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 | |
|---|---|---|---|---|---|---|---|
7726
Principal Exchange-Traded Funds Principal Quality ETF
PSET
$26.9M
| $23.8K | ﹤0.01% |
342
+32
| +10% | +$2.37K |
2025 Q3
2 quarters
|
|
7727
Fidelity Investment Grade Securitized ETF
FSEC
$4.49B
| $23.8K | ﹤0.01% |
542
+393
| +264% | +$17.4K |
2025 Q1
4 quarters
|
|
|
RGTZ
7728
Defiance Daily Target 2x Short RGTI ETF
RGTZ
$76.4M
| $23.8K | ﹤0.01% |
175
-319
| -65% | -$35.4K |
2025 Q4
1 quarter
|
|
7729
Riverview Bancorp
RVSB
$120M
| $23.7K | ﹤0.01% |
4,301
-1,347
| -24% | -$7.1K |
2014 Q4
45 quarters
|
|
7730
Avantis Inflation Focused Equity ETF
AVIE
$15.6M
| $23.6K | ﹤0.01% |
+323
| New | +$23K |
2026 Q1
0 quarters
|
|
|
FISK
7731
Empire State Realty OP LP Series 250
FISK
| $23.6K | ﹤0.01% |
5,329
+1,408
| +36% | +$8.13K |
2024 Q2
7 quarters
|
|
7732
Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF
DRIP
$126M
| $23.5K | ﹤0.01% |
+568
| New | +$36.9K |
2025 Q4
1 quarter
|
|
7733
Acurx Pharmaceuticals
ACXP
$5.46M
| $23.4K | ﹤0.01% |
6,312
+6,143
| +3,635% | +$17.4K |
2025 Q4
1 quarter
|
|
7734
EA Bridgeway Blue Chip ETF
BBLU
$466M
| $23.4K | ﹤0.01% |
+1,582
| New | +$24K |
2026 Q1
0 quarters
|
|
7735
FT Vest US Equity Deep Buffer ETF December
DDEC
$441M
| $23.3K | ﹤0.01% |
+527
| New | +$23.7K |
2026 Q1
0 quarters
|
|
|
BUFS
7736
FT Vest Laddered Small Cap Moderate Buffer ETF
BUFS
$194M
| $23.2K | ﹤0.01% |
+1,008
| New | +$23.5K |
2026 Q1
0 quarters
|
|
|
ZJUL
7737
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$195M
| $23.1K | ﹤0.01% |
795
+603
| +314% | +$17.6K |
2025 Q4
1 quarter
|
|
7738
FT Vest US Equity Deep Buffer ETF June
DJUN
$359M
| $23.1K | ﹤0.01% |
491
+415
| +546% | +$19.7K |
2025 Q3
2 quarters
|
|
7739
Amplify AI Powered Equity ETF
AIEQ
$119M
| $23K | ﹤0.01% |
531
+163
| +44% | +$7.35K |
2025 Q2
3 quarters
|
|
7740
First Trust Structured Credit Income Opportunities ETF
SCIO
$549M
| $23K | ﹤0.01% |
+1,112
| New | +$23.2K |
2026 Q1
0 quarters
|
|
|
GEW
7741
Cambria Global EW ETF
GEW
$140M
| $22.9K | ﹤0.01% |
454
+173
| +62% | +$9.05K |
2025 Q4
1 quarter
|
|
|
CTOR
7742
Citius Oncology
CTOR
$100M
| $22.8K | ﹤0.01% |
36,840
+15,376
| +72% | +$15.4K |
2024 Q3
6 quarters
|
|
|
SNOU
7743
T-REX 2X Long SNOW Daily Target ETF
SNOU
$26.5M
| $22.8K | ﹤0.01% |
1,304
+903
| +225% | +$26K |
2025 Q4
1 quarter
|
|
|
BENJ
7744
Horizon Landmark ETF
BENJ
$355M
| $22.8K | ﹤0.01% |
436
+386
| +772% | +$20.1K |
2025 Q2
3 quarters
|
|
7745
Goldgroup Mining
GORO
$551M
| $22.8K | ﹤0.01% |
4,750
+4,721
| +16,279% | +$25.5K |
2025 Q4
1 quarter
|
|
|
RCT
7746
RedCloud Holdings
RCT
$14.6M
| $22.8K | ﹤0.01% |
32,109
+5,731
| +22% | +$6.07K |
2025 Q1
4 quarters
|
|
7747
Bogota Financial
BSBK
$116M
| $22.8K | ﹤0.01% |
2,679
+11
| +0.4% | +$93 |
2024 Q1
8 quarters
|
|
|
TSRS
7748
Truth Social American Red State REITs ETF
TSRS
$2.46M
| $22.7K | ﹤0.01% |
+900
| New | +$23.5K |
2026 Q1
0 quarters
|
|
|
OYSEU
7749
Oyster Enterprises II Acquisition Corp Units
OYSEU
| $22.7K | ﹤0.01% |
2,241
+10
| +0.4% | +$106 |
2025 Q2
3 quarters
|
|
7750
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$252M
| $22.7K | ﹤0.01% |
692
-269
| -28% | -$10.2K |
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.