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 | |
|---|---|---|---|---|---|---|---|
8351
Century Casinos
CNTY
$29.5M
| $9.23K | ﹤0.01% |
6,643
-1,245
| -16% | -$1.89K |
2020 Q4
21 quarters
|
|
8352
Direxion Daily Industrials Bull 3X ETF
DUSL
$41.9M
| $9.23K | ﹤0.01% |
126
-141
| -53% | -$11.8K |
2025 Q2
3 quarters
|
|
|
FBGL
8353
FBS Global
FBGL
$5.1M
| $9.23K | ﹤0.01% |
+1,551
| New | +$12.9K |
2026 Q1
0 quarters
|
|
|
GRIN
8354
VictoryShares International Free Cash Flow Growth ETF
GRIN
$347M
| $9.23K | ﹤0.01% |
334
+284
| +568% | +$8.26K |
2025 Q4
1 quarter
|
|
8355
iShares Emerging Markets Infrastructure ETF
EMIF
$13.1M
| $9.2K | ﹤0.01% |
+327
| New | +$9.36K |
2026 Q1
0 quarters
|
|
|
MYCH
8356
State Street My2028 Corporate Bond ETF
MYCH
$845M
| $9.16K | ﹤0.01% |
367
+247
| +206% | +$6.19K |
2025 Q4
1 quarter
|
|
|
SSK
8357
REX-Osprey SOL + Staking ETF
SSK
$106M
| $9.16K | ﹤0.01% |
814
+538
| +195% | +$7.84K |
2025 Q3
2 quarters
|
|
8358
ProShares UltraShort Dow 30
DXD
$43.7M
| $9.13K | ﹤0.01% |
415
-10,235
| -96% | -$208K |
2025 Q3
2 quarters
|
|
8359
First Trust Developed Markets ex-US Small Cap AlphaDEX Fund
FDTS
$10.6M
| $9.12K | ﹤0.01% |
+141
| New | +$9.23K |
2026 Q1
0 quarters
|
|
8360
iShares MSCI China Multisector Tech ETF
TCHI
$41.2M
| $9.1K | ﹤0.01% |
423
-377
| -47% | -$8.89K |
2025 Q4
1 quarter
|
|
|
BU
8361
DELISTED
Defiance Daily Target 2X Long BU ETF
BU
| $9.07K | ﹤0.01% |
+439
| New | +$12.3K |
2026 Q1
0 quarters
|
|
|
LPSN
8362
CALL
DELISTED
LivePerson
LPSN
| $9.05K | ﹤0.01% |
3,550
| – | – |
2024 Q1
8 quarters
|
|
|
PARK
8363
Park Dental Partners
PARK
$95.6M
| $9.04K | ﹤0.01% |
539
-1,755
| -77% | -$30.3K |
2025 Q4
1 quarter
|
|
8364
Clough Select Equity ETF
CBSE
$49.7M
| $9.04K | ﹤0.01% |
227
-159
| -41% | -$6.68K |
2025 Q4
1 quarter
|
|
|
SFTX
8365
Horizon International Managed Risk ETF
SFTX
$755M
| $9.04K | ﹤0.01% |
+339
| New | +$9.35K |
2026 Q1
0 quarters
|
|
|
IVF
8366
INVO Fertility Inc
IVF
$2.26M
| $9.03K | ﹤0.01% |
+3,321
| New | +$16.6K |
2026 Q1
0 quarters
|
|
|
KRSP.U
8367
Rice Acquisition Corp 3 Units
KRSP.U
| $9.02K | ﹤0.01% |
851
+780
| +1,099% | +$8.24K |
2025 Q4
1 quarter
|
|
|
SIXZ
8368
AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF
SIXZ
$64.7M
| $9.02K | ﹤0.01% |
+311
| New | +$9.21K |
2026 Q1
0 quarters
|
|
8369
Addentax Group
ATXG
$3.92M
| $9.02K | ﹤0.01% |
1,637
+1,558
| +1,972% | +$8.13K |
2025 Q3
2 quarters
|
|
|
BUUU
8370
BUUU Group Ltd
BUUU
$730M
| $9.01K | ﹤0.01% |
530
+430
| +430% | +$5.1K |
2025 Q3
2 quarters
|
|
|
CGHM
8371
Capital Group Municipal High-Income ETF
CGHM
$3.24B
| $8.99K | ﹤0.01% |
355
-1,489
| -81% | -$38.2K |
2025 Q3
2 quarters
|
|
|
FCRS.U
8372
FutureCrest Acquisition Corp Units
FCRS.U
| $8.99K | ﹤0.01% |
883
-683
| -44% | -$7.01K |
2025 Q4
1 quarter
|
|
|
REED
8373
Reed's Inc
REED
$7.97M
| $8.98K | ﹤0.01% |
2,475
-274
| -10% | -$740 |
2025 Q4
1 quarter
|
|
|
XXII
8374
22nd Century Group
XXII
$605K
| $8.98K | ﹤0.01% |
203
+165
| +434% | +$22.9K |
2014 Q4
45 quarters
|
|
|
URSP
8375
ProShares Ultra S&P 500 Equal Weight
URSP
$51.3M
| $8.94K | ﹤0.01% |
221
-275
| -55% | -$11.9K |
2025 Q3
2 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.