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 | |
|---|---|---|---|---|---|---|---|
8326
Amplify Travel Tech ETF
AWAY
$22.6M
| $9.66K | ﹤0.01% |
601
-270
| -31% | -$4.89K |
2021 Q4
17 quarters
|
|
|
BIDG
8327
Leverage Shares 2X Long BIDU Daily ETF
BIDG
$1.58M
| $9.66K | ﹤0.01% |
+814
| New | +$15K |
2026 Q1
0 quarters
|
|
8328
iPower
IPW
$1.33M
| $9.63K | ﹤0.01% |
96
-36
| -27% | -$9.39K |
2024 Q4
5 quarters
|
|
|
SOWG
8329
Sow Good
SOWG
$45.5M
| $9.6K | ﹤0.01% |
1,597
+165
| +12% | +$1.29K |
2024 Q4
5 quarters
|
|
|
GIGL
8330
Goldman Sachs Corporate Bond ETF
GIGL
$220M
| $9.6K | ﹤0.01% |
191
-356
| -65% | -$18.1K |
2025 Q4
1 quarter
|
|
8331
Greenland Technologies Holding
GTEC
$20.7M
| $9.58K | ﹤0.01% |
13,706
+4,419
| +48% | +$3.83K |
2025 Q4
1 quarter
|
|
8332
Lisata Therapeutics
LSTA
$16.1M
| $9.56K | ﹤0.01% |
1,909
+1,038
| +119% | +$4.29K |
2025 Q4
1 quarter
|
|
|
HYAC.U
8333
DELISTED
Haymaker Acquisition Corp 4 Units
HYAC.U
| $9.56K | ﹤0.01% |
1,021
| – | – |
2023 Q3
10 quarters
|
|
8334
Renaissance International IPO ETF
IPOS
$10.6M
| $9.55K | ﹤0.01% |
524
+440
| +524% | +$8.36K |
2025 Q4
1 quarter
|
|
8335
Innovator International Developed Power Buffer ETF February
IFEB
$56.9M
| $9.54K | ﹤0.01% |
320
-1,362
| -81% | -$41.4K |
2025 Q1
4 quarters
|
|
|
KCAI
8336
KraneShares China Alpha Index ETF
KCAI
$3.26M
| $9.54K | ﹤0.01% |
+300
| New | +$9.34K |
2026 Q1
0 quarters
|
|
8337
USCF Gold Strategy Plus Income Fund
USG
$9.56M
| $9.53K | ﹤0.01% |
+258
| New | +$9.99K |
2026 Q1
0 quarters
|
|
|
TLTP
8338
Amplify TLT U.S. Treasury 12% Option Income ETF
TLTP
$26.6M
| $9.48K | ﹤0.01% |
443
+388
| +705% | +$8.55K |
2025 Q4
1 quarter
|
|
|
NNAVW
8339
DELISTED
NextNav Inc Warrant
NNAVW
| $9.46K | ﹤0.01% |
1,495
+867
| +138% | +$5.96K |
2025 Q4
1 quarter
|
|
8340
Innovator Premium Income 30 Barrier ETF July
JULJ
$13.7M
| $9.44K | ﹤0.01% |
381
+235
| +161% | +$5.88K |
2025 Q4
1 quarter
|
|
|
KEEX
8341
Defiance Daily Target 2x Long KEEL ETF
KEEX
$779K
| $9.43K | ﹤0.01% |
+2,096
| New | +$16.8K |
2026 Q1
0 quarters
|
|
|
NEUP
8342
Neuphoria Therapeutics
NEUP
$19.3M
| $9.43K | ﹤0.01% |
2,316
+664
| +40% | +$2.81K |
2025 Q3
2 quarters
|
|
|
LIMN
8343
Liminatus Pharma
LIMN
$5.04M
| $9.39K | ﹤0.01% |
1,092
+704
| +181% | +$18.8K |
2025 Q2
3 quarters
|
|
8344
Vanguard Total World Bond ETF
BNDW
$1.85B
| $9.36K | ﹤0.01% |
+137
| New | +$9.44K |
2026 Q1
0 quarters
|
|
|
OCTU
8345
AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU
$58.7M
| $9.36K | ﹤0.01% |
339
+261
| +335% | +$7.41K |
2025 Q1
4 quarters
|
|
8346
Innovator Equity Defined Protection ETF - 2 Yr to April 2028
AAPR
$70.8M
| $9.36K | ﹤0.01% |
325
+38
| +13% | +$1.09K |
2025 Q3
2 quarters
|
|
8347
AB Core Plus Bond ETF
CPLS
$197M
| $9.35K | ﹤0.01% |
+265
| New | +$9.42K |
2026 Q1
0 quarters
|
|
8348
Interlink Electronics
LINK
$93.9M
| $9.29K | ﹤0.01% |
3,159
+2,121
| +204% | +$7.18K |
2024 Q3
6 quarters
|
|
|
RAC
8349
Rithm Acquisition Corp
RAC
$310M
| $9.25K | ﹤0.01% |
889
+412
| +86% | +$4.29K |
2025 Q3
2 quarters
|
|
8350
5E Advanced Materials
FEAM
$135M
| $9.24K | ﹤0.01% |
6,600
-30,170
| -82% | -$71.8K |
2022 Q4
13 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.