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 | |
|---|---|---|---|---|---|---|---|
7476
BranchOut Food
BOF
$63.3M
| $36.6K | ﹤0.01% |
11,103
+10,237
| +1,182% | +$35.5K |
2025 Q4
1 quarter
|
|
|
MBAI
7477
MBody AI Ltd. Ordinary Share
MBAI
$50.3M
| $36.6K | ﹤0.01% |
3,250
+2,109
| +185% | +$25.5K |
2025 Q2
3 quarters
|
|
|
BFRZ
7478
Innovator Equity Managed 100 Buffer ETF
BFRZ
$143M
| $36.6K | ﹤0.01% |
+1,389
| New | +$37.2K |
2026 Q1
0 quarters
|
|
|
EMKT
7479
Lazard Emerging Markets Opportunities ETF
EMKT
$176M
| $36.5K | ﹤0.01% |
1,414
+1,093
| +340% | +$29.4K |
2025 Q4
1 quarter
|
|
7480
TTEC Holdings
TTEC
$68M
| $36.5K | ﹤0.01% |
14,595
-18,720
| -56% | -$53.6K |
2014 Q4
45 quarters
|
|
|
POAS
7481
Phaos Technology Holdings (Cayman) Ltd
POAS
$2.3M
| $36.5K | ﹤0.01% |
22,642
-2,100
| -8% | -$5.8K |
2025 Q4
1 quarter
|
|
7482
FT Vest US Equity Buffer ETF December
FDEC
$1.33B
| $36.4K | ﹤0.01% |
+732
| New | +$37.4K |
2026 Q1
0 quarters
|
|
7483
FT Vest US Equity Buffer ETF May
FMAY
$1.48B
| $36.3K | ﹤0.01% |
688
+18
| +3% | +$964 |
2025 Q3
2 quarters
|
|
7484
Polar Power
POLA
$5M
| $36.3K | ﹤0.01% |
+18,597
| New | +$31.2K |
2026 Q1
0 quarters
|
|
7485
Mediaco Holding
MDIA
$89.9M
| $36.2K | ﹤0.01% |
54,970
+1,632
| +3% | +$1.04K |
2021 Q3
18 quarters
|
|
|
WTLS
7486
WisdomTree Efficient Long/Short U.S. Equity Fund
WTLS
$12.3M
| $36.2K | ﹤0.01% |
+735
| New | +$37.4K |
2026 Q1
0 quarters
|
|
7487
Simplify High Yield ETF
CDX
$336M
| $36.2K | ﹤0.01% |
1,696
+1,557
| +1,120% | +$34.2K |
2025 Q3
2 quarters
|
|
|
MB
7488
MasterBeef Group
MB
$67.1M
| $36.2K | ﹤0.01% |
6,098
+181
| +3% | +$1.06K |
2025 Q2
3 quarters
|
|
|
RSMR
7489
FT Vest U.S. Equity Equal Weight Buffer ETF - March
RSMR
$10.7M
| $36.1K | ﹤0.01% |
1,629
+164
| +11% | +$3.66K |
2025 Q2
3 quarters
|
|
7490
Hennessy Advisors
HNNA
$81.5M
| $36.1K | ﹤0.01% |
3,701
+2,851
| +335% | +$28.4K |
2025 Q4
1 quarter
|
|
|
DDFN
7491
Innovator Equity Dual Directional 15 Buffer ETF - November
DDFN
$76.1M
| $36.1K | ﹤0.01% |
1,898
+849
| +81% | +$16.3K |
2025 Q4
1 quarter
|
|
|
KFIIU
7492
K&F Growth Acquisition Corp II Unit
KFIIU
$276M
| $36K | ﹤0.01% |
3,361
+1,000
| +42% | +$10.6K |
2025 Q1
4 quarters
|
|
7493
Super League Enterprise
SLE
$247M
| $35.9K | ﹤0.01% |
+9,713
| New | +$51.4K |
2026 Q1
0 quarters
|
|
7494
Owlet
OWLT
$148M
| $35.9K | ﹤0.01% |
6,990
-6,467
| -48% | -$68.5K |
2022 Q3
14 quarters
|
|
7495
MicroSectors Gold Miners -3x Inverse Leveraged ETN
GDXD
$581M
| $35.9K | ﹤0.01% |
870
+724
| +496% | +$33.5K |
2025 Q1
4 quarters
|
|
|
NWAX
7496
New America Acquisition I Corp
NWAX
$501M
| $35.9K | ﹤0.01% |
+3,585
| New | +$36.1K |
2026 Q1
0 quarters
|
|
|
GLOO
7497
Gloo Holdings Inc
GLOO
$377M
| $35.8K | ﹤0.01% |
7,435
+6,916
| +1,333% | +$39.9K |
2025 Q4
1 quarter
|
|
7498
GraniteShares Nasdaq Select Disruptors ETF
DRUP
$49.7M
| $35.7K | ﹤0.01% |
653
+415
| +174% | +$25K |
2025 Q2
3 quarters
|
|
7499
PCB Bancorp
PCB
$393M
| $35.7K | ﹤0.01% |
1,589
-4,403
| -73% | -$98.4K |
2025 Q2
3 quarters
|
|
|
KLRS
7500
Kalaris Therapeutics
KLRS
$64.3M
| $35.7K | ﹤0.01% |
6,184
+3,493
| +130% | +$31K |
2020 Q3
22 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.