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 | |
|---|---|---|---|---|---|---|---|
7751
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$124M
| $22.6K | ﹤0.01% |
1,945
+614
| +46% | +$8.67K |
2025 Q4
1 quarter
|
|
7752
ETC 6 Meridian Small Cap Equity ETF
SIXS
$136M
| $22.6K | ﹤0.01% |
435
-482
| -53% | -$25.4K |
2025 Q4
1 quarter
|
|
7753
Verrica Pharmaceuticals
VRCA
$75.2M
| $22.6K | ﹤0.01% |
4,270
+4,246
| +17,692% | +$27.2K |
2018 Q2
31 quarters
|
|
|
AFBI
7754
DELISTED
Affinity Bancshares
AFBI
| $22.5K | ﹤0.01% |
1,012
+997
| +6,647% | +$20K |
2024 Q1
8 quarters
|
|
7755
Kimco Realty Corp 7.25% Class N Preferred Stock
KIM.PRN
$82.8M
| $22.5K | ﹤0.01% |
377
+365
| +3,042% | +$21.6K |
2024 Q3
6 quarters
|
|
|
OBAI
7756
Our Bond Inc
OBAI
$6.38M
| $22.5K | ﹤0.01% |
+15,422
| New | +$68.2K |
2026 Q1
0 quarters
|
|
7757
Innovator US Equity Power Buffer ETF June
PJUN
$884M
| $22.4K | ﹤0.01% |
536
+101
| +23% | +$4.25K |
2025 Q4
1 quarter
|
|
7758
YieldMax AMZN Option Income Strategy ETF
AMZY
$213M
| $22.4K | ﹤0.01% |
2,034
-1,006
| -33% | -$12.1K |
2025 Q4
1 quarter
|
|
7759
Nuveen Mortgage and Income Fund
JLS
$89.6M
| $22.4K | ﹤0.01% |
1,236
-5,829
| -83% | -$107K |
2014 Q4
45 quarters
|
|
7760
BGSF Inc
BGSF
$52.5M
| $22.3K | ﹤0.01% |
3,453
-1,603
| -32% | -$9.37K |
2016 Q1
40 quarters
|
|
|
HBDC
7761
Hilton BDC Corporate Bond ETF
HBDC
$83M
| $22.3K | ﹤0.01% |
914
-1,033
| -53% | -$25.7K |
2025 Q3
2 quarters
|
|
7762
Momentus
MNTS
$81.5M
| $22.3K | ﹤0.01% |
6,060
-49,706
| -89% | -$307K |
2024 Q2
7 quarters
|
|
7763
Epsilon Energy
EPSN
$174M
| $22.3K | ﹤0.01% |
3,615
+1,901
| +111% | +$9.7K |
2025 Q2
3 quarters
|
|
|
NTSD
7764
WisdomTree Efficient U.S. Plus International Equity Fund
NTSD
$44.9M
| $22.2K | ﹤0.01% |
+576
| New | +$21.9K |
2026 Q1
0 quarters
|
|
7765
Avantis International Large Cap Value ETF
AVIV
$2.04B
| $22.2K | ﹤0.01% |
297
+267
| +890% | +$20.2K |
2024 Q3
6 quarters
|
|
7766
Dogness International Corp
DOGZ
$15.7M
| $22.2K | ﹤0.01% |
15,525
+10,283
| +196% | +$39.5K |
2024 Q1
8 quarters
|
|
7767
Brookstone Yield ETF
BAMY
$42.2M
| $22.2K | ﹤0.01% |
+811
| New | +$22.5K |
2026 Q1
0 quarters
|
|
|
XRXDW
7768
Xerox Holdings Corp Warrants
XRXDW
$22.6M
| $22.1K | ﹤0.01% |
+245,916
| New | +$27.1K |
2026 Q1
0 quarters
|
|
7769
Upland Software
UPLD
$11M
| $22K | ﹤0.01% |
3,308
-1,687
| -34% | -$17.7K |
2016 Q2
39 quarters
|
|
|
MRVU
7770
Direxion Daily MRVL Bull 2X ETF
MRVU
$171M
| $22K | ﹤0.01% |
+655
| New | +$17.4K |
2026 Q1
0 quarters
|
|
|
EXE
7771
PUT
Expand Energy Corp
EXE
$19.8B
| $22K | ﹤0.01% |
200
-22,300
| -99% | -$2.38M |
2025 Q4
1 quarter
|
|
7772
First Northwest Bancorp
FNWB
$94.6M
| $21.9K | ﹤0.01% |
2,527
+1,839
| +267% | +$17.8K |
2024 Q4
5 quarters
|
|
7773
FundX ETF
XCOR
$212M
| $21.9K | ﹤0.01% |
286
+285
| +28,500% | +$22.8K |
2025 Q4
1 quarter
|
|
|
ICOI
7774
DELISTED
Bitwise COIN Option Income Strategy ETF
ICOI
| $21.9K | ﹤0.01% |
+1,974
| New | +$27.3K |
2026 Q1
0 quarters
|
|
7775
Koss Corp
KOSS
$36.5M
| $21.9K | ﹤0.01% |
6,113
-1,939
| -24% | -$8.19K |
2024 Q2
7 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.