤0.01% |
20,473
-33,614
| -62% | -$80.9K |
2020 Q3
22 quarters
|
|
7337
FVCBankcorp
FVCB
$321M
| $46K | ﹤0.01% |
3,030
+1,407
| +87% | +$21.1K |
2018 Q3
30 quarters
|
|
|
AHT
7338
Ashford Hospitality Trust
AHT
$14.8M
| $46K | ﹤0.01% |
16,791
+1,370
| +9% | +$4.83K |
2014 Q4
45 quarters
|
|
|
BCIC
7339
BCP Investment Corp
BCIC
$85.3M
| $46K | ﹤0.01% |
6,116
+5,286
| +637% | +$57.2K |
2014 Q4
45 quarters
|
|
7340
Fidelity D&D Bancorp
FDBC
$321M
| $45.9K | ﹤0.01% |
1,061
+426
| +67% | +$18.9K |
2021 Q4
17 quarters
|
|
7341
ProShares On-Demand ETF
OND
$2.46M
| $45.8K | ﹤0.01% |
1,372
+212
| +18% | +$7.91K |
2025 Q3
2 quarters
|
|
7342
Noble Corporation PLC Tranche 1 Warrants
NE.WS
$3.38B
| $45.8K | ﹤0.01% |
1,498
+240
| +19% | +$5.96K |
2023 Q2
11 quarters
|
|
|
SMC
7343
Summit Midstream
SMC
$425M
| $45.8K | ﹤0.01% |
1,513
-17,481
| -92% | -$510K |
2024 Q2
7 quarters
|
|
|
GSWO
7344
Goldman Sachs ActiveBeta World Equity ETF
GSWO
$1.8B
| $45.7K | ﹤0.01% |
812
+792
| +3,960% | +$46.2K |
2025 Q4
1 quarter
|
|
|
BTC
7345
Grayscale Bitcoin Mini Trust ETF
BTC
$4.46B
| $45.7K | ﹤0.01% |
1,523
-9
| -0.6% | -$304 |
2024 Q4
5 quarters
|
|
|
NTWO
7346
Newbury Street II Acquisition Corp
NTWO
$261M
| $45.7K | ﹤0.01% |
4,345
+554
| +15% | +$5.81K |
2025 Q1
4 quarters
|
|
7347
Air T
AIRT
$80.4M
| $45.6K | ﹤0.01% |
2,094
+11
| +0.5% | +$242 |
2023 Q3
10 quarters
|
|
7348
Pinnacle Focused Opportunities ETF
FCUS
$96.5M
| $45K | ﹤0.01% |
+1,253
| New | +$46K |
2026 Q1
0 quarters
|
|
7349
VistaGen Therapeutics
VTGN
$12.5M
| $45K | ﹤0.01% |
78,736
+26,743
| +51% | +$16.2K |
2022 Q4
13 quarters
|
|
7350
EPR Properties 5.75% Series C Preferred Shares
EPR.PRC
$135M
| $45K | ﹤0.01% |
1,990
+1,241
| +166% | +$30.5K |
2021 Q4
17 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.