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 | |
|---|---|---|---|---|---|---|---|
8301
China Natural Resources
CHNR
$4.9M
| $9.98K | ﹤0.01% |
2,452
+2,205
| +893% | +$8.38K |
2024 Q4
5 quarters
|
|
8302
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
$103M
| $9.96K | ﹤0.01% |
+383
| New | +$10.1K |
2026 Q1
0 quarters
|
|
|
SMCZ
8303
Defiance Daily Target 2X Short SMCI ETF
SMCZ
$3.86M
| $9.95K | ﹤0.01% |
+109
| New | +$9.51K |
2026 Q1
0 quarters
|
|
|
GMEX
8304
GMEX Robotics
GMEX
$1.93M
| $9.94K | ﹤0.01% |
29
+28
| +2,800% | +$33.3K |
2025 Q4
1 quarter
|
|
|
RYOJ
8305
rYojbaba Co Ltd
RYOJ
$35M
| $9.93K | ﹤0.01% |
4,338
-7,857
| -64% | -$21K |
2025 Q3
2 quarters
|
|
8306
Universal Safety Products Inc
UUU
$15.7M
| $9.93K | ﹤0.01% |
1,805
-1,750
| -49% | -$9.01K |
2023 Q4
9 quarters
|
|
8307
Calamos ETF Trust Calamos Nasdaq Equity & Income ETF
CANQ
$20.5M
| $9.92K | ﹤0.01% |
+356
| New | +$10.4K |
2026 Q1
0 quarters
|
|
|
TSSD
8308
Truth Social American Security & Defense ETF
TSSD
$6.98M
| $9.92K | ﹤0.01% |
+406
| New | +$10.4K |
2026 Q1
0 quarters
|
|
|
HUTG
8309
Leverage Shares 2X Long HUT Daily ETF
HUTG
$3.37M
| $9.91K | ﹤0.01% |
+1,508
| New | +$15.4K |
2026 Q1
0 quarters
|
|
8310
First Trust New York Municipal High Income ETF
FMNY
$36.2M
| $9.86K | ﹤0.01% |
373
+326
| +694% | +$8.75K |
2025 Q2
3 quarters
|
|
|
GXLC
8311
Global X U.S. 500 ETF
GXLC
$4.61M
| $9.86K | ﹤0.01% |
126
+118
| +1,475% | +$9.64K |
2025 Q4
1 quarter
|
|
|
ARTV
8312
Artiva Biotherapeutics
ARTV
$332M
| $9.83K | ﹤0.01% |
1,527
-35,346
| -96% | -$175K |
2024 Q3
6 quarters
|
|
|
KLAG
8313
Leverage Shares 2x Long KLAC Daily ETF
KLAG
$15.6M
| $9.83K | ﹤0.01% |
474
+313
| +194% | +$6.79K |
2025 Q4
1 quarter
|
|
8314
Ryde Group
RYDE
$122M
| $9.82K | ﹤0.01% |
17,992
+16,553
| +1,150% | +$6.53K |
2024 Q2
7 quarters
|
|
|
CGTL
8315
Creative Global Technology Holdings
CGTL
$6.74M
| $9.82K | ﹤0.01% |
617
-89
| -13% | -$3.22K |
2025 Q2
3 quarters
|
|
|
NELS
8316
Nelson Select ETF
NELS
$58.6M
| $9.81K | ﹤0.01% |
396
+94
| +31% | +$2.43K |
2025 Q4
1 quarter
|
|
|
DDFL
8317
Innovator Equity Dual Directional 15 Buffer ETF - July
DDFL
$154M
| $9.8K | ﹤0.01% |
+477
| New | +$9.82K |
2026 Q1
0 quarters
|
|
8318
Quetta Acquisition Corp
QETA
$44.2M
| $9.77K | ﹤0.01% |
864
-2
| -0.2% | -$23 |
2023 Q4
9 quarters
|
|
|
SLGB
8319
Smart Logistics Global
SLGB
$12.8M
| $9.76K | ﹤0.01% |
14,142
+14,139
| +471,300% | +$19.2K |
2025 Q4
1 quarter
|
|
|
NIHI
8320
NEOS MSCI EAFE High Income ETF
NIHI
$186M
| $9.75K | ﹤0.01% |
+200
| New | +$10.2K |
2026 Q1
0 quarters
|
|
|
GPMT
8321
Granite Point Mortgage Trust
GPMT
$38.6M
| $9.75K | ﹤0.01% |
6,722
-8,224
| -55% | -$15.8K |
2017 Q3
34 quarters
|
|
8322
ProShares Ultra Technology
ROM
$1.41B
| $9.72K | ﹤0.01% |
124
+26
| +27% | +$2.32K |
2025 Q4
1 quarter
|
|
|
DLFE
8323
FT Vest U.S. Equity Dual Directional Buffer ETF - February
DLFE
$68.2M
| $9.71K | ﹤0.01% |
+330
| New | +$9.84K |
2026 Q1
0 quarters
|
|
8324
Franklin Disruptive Commerce ETF
BUYZ
$5.14M
| $9.69K | ﹤0.01% |
301
+154
| +105% | +$5.46K |
2024 Q4
5 quarters
|
|
8325
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$238M
| $9.68K | ﹤0.01% |
259
-44
| -15% | -$1.59K |
2025 Q4
1 quarter
|
|
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.