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 | |
|---|---|---|---|---|---|---|---|
|
PGACU
8201
Pantages Capital Acquisition Corp Unit
PGACU
| $11.5K | ﹤0.01% |
1,094
-10,300
| -90% | -$109K |
2024 Q4
5 quarters
|
|
|
AHMA
8202
Ambitions Enterprise Management Co
AHMA
$39.5M
| $11.5K | ﹤0.01% |
10,140
+1,510
| +17% | +$16.4K |
2025 Q4
1 quarter
|
|
|
AERT
8203
Aeries Technology
AERT
$38M
| $11.4K | ﹤0.01% |
4,572
+2,260
| +98% | +$7.8K |
2024 Q3
6 quarters
|
|
|
CEPO
8204
Cantor Equity Partners I
CEPO
$274M
| $11.4K | ﹤0.01% |
1,089
-1,063
| -49% | -$11.1K |
2025 Q1
4 quarters
|
|
8205
Innovator US Equity Ultra Buffer ETF October
UOCT
$181M
| $11.4K | ﹤0.01% |
+299
| New | +$11.7K |
2026 Q1
0 quarters
|
|
|
FGL
8206
Founder Group Ltd
FGL
$48.6K
| $11.4K | ﹤0.01% |
42
+40
| +2,000% | +$43.4K |
2025 Q4
1 quarter
|
|
|
FFUT
8207
Fidelity Managed Futures ETF
FFUT
$365M
| $11.4K | ﹤0.01% |
+199
| New | +$11.1K |
2026 Q1
0 quarters
|
|
8208
Franklin Investment Grade Corporate ETF
FLCO
$540M
| $11.4K | ﹤0.01% |
533
+341
| +178% | +$7.38K |
2025 Q4
1 quarter
|
|
8209
Meiwu Technology Co
WNW
$62.4M
| $11.4K | ﹤0.01% |
+1,409
| New | +$185K |
2025 Q4
1 quarter
|
|
8210
TrueShares Structured Outcome November ETF
NOVZ
$2.61B
| $11.4K | ﹤0.01% |
269
+121
| +82% | +$5.29K |
2023 Q3
10 quarters
|
|
8211
Overlay Shares Core Bond ETF
OVB
$46.1M
| $11.4K | ﹤0.01% |
555
+381
| +219% | +$7.88K |
2024 Q4
5 quarters
|
|
|
UPSG
8212
DELISTED
Leverage Shares 2X Long UPS Daily ETF
UPSG
| $11.4K | ﹤0.01% |
+804
| New | +$13.8K |
2026 Q1
0 quarters
|
|
|
FLG.PRU
8213
Flagstar Bank National Association Bifurcated Option Note Unit Securities
FLG.PRU
$107M
| $11.4K | ﹤0.01% |
294
+85
| +41% | +$3.44K |
2014 Q4
45 quarters
|
|
|
MXE
8214
Mexico Equity and Income Fund
MXE
$54.7M
| $11.4K | ﹤0.01% |
883
-243
| -22% | -$3.2K |
2022 Q2
15 quarters
|
|
8215
Freight Technologies
FRGT
$143K
| $11.4K | ﹤0.01% |
2,740
+1,606
| +142% | +$10.6K |
2025 Q3
2 quarters
|
|
8216
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.38B
| $11.3K | ﹤0.01% |
756
+544
| +257% | +$9.27K |
2024 Q2
7 quarters
|
|
8217
Intellicheck
IDN
$46M
| $11.3K | ﹤0.01% |
1,622
-12,911
| -89% | -$70.1K |
2022 Q1
16 quarters
|
|
|
JPY
8218
Lazard Japanese Equity ETF
JPY
$86.9M
| $11.3K | ﹤0.01% |
343
+218
| +174% | +$7.4K |
2025 Q2
3 quarters
|
|
8219
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$544M
| $11.3K | ﹤0.01% |
+400
| New | +$10.8K |
2026 Q1
0 quarters
|
|
8220
iShares Paris-Aligned Climate Optimized MSCI World ex USA ETF
PABD
$324M
| $11.3K | ﹤0.01% |
+179
| New | +$11.9K |
2026 Q1
0 quarters
|
|
8221
American Realty Investors
ARL
$268M
| $11.2K | ﹤0.01% |
728
+314
| +76% | +$5.22K |
2014 Q4
45 quarters
|
|
|
GIBO
8222
GIBO Holdings
GIBO
$81.7M
| $11.2K | ﹤0.01% |
+335
| New | +$13.2K |
2026 Q1
0 quarters
|
|
8223
Laird Superfood
LSF
$38.8M
| $11.2K | ﹤0.01% |
5,223
-3,170
| -38% | -$8.51K |
2020 Q3
22 quarters
|
|
8224
GGM Macro Alignment ETF
GGM
$20.3M
| $11.2K | ﹤0.01% |
399
-1
| -0.3% | -$28 |
2024 Q3
6 quarters
|
|
|
QVMS
8225
Invesco S&P SmallCap 600 QVM Multi-factor ETF
QVMS
$231M
| $11.2K | ﹤0.01% |
385
-762
| -66% | -$22.8K |
2025 Q1
4 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.