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 | |
|---|---|---|---|---|---|---|---|
|
NRO
7426
Neuberger Real Estate Securities Income Fund Inc
NRO
$163M
| $40.4K | ﹤0.01% |
14,238
+1,834
| +15% | +$5.49K |
2014 Q4
45 quarters
|
|
7427
Fortress Biotech
FBIO
$67.7M
| $40.4K | ﹤0.01% |
14,473
-8,635
| -37% | -$29.3K |
2024 Q4
5 quarters
|
|
7428
BCB Bancorp
BCBP
$261M
| $40.4K | ﹤0.01% |
4,495
+2,704
| +151% | +$22.1K |
2014 Q4
45 quarters
|
|
7429
Rimini Street
RMNI
$396M
| $40.3K | ﹤0.01% |
12,291
-11,668
| -49% | -$40.5K |
2017 Q4
33 quarters
|
|
|
GMEU
7430
T-REX 2X Long GME Daily Target ETF
GMEU
$27.8M
| $40.3K | ﹤0.01% |
3,955
+1,735
| +78% | +$19K |
2025 Q4
1 quarter
|
|
7431
VirnetX Holding Corp
VHC
$44M
| $40.2K | ﹤0.01% |
2,851
-5,098
| -64% | -$90.5K |
2014 Q4
45 quarters
|
|
7432
Hamilton Beach Brands
HBB
$511M
| $40.1K | ﹤0.01% |
2,118
-352
| -14% | -$6.42K |
2017 Q4
33 quarters
|
|
|
BLRK
7433
Bluerock Acquisition Corp
BLRK
$233M
| $40.1K | ﹤0.01% |
+4,047
| New | +$40K |
2026 Q1
0 quarters
|
|
7434
CAMP4 Therapeutics
CAMP
$251M
| $40K | ﹤0.01% |
9,081
+3,936
| +77% | +$18.7K |
2024 Q4
5 quarters
|
|
|
ZTR
7435
Virtus Total Return Fund
ZTR
$299M
| $40K | ﹤0.01% |
6,037
+190
| +3% | +$1.26K |
2014 Q4
45 quarters
|
|
|
ALFUU
7436
Centurion Acquisition Corp Unit
ALFUU
| $39.8K | ﹤0.01% |
3,721
| – | – |
2024 Q2
7 quarters
|
|
7437
Fennec Pharmaceuticals
FENC
$358M
| $39.8K | ﹤0.01% |
6,472
+1,477
| +30% | +$11.4K |
2020 Q4
21 quarters
|
|
7438
Oramed Pharmaceuticals
ORMP
$187M
| $39.7K | ﹤0.01% |
11,667
+9,092
| +353% | +$30.8K |
2014 Q4
45 quarters
|
|
|
WHWK
7439
Whitehawk Therapeutics
WHWK
$211M
| $39.5K | ﹤0.01% |
11,438
-18,406
| -62% | -$57.6K |
2022 Q4
13 quarters
|
|
7440
Bridges Capital Tactical ETF
BDGS
$42.8M
| $39.4K | ﹤0.01% |
+1,151
| New | +$39.8K |
2026 Q1
0 quarters
|
|
7441
YieldMax GOOGL Option Income Strategy ETF
GOOY
$224M
| $39.2K | ﹤0.01% |
+3,089
| New | +$43.6K |
2026 Q1
0 quarters
|
|
7442
Direxion Daily NYSE FANG+ Bull 2X ETF
FNGG
$119M
| $39.2K | ﹤0.01% |
256
+226
| +753% | +$40.6K |
2025 Q3
2 quarters
|
|
|
YHC
7443
LQR House Inc
YHC
$1.67M
| $39.1K | ﹤0.01% |
401
+137
| +52% | +$12.5K |
2024 Q3
6 quarters
|
|
7444
Innovator International Developed Power Buffer ETF July
IJUL
$251M
| $39.1K | ﹤0.01% |
+1,158
| New | +$39.5K |
2026 Q1
0 quarters
|
|
|
JULB
7445
Aptus July Buffer ETF
JULB
$46.4M
| $38.9K | ﹤0.01% |
1,549
+763
| +97% | +$19.6K |
2025 Q4
1 quarter
|
|
|
EMF
7446
Templeton Emerging Markets Fund
EMF
$336M
| $38.8K | ﹤0.01% |
2,220
-4,107
| -65% | -$78.2K |
2014 Q4
45 quarters
|
|
7447
Pacer Swan SOS Conservative October ETF
PSCQ
$47.7M
| $38.7K | ﹤0.01% |
1,338
+1,150
| +612% | +$33.9K |
2025 Q4
1 quarter
|
|
|
SPMC
7448
Sound Point Meridian Capital
SPMC
$174M
| $38.7K | ﹤0.01% |
4,320
+3,140
| +266% | +$36.6K |
2025 Q2
3 quarters
|
|
|
EZMO
7449
AlphaDroid Broad Markets Momentum ETF
EZMO
$10M
| $38.6K | ﹤0.01% |
+1,441
| New | +$39.5K |
2026 Q1
0 quarters
|
|
7450
Invesco NASDAQ Biotechnology ETF
IBBQ
$101M
| $38.4K | ﹤0.01% |
+1,326
| New | +$38.6K |
2026 Q1
0 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.