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 | |
|---|---|---|---|---|---|---|---|
|
TVACU
7901
Texas Ventures Acquisition III Corp Unit
TVACU
$214M
| $18.3K | ﹤0.01% |
1,742
-200
| -10% | -$2.17K |
2025 Q2
3 quarters
|
|
|
LFAW
7902
LifeX 2060 Longevity Income ETF
LFAW
$2.34M
| $18.3K | ﹤0.01% |
103
-1
| -1% | -$180 |
2025 Q3
2 quarters
|
|
7903
NI Holdings
NODK
$306M
| $18.3K | ﹤0.01% |
1,418
-56
| -4% | -$742 |
2022 Q4
13 quarters
|
|
7904
Hanover Bancorp
HNVR
$181M
| $18.3K | ﹤0.01% |
846
+324
| +62% | +$7.21K |
2024 Q4
5 quarters
|
|
|
NEMD
7905
Neuberger Emerging Markets Debt Hard Currency ETF
NEMD
$134M
| $18.2K | ﹤0.01% |
+355
| New | +$18.7K |
2026 Q1
0 quarters
|
|
7906
BNY Mellon US Small Cap Core Equity ETF
BKSE
$84.6M
| $18.2K | ﹤0.01% |
+480
| New | +$18.8K |
2026 Q1
0 quarters
|
|
|
POLEU
7907
Andretti Acquisition Corp II Unit
POLEU
| $18.2K | ﹤0.01% |
1,710
| – | – |
2024 Q3
6 quarters
|
|
7908
Innovator Growth-100 Power Buffer ETF January
NJAN
$352M
| $18.2K | ﹤0.01% |
+341
| New | +$18.6K |
2026 Q1
0 quarters
|
|
|
SMYY
7909
GraniteShares YieldBOOST SMCI ETF
SMYY
$6.43M
| $18.1K | ﹤0.01% |
1,989
+1,093
| +122% | +$12.3K |
2025 Q4
1 quarter
|
|
|
CCIXU
7910
DELISTED
Churchill Capital Corp IX Unit
CCIXU
| $18K | ﹤0.01% |
+1,714
| New | +$18.4K |
2026 Q1
0 quarters
|
|
7911
Milestone Scientific
MLSS
$34.3M
| $18K | ﹤0.01% |
62,500
-33,428
| -35% | -$9.34K |
2024 Q3
6 quarters
|
|
|
DUNK
7912
Dana Unconstrained Equity ETF
DUNK
$181M
| $18K | ﹤0.01% |
+889
| New | +$19.8K |
2026 Q1
0 quarters
|
|
|
TACHU
7913
Titan Acquisition Corp Units
TACHU
| $18K | ﹤0.01% |
1,728
-2
| -0.1% | -$21 |
2025 Q2
3 quarters
|
|
7914
Innovator International Developed Power Buffer ETF September
ISEP
$106M
| $18K | ﹤0.01% |
548
+367
| +203% | +$12.2K |
2024 Q4
5 quarters
|
|
7915
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
$111M
| $17.9K | ﹤0.01% |
+279
| New | +$18.5K |
2026 Q1
0 quarters
|
|
7916
State Street SPDR S&P Kensho Smart Mobility ETF
HAIL
$17.8M
| $17.8K | ﹤0.01% |
549
-203
| -27% | -$7.07K |
2020 Q4
21 quarters
|
|
|
TSLI
7917
ProShares Ultra TSLA
TSLI
$4.21M
| $17.8K | ﹤0.01% |
+787
| New | +$22.9K |
2026 Q1
0 quarters
|
|
7918
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.02B
| $17.8K | ﹤0.01% |
385
+384
| +38,400% | +$17.8K |
2025 Q3
2 quarters
|
|
7919
First Trust Alerian Disruptive Technology Real Estate ETF
DTRE
$13.5M
| $17.8K | ﹤0.01% |
456
-1,437
| -76% | -$58.1K |
2023 Q4
9 quarters
|
|
7920
FT Vest US Equity Buffer & Premium Income ETF September
XISE
$32.6M
| $17.7K | ﹤0.01% |
+592
| New | +$17.9K |
2026 Q1
0 quarters
|
|
|
DMIIU
7921
Drugs Made In America Acquisition II Corp Unit
DMIIU
$522M
| $17.7K | ﹤0.01% |
1,763
-91,707
| -98% | -$922K |
2025 Q4
1 quarter
|
|
7922
SunCar Technology Group
SDA
$43.8M
| $17.7K | ﹤0.01% |
10,403
-895
| -8% | -$1.79K |
2023 Q3
10 quarters
|
|
7923
AB Conservative Buffer ETF
BUFC
$1.08B
| $17.6K | ﹤0.01% |
434
-135
| -24% | -$5.57K |
2025 Q1
4 quarters
|
|
|
QTI
7924
QT Imaging Holdings
QTI
$39.1M
| $17.6K | ﹤0.01% |
+3,002
| New | +$17.9K |
2026 Q1
0 quarters
|
|
|
QB
7925
ProShares Nasdaq-100 Dynamic Buffer ETF
QB
$3.45M
| $17.6K | ﹤0.01% |
408
-19
| -4% | -$815 |
2025 Q3
2 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.