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 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 | |
|---|---|---|---|---|---|---|
726
Neurocrine Biosciences
NBIX
$17.5B
| $161M | 0.02% |
1,221,036
+237,508
| +24% | +$31.5M |
|
727
Credo Technology Group
CRDO
$44.1B
| $160M | 0.02% |
1,708,630
+313,804
| +22% | +$38.2M |
|
728
Avantis US Small Cap Value ETF
AVUV
$29.6B
| $160M | 0.02% |
1,449,790
+172,364
| +13% | +$19M |
|
729
PUT
Apollo Global Management
APO
$68.6B
| $160M | 0.02% |
1,434,200
-343,200
| -19% | -$42.5M |
|
730
Bio-Techne
TECH
$11.2B
| $160M | 0.02% |
3,054,343
+830,080
| +37% | +$49.8M |
|
|
SW
731
Smurfit Westrock
SW
$22.9B
| $160M | 0.02% |
4,003,393
+382,716
| +11% | +$16.5M |
|
732
CALL
Yum! Brands
YUM
$40.6B
| $159M | 0.02% |
1,024,000
+991,000
| +3,003% | +$157M |
|
733
Chord Energy
CHRD
$7.82B
| $159M | 0.02% |
1,119,274
+474,793
| +74% | +$51.8M |
|
734
iShares Russell 2000 Value ETF
IWN
$14.3B
| $159M | 0.02% |
839,340
+33,477
| +4% | +$6.48M |
|
735
iShares MSCI ACWI ETF
ACWI
$32.7B
| $159M | 0.02% |
1,149,459
-66,587
| -5% | -$9.57M |
|
736
Halliburton
HAL
$27.3B
| $159M | 0.02% |
4,075,203
+115,575
| +3% | +$4M |
|
737
First Trust Value Line Dividend Fund
FVD
$8.19B
| $159M | 0.02% |
3,377,606
-441,071
| -12% | -$21.2M |
|
738
Schwab US TIPS ETF
SCHP
$16.3B
| $159M | 0.02% |
5,960,319
+519,308
| +10% | +$13.9M |
|
739
iShares International Select Dividend ETF
IDV
$8.23B
| $159M | 0.02% |
3,725,095
+803,169
| +27% | +$33.8M |
|
740
Astera Labs
ALAB
$56B
| $158M | 0.02% |
1,442,578
-111,378
| -7% | -$15.9M |
|
741
The GEO Group
GEO
$4.15B
| $158M | 0.02% |
9,387,296
+6,014,433
| +178% | +$95.5M |
|
742
Veeva Systems
VEEV
$29.2B
| $157M | 0.02% |
894,762
+459,372
| +106% | +$90.3M |
|
743
Capital Group International Focus Equity ETF
CGXU
$6.19B
| $157M | 0.02% |
5,328,674
+266,748
| +5% | +$8.22M |
|
744
CALL
Moderna
MRNA
$22.6B
| $157M | 0.02% |
3,091,826
-1,831,274
| -37% | -$85.4M |
|
745
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.23B
| $157M | 0.02% |
1,084,248
+31,102
| +3% | +$4.61M |
|
746
PUT
Goldman Sachs
GS
$317B
| $157M | 0.02% |
185,400
+46,100
| +33% | +$41.1M |
|
|
B
747
CALL
Barrick Mining
B
$62.3B
| $156M | 0.02% |
3,827,584
-30,800
| -0.8% | -$1.42M |
|
748
iShares US Healthcare ETF
IYH
$3.09B
| $156M | 0.02% |
2,525,384
+1,325,038
| +110% | +$85.6M |
|
749
PUT
AbbVie
ABBV
$454B
| $155M | 0.02% |
713,200
-273,800
| -28% | -$60.7M |
|
750
PPG Industries
PPG
$25.4B
| $155M | 0.02% |
1,449,315
+277,084
| +24% | +$31.4M |
|
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.