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 | |
|---|---|---|---|---|---|---|---|
|
SZNE
7951
DELISTED
Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF
SZNE
| $16.9K | ﹤0.01% |
473
+227
| +92% | +$8.36K |
2024 Q1
8 quarters
|
|
|
SBXD.U
7952
DELISTED
SilverBox Corp IV Units
SBXD.U
| $16.8K | ﹤0.01% |
1,604
| – | – |
2025 Q1
4 quarters
|
|
7953
Maris-Tech
MTEK
$7.83M
| $16.8K | ﹤0.01% |
12,474
+4,298
| +53% | +$6.81K |
2025 Q4
1 quarter
|
|
|
DXST
7954
Decent Holding Inc
DXST
$5.36M
| $16.8K | ﹤0.01% |
5,460
+5,325
| +3,944% | +$99.6K |
2025 Q4
1 quarter
|
|
|
ZAPR
7955
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$67.7M
| $16.8K | ﹤0.01% |
644
-3,631
| -85% | -$94.1K |
2025 Q4
1 quarter
|
|
7956
WisdomTree Managed Futures Strategy Fund
WTMF
$282M
| $16.8K | ﹤0.01% |
+423
| New | +$16.5K |
2026 Q1
0 quarters
|
|
7957
Forafric Global
AFRI
$303M
| $16.8K | ﹤0.01% |
1,738
+773
| +80% | +$7.68K |
2023 Q2
11 quarters
|
|
|
GENVR
7958
Gen Digital Inc Contingent Value Rights
GENVR
| $16.7K | ﹤0.01% |
35,543
-3,199
| -8% | -$6.29K |
2025 Q2
3 quarters
|
|
7959
Innovator US Equity Power Buffer ETF August
PAUG
$1.05B
| $16.7K | ﹤0.01% |
391
-74
| -16% | -$3.21K |
2025 Q4
1 quarter
|
|
7960
Universal Electronics
UEIC
$73.1M
| $16.7K | ﹤0.01% |
4,048
+1,980
| +96% | +$7.86K |
2014 Q4
45 quarters
|
|
7961
Overlay Shares Short Term Bond ETF
OVT
$59.9M
| $16.7K | ﹤0.01% |
761
+579
| +318% | +$12.8K |
2025 Q1
4 quarters
|
|
|
ROLR
7962
High Roller Technologies
ROLR
$53.9M
| $16.7K | ﹤0.01% |
4,789
+4,756
| +14,412% | +$25.8K |
2024 Q4
5 quarters
|
|
|
QNXT
7963
iShares Nasdaq-100 ex Top 30 ETF
QNXT
$27.9M
| $16.6K | ﹤0.01% |
634
+314
| +98% | +$8.65K |
2025 Q3
2 quarters
|
|
7964
Dimensional Global Core Plus Fixed Income ETF
DFGP
$3.53B
| $16.6K | ﹤0.01% |
+308
| New | +$16.8K |
2026 Q1
0 quarters
|
|
7965
JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF
BBSB
$54.5M
| $16.6K | ﹤0.01% |
168
+128
| +320% | +$12.7K |
2025 Q4
1 quarter
|
|
7966
AdvisorShares MSOS 2X Daily ETF
MSOX
$53M
| $16.6K | ﹤0.01% |
7,723
+6,812
| +748% | +$21.8K |
2025 Q4
1 quarter
|
|
7967
Direxion Daily Financial Bull 3x ETF
FAS
$1.85B
| $16.6K | ﹤0.01% |
140
-430
| -75% | -$61.3K |
2024 Q3
6 quarters
|
|
|
XCBEU
7968
X3 Acquisition Corp Ltd Unit
XCBEU
| $16.6K | ﹤0.01% |
+1,668
| New | +$16.6K |
2026 Q1
0 quarters
|
|
|
QNRX
7969
Quoin Pharmaceuticals
QNRX
$8.98M
| $16.6K | ﹤0.01% |
2,512
+2,495
| +14,676% | +$22.6K |
2024 Q1
8 quarters
|
|
|
BRAI
7970
Braiin Ltd
BRAI
$954M
| $16.6K | ﹤0.01% |
+2,382
| New | +$18.2K |
2026 Q1
0 quarters
|
|
7971
Liberty Global Class B
LBTYB
$4.22B
| $16.6K | ﹤0.01% |
1,385
+1,218
| +729% | +$15.4K |
2025 Q1
4 quarters
|
|
|
AEC
7972
Anfield Energy
AEC
$68.6M
| $16.6K | ﹤0.01% |
2,966
+545
| +23% | +$3.65K |
2025 Q3
2 quarters
|
|
7973
Pacer Swan SOS Flex January ETF
PSFD
$60.6M
| $16.5K | ﹤0.01% |
453
-819
| -64% | -$30.6K |
2025 Q1
4 quarters
|
|
7974
John Hancock International High Dividend ETF
JHID
$11M
| $16.5K | ﹤0.01% |
408
+42
| +11% | +$1.7K |
2024 Q4
5 quarters
|
|
7975
ProMIS Neurosciences
PMN
$84.3M
| $16.5K | ﹤0.01% |
1,300
-150
| -10% | -$2.24K |
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.