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 | |
|---|---|---|---|---|---|---|---|
7576
Invesco S&P Emerging Markets Momentum ETF
EEMO
$26.7M
| $31K | ﹤0.01% |
1,835
-2,989
| -62% | -$54.3K |
2024 Q3
6 quarters
|
|
7577
PUT
Starwood Property Trust
STWD
$4.83B
| $31K | ﹤0.01% |
1,800
-600,000
| -100% | -$10.8M |
2020 Q1
24 quarters
|
|
|
PHOE
7578
Phoenix Asia Holdings
PHOE
$408M
| $30.8K | ﹤0.01% |
2,072
+1,911
| +1,187% | +$33K |
2025 Q2
3 quarters
|
|
7579
Congress Large Cap Growth ETF
CAML
$390M
| $30.7K | ﹤0.01% |
874
-351
| -29% | -$13.1K |
2023 Q4
9 quarters
|
|
|
LPSN
7580
DELISTED
LivePerson
LPSN
| $30.7K | ﹤0.01% |
12,058
+7,035
| +140% | +$21.4K |
2014 Q4
45 quarters
|
|
|
SCNX
7581
Scienture Holdings
SCNX
$6.52M
| $30.7K | ﹤0.01% |
107,833
-113,108
| -51% | -$51.7K |
2025 Q3
2 quarters
|
|
|
OWNS
7582
CCM Affordable Housing MBS ETF
OWNS
$101M
| $30.7K | ﹤0.01% |
1,769
+1,592
| +899% | +$28K |
2025 Q4
1 quarter
|
|
|
YDKG
7583
Yueda Digital Holding
YDKG
$5.14M
| $30.6K | ﹤0.01% |
31,793
-47,621
| -60% | -$44K |
2024 Q2
7 quarters
|
|
|
BTM
7584
DELISTED
Bitcoin Depot
BTM
| $30.6K | ﹤0.01% |
14,037
-3,512
| -20% | -$21.5K |
2024 Q2
7 quarters
|
|
7585
CALL
Live Nation Entertainment
LYV
$39.3B
| $30.5K | ﹤0.01% |
200
-4,800
| -96% | -$727K |
2024 Q1
8 quarters
|
|
|
EMET
7586
VanEck Copper and Electrification Metals ETF
EMET
$35.4M
| $30.5K | ﹤0.01% |
758
+240
| +46% | +$10.3K |
2024 Q3
6 quarters
|
|
7587
First Trust United Kingdom AlphaDEX Fund
FKU
$35M
| $30.5K | ﹤0.01% |
605
+495
| +450% | +$26.2K |
2024 Q4
5 quarters
|
|
|
LIAM
7588
LifeX 2055 Inflation-Protected Longevity Income ETF
LIAM
$4.78M
| $30.5K | ﹤0.01% |
+129
| New | +$31K |
2026 Q1
0 quarters
|
|
7589
CALL
ScottsMiracle-Gro
SMG
$2.85B
| $30.4K | ﹤0.01% |
+500
| New | +$32.3K |
2026 Q1
0 quarters
|
|
|
7590
PUT
ScottsMiracle-Gro
SMG
$2.85B
| $30.4K | ﹤0.01% |
+500
| New | +$32.3K |
2026 Q1
0 quarters
|
|
7591
iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
$259M
| $30.4K | ﹤0.01% |
+766
| New | +$31.1K |
2026 Q1
0 quarters
|
|
7592
Euroseas
ESEA
$511M
| $30.4K | ﹤0.01% |
454
-11,792
| -96% | -$708K |
2023 Q3
10 quarters
|
|
|
COPL.U
7593
Copley Acquisition Corp Units
COPL.U
| $30.3K | ﹤0.01% |
2,946
| – | – |
2025 Q2
3 quarters
|
|
7594
AllianzIM U.S. Equity Buffer20 Aug ETF
AUGW
$127M
| $30.3K | ﹤0.01% |
943
+770
| +445% | +$25.1K |
2025 Q1
4 quarters
|
|
7595
Sera Prognostics
SERA
$82.4M
| $30.2K | ﹤0.01% |
14,869
-10,326
| -41% | -$26.6K |
2023 Q1
12 quarters
|
|
7596
Exchange Listed Funds Trust ETC Cabana Target Beta ETF
TDSB
$47.7M
| $29.9K | ﹤0.01% |
1,229
+769
| +167% | +$18.9K |
2025 Q4
1 quarter
|
|
|
WPRT
7597
Westport Fuel Systems
WPRT
$35.7M
| $29.9K | ﹤0.01% |
16,418
-97
| -0.6% | -$194 |
2014 Q4
45 quarters
|
|
7598
LiveOne
LVO
$36.1M
| $29.8K | ﹤0.01% |
5,846
-18,934
| -76% | -$91.7K |
2023 Q4
9 quarters
|
|
7599
Lanvin Group Holdings
LANV
$116M
| $29.8K | ﹤0.01% |
19,743
+6,465
| +49% | +$10.8K |
2024 Q3
6 quarters
|
|
|
MRM
7600
MEDIROM Healthcare Technologies
MRM
$4.52M
| $29.7K | ﹤0.01% |
26,548
+22,932
| +634% | +$33.3K |
2025 Q4
1 quarter
|
|
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.