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 | Technology | 16.96% |
| 2 | Financials | 8.41% |
| 3 | Industrials | 7.09% |
| 4 | Healthcare | 6.31% |
| 5 | Consumer Discretionary | 5.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
7401
Marker Therapeutics
MRKR
$18.5M
| $42.1K | ﹤0.01% |
32,369
-141,657
| -81% | -$225K |
|
|
VSDM
7402
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
$758M
| $42K | ﹤0.01% |
+551
| New | +$42.4K |
|
7403
VolitionRx Ltd
VNRX
$9.31M
| $41.9K | ﹤0.01% |
10,372
+10,356
| +64,725% | +$49.5K |
|
7404
NextTrip
NTRP
$24.5M
| $41.8K | ﹤0.01% |
12,866
+12,618
| +5,088% | +$38.3K |
|
7405
Jaguar Health
JAGX
$4.74M
| $41.8K | ﹤0.01% |
3,226
+3,025
| +1,505% | +$66.3K |
|
7406
First Trust Eurozone AlphaDEX
FEUZ
$133M
| $41.7K | ﹤0.01% |
670
+665
| +13,300% | +$42.6K |
|
|
UXOC
7407
FT Vest U.S. Equity Uncapped Accelerator ETF - October
UXOC
$20.9M
| $41.6K | ﹤0.01% |
1,236
+1,108
| +866% | +$39.2K |
|
|
TBI
7408
Trueblue
TBI
$227M
| $41.5K | ﹤0.01% |
10,611
+311
| +3% | +$1.38K |
|
7409
Westwood Holdings Group
WHG
$185M
| $41.5K | ﹤0.01% |
2,518
-1,322
| -34% | -$22.5K |
|
7410
Tilly's
TLYS
$114M
| $41.5K | ﹤0.01% |
10,237
+7,500
| +274% | +$15.1K |
|
|
HPP
7411
PUT
Hudson Pacific Properties
HPP
$758M
| $41.4K | ﹤0.01% |
+7,000
| New | +$53.8K |
|
|
QBER
7412
TrueShares Quarterly Bear Hedge ETF
QBER
$72.9M
| $41.4K | ﹤0.01% |
1,714
+1,348
| +368% | +$32.2K |
|
7413
Lexaria Bioscience
LEXX
$13.1M
| $41.1K | ﹤0.01% |
52,708
-308,592
| -85% | -$224K |
|
7414
Sphere 3D
ANY
$15.7M
| $41.1K | ﹤0.01% |
28,319
+28,042
| +10,123% | +$57.1K |
|
|
QUCY
7415
Quantum Cyber N.V.
QUCY
$24.1M
| $41K | ﹤0.01% |
86,576
+32,395
| +60% | +$28.5K |
|
7416
Beam Global
BEEM
$21.7M
| $41K | ﹤0.01% |
27,862
+12,862
| +86% | +$20.3K |
|
7417
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
XTWY
$253M
| $40.9K | ﹤0.01% |
+1,089
| New | +$41.6K |
|
7418
Harvard Bioscience
HBIO
$27.6M
| $40.9K | ﹤0.01% |
8,405
+6,284
| +296% | +$35.1K |
|
|
UYSCU
7419
UY Scuti Acquisition Corp Units
UYSCU
| $40.8K | ﹤0.01% |
5,188
-12
| -0.2% | -$124 |
|
|
FXHO
7420
UTime Limited
FXHO
$45.6M
| $40.8K | ﹤0.01% |
1,505
+783
| +108% | +$25.5K |
|
|
BGL
7421
Blue Gold Ltd
BGL
$9.19M
| $40.7K | ﹤0.01% |
33,608
-1,172
| -3% | -$2.58K |
|
7422
ProShares Ultra Bloomberg Natural Gas
BOIL
$334M
| $40.7K | ﹤0.01% |
1,261
+1,085
| +616% | +$43.3K |
|
7423
ETC 6 Meridian Quality Growth ETF
SXQG
$62.1M
| $40.6K | ﹤0.01% |
+1,355
| New | +$42.9K |
|
7424
Drilling Tools International
DTI
$80.5M
| $40.6K | ﹤0.01% |
9,369
+9,315
| +17,250% | +$33.6K |
|
7425
Hyperfine
HYPR
$88.4M
| $40.5K | ﹤0.01% |
37,484
+1,883
| +5% | +$2.14K |
|
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 $70B of net new capital in Q1 2026, opening 1,344 new positions and adding to 4,801 existing holdings. Its largest new stake was Sunbelt Rentals Holdings: 1,909,539 shares worth $124M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.
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 1,379 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.