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 | |
|---|---|---|---|---|---|---|---|
8451
Elevai Labs
ELAB
$2.61M
| $7.8K | ﹤0.01% |
130
+123
| +1,757% | +$15.8K |
2025 Q4
1 quarter
|
|
8452
ActivePassive Intermediate Municipal Bond ETF
APMU
$246M
| $7.79K | ﹤0.01% |
313
+255
| +440% | +$6.43K |
2025 Q2
3 quarters
|
|
|
CYCU
8453
Cycurion Inc
CYCU
$69.5M
| $7.77K | ﹤0.01% |
961
+282
| +42% | +$4.35K |
2025 Q2
3 quarters
|
|
8454
FMC Excelsior Focus Equity ETF
FMCX
$117M
| $7.76K | ﹤0.01% |
242
-112
| -32% | -$3.8K |
2025 Q1
4 quarters
|
|
|
RSBA
8455
Return Stacked Bonds & Merger Arbitrage ETF
RSBA
$50.8M
| $7.76K | ﹤0.01% |
+374
| New | +$7.82K |
2026 Q1
0 quarters
|
|
|
RFAIU
8456
RF Acquisition Corp II Unit
RFAIU
$475M
| $7.76K | ﹤0.01% |
939
-471
| -33% | -$5.11K |
2024 Q3
6 quarters
|
|
|
TUSB
8457
Thrivent Ultra Short Bond ETF
TUSB
$257M
| $7.74K | ﹤0.01% |
+154
| New | +$7.77K |
2026 Q1
0 quarters
|
|
|
MCGA
8458
Yorkville Acquisition Corp
MCGA
$244M
| $7.73K | ﹤0.01% |
765
-3,105
| -80% | -$31.5K |
2025 Q3
2 quarters
|
|
8459
Nexalin Technology
NXL
$6.26M
| $7.72K | ﹤0.01% |
740
+210
| +40% | +$3.28K |
2025 Q2
3 quarters
|
|
|
BMGL
8460
Basel Medical
BMGL
$4.78M
| $7.7K | ﹤0.01% |
1,088
+414
| +61% | +$3.27K |
2025 Q2
3 quarters
|
|
|
CEPI
8461
REX Crypto Equity Premium Income ETF
CEPI
$123M
| $7.69K | ﹤0.01% |
270
+198
| +275% | +$6.4K |
2025 Q3
2 quarters
|
|
|
GMOV
8462
GMO US Value ETF
GMOV
$94.6M
| $7.61K | ﹤0.01% |
+271
| New | +$7.72K |
2026 Q1
0 quarters
|
|
|
GOU
8463
GraniteShares 2x Long GOOGL Daily ETF
GOU
$11.2M
| $7.61K | ﹤0.01% |
+386
| New | +$9.33K |
2026 Q1
0 quarters
|
|
8464
Reading International Class A
RDI
$43.7M
| $7.61K | ﹤0.01% |
6,731
-670
| -9% | -$729 |
2015 Q3
42 quarters
|
|
8465
AMREP Corp
AXR
$117M
| $7.59K | ﹤0.01% |
270
-82
| -23% | -$1.94K |
2017 Q2
35 quarters
|
|
8466
New Horizon Aircraft
HOVR
$112M
| $7.59K | ﹤0.01% |
5,380
-15,067
| -74% | -$28.7K |
2025 Q3
2 quarters
|
|
8467
-1x Short VIX Futures ETF
SVIX
$138M
| $7.57K | ﹤0.01% |
482
-5,615
| -92% | -$117K |
2023 Q2
11 quarters
|
|
8468
FibroBiologics
FBLG
$8.38M
| $7.55K | ﹤0.01% |
5,721
-318
| -5% | -$1.89K |
2024 Q1
8 quarters
|
|
8469
FT Vest US Equity Buffer & Premium Income ETF March
XIMR
$26.6M
| $7.54K | ﹤0.01% |
244
+161
| +194% | +$4.99K |
2025 Q4
1 quarter
|
|
|
ZYBT
8470
Zhengye Biotechnology Holding
ZYBT
$56.9M
| $7.51K | ﹤0.01% |
8,036
-1,079
| -12% | -$1.01K |
2025 Q1
4 quarters
|
|
|
TMVE
8471
Thrivent Mid Cap Value ETF
TMVE
$280M
| $7.51K | ﹤0.01% |
479
+473
| +7,883% | +$7.54K |
2025 Q4
1 quarter
|
|
|
YHNAU
8472
YHN Acquisition I Ltd Unit
YHNAU
| $7.5K | ﹤0.01% |
922
| – | – |
2024 Q4
5 quarters
|
|
8473
Globus Maritime Ltd
GLBS
$73.4M
| $7.5K | ﹤0.01% |
3,247
+2,091
| +181% | +$3.71K |
2024 Q2
7 quarters
|
|
|
APUS
8474
Apimeds Pharmaceuticals US
APUS
$6.19M
| $7.49K | ﹤0.01% |
419
+361
| +622% | +$5.81K |
2025 Q4
1 quarter
|
|
|
TEKX
8475
State Street Galaxy Transformative Tech Accelerators ETF
TEKX
$15.7M
| $7.48K | ﹤0.01% |
+186
| New | +$8.18K |
2026 Q1
0 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.