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 | |
|---|---|---|---|---|---|---|---|
|
SIMAU
7826
SIM Acquisition Corp I Unit
SIMAU
| $20.3K | ﹤0.01% |
1,893
| – | – |
2024 Q3
6 quarters
|
|
7827
Transcontinental Realty Investors
TCI
$390M
| $20.2K | ﹤0.01% |
579
+69
| +14% | +$3.14K |
2014 Q4
45 quarters
|
|
7828
First Trust Nasdaq Pharmaceuticals ETF
FTXH
$1.05B
| $20.2K | ﹤0.01% |
587
+436
| +289% | +$14.9K |
2024 Q4
5 quarters
|
|
7829
The ONE Group
STKS
$49.4M
| $20.2K | ﹤0.01% |
11,330
-995
| -8% | -$2.04K |
2021 Q2
19 quarters
|
|
|
TEXU
7830
Direxion Daily Energy Top 5 Bull 2X ETF
TEXU
$3.04M
| $20.2K | ﹤0.01% |
+458
| New | +$15.4K |
2026 Q1
0 quarters
|
|
|
HAKY
7831
Amplify HACK Cybersecurity Covered Call ETF
HAKY
$3.89M
| $20.2K | ﹤0.01% |
+876
| New | +$21.1K |
2026 Q1
0 quarters
|
|
7832
CBAK Energy Technology Ltd
CBAT
$123M
| $20.1K | ﹤0.01% |
24,360
+21,860
| +874% | +$19.8K |
2024 Q4
5 quarters
|
|
|
MAGY
7833
Roundhill Magnificent Seven Covered Call ETF
MAGY
$103M
| $20.1K | ﹤0.01% |
+453
| New | +$22.3K |
2026 Q1
0 quarters
|
|
|
SVAC
7834
DELISTED
Spring Valley Acquisition Corp III
SVAC
| $20.1K | ﹤0.01% |
1,980
+1,681
| +562% | +$17.5K |
2025 Q4
1 quarter
|
|
7835
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$54.5M
| $20.1K | ﹤0.01% |
524
+257
| +96% | +$10.1K |
2024 Q1
8 quarters
|
|
7836
WBI Power Factor High Dividend ETF
WBIY
$58.7M
| $20K | ﹤0.01% |
590
+577
| +4,438% | +$19.6K |
2025 Q1
4 quarters
|
|
|
ADACU
7837
American Drive Acquisition Co Units
ADACU
| $20K | ﹤0.01% |
2,008
+1
| +0% | +$10 |
2025 Q4
1 quarter
|
|
|
ESBG
7838
First Trust Enhanced Stocks, Bonds & Gold ETF
ESBG
$2.06M
| $20K | ﹤0.01% |
+943
| New | +$21.6K |
2026 Q1
0 quarters
|
|
|
RNGT
7839
Range Capital Acquisition Corp II
RNGT
| $20K | ﹤0.01% |
+2,000
| New | +$20K |
2026 Q1
0 quarters
|
|
|
TVA
7840
Texas Ventures Acquisition III Corp
TVA
$317M
| $20K | ﹤0.01% |
1,924
-87
| -4% | -$920 |
2025 Q4
1 quarter
|
|
|
NITE
7841
The Nightview Fund
NITE
$33.5M
| $20K | ﹤0.01% |
593
+253
| +74% | +$9.08K |
2025 Q1
4 quarters
|
|
|
GRI
7842
GRI Bio
GRI
$4.28M
| $20K | ﹤0.01% |
+8,722
| New | +$32.5K |
2026 Q1
0 quarters
|
|
|
COE
7843
51Talk Online Education Group
COE
$63.6M
| $19.9K | ﹤0.01% |
1,002
+45
| +5% | +$1.13K |
2024 Q2
7 quarters
|
|
7844
Fidelity Disruptive Communications ETF
FDCF
$104M
| $19.9K | ﹤0.01% |
463
+243
| +110% | +$11.2K |
2025 Q4
1 quarter
|
|
|
GITS
7845
Global Interactive Technologies
GITS
$7.61M
| $19.9K | ﹤0.01% |
8,906
+7,526
| +545% | +$17.2K |
2025 Q2
3 quarters
|
|
|
TMDE
7846
TMD Energy Limited
TMDE
$15.4M
| $19.9K | ﹤0.01% |
17,887
+17,093
| +2,153% | +$19.8K |
2025 Q2
3 quarters
|
|
7847
DMC Global
BOOM
$119M
| $19.8K | ﹤0.01% |
3,801
-17,576
| -82% | -$123K |
2014 Q4
45 quarters
|
|
7848
American Customer Satisfaction ETF
ACSI
$114M
| $19.7K | ﹤0.01% |
+306
| New | +$20.4K |
2026 Q1
0 quarters
|
|
7849
AdvisorShares Insider Advantage ETF
SURE
$55.5M
| $19.7K | ﹤0.01% |
155
-4
| -3% | -$524 |
2025 Q3
2 quarters
|
|
7850
Global X US Cash Flow Kings 100 ETF
FLOW
$32.3M
| $19.7K | ﹤0.01% |
+553
| New | +$20K |
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.