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 | |
|---|---|---|---|---|---|---|---|
7501
Brandes US Small-Mid Cap Value ETF
BSMC
$167M
| $35.6K | ﹤0.01% |
985
+788
| +400% | +$29.1K |
2025 Q4
1 quarter
|
|
7502
Impact Shares NAACP Minority Empowerment ETF
NACP
$77.3M
| $35.6K | ﹤0.01% |
736
+696
| +1,740% | +$35.1K |
2025 Q4
1 quarter
|
|
|
JENA.U
7503
Jena Acquisition Corp II Units
JENA.U
$220M
| $35.4K | ﹤0.01% |
3,421
-500,000
| -99% | -$5.32M |
2025 Q2
3 quarters
|
|
7504
bioAffinity Technologies
BIAF
$3.63M
| $35.3K | ﹤0.01% |
+614
| New | +$14.9K |
2026 Q1
0 quarters
|
|
|
MAGH
7505
Magnitude International
MAGH
| $35.1K | ﹤0.01% |
5,188
| – | – |
2025 Q3
2 quarters
|
|
7506
The 3D Printing ETF
PRNT
$63.1M
| $35K | ﹤0.01% |
1,715
+1,450
| +547% | +$32.5K |
2017 Q4
33 quarters
|
|
7507
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
$66.7M
| $35K | ﹤0.01% |
939
+553
| +143% | +$20.9K |
2025 Q3
2 quarters
|
|
|
QNTM
7508
Quantum Biopharma Class B Subordinate Voting Shares
QNTM
$27.8M
| $35K | ﹤0.01% |
7,237
+5,527
| +323% | +$24.9K |
2025 Q1
4 quarters
|
|
7509
Biote Corp
BTMD
$33M
| $34.7K | ﹤0.01% |
25,728
+10,043
| +64% | +$20.2K |
2022 Q3
14 quarters
|
|
|
MAXN
7510
DELISTED
Maxeon Solar Technologies
MAXN
| $34.7K | ﹤0.01% |
23,001
+20,700
| +900% | +$53.6K |
2024 Q4
5 quarters
|
|
|
LIAU
7511
LifeX 2060 Inflation-Protected Longevity Income ETF
LIAU
$1.79M
| $34.7K | ﹤0.01% |
133
+1
| +0.8% | +$266 |
2025 Q3
2 quarters
|
|
7512
BitFuFu
FUFU
$233M
| $34.7K | ﹤0.01% |
17,787
-7,193
| -29% | -$18.7K |
2024 Q4
5 quarters
|
|
7513
iShares MSCI BIC ETF
BKF
$67.5M
| $34.6K | ﹤0.01% |
851
-79
| -8% | -$3.44K |
2024 Q2
7 quarters
|
|
7514
Xtrackers US National Critical Technologies ETF
CRTC
$146M
| $34.4K | ﹤0.01% |
+969
| New | +$35.7K |
2026 Q1
0 quarters
|
|
|
APLZ
7515
Tradr 2X Short APLD Daily ETF
APLZ
$2.36M
| $34.3K | ﹤0.01% |
+330
| New | +$32.4K |
2026 Q1
0 quarters
|
|
7516
SenesTech
SNES
$4.22M
| $34.3K | ﹤0.01% |
20,889
+19,508
| +1,413% | +$39.3K |
2024 Q4
5 quarters
|
|
|
FIXP
7517
FolioBeyond Enhanced Fixed Income Premium ETF
FIXP
$10M
| $34.2K | ﹤0.01% |
1,743
+19
| +1% | +$378 |
2025 Q1
4 quarters
|
|
|
COPA
7518
Themes Copper Miners ETF
COPA
$12.7M
| $34.2K | ﹤0.01% |
+787
| New | +$37.6K |
2026 Q1
0 quarters
|
|
|
ZJUN
7519
Innovator Equity Defined Protection ETF - 1 Yr June
ZJUN
$158M
| $34.2K | ﹤0.01% |
+1,270
| New | +$34.2K |
2026 Q1
0 quarters
|
|
|
CAIE
7520
Calamos Autocallable Income ETF
CAIE
$1.29B
| $34.2K | ﹤0.01% |
+1,359
| New | +$35.8K |
2026 Q1
0 quarters
|
|
|
JGRW
7521
Jensen Quality Growth ETF
JGRW
$85.2M
| $34.1K | ﹤0.01% |
+1,401
| New | +$36.5K |
2026 Q1
0 quarters
|
|
7522
Innovator US Equity Ultra Buffer ETF August
UAUG
$246M
| $34K | ﹤0.01% |
864
+814
| +1,628% | +$32.5K |
2024 Q4
5 quarters
|
|
|
BPAC
7523
Blueport Acquisition Ltd
BPAC
| $34K | ﹤0.01% |
+3,395
| New | +$33.8K |
2026 Q1
0 quarters
|
|
7524
iShares ESG MSCI USA Leaders ETF
SUSL
$1.23B
| $34K | ﹤0.01% |
299
+266
| +806% | +$32K |
2024 Q3
6 quarters
|
|
7525
Xilio Therapeutics
XLO
$59.3M
| $34K | ﹤0.01% |
4,038
+4,023
| +26,820% | +$32.9K |
2021 Q4
17 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.