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 | |
|---|---|---|---|---|---|---|---|
|
QHY
7776
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$239M
| $21.9K | ﹤0.01% |
480
+350
| +269% | +$16.2K |
2025 Q4
1 quarter
|
|
|
LJUL
7777
Innovator Premium Income 15 Buffer ETF - July
LJUL
$8.97M
| $21.9K | ﹤0.01% |
+917
| New | +$22K |
2026 Q1
0 quarters
|
|
7778
Avantis Real Estate ETF
AVRE
$842M
| $21.8K | ﹤0.01% |
+495
| New | +$22.4K |
2026 Q1
0 quarters
|
|
|
FLD
7779
Fold Holdings
FLD
$29.7M
| $21.8K | ﹤0.01% |
16,506
+11,526
| +231% | +$19.9K |
2025 Q1
4 quarters
|
|
|
SCMC
7780
Sterling Capital Multi-Strategy Income ETF
SCMC
$222M
| $21.8K | ﹤0.01% |
+870
| New | +$21.9K |
2026 Q1
0 quarters
|
|
|
NVNIW
7781
Nvni Group Limited Warrants
NVNIW
$361K
| $21.7K | ﹤0.01% |
+543,543
| New | +$28.7K |
2026 Q1
0 quarters
|
|
|
SPEGU
7782
Silver Pegasus Acquisition Corp Unit
SPEGU
| $21.7K | ﹤0.01% |
2,095
-3
| -0.1% | -$31 |
2025 Q4
1 quarter
|
|
|
HOST
7783
Host Digital Inc.
HOST
$3.34M
| $21.7K | ﹤0.01% |
2,490
+2,489
| +248,900% | +$25K |
2024 Q3
6 quarters
|
|
|
UCFI
7784
CN Healthy Food Tech Group
UCFI
| $21.7K | ﹤0.01% |
3,937
| – | – |
2025 Q3
2 quarters
|
|
|
MDST
7785
Westwood Salient Enhanced Midstream Income ETF
MDST
$286M
| $21.6K | ﹤0.01% |
+757
| New | +$21.1K |
2026 Q1
0 quarters
|
|
7786
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$41.8M
| $21.6K | ﹤0.01% |
556
-1,669
| -75% | -$65.4K |
2025 Q1
4 quarters
|
|
|
ECHX
7787
Leverage Shares 2X Long ECHO Daily ETF
ECHX
$15.6M
| $21.6K | ﹤0.01% |
+1,292
| New | +$22.1K |
2026 Q1
0 quarters
|
|
7788
Metagenomi Therapeutics
MGX
$38.5M
| $21.6K | ﹤0.01% |
16,098
-9,001
| -36% | -$14K |
2024 Q1
8 quarters
|
|
7789
Innovator US Equity Buffer ETF December
BDEC
$214M
| $21.6K | ﹤0.01% |
+449
| New | +$22.2K |
2026 Q1
0 quarters
|
|
7790
Innovator 20+ Year Treasury Bond 5 Floor ETF July
TFJL
$5.54M
| $21.5K | ﹤0.01% |
1,092
+442
| +68% | +$8.8K |
2025 Q4
1 quarter
|
|
|
DXIV
7791
Dimensional International Vector Equity ETF
DXIV
$222M
| $21.5K | ﹤0.01% |
+318
| New | +$21.9K |
2026 Q1
0 quarters
|
|
|
KNRX
7792
Knorex Ltd
KNRX
$7.27M
| $21.4K | ﹤0.01% |
16,608
+16,274
| +4,872% | +$20.4K |
2025 Q4
1 quarter
|
|
7793
SB Financial Group
SBFG
$184M
| $21.4K | ﹤0.01% |
1,019
+415
| +69% | +$8.8K |
2024 Q2
7 quarters
|
|
7794
First Guaranty Bancshares
FGBI
$137M
| $21.4K | ﹤0.01% |
2,635
+2,284
| +651% | +$19.2K |
2018 Q2
31 quarters
|
|
|
IONZ
7795
Defiance Daily Target 2x Short IONQ ETF
IONZ
$2.03M
| $21.4K | ﹤0.01% |
86
-2
| -2% | -$434 |
2025 Q3
2 quarters
|
|
|
VACH
7796
DELISTED
Voyager Acquisition Corp
VACH
| $21.3K | ﹤0.01% |
1,771
+1,571
| +786% | +$17.1K |
2025 Q4
1 quarter
|
|
7797
Pacer Swan SOS Conservative July ETF
PSCJ
$42.1M
| $21.3K | ﹤0.01% |
+717
| New | +$21.6K |
2026 Q1
0 quarters
|
|
|
DOGD
7798
DELISTED
Tradr 2X Long DDOG Daily ETF
DOGD
| $21.2K | ﹤0.01% |
1,323
+1,278
| +2,840% | +$24.2K |
2025 Q3
2 quarters
|
|
7799
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
$95.2M
| $21.2K | ﹤0.01% |
+599
| New | +$21.7K |
2026 Q1
0 quarters
|
|
7800
AdvisorShares Q Dynamic Growth ETF
QPX
$33.9M
| $21.1K | ﹤0.01% |
498
+299
| +150% | +$13.4K |
2024 Q4
5 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.