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 | |
|---|---|---|---|---|---|---|---|
|
HIT
8176
Health In Tech Inc
HIT
$53.4M
| $11.9K | ﹤0.01% |
8,203
-395,953
| -98% | -$575K |
2024 Q4
5 quarters
|
|
|
LFT
8177
Lument Finance Trust
LFT
$26.6M
| $11.9K | ﹤0.01% |
944
+39
| +4% | +$528 |
2024 Q2
7 quarters
|
|
|
IRHO
8178
Iron Horse Acquisitions Corp II
IRHO
$295M
| $11.9K | ﹤0.01% |
+1,205
| New | +$11.9K |
2026 Q1
0 quarters
|
|
|
COPZ
8179
Defiance Daily Target 2X Long Copper Miners ETF
COPZ
$7.68M
| $11.9K | ﹤0.01% |
+781
| New | +$14.3K |
2026 Q1
0 quarters
|
|
|
RDIB
8180
Reading International Class B
RDIB
$358M
| $11.8K | ﹤0.01% |
1,280
+1,155
| +924% | +$13.2K |
2024 Q1
8 quarters
|
|
8181
XBiotech
XBIT
$66.8M
| $11.8K | ﹤0.01% |
5,035
-26
| -0.5% | -$63 |
2019 Q3
26 quarters
|
|
8182
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$750M
| $11.8K | ﹤0.01% |
+55
| New | +$12.1K |
2026 Q1
0 quarters
|
|
|
HTZWW
8183
Hertz Global Holdings Warrants
HTZWW
$77.9M
| $11.8K | ﹤0.01% |
5,178
+2,974
| +135% | +$7.28K |
2021 Q4
17 quarters
|
|
8184
Invesco NASDAQ Future Gen 200 ETF
QQQS
$23.1M
| $11.8K | ﹤0.01% |
350
+287
| +456% | +$10.1K |
2025 Q3
2 quarters
|
|
|
SGP
8185
SpyGlass Pharma
SGP
$856M
| $11.8K | ﹤0.01% |
+455
| New | +$12.2K |
2026 Q1
0 quarters
|
|
|
ACFN
8186
Acorn Energy
ACFN
$49.5M
| $11.8K | ﹤0.01% |
+693
| New | +$13K |
2026 Q1
0 quarters
|
|
8187
Swvl Holdings
SWVL
$75.8M
| $11.8K | ﹤0.01% |
8,346
-872
| -9% | -$1.55K |
2024 Q3
6 quarters
|
|
|
PMNT
8188
DELISTED
PERFECT MOMENT LTD
PMNT
| $11.8K | ﹤0.01% |
45,406
+41,379
| +1,028% | +$12.6K |
2025 Q3
2 quarters
|
|
|
SBU
8189
DELISTED
Leverage Shares 2X Long SBUX Daily ETF
SBU
| $11.7K | ﹤0.01% |
746
+549
| +279% | +$9.84K |
2025 Q4
1 quarter
|
|
|
ELPW
8190
Elong Power Holding Ltd
ELPW
$2.8M
| $11.6K | ﹤0.01% |
128
+127
| +12,700% | +$436K |
2025 Q2
3 quarters
|
|
|
CRDL
8191
Cardiol Therapeutics
CRDL
$182M
| $11.6K | ﹤0.01% |
8,609
-7,940
| -48% | -$8.15K |
2021 Q4
17 quarters
|
|
8192
MicroSectors Oil & Gas Exp. & Prod. 3x Leveraged ETN
OILU
$71.8M
| $11.6K | ﹤0.01% |
+212
| New | +$8.02K |
2026 Q1
0 quarters
|
|
|
METL
8193
Sprott Active Metals & Miners ETF
METL
$80.4M
| $11.6K | ﹤0.01% |
+431
| New | +$12.5K |
2026 Q1
0 quarters
|
|
8194
KALA BIO
KALA
$7.58M
| $11.6K | ﹤0.01% |
1,337
+859
| +180% | +$18.2K |
2023 Q3
10 quarters
|
|
8195
TruGolf
TRUG
$3.3M
| $11.5K | ﹤0.01% |
241
+221
| +1,105% | +$16K |
2024 Q2
7 quarters
|
|
|
LKSPU
8196
Lake Superior Acquisition Corp Units
LKSPU
$109M
| $11.5K | ﹤0.01% |
+1,141
| New | +$11.6K |
2026 Q1
0 quarters
|
|
|
PWRZ
8197
TrueShares Eagle Global Next Gen Power Infrastructure ETF
PWRZ
$5.48M
| $11.5K | ﹤0.01% |
+362
| New | +$10.9K |
2026 Q1
0 quarters
|
|
8198
VanEck Durable High Dividend ETF
DURA
$36.9M
| $11.5K | ﹤0.01% |
308
-335
| -52% | -$12.3K |
2024 Q2
7 quarters
|
|
8199
SciSparc
SPRC
$2.65M
| $11.5K | ﹤0.01% |
3,146
+292
| +10% | +$1.97K |
2025 Q2
3 quarters
|
|
|
EDGH
8200
3EDGE Dynamic Hard Assets ETF
EDGH
$217M
| $11.5K | ﹤0.01% |
336
-712
| -68% | -$23.7K |
2024 Q4
5 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.