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 | |
|---|---|---|---|---|---|---|---|
|
FURY
8426
Fury Gold Mines
FURY
$99.8M
| $8.08K | ﹤0.01% |
13,274
+13,100
| +7,529% | +$9.01K |
2017 Q3
34 quarters
|
|
|
VPLS
8427
Vanguard Core Plus Bond ETF
VPLS
$1.87B
| $8.07K | ﹤0.01% |
+104
| New | +$8.14K |
2026 Q1
0 quarters
|
|
|
GSIG
8428
DELISTED
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
| $8.06K | ﹤0.01% |
+170
| New | +$8.1K |
2026 Q1
0 quarters
|
|
8429
Comscore
SCOR
$68.8M
| $8.04K | ﹤0.01% |
1,159
+724
| +166% | +$5.46K |
2018 Q2
31 quarters
|
|
|
XVOL
8430
DELISTED
Acruence Active Hedge US Equity ETF
XVOL
| $8.02K | ﹤0.01% |
+359
| New | +$8.34K |
2026 Q1
0 quarters
|
|
|
JEM
8431
707 Cayman Holdings
JEM
$2.44M
| $8.01K | ﹤0.01% |
+344
| New | +$11.1K |
2026 Q1
0 quarters
|
|
8432
T. Rowe Price US High Yield ETF
THYF
$824M
| $8.01K | ﹤0.01% |
+157
| New | +$8.16K |
2026 Q1
0 quarters
|
|
|
GXAI
8433
Gaxos.ai
GXAI
$7.31M
| $8K | ﹤0.01% |
+6,612
| New | +$8.6K |
2026 Q1
0 quarters
|
|
|
CAQUU
8434
Cambridge Acquisition Corp
CAQUU
| $7.99K | ﹤0.01% |
+802
| New | +$7.97K |
2026 Q1
0 quarters
|
|
|
CITR
8435
CitroTech Inc
CITR
| $7.97K | ﹤0.01% |
+924
| New | +$7.19K |
2026 Q1
0 quarters
|
|
|
NAUG
8436
Innovator Growth-100 Power Buffer ETF - August
NAUG
$68.5M
| $7.96K | ﹤0.01% |
275
+122
| +80% | +$3.6K |
2025 Q1
4 quarters
|
|
|
DDTN
8437
Innovator Equity Dual Directional 10 Buffer ETF - November
DDTN
$36.2M
| $7.96K | ﹤0.01% |
425
+190
| +81% | +$3.64K |
2025 Q4
1 quarter
|
|
8438
Cheer Holding
CHR
$3.66M
| $7.94K | ﹤0.01% |
2,986
+1,455
| +95% | +$5.58K |
2025 Q4
1 quarter
|
|
8439
NewAmsterdam Pharma Warrant
NAMSW
| $7.94K | ﹤0.01% |
396
| – | – |
2024 Q4
5 quarters
|
|
|
AAOX
8440
Tradr 2X Long AAOI Daily ETF
AAOX
$167M
| $7.92K | ﹤0.01% |
+440
| New | +$11.3K |
2026 Q1
0 quarters
|
|
|
FGSM
8441
Frontier Asset Global Small Cap Equity ETF
FGSM
$46.4M
| $7.91K | ﹤0.01% |
254
+166
| +189% | +$5.3K |
2025 Q1
4 quarters
|
|
|
BNDS
8442
Infrastructure Capital Bond Income ETF
BNDS
$93.8M
| $7.9K | ﹤0.01% |
+159
| New | +$8.09K |
2026 Q1
0 quarters
|
|
8443
Cohen & Co
COHN
$30.9M
| $7.88K | ﹤0.01% |
+522
| New | +$9.29K |
2026 Q1
0 quarters
|
|
|
EVAC
8444
EQV Ventures Acquisition Corp II
EVAC
$603M
| $7.87K | ﹤0.01% |
780
+557
| +250% | +$5.61K |
2025 Q4
1 quarter
|
|
8445
Elutia
ELUT
$35.4M
| $7.86K | ﹤0.01% |
7,487
+7,458
| +25,717% | +$7.45K |
2025 Q3
2 quarters
|
|
8446
Franklin US Small Cap Multifactor Index ETF
FLQS
$44.6M
| $7.85K | ﹤0.01% |
+184
| New | +$8.16K |
2026 Q1
0 quarters
|
|
|
PCGG
8447
DELISTED
Polen Capital Global Growth ETF
PCGG
| $7.84K | ﹤0.01% |
+781
| New | +$8.62K |
2026 Q1
0 quarters
|
|
|
CNAV
8448
Mohr Company Nav ETF
CNAV
$56.4M
| $7.83K | ﹤0.01% |
252
-303
| -55% | -$9.84K |
2024 Q4
5 quarters
|
|
8449
Distillate Small/Mid Cash Flow ETF
DSMC
$139M
| $7.82K | ﹤0.01% |
209
+137
| +190% | +$5.14K |
2025 Q1
4 quarters
|
|
8450
Moleculin Biotech
MBRX
$10.3M
| $7.81K | ﹤0.01% |
3,409
-2,454
| -42% | -$8.12K |
2025 Q2
3 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.