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 | |
|---|---|---|---|---|---|---|---|
7626
ReposiTrak
TRAK
$147M
| $28.7K | ﹤0.01% |
3,778
+1,108
| +41% | +$10.6K |
2014 Q4
45 quarters
|
|
|
ALISU
7627
Calisa Acquisition Corp Units
ALISU
$73.2M
| $28.6K | ﹤0.01% |
2,724
-755
| -22% | -$8.02K |
2025 Q4
1 quarter
|
|
|
LINT
7628
Direxion Daily INTC Bull 2X ETF
LINT
$98.7M
| $28.6K | ﹤0.01% |
+879
| New | +$33.6K |
2026 Q1
0 quarters
|
|
7629
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$606M
| $28.5K | ﹤0.01% |
+622
| New | +$28.8K |
2026 Q1
0 quarters
|
|
7630
CALL
GE HealthCare
GEHC
$29B
| $28.5K | ﹤0.01% |
400
-30,600
| -99% | -$2.41M |
2024 Q1
8 quarters
|
|
7631
Inspire Growth ETF
GLRY
$164M
| $28.5K | ﹤0.01% |
+767
| New | +$29.2K |
2026 Q1
0 quarters
|
|
|
PAII.U
7632
Pyrophyte Acquisition Corp II Units
PAII.U
| $28.4K | ﹤0.01% |
2,732
| – | – |
2025 Q3
2 quarters
|
|
|
TAVI
7633
Tavia Acquisition Corp
TAVI
| $28.3K | ﹤0.01% |
2,681
+1,686
| +169% | +$17.7K |
2025 Q1
4 quarters
|
|
|
ACKY
7634
VistaShares Target 15 ACKtivist Distribution ETF
ACKY
$42.6M
| $28.3K | ﹤0.01% |
+1,627
| New | +$30.9K |
2026 Q1
0 quarters
|
|
7635
PGIM Jennison Focused International Equity ETF
PJIO
$63M
| $28.2K | ﹤0.01% |
+510
| New | +$31K |
2026 Q1
0 quarters
|
|
|
PCMM
7636
BondBloxx Private Credit CLO ETF
PCMM
$216M
| $28.2K | ﹤0.01% |
+573
| New | +$28.7K |
2026 Q1
0 quarters
|
|
7637
CALL
Carrier Global
CARR
$45.4B
| $28.2K | ﹤0.01% |
500
-331,900
| -100% | -$19.6M |
2024 Q4
5 quarters
|
|
7638
Skye Bioscience
SKYE
$7.44M
| $28.1K | ﹤0.01% |
5,720
+4,059
| +244% | +$26.5K |
2024 Q2
7 quarters
|
|
|
BOBP
7639
CORE16 Best of Breed Premier Index ETF
BOBP
$613K
| $28.1K | ﹤0.01% |
+1,100
| New | +$29.5K |
2026 Q1
0 quarters
|
|
|
ALCY
7640
DELISTED
Alchemy Investments Acquisition Corp 1
ALCY
| $28.1K | ﹤0.01% |
2,366
+2,355
| +21,409% | +$28.2K |
2025 Q3
2 quarters
|
|
7641
Peraso
PRSO
$7.16M
| $28K | ﹤0.01% |
+27,719
| New | +$28.9K |
2026 Q1
0 quarters
|
|
7642
Lipocine
LPCN
$16.9M
| $27.9K | ﹤0.01% |
3,494
-2,109
| -38% | -$18.4K |
2024 Q1
8 quarters
|
|
|
MAMB
7643
Monarch Ambassador Income Index ETF
MAMB
$192M
| $27.8K | ﹤0.01% |
+1,153
| New | +$28.1K |
2026 Q1
0 quarters
|
|
7644
T-Rex 2X Inverse NVIDIA Daily Target ETF
NVDQ
$18M
| $27.8K | ﹤0.01% |
1,583
| – | – |
2024 Q2
7 quarters
|
|
|
VACHU
7645
DELISTED
Voyager Acquisition Corp Unit
VACHU
| $27.8K | ﹤0.01% |
4,510
-4
| -0.1% | -$45 |
2024 Q3
6 quarters
|
|
7646
Seanergy Maritime Holdings
SHIP
$386M
| $27.8K | ﹤0.01% |
2,150
-2,306
| -52% | -$27K |
2023 Q3
10 quarters
|
|
7647
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$138M
| $27.6K | ﹤0.01% |
660
+437
| +196% | +$18.5K |
2024 Q3
6 quarters
|
|
7648
Federated Hermes US Strategic Dividend ETF
FDV
$875M
| $27.5K | ﹤0.01% |
893
-929
| -51% | -$28.5K |
2025 Q3
2 quarters
|
|
7649
Equillium
EQ
$89.4M
| $27.5K | ﹤0.01% |
13,740
+12,820
| +1,393% | +$21.1K |
2024 Q2
7 quarters
|
|
|
HCAC
7650
Hall Chadwick Acquisition Corp
HCAC
$296M
| $27.5K | ﹤0.01% |
+2,767
| New | +$27.6K |
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.