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 | |
|---|---|---|---|---|---|---|
751
Roper Technologies
ROP
$35.8B
| $155M | 0.02% |
437,727
+117,673
| +37% | +$43.4M |
|
752
Ares Management
ARES
$27.4B
| $155M | 0.02% |
1,417,076
+51,786
| +4% | +$6.87M |
|
753
Rivian
RIVN
$23.8B
| $154M | 0.02% |
10,257,280
-3,682,601
| -26% | -$58.9M |
|
754
Church & Dwight Co
CHD
$22.8B
| $154M | 0.02% |
1,648,130
+638,274
| +63% | +$61.4M |
|
755
CALL
Freeport-McMoran
FCX
$91.3B
| $153M | 0.02% |
2,608,050
-654,650
| -20% | -$39.6M |
|
756
Western Midstream Partners
WES
$19.8B
| $153M | 0.02% |
3,722,238
+220,454
| +6% | +$9.12M |
|
757
Ollie's Bargain Outlet
OLLI
$3.94B
| $153M | 0.02% |
1,662,995
+947,316
| +132% | +$102M |
|
758
Capital Group US Multi-Sector Income ETF
CGMS
$5.17B
| $153M | 0.02% |
5,618,936
+1,205,779
| +27% | +$33.3M |
|
759
Casey's General Stores
CASY
$32.4B
| $153M | 0.02% |
209,889
+6,204
| +3% | +$4.04M |
|
760
SBA Communications
SBAC
$18.5B
| $153M | 0.02% |
887,195
+214,068
| +32% | +$40.1M |
|
761
Sysco
SYY
$39.1B
| $153M | 0.02% |
2,138,664
+359,176
| +20% | +$29.7M |
|
762
Hexcel
HXL
$8.29B
| $152M | 0.02% |
1,878,050
+1,053,548
| +128% | +$88.8M |
|
763
Alnylam Pharmaceuticals
ALNY
$35.9B
| $152M | 0.02% |
458,870
-366,970
| -44% | -$125M |
|
764
Interactive Brokers
IBKR
$40.9B
| $152M | 0.02% |
2,263,352
-149,759
| -6% | -$10.7M |
|
765
D.R. Horton
DHI
$39.9B
| $152M | 0.02% |
1,106,137
-724,947
| -40% | -$110M |
|
766
iShares Core MSCI International Developed Markets ETF
IDEV
$30.8B
| $152M | 0.02% |
1,815,864
+382,094
| +27% | +$32.9M |
|
767
CALL
CrowdStrike
CRWD
$187B
| $151M | 0.02% |
1,547,684
-1,044,412
| -40% | -$111M |
|
768
Labcorp
LH
$23.9B
| $151M | 0.02% |
564,529
+68,994
| +14% | +$18.7M |
|
769
BridgeBio Pharma
BBIO
$16.2B
| $151M | 0.02% |
2,026,821
+151,156
| +8% | +$11M |
|
|
EXE
770
Expand Energy Corp
EXE
$21.9B
| $150M | 0.02% |
1,368,633
+375,774
| +38% | +$40.1M |
|
771
Schwab U.S Small- Cap ETF
SCHA
$22.7B
| $149M | 0.02% |
5,129,724
+1,106,281
| +27% | +$33.2M |
|
772
Canadian Pacific Kansas City
CP
$82B
| $149M | 0.02% |
1,894,116
+295,903
| +19% | +$23.4M |
|
773
CALL
Dropbox
DBX
$6.63B
| $149M | 0.02% |
6,536,911
-500,000
| -7% | -$12.7M |
|
774
PUT
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14B
| $149M | 0.02% |
+1,811,600
| New | +$153M |
|
775
Wayfair
W
$10.9B
| $148M | 0.02% |
1,972,419
-8,147
| -0.4% | -$737K |
|
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.