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 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 | Technology | 16.96% |
| 2 | Financials | 8.41% |
| 3 | Industrials | 7.09% |
| 4 | Healthcare | 6.31% |
| 5 | Consumer Discretionary | 5.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
GRMN
826
Garmin
GRMN
$46.3B
| $136M | 0.02% |
586,348
+116,183
| +25% | +$26M |
|
827
PUT
Morgan Stanley
MS
$338B
| $136M | 0.02% |
826,500
-512,800
| -38% | -$88.8M |
|
828
Applied Industrial Technologies
AIT
$12.7B
| $136M | 0.02% |
512,520
+356,647
| +229% | +$97.1M |
|
829
IHS Holding
IHS
$2.77B
| $136M | 0.02% |
16,491,631
+16,136,056
| +4,538% | +$129M |
|
830
Robinhood
HOOD
$91.2B
| $136M | 0.02% |
1,955,939
-540,651
| -22% | -$47.5M |
|
831
Citizens Financial Group
CFG
$30.3B
| $135M | 0.02% |
2,258,155
+4,766
| +0.2% | +$293K |
|
832
Jack Henry & Associates
JKHY
$10.5B
| $135M | 0.02% |
855,963
+65,899
| +8% | +$11.3M |
|
833
Avantis International Equity ETF
AVDE
$17.6B
| $135M | 0.02% |
1,587,900
+526,611
| +50% | +$45.8M |
|
834
Invesco Aerospace & Defense ETF
PPA
$8.22B
| $134M | 0.02% |
811,147
+26,492
| +3% | +$4.63M |
|
835
Flex
FLEX
$46.9B
| $134M | 0.02% |
2,052,990
+715,378
| +53% | +$45.8M |
|
836
PUT
Wells Fargo
WFC
$261B
| $134M | 0.02% |
1,682,600
-521,400
| -24% | -$44.8M |
|
837
Texas Roadhouse
TXRH
$12.5B
| $134M | 0.02% |
809,955
-577,499
| -42% | -$104M |
|
838
Broadridge
BR
$16.7B
| $134M | 0.02% |
823,146
+350,761
| +74% | +$66.6M |
|
839
PUT
VanEck Semiconductor ETF
SMH
$69.8B
| $134M | 0.02% |
348,600
-420,800
| -55% | -$167M |
|
840
Rocket Lab Corp
RKLB
$43.7B
| $134M | 0.02% |
2,080,658
-815,227
| -28% | -$61.5M |
|
841
PUT
Johnson & Johnson
JNJ
$624B
| $133M | 0.02% |
545,548
-125,800
| -19% | -$29.3M |
|
842
SolarEdge
SEDG
$2.75B
| $133M | 0.02% |
2,609,137
-1,601,292
| -38% | -$60.2M |
|
843
Vanguard Real Estate ETF
VNQ
$39.1B
| $133M | 0.02% |
1,500,954
+104,253
| +7% | +$9.56M |
|
844
Atmos Energy
ATO
$29.7B
| $133M | 0.02% |
718,687
+131,226
| +22% | +$23.2M |
|
845
PUT
GE Vernova
GEV
$275B
| $133M | 0.02% |
151,900
+90,000
| +145% | +$70.2M |
|
846
Vanguard Communication Services ETF
VOX
$5.49B
| $132M | 0.02% |
734,936
+22,558
| +3% | +$4.29M |
|
847
Watsco Inc
WSO
$14.8B
| $132M | 0.02% |
363,127
+176,252
| +94% | +$68.3M |
|
848
iShares US Real Estate ETF
IYR
$4.49B
| $132M | 0.02% |
1,390,705
-304,388
| -18% | -$29.6M |
|
849
IQVIA
IQV
$34.6B
| $131M | 0.02% |
770,866
-43,191
| -5% | -$8.43M |
|
850
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
| $131M | 0.02% |
1,701,195
-155,546
| -8% | -$12.1M |
|
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 $70B of net new capital in Q1 2026, opening 1,344 new positions and adding to 4,801 existing holdings. Its largest new stake was Sunbelt Rentals Holdings: 1,909,539 shares worth $124M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.
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 1,379 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.