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 | |
|---|---|---|---|---|---|---|---|
|
GIGGU
7376
DELISTED
GigCapital7 Corp Unit
GIGGU
| $43.5K | ﹤0.01% |
4,103
| – | – |
2024 Q3
6 quarters
|
|
7377
Brookstone Dividend Stock ETF
BAMD
$94.6M
| $43.4K | ﹤0.01% |
+1,394
| New | +$43.8K |
2026 Q1
0 quarters
|
|
7378
AdvisorShares Dorsey Wright FSM US Core ETF
DWUS
$121M
| $43.3K | ﹤0.01% |
851
+583
| +218% | +$31.4K |
2025 Q4
1 quarter
|
|
|
INTZ
7379
Intrusion
INTZ
$17.6M
| $43.2K | ﹤0.01% |
52,603
+42,215
| +406% | +$45.9K |
2024 Q1
8 quarters
|
|
7380
Dermata Therapeutics
DRMA
$5.48M
| $43.1K | ﹤0.01% |
35,608
+34,371
| +2,779% | +$57.8K |
2024 Q2
7 quarters
|
|
7381
Scilex Holding
SCLX
$28.6M
| $43.1K | ﹤0.01% |
6,468
-5,337
| -45% | -$49K |
2021 Q1
20 quarters
|
|
7382
Bank7 Corp
BSVN
$528M
| $43K | ﹤0.01% |
1,079
-2,937
| -73% | -$124K |
2021 Q2
19 quarters
|
|
|
DBGI
7383
Digital Brands Group
DBGI
$2.8M
| $43K | ﹤0.01% |
597
+590
| +8,429% | +$158K |
2025 Q3
2 quarters
|
|
|
CRANU
7384
Crane Harbor Acquisition Corp II Units
CRANU
| $43K | ﹤0.01% |
4,255
-143,645
| -97% | -$1.46M |
2025 Q4
1 quarter
|
|
|
ONCY
7385
Oncolytics Biotech
ONCY
$80.5M
| $42.9K | ﹤0.01% |
50,559
+27,663
| +121% | +$27.5K |
2018 Q2
31 quarters
|
|
7386
Invesco RAFI Strategic US ETF
IUS
$966M
| $42.9K | ﹤0.01% |
741
+179
| +32% | +$10.6K |
2024 Q4
5 quarters
|
|
7387
Richmond Mutual Bancorp
RMBI
$248M
| $42.8K | ﹤0.01% |
3,157
-506
| -14% | -$7.03K |
2023 Q4
9 quarters
|
|
7388
Greenwave Technology Solutions
GWAV
$1.91M
| $42.8K | ﹤0.01% |
12,663
+9,854
| +351% | +$41.9K |
2023 Q1
12 quarters
|
|
|
GPATU
7389
GP-Act III Acquisition Corp Units
GPATU
| $42.7K | ﹤0.01% |
3,970
| – | – |
2024 Q4
5 quarters
|
|
7390
EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
$107M
| $42.7K | ﹤0.01% |
+1,404
| New | +$44.9K |
2026 Q1
0 quarters
|
|
7391
Beamr Imaging
BMR
$19.9M
| $42.6K | ﹤0.01% |
30,646
+886
| +3% | +$1.57K |
2024 Q4
5 quarters
|
|
|
GCTS
7392
GCT Semiconductor Holding
GCTS
$207M
| $42.6K | ﹤0.01% |
37,363
+17,526
| +88% | +$20.5K |
2024 Q1
8 quarters
|
|
7393
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
$22.8M
| $42.5K | ﹤0.01% |
414
+354
| +590% | +$39K |
2025 Q1
4 quarters
|
|
|
NRT
7394
North European Oil Royalty Trust
NRT
$77.8M
| $42.5K | ﹤0.01% |
4,721
+4,242
| +886% | +$37.1K |
2024 Q3
6 quarters
|
|
|
FAZ
7395
Direxion Daily Financial Bear 3x ETF
FAZ
$112M
| $42.5K | ﹤0.01% |
837
-26,167
| -97% | -$1.17M |
2022 Q3
14 quarters
|
|
7396
Direxion Daily S&P 500 High Beta Bear 3X ETF
HIBS
$19.6M
| $42.4K | ﹤0.01% |
+900
| New | +$39.9K |
2026 Q1
0 quarters
|
|
7397
ProShares UltraShort Semiconductors
SSG
$34.2M
| $42.4K | ﹤0.01% |
1,413
+1,412
| +141,200% | +$40K |
2022 Q3
14 quarters
|
|
7398
SEI QiM U.S. Large Cap Value Active ETF
SEIV
$1.57B
| $42.3K | ﹤0.01% |
1,017
+631
| +163% | +$26.6K |
2025 Q4
1 quarter
|
|
|
MARS
7399
Roundhill Space & Technology ETF
MARS
$53.7M
| $42.2K | ﹤0.01% |
+1,651
| New | +$42K |
2026 Q1
0 quarters
|
|
|
FUND
7400
Sprott Focus Trust
FUND
$285M
| $42.2K | ﹤0.01% |
4,421
-8,359
| -65% | -$79.4K |
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.