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 | |
|---|---|---|---|---|---|---|---|
|
SUNS
8126
Sunrise Realty Trust
SUNS
$84.5M
| $13.3K | ﹤0.01% |
1,728
-8
| -0.5% | -$73 |
2024 Q3
6 quarters
|
|
|
CCIX
8127
DELISTED
Churchill Capital Corp IX
CCIX
| $13.2K | ﹤0.01% |
1,233
+1,221
| +10,175% | +$13K |
2024 Q4
5 quarters
|
|
|
IAF
8128
abrdn Australia Equity Fund
IAF
$119M
| $13.1K | ﹤0.01% |
1,082
+58
| +6% | +$772 |
2014 Q4
45 quarters
|
|
|
MPLY
8129
Monopoly ETF
MPLY
$18M
| $13.1K | ﹤0.01% |
+473
| New | +$13.9K |
2026 Q1
0 quarters
|
|
|
AMIX
8130
Autonomix Medical
AMIX
$7.33M
| $13.1K | ﹤0.01% |
1,595
+1,589
| +26,483% | +$14.3K |
2024 Q2
7 quarters
|
|
8131
Vivos Therapeutics
VVOS
$3.06M
| $13K | ﹤0.01% |
11,046
-1,631
| -13% | -$2.61K |
2024 Q3
6 quarters
|
|
|
RTAI
8132
Rareview Tax Advantaged Income ETF
RTAI
$15.9M
| $13K | ﹤0.01% |
627
+293
| +88% | +$6.26K |
2024 Q4
5 quarters
|
|
8133
CapForce IBD Breakout Opportunities ETF
BOUT
$15M
| $13K | ﹤0.01% |
330
+98
| +42% | +$3.85K |
2024 Q2
7 quarters
|
|
8134
CALL
ICICI Bank
IBN
$98.1B
| $12.9K | ﹤0.01% |
500
-49,400
| -99% | -$1.45M |
2024 Q4
5 quarters
|
|
|
JA
8135
Janus Henderson AA-A CLO ETF
JA
$150M
| $12.9K | ﹤0.01% |
+259
| New | +$13K |
2026 Q1
0 quarters
|
|
|
JLHL
8136
Julong Holding Ltd
JLHL
$87M
| $12.9K | ﹤0.01% |
2,168
-5,569
| -72% | -$28K |
2025 Q3
2 quarters
|
|
|
RADX
8137
Radiopharm Theranostics
RADX
$22.5M
| $12.9K | ﹤0.01% |
3,000
-11,277
| -79% | -$55.1K |
2025 Q2
3 quarters
|
|
|
KTUP
8138
T-REX 2X Long KTOS Daily Target ETF
KTUP
$6.67M
| $12.9K | ﹤0.01% |
831
+680
| +450% | +$22.9K |
2025 Q3
2 quarters
|
|
8139
Global X Nasdaq 100 Covered Call & Growth ETF
QYLG
$180M
| $12.8K | ﹤0.01% |
495
-999
| -67% | -$27K |
2023 Q4
9 quarters
|
|
8140
WBI BullBear Quality 3000 ETF
WBIL
$29.6M
| $12.8K | ﹤0.01% |
+382
| New | +$13.5K |
2026 Q1
0 quarters
|
|
|
MULL
8141
GraniteShares 2x Long MU Daily ETF
MULL
$743M
| $12.8K | ﹤0.01% |
3,000
-2,875
| -49% | -$18K |
2025 Q4
1 quarter
|
|
8142
Leslie's
LESL
$1.32M
| $12.8K | ﹤0.01% |
11,386
+8,323
| +272% | +$10.7K |
2020 Q4
21 quarters
|
|
8143
Generation Income Properties
GIPR
$1.24M
| $12.7K | ﹤0.01% |
4,958
+1,561
| +46% | +$8.53K |
2025 Q3
2 quarters
|
|
|
CIK
8144
UBS Asset Management Income Fund, Inc.
CIK
$128M
| $12.7K | ﹤0.01% |
4,972
-115
| -2% | -$314 |
2014 Q4
45 quarters
|
|
8145
TrueShares Structured Outcome August ETF
AUGZ
$43.5M
| $12.7K | ﹤0.01% |
312
-60
| -16% | -$2.52K |
2025 Q2
3 quarters
|
|
8146
Quetta Acquisition Corp Unit
QETAU
| $12.7K | ﹤0.01% |
1,100
| – | – |
2025 Q1
4 quarters
|
|
8147
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$357M
| $12.6K | ﹤0.01% |
+346
| New | +$12.8K |
2026 Q1
0 quarters
|
|
|
DMAX
8148
iShares Large Cap Max Buffer Dec ETF
DMAX
$137M
| $12.6K | ﹤0.01% |
+475
| New | +$12.7K |
2026 Q1
0 quarters
|
|
|
QQDN
8149
ProShares UltraShort QQQ Mega
QQDN
$1.01M
| $12.6K | ﹤0.01% |
394
+339
| +616% | +$9.63K |
2025 Q3
2 quarters
|
|
8150
Direxion Daily Pharmaceutical & Medical Bull 3X ETF
PILL
$16.1M
| $12.5K | ﹤0.01% |
+1,225
| New | +$14.4K |
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.