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 | |
|---|---|---|---|---|---|---|---|
|
IGCB
8151
TCW Corporate Bond ETF
IGCB
$40.3M
| $12.5K | ﹤0.01% |
272
| – | – |
2025 Q2
3 quarters
|
|
8152
INVE Technologies, Inc. Common Stock
INVE
$57M
| $12.5K | ﹤0.01% |
3,372
-25
| -0.7% | -$84 |
2023 Q4
9 quarters
|
|
8153
SiNtx Technologies
SINT
$14.4M
| $12.4K | ﹤0.01% |
4,953
-6,790
| -58% | -$20.9K |
2025 Q4
1 quarter
|
|
|
GSHRU
8154
Gesher Acquisition Corp II Units
GSHRU
| $12.4K | ﹤0.01% |
1,197
| – | – |
2025 Q2
3 quarters
|
|
|
DDTL
8155
Innovator Equity Dual Directional 10 Buffer ETF - July
DDTL
$89M
| $12.4K | ﹤0.01% |
598
+246
| +70% | +$5.16K |
2025 Q4
1 quarter
|
|
8156
ProShares Ultra Energy
DIG
$84.1M
| $12.4K | ﹤0.01% |
185
-75
| -29% | -$3.87K |
2022 Q3
14 quarters
|
|
|
VDI
8157
Virtus International Dividend ETF
VDI
$16.1M
| $12.3K | ﹤0.01% |
+375
| New | +$12.5K |
2026 Q1
0 quarters
|
|
8158
Xtrackers International Real Estate ETF
HAUZ
$987M
| $12.3K | ﹤0.01% |
544
-58
| -10% | -$1.4K |
2023 Q1
12 quarters
|
|
|
GSGO
8159
Goldman Sachs Growth Opportunities ETF
GSGO
$185M
| $12.3K | ﹤0.01% |
336
-249
| -43% | -$9.66K |
2025 Q4
1 quarter
|
|
8160
Sypris Solutions
SYPR
$41.9M
| $12.3K | ﹤0.01% |
4,301
+4,284
| +25,200% | +$13.6K |
2024 Q3
6 quarters
|
|
8161
Edesa Biotech
EDSA
$38.2M
| $12.3K | ﹤0.01% |
2,343
+981
| +72% | +$2.94K |
2017 Q4
33 quarters
|
|
|
GTERA
8162
Globa Terra Acquisition Corp
GTERA
$248M
| $12.2K | ﹤0.01% |
+1,200
| New | +$12.2K |
2026 Q1
0 quarters
|
|
|
RSJN
8163
FT Vest U.S. Equity Equal Weight Buffer ETF - June
RSJN
$83.4M
| $12.2K | ﹤0.01% |
354
+182
| +106% | +$6.36K |
2024 Q4
5 quarters
|
|
|
XRPNU
8164
Armada Acquisition Corp II Units
XRPNU
$785M
| $12.2K | ﹤0.01% |
1,158
-74
| -6% | -$794 |
2025 Q2
3 quarters
|
|
8165
Broadwind
BWEN
$101M
| $12.2K | ﹤0.01% |
5,853
-5,574
| -49% | -$15.1K |
2023 Q4
9 quarters
|
|
8166
Onfolio Holdings
ONFO
$2.13M
| $12.2K | ﹤0.01% |
349
-371
| -52% | -$11.7K |
2025 Q4
1 quarter
|
|
|
SLSN
8167
Solesence Inc
SLSN
$57.9M
| $12.2K | ﹤0.01% |
12,818
-3,620
| -22% | -$4.58K |
2025 Q2
3 quarters
|
|
|
THRV
8168
Prospera Income ETF
THRV
$9.32M
| $12.1K | ﹤0.01% |
+496
| New | +$12.3K |
2026 Q1
0 quarters
|
|
|
LOTI
8169
Liberty One Tactical Income ETF
LOTI
$45.8M
| $12.1K | ﹤0.01% |
+473
| New | +$12.2K |
2026 Q1
0 quarters
|
|
|
GIAX
8170
Nicholas Global Equity and Income ETF
GIAX
$115M
| $12.1K | ﹤0.01% |
+858
| New | +$13.5K |
2026 Q1
0 quarters
|
|
|
DDFJ
8171
Innovator Equity Dual Directional 15 Buffer ETF - January
DDFJ
$75.2M
| $12.1K | ﹤0.01% |
+644
| New | +$12.3K |
2026 Q1
0 quarters
|
|
|
ELBM
8172
Electra Battery Materials
ELBM
$53.5M
| $12.1K | ﹤0.01% |
21,568
+4,668
| +28% | +$3.8K |
2025 Q3
2 quarters
|
|
|
RBIL
8173
F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF
RBIL
$156M
| $12K | ﹤0.01% |
+240
| New | +$12K |
2026 Q1
0 quarters
|
|
8174
Telomir Pharmaceuticals
TELO
$83.9M
| $12K | ﹤0.01% |
9,213
-4,835
| -34% | -$6.17K |
2024 Q2
7 quarters
|
|
|
ZHOG
8175
F/M Opportunistic Income ETF
ZHOG
$45.7M
| $11.9K | ﹤0.01% |
+232
| New | +$12K |
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.