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 | |
|---|---|---|---|---|---|---|---|
|
GLDB
7851
IDX Alternative FIAT ETF
GLDB
$37.6M
| $19.7K | ﹤0.01% |
+835
| New | +$21K |
2026 Q1
0 quarters
|
|
|
OPTZ
7852
Optimize Strategy Index ETF
OPTZ
$271M
| $19.6K | ﹤0.01% |
+542
| New | +$20.3K |
2026 Q1
0 quarters
|
|
|
FLNA
7853
Filana Therapeutics
FLNA
$45M
| $19.6K | ﹤0.01% |
11,603
-18,266
| -61% | -$37.6K |
2014 Q4
45 quarters
|
|
7854
Clene
CLNN
$58M
| $19.6K | ﹤0.01% |
3,977
+1,339
| +51% | +$6.86K |
2021 Q1
20 quarters
|
|
|
IBO
7855
Impact BioMedical
IBO
$45.5M
| $19.4K | ﹤0.01% |
2,569
+2,397
| +1,394% | +$15.1K |
2024 Q3
6 quarters
|
|
|
RENX
7856
RenX Enterprises
RENX
$5.29M
| $19.4K | ﹤0.01% |
10,924
+9,356
| +597% | +$28.1K |
2025 Q2
3 quarters
|
|
|
SOEZ
7857
Franklin Solana ETF
SOEZ
$2.04M
| $19.4K | ﹤0.01% |
1,365
+871
| +176% | +$15.2K |
2025 Q4
1 quarter
|
|
7858
Global X DAX Germany ETF
DAX
$212M
| $19.4K | ﹤0.01% |
+461
| New | +$20.9K |
2026 Q1
0 quarters
|
|
7859
Gaia
GAIA
$35.3M
| $19.4K | ﹤0.01% |
7,012
-7,087
| -50% | -$23.3K |
2014 Q4
45 quarters
|
|
7860
iShares iBonds Oct 2027 Term TIPS ETF
IBID
$139M
| $19.4K | ﹤0.01% |
+743
| New | +$19.3K |
2026 Q1
0 quarters
|
|
7861
Pasithea Therapeutics
KTTA
$15.9M
| $19.4K | ﹤0.01% |
26,149
+12,886
| +97% | +$10.8K |
2024 Q1
8 quarters
|
|
7862
Pyxis Tankers
PXS
$79.1M
| $19.4K | ﹤0.01% |
4,567
+3,548
| +348% | +$12.9K |
2023 Q2
11 quarters
|
|
|
PPCB
7863
Propanc Biopharma
PPCB
$3.21M
| $19.4K | ﹤0.01% |
+7,305
| New | +$43.4K |
2026 Q1
0 quarters
|
|
7864
FT Vest US Equity Moderate Buffer ETF August
GAUG
$420M
| $19.4K | ﹤0.01% |
500
+25
| +5% | +$983 |
2025 Q4
1 quarter
|
|
7865
Cardio Diagnostics
CDIO
$5.8M
| $19.3K | ﹤0.01% |
9,919
+8,967
| +942% | +$23.5K |
2025 Q4
1 quarter
|
|
|
MATE
7866
Man Active Trend Enhanced ETF
MATE
$42.1M
| $19.3K | ﹤0.01% |
747
+670
| +870% | +$18.3K |
2025 Q4
1 quarter
|
|
|
RITR
7867
DELISTED
Reitar Logtech Holdings
RITR
| $19.3K | ﹤0.01% |
38,035
+7,240
| +24% | +$5.95K |
2024 Q4
5 quarters
|
|
7868
Simplify US Equity PLUS Convexity ETF
SPYC
$82.8M
| $19.3K | ﹤0.01% |
+488
| New | +$20.5K |
2026 Q1
0 quarters
|
|
|
AXIN
7869
Axiom Intelligence Acquisition Corp 1
AXIN
$282M
| $19.3K | ﹤0.01% |
+1,901
| New | +$19.2K |
2026 Q1
0 quarters
|
|
|
CCHH
7870
CCH Holdings
CCHH
$19.2M
| $19.2K | ﹤0.01% |
3,004
+869
| +41% | +$5.46K |
2025 Q4
1 quarter
|
|
7871
CALL
TripAdvisor
TRIP
$997M
| $19.2K | ﹤0.01% |
1,800
| – | – |
2022 Q4
13 quarters
|
|
|
7872
PUT
TripAdvisor
TRIP
$997M
| $19.2K | ﹤0.01% |
1,800
-75,000
| -98% | -$873K |
2025 Q3
2 quarters
|
|
7873
Roundhill Sports Betting & iGaming ETF
BETZ
$40.6M
| $19.2K | ﹤0.01% |
+1,074
| New | +$20K |
2026 Q1
0 quarters
|
|
7874
PGIM Jennison Focused Growth ETF
PJFG
$145M
| $19.2K | ﹤0.01% |
+197
| New | +$20.7K |
2026 Q1
0 quarters
|
|
7875
Invesco NASDAQ Free Cash Flow Achievers ETF
QOWZ
$10.3M
| $19.2K | ﹤0.01% |
608
+316
| +108% | +$10.7K |
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.