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 | |
|---|---|---|---|---|---|---|---|
|
MMA
8401
Alta Global Group
MMA
$9.93M
| $8.6K | ﹤0.01% |
18,992
+14,959
| +371% | +$10.5K |
2024 Q4
5 quarters
|
|
|
LUD
8402
Luda Technology Group
LUD
$79.2M
| $8.55K | ﹤0.01% |
2,673
+86
| +3% | +$534 |
2025 Q1
4 quarters
|
|
|
OEI
8403
Optimized Equity Income ETF
OEI
$46.7M
| $8.53K | ﹤0.01% |
348
-169
| -33% | -$4.3K |
2025 Q4
1 quarter
|
|
|
TXXS
8404
21Shares 2x Long Sui ETF
TXXS
$4.32M
| $8.5K | ﹤0.01% |
+200
| New | +$21.1K |
2026 Q1
0 quarters
|
|
|
ETHB
8405
iShares Staked Ethereum Trust ETF
ETHB
$752M
| $8.5K | ﹤0.01% |
+315
| New | +$8.65K |
2026 Q1
0 quarters
|
|
8406
Globavend
GVH
$2.66M
| $8.48K | ﹤0.01% |
3,801
+2,876
| +311% | +$3.45K |
2025 Q3
2 quarters
|
|
8407
iSpecimen
ISPC
$2.87M
| $8.44K | ﹤0.01% |
1,344
+1,183
| +735% | +$13.3K |
2025 Q4
1 quarter
|
|
|
LPBBU
8408
Launch Two Acquisition Corp Unit
LPBBU
$217M
| $8.43K | ﹤0.01% |
803
| – | – |
2024 Q4
5 quarters
|
|
8409
Research Solutions
RSSS
$71.9M
| $8.41K | ﹤0.01% |
3,723
+1,378
| +59% | +$3.52K |
2025 Q4
1 quarter
|
|
|
COOT
8410
Australian Oilseeds Holdings
COOT
$13.4M
| $8.4K | ﹤0.01% |
14,029
+13,499
| +2,547% | +$8.93K |
2025 Q4
1 quarter
|
|
|
LLII
8411
DELISTED
REX LLY Growth & Income ETF
LLII
| $8.38K | ﹤0.01% |
+387
| New | +$9.78K |
2026 Q1
0 quarters
|
|
|
ABNY
8412
DELISTED
YieldMax ABNB Option Income Strategy ETF
ABNY
| $8.37K | ﹤0.01% |
+204
| New | +$8.88K |
2026 Q1
0 quarters
|
|
8413
SoFi Social 50 ETF
SFYF
$43.4M
| $8.37K | ﹤0.01% |
164
-210
| -56% | -$11.3K |
2025 Q4
1 quarter
|
|
|
KAT
8414
Scharf ETF
KAT
$652M
| $8.36K | ﹤0.01% |
156
-172
| -52% | -$9.6K |
2025 Q3
2 quarters
|
|
|
IWDL
8415
DELISTED
ETRACS 2x Leveraged US Value Factor TR ETN
IWDL
| $8.34K | ﹤0.01% |
170
+169
| +16,900% | +$8.72K |
2025 Q4
1 quarter
|
|
8416
PUT
Akebia Therapeutics
AKBA
$241M
| $8.34K | ﹤0.01% |
+6,000
| New | +$8.25K |
2026 Q1
0 quarters
|
|
|
AXINU
8417
Axiom Intelligence Acquisition Corp 1 Units
AXINU
| $8.26K | ﹤0.01% |
814
| – | – |
2025 Q2
3 quarters
|
|
|
GXRP
8418
Grayscale XRP Trust ETF
GXRP
$71M
| $8.25K | ﹤0.01% |
+317
| New | +$9.91K |
2026 Q1
0 quarters
|
|
8419
Matthews Korea Active ETF
MKOR
$147M
| $8.25K | ﹤0.01% |
+189
| New | +$8.29K |
2026 Q1
0 quarters
|
|
|
OPENW
8420
Opendoor Technologies Inc Series K Warrants
OPENW
$3.97M
| $8.24K | ﹤0.01% |
13,620
-20,249
| -60% | -$18.2K |
2025 Q4
1 quarter
|
|
8421
Worksport
WKSP
$7.04M
| $8.22K | ﹤0.01% |
7,832
-11,168
| -59% | -$18.4K |
2024 Q4
5 quarters
|
|
8422
Provident Financial
PROV
$114M
| $8.21K | ﹤0.01% |
509
-91
| -15% | -$1.47K |
2019 Q1
28 quarters
|
|
8423
First Trust Horizon Managed Volatility Developed International ETF
HDMV
$14.3M
| $8.13K | ﹤0.01% |
221
-279
| -56% | -$10.3K |
2025 Q2
3 quarters
|
|
8424
Global Indemnity Group
GBLI
$361M
| $8.12K | ﹤0.01% |
298
+192
| +181% | +$5.46K |
2024 Q4
5 quarters
|
|
|
STAK
8425
STAK Inc
STAK
$21.3M
| $8.09K | ﹤0.01% |
8,089
+6,575
| +434% | +$3.83K |
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.