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 | |
|---|---|---|---|---|---|---|---|
|
ORIQU
8276
Origin Investment Corp I Units
ORIQU
| $10.3K | ﹤0.01% |
+1,010
| New | +$10.3K |
2026 Q1
0 quarters
|
|
|
MUNY
8277
Vanguard New York Tax-Exempt Bond ETF
MUNY
$481M
| $10.2K | ﹤0.01% |
+100
| New | +$10.4K |
2026 Q1
0 quarters
|
|
8278
Innovator US Equity Ultra Buffer ETF May
UMAY
$140M
| $10.2K | ﹤0.01% |
278
+57
| +26% | +$2.09K |
2025 Q4
1 quarter
|
|
|
PQJA
8279
PGIM Nasdaq-100 Buffer 12 ETF - January
PQJA
$33.8M
| $10.2K | ﹤0.01% |
+362
| New | +$10.5K |
2026 Q1
0 quarters
|
|
8280
BT Brands
BTBD
$11.4M
| $10.2K | ﹤0.01% |
5,821
+2,344
| +67% | +$3.32K |
2024 Q2
7 quarters
|
|
|
JPO
8281
YieldMax JP Option Income Strategy ETF
JPO
$31.7M
| $10.2K | ﹤0.01% |
+733
| New | +$10.7K |
2026 Q1
0 quarters
|
|
8282
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.39B
| $10.1K | ﹤0.01% |
400
-213
| -35% | -$5.39K |
2024 Q4
5 quarters
|
|
|
LFAO
8283
LifeX 2055 Longevity Income ETF
LFAO
$3.08M
| $10.1K | ﹤0.01% |
61
+6
| +11% | +$1.01K |
2025 Q3
2 quarters
|
|
8284
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033
SLVO
$11.8M
| $10.1K | ﹤0.01% |
114
-49
| -30% | -$4.76K |
2025 Q4
1 quarter
|
|
|
FGIIU
8285
FG Imperii Acquisition Corp Units
FGIIU
$206M
| $10.1K | ﹤0.01% |
+1,016
| New | +$10.2K |
2026 Q1
0 quarters
|
|
8286
Assembly Biosciences
ASMB
$466M
| $10.1K | ﹤0.01% |
364
-9,415
| -96% | -$269K |
2023 Q4
9 quarters
|
|
|
APRB
8287
Aptus April Buffer ETF
APRB
$25.1M
| $10.1K | ﹤0.01% |
+400
| New | +$10.2K |
2026 Q1
0 quarters
|
|
8288
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.54B
| $10.1K | ﹤0.01% |
+101
| New | +$10.2K |
2026 Q1
0 quarters
|
|
|
SKYQ
8289
Sky Quarry Inc
SKYQ
$21.7M
| $10.1K | ﹤0.01% |
3,926
+3,860
| +5,848% | +$11.6K |
2024 Q4
5 quarters
|
|
8290
Embotelladora Andina Series B
AKO.B
$4.52B
| $10.1K | ﹤0.01% |
+400
| New | +$11.6K |
2026 Q1
0 quarters
|
|
|
AGRZ
8291
Agroz Inc
AGRZ
$3.44M
| $10.1K | ﹤0.01% |
1,031
+573
| +125% | +$5.57K |
2025 Q4
1 quarter
|
|
|
NVNI
8292
Nvni Group
NVNI
$11.2M
| $10.1K | ﹤0.01% |
8,755
-15,214
| -63% | -$27.1K |
2024 Q3
6 quarters
|
|
8293
ProShares Ultra MSCI Emerging Markets
EET
$39.9M
| $10.1K | ﹤0.01% |
+120
| New | +$11K |
2026 Q1
0 quarters
|
|
|
HVMC
8294
Highview Merger Corp
HVMC
| $10.1K | ﹤0.01% |
+1,000
| New | +$10.1K |
2026 Q1
0 quarters
|
|
8295
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
$111M
| $10K | ﹤0.01% |
90
-240
| -73% | -$24.9K |
2024 Q4
5 quarters
|
|
|
SOGP
8296
Sound Group
SOGP
$45.4M
| $10K | ﹤0.01% |
595
+573
| +2,605% | +$7.95K |
2023 Q2
11 quarters
|
|
|
ASGM
8297
Virtus AlphaSimplex Global Macro ETF
ASGM
$9.02M
| $10K | ﹤0.01% |
356
-323
| -48% | -$9.14K |
2025 Q4
1 quarter
|
|
|
MEVOU
8298
M Evo Global Acquisition Corp II Units
MEVOU
| $10K | ﹤0.01% |
+1,000
| New | +$10K |
2026 Q1
0 quarters
|
|
8299
US Vegan Climate ETF
VEGN
$191M
| $10K | ﹤0.01% |
177
| – | – |
2025 Q2
3 quarters
|
|
|
ABOT
8300
Abacus FCF Innovation Leaders ETF
ABOT
$4.34M
| $9.99K | ﹤0.01% |
301
-246
| -45% | -$8.72K |
2023 Q4
9 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.