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 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 | Technology | 16.96% |
| 2 | Financials | 8.41% |
| 3 | Industrials | 7.09% |
| 4 | Healthcare | 6.31% |
| 5 | Consumer Discretionary | 5.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
776
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
| $148M | 0.02% |
1,546,466
+323,848
| +26% | +$32M |
|
777
Ulta Beauty
ULTA
$20.5B
| $148M | 0.02% |
282,691
-59,164
| -17% | -$37.6M |
|
778
PUT
Applied Materials
AMAT
$447B
| $148M | 0.02% |
432,200
-384,800
| -47% | -$129M |
|
779
PUT
Deutsche Bank
DB
$65.3B
| $147M | 0.02% |
4,946,400
+2,422,400
| +96% | +$85.3M |
|
780
Range Resources
RRC
$9.08B
| $147M | 0.02% |
3,258,469
-330,071
| -9% | -$12.9M |
|
781
American Water Works
AWK
$26.2B
| $147M | 0.02% |
1,081,628
-51,841
| -5% | -$6.85M |
|
782
CMS Energy
CMS
$22.9B
| $146M | 0.02% |
1,886,071
+723,783
| +62% | +$53.7M |
|
|
TEM
783
Tempus AI
TEM
$8.28B
| $146M | 0.02% |
3,234,387
+1,750,525
| +118% | +$99.5M |
|
784
Principal Spectrum Preferred Securities Active ETF
PREF
$1.77B
| $146M | 0.02% |
7,738,404
+556,858
| +8% | +$10.6M |
|
785
Capital Group Global Growth Equity ETF
CGGO
$11.4B
| $145M | 0.02% |
4,353,614
+321,468
| +8% | +$11.4M |
|
786
iShares Core S&P Total US Stock Market ETF
ITOT
$93.1B
| $145M | 0.02% |
1,016,552
-20,739
| -2% | -$3.08M |
|
787
CALL
Eli Lilly
LLY
$1.06T
| $144M | 0.02% |
156,288
-82,848
| -35% | -$84M |
|
788
CALL
Coinbase
COIN
$42.5B
| $144M | 0.02% |
823,038
+595,924
| +262% | +$117M |
|
789
PUT
Procter & Gamble
PG
$342B
| $144M | 0.02% |
994,300
-143,000
| -13% | -$21.7M |
|
790
Airbnb
ABNB
$81.6B
| $144M | 0.02% |
1,136,746
-5,122
| -0.4% | -$666K |
|
791
Illumina
ILMN
$29.8B
| $143M | 0.02% |
1,162,435
-359,888
| -24% | -$47.3M |
|
792
Dick's Sporting Goods
DKS
$18.3B
| $143M | 0.02% |
722,432
+177,400
| +33% | +$36M |
|
|
GLIBK
793
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$885M
| $143M | 0.02% |
3,849,435
+615,827
| +19% | +$23.3M |
|
|
AL
794
DELISTED
Air Lease Corp
AL
| $143M | 0.02% |
2,196,634
-622,033
| -22% | -$40.2M |
|
795
D-Wave Quantum
QBTS
$6.33B
| $142M | 0.02% |
9,869,575
-393,859
| -4% | -$8.33M |
|
796
John Hancock Multifactor Mid Cap ETF
JHMM
$5.86B
| $142M | 0.02% |
2,120,865
+99,199
| +5% | +$6.82M |
|
797
VictoryShares Free Cash Flow ETF
VFLO
$8.32B
| $142M | 0.02% |
3,603,381
+385,420
| +12% | +$15.4M |
|
|
WCN
798
Waste Connections
WCN
$42.3B
| $142M | 0.02% |
874,522
+114,761
| +15% | +$19.1M |
|
|
MDLN
799
Medline Inc
MDLN
$31.8B
| $142M | 0.02% |
3,191,661
+1,889,113
| +145% | +$83.4M |
|
800
iShares MSCI India ETF
INDA
$6.65B
| $141M | 0.02% |
3,018,824
+1,225,099
| +68% | +$62.8M |
|
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 $70B of net new capital in Q1 2026, opening 1,344 new positions and adding to 4,801 existing holdings. Its largest new stake was Sunbelt Rentals Holdings: 1,909,539 shares worth $124M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.
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 1,379 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.