UBS Group Portfolio holdings
UBS Group is the Swiss bank holding company behind UBS, which was created in 1998 when Union Bank of Switzerland merged with Swiss Bank Corporation; the holding company was listed in New York in 2014. Its business spans wealth management, investment banking, asset management and banking for individuals and companies. Its asset management arm offers stock, bond, currency, hedge fund, real estate, infrastructure and private equity strategies, which can also be combined in multi-asset portfolios. The group's roots go back to the Bank in Winterthur, founded in 1862, and to Swiss Bank Corporation, started by six private bankers in Basel by 1854. The wealth management arm serves high net worth individuals worldwide, and its US business grew out of Paine Webber, the American brokerage UBS merged with in 2000 and renamed UBS Wealth Management USA in 2003. In 2023 UBS took over Credit Suisse in a rescue deal arranged by the Swiss government and central bank.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$1.15B |
| 2 |
HONA
Honeywell Aerospace
HONA
|
+$611M |
| 3 |
SpaceX
SPCX
|
+$567M |
| 4 |
Apple
AAPL
|
+$511M |
| 5 |
Jabil
JBL
|
+$463M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$1.49B |
| 2 |
Western Digital
WDC
|
+$1.42B |
| 3 |
Lumentum
LITE
|
+$951M |
| 4 |
Intel
INTC
|
+$785M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$749M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 41.93% |
| 2 | Technology | 18.61% |
| 3 | Financials | 7.85% |
| 4 | Industrials | 6.96% |
| 5 | Healthcare | 5.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
7426
Foghorn Therapeutics
FHTX
$111M
| $54.8K | ﹤0.01% |
11,231
-64,604
| -85% | -$287K |
2022 Q4
14 quarters
|
|
7427
Gogoro
GGR
$54.2M
| $54.8K | ﹤0.01% |
13,739
-5,122
| -27% | -$20.6K |
2024 Q4
6 quarters
|
|
7428
Leifras Co
LFS
$49.2M
| $54.7K | ﹤0.01% |
21,458
+15,465
| +258% | +$34.3K |
2025 Q4
2 quarters
|
|
7429
US Global GO Gold and Precious Metal Miners ETF
GOAU
$191M
| $54.7K | ﹤0.01% |
+1,471
| New | +$62.9K |
2026 Q2
0 quarters
|
|
7430
VanEck Africa Index ETF
AFK
$96.1M
| $54.6K | ﹤0.01% |
+2,126
| New | +$57.7K |
2026 Q2
0 quarters
|
|
7431
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$250M
| $54.6K | ﹤0.01% |
1,192
+712
| +148% | +$32.7K |
2025 Q4
2 quarters
|
|
7432
Upland Software
UPLD
$11.3M
| $54.4K | ﹤0.01% |
11,658
+8,350
| +252% | +$57.8K |
2016 Q2
40 quarters
|
|
7433
Performance Shipping
PSHG
$25.9M
| $54.2K | ﹤0.01% |
32,252
+2,398
| +8% | +$4.3K |
2023 Q4
10 quarters
|
|
7434
Tucows
TCX
$142M
| $54.2K | ﹤0.01% |
4,021
+2,461
| +158% | +$37.3K |
2022 Q4
14 quarters
|
|
7435
Hartford Alpha Capture Value ETF
ACVU
$278M
| $54.1K | ﹤0.01% |
1,733
+1,237
| +249% | +$36.7K |
2026 Q1
1 quarter
|
|
7436
Borealis Foods
BRLS
$19.4M
| $54K | ﹤0.01% |
+34,835
| New | +$47.4K |
2026 Q2
0 quarters
|
|
7437
ABVC BioPharma
ABVC
$25.9M
| $53.9K | ﹤0.01% |
34,123
+32,352
| +1,827% | +$40.3K |
2025 Q3
3 quarters
|
|
7438
AdvisorShares Dorsey Wright FSM US Core ETF
DWUS
$115M
| $53.9K | ﹤0.01% |
846
-5
| -0.6% | -$293 |
2025 Q4
2 quarters
|
|
7439
ProShares Nanotechnology ETF
TINY
$10.6M
| $53.9K | ﹤0.01% |
555
+463
| +503% | +$36.8K |
2024 Q2
8 quarters
|
|
7440
Global X Clean Water ETF
AQWA
$21.3M
| $53.7K | ﹤0.01% |
2,742
-5,135
| -65% | -$98.2K |
2026 Q1
1 quarter
|
|
7441
Polen Dividend Income ETF
DIVZ
$300M
| $53.6K | ﹤0.01% |
1,434
+742
| +107% | +$27.8K |
2025 Q2
4 quarters
|
|
7442
Pacer Swan SOS Moderate October ETF
PSMO
$113M
| $53.5K | ﹤0.01% |
+1,645
| New | +$52.4K |
2026 Q2
0 quarters
|
|
7443
iShares Paris-Aligned Climate Optimized MSCI World ex USA ETF
PABD
$323M
| $53.5K | ﹤0.01% |
772
+593
| +331% | +$40.3K |
2026 Q1
1 quarter
|
|
|
ELME
7444
DELISTED
Elme Communities
ELME
| $53.3K | ﹤0.01% |
36,034
-63,111
| -64% | -$128K |
2014 Q4
46 quarters
|
|
7445
Micropolis AI Robotics
MCRP
$12.5M
| $53.3K | ﹤0.01% |
29,127
+24,845
| +580% | +$59.5K |
2025 Q1
5 quarters
|
|
7446
BEST SPAC I Acquisition Corp
BSAA
$22M
| $53.2K | ﹤0.01% |
4,480
+1,243
| +38% | +$14.5K |
2025 Q3
3 quarters
|
|
7447
CALL
Amphenol
APH
$184B
| $52.9K | ﹤0.01% |
600
-10,816
| -95% | -$780K |
2024 Q2
8 quarters
|
|
7448
AllianzIM U.S. Equity Buffer20 Aug ETF
AUGW
$125M
| $52.8K | ﹤0.01% |
1,552
+609
| +65% | +$20.4K |
2025 Q1
5 quarters
|
|
7449
CALL
Antero Resources
AR
$11.1B
| $52.7K | ﹤0.01% |
1,500
| – | – |
2025 Q3
3 quarters
|
|
|
VACI
7450
DELISTED
Viking Acquisition Corp I
VACI
| $52.7K | ﹤0.01% |
+5,155
| New | +$52.6K |
2026 Q2
0 quarters
|
|
Similar funds
UBS Group's Q2 2026 Portfolio in Review
As of Q2 2026, UBS Group held 11,684 positions worth $786B, up 18% from $666B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
UBS Group's Q2 2026 filing shows 1,282 new, 4,216 increased, 4,362 reduced and 1,275 closed positions. Its largest new stake was Honeywell Aerospace: 2,768,136 shares worth $612M. The largest sale was ExxonMobil, an estimated $1.49B.
By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, up from 39% a quarter earlier, followed by Technology and Financials.
- UBS Group's largest Q2 2026 buy was Honeywell Aerospace: 2,768,136 shares worth $612M.
- UBS Group added most to Microsoft in Q2 2026, an estimated $1.15B increase.
- UBS Group's biggest Q2 2026 reduction was ExxonMobil, cutting an estimated $1.49B.
- UBS Group fully exited Hologic in Q2 2026, selling an estimated $385M.
- UBS Group's ten largest holdings make up 13% of its $786B portfolio in Q2 2026.
- UBS Group opened 1,282 new positions and closed 1,275 in Q2 2026.
- UBS Group's portfolio value rose 18% quarter-over-quarter to $786B.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.