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 | |
|---|---|---|---|---|---|---|---|
|
JHCP
8051
John Hancock Core Plus Bond ETF
JHCP
$287M
| $14.8K | ﹤0.01% |
+590
| New | +$15K |
2026 Q1
0 quarters
|
|
8052
iShares MSCI Belgium ETF
EWK
$229M
| $14.8K | ﹤0.01% |
607
+50
| +9% | +$1.27K |
2025 Q3
2 quarters
|
|
|
MF
8053
MindForge
MF
$27.8M
| $14.7K | ﹤0.01% |
177
| – | – |
2024 Q1
8 quarters
|
|
8054
Zevia
ZVIA
$85.8M
| $14.7K | ﹤0.01% |
12,588
-124,822
| -91% | -$198K |
2021 Q3
18 quarters
|
|
8055
Aptevo Therapeutics
APVO
$3.24M
| $14.7K | ﹤0.01% |
3,445
+3,275
| +1,926% | +$22.4K |
2025 Q3
2 quarters
|
|
8056
JPMorgan US Value Factor ETF
JVAL
$994M
| $14.7K | ﹤0.01% |
301
-632
| -68% | -$31.9K |
2024 Q4
5 quarters
|
|
|
HFEQ
8057
Unlimited HFEQ Equity Long/Short ETF
HFEQ
$18.1M
| $14.7K | ﹤0.01% |
696
+293
| +73% | +$6.44K |
2025 Q4
1 quarter
|
|
8058
Silvercrest Asset Management
SAMG
$82.8M
| $14.7K | ﹤0.01% |
1,091
-19,576
| -95% | -$290K |
2020 Q4
21 quarters
|
|
|
SWKH
8059
DELISTED
SWK Holdings
SWKH
| $14.6K | ﹤0.01% |
861
+314
| +57% | +$5.36K |
2020 Q1
24 quarters
|
|
8060
PIMCO Municipal Income Opportunities Active ETF
MINO
$735M
| $14.6K | ﹤0.01% |
+324
| New | +$14.8K |
2026 Q1
0 quarters
|
|
|
MBNE
8061
DELISTED
State Street Nuveen Municipal Bond ESG ETF
MBNE
| $14.6K | ﹤0.01% |
503
+437
| +662% | +$12.8K |
2025 Q4
1 quarter
|
|
8062
Actinium Pharmaceuticals
ATNM
$36.2M
| $14.5K | ﹤0.01% |
14,618
+14,522
| +15,127% | +$17.3K |
2023 Q3
10 quarters
|
|
|
DXUV
8063
U.S. Vector Equity Portfolio ETF Class Shares
DXUV
$584M
| $14.5K | ﹤0.01% |
+245
| New | +$15K |
2026 Q1
0 quarters
|
|
|
MGF
8064
Aberdeen Government Markets Income Fund
MGF
$88.3M
| $14.5K | ﹤0.01% |
4,935
-9,387
| -66% | -$28.1K |
2014 Q4
45 quarters
|
|
8065
Vident US Equity Strategy ETF
VUSE
$678M
| $14.5K | ﹤0.01% |
+231
| New | +$15.1K |
2026 Q1
0 quarters
|
|
8066
Direxion Daily MSCI South Korea Bull 3X ETF
KORU
$1.45B
| $14.5K | ﹤0.01% |
1,020
-3,700
| -78% | -$66.7K |
2025 Q1
4 quarters
|
|
8067
Direxion Auspice Broad Commodity Strategy ETF
COM
$218M
| $14.5K | ﹤0.01% |
+431
| New | +$13.7K |
2026 Q1
0 quarters
|
|
|
SVRN
8068
SVRN, Inc. Common Stock
SVRN
$73.3M
| $14.4K | ﹤0.01% |
2,035
+1,805
| +785% | +$25.2K |
2025 Q3
2 quarters
|
|
|
CPSP
8069
Calamos S&P 500 Structured Alt Protection ETF - April
CPSP
$24.5M
| $14.4K | ﹤0.01% |
547
+42
| +8% | +$1.1K |
2025 Q2
3 quarters
|
|
8070
NN Inc
NNBR
$383M
| $14.4K | ﹤0.01% |
9,958
-82,555
| -89% | -$124K |
2024 Q1
8 quarters
|
|
|
SVA
8071
DELISTED
Sinovac Biotech, Ltd
SVA
| $14.4K | ﹤0.01% |
2,229
-6,993
| -76% | -$45.2K |
2025 Q2
3 quarters
|
|
|
CCAQU
8072
Collective Acquisition Corp Units
CCAQU
| $14.4K | ﹤0.01% |
1,400
| – | – |
2025 Q2
3 quarters
|
|
8073
BlackRock Large Cap Value ETF
BLCV
$333M
| $14.4K | ﹤0.01% |
+399
| New | +$15.1K |
2026 Q1
0 quarters
|
|
|
SMZ
8074
Tradr 2X Short SMR Daily ETF
SMZ
$1.33M
| $14.4K | ﹤0.01% |
+291
| New | +$11.9K |
2026 Q1
0 quarters
|
|
|
MAAY
8075
GraniteShares YieldBOOST MARA ETF
MAAY
$2.56M
| $14.4K | ﹤0.01% |
+1,847
| New | +$19.9K |
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.