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 | |
|---|---|---|---|---|---|---|---|
|
WEEI
8476
Westwood Salient Enhanced Energy Income ETF
WEEI
$107M
| $7.47K | ﹤0.01% |
+304
| New | +$7.06K |
2026 Q1
0 quarters
|
|
8477
TechPrecision Corp
TPCS
$52.2M
| $7.46K | ﹤0.01% |
+2,478
| New | +$10.5K |
2026 Q1
0 quarters
|
|
|
NBRGU
8478
Newbridge Acquisition Ltd Unit
NBRGU
| $7.45K | ﹤0.01% |
+743
| New | +$7.42K |
2026 Q1
0 quarters
|
|
|
BSMZ
8479
Invesco BulletShares 2035 Municipal Bond ETF
BSMZ
$52.1M
| $7.44K | ﹤0.01% |
+296
| New | +$7.56K |
2026 Q1
0 quarters
|
|
8480
Intelligent Real Estate ETF
REAI
$985K
| $7.44K | ﹤0.01% |
383
+106
| +38% | +$2.14K |
2023 Q3
10 quarters
|
|
|
SFTY
8481
Horizon Managed Risk ETF
SFTY
$793M
| $7.44K | ﹤0.01% |
+275
| New | +$7.74K |
2026 Q1
0 quarters
|
|
8482
Tempest Therapeutics
TPST
$13.6M
| $7.43K | ﹤0.01% |
4,533
-13,009
| -74% | -$31.4K |
2024 Q3
6 quarters
|
|
8483
Amplify Video Game Tech ETF
GAMR
$40.9M
| $7.43K | ﹤0.01% |
99
+59
| +148% | +$4.85K |
2025 Q3
2 quarters
|
|
|
SCNM
8484
Sterling Capital National Municipal Bond ETF
SCNM
$230M
| $7.43K | ﹤0.01% |
+299
| New | +$7.53K |
2026 Q1
0 quarters
|
|
|
OPPG
8485
WisdomTree GeoAlpha Opportunities Fund
OPPG
$2.7M
| $7.43K | ﹤0.01% |
+221
| New | +$7.73K |
2026 Q1
0 quarters
|
|
8486
AOT Growth and Innovation ETF
AOTG
$110M
| $7.43K | ﹤0.01% |
+156
| New | +$8.08K |
2026 Q1
0 quarters
|
|
8487
Invesco S&P SmallCap Materials ETF
PSCM
$19.8M
| $7.43K | ﹤0.01% |
75
+18
| +32% | +$1.72K |
2018 Q2
31 quarters
|
|
|
WTIP
8488
WisdomTree Inflation Plus Fund
WTIP
$26.2M
| $7.43K | ﹤0.01% |
197
+138
| +234% | +$4.87K |
2025 Q4
1 quarter
|
|
|
QH
8489
Quhuo Ltd
QH
$10M
| $7.42K | ﹤0.01% |
68,698
+67,946
| +9,035% | +$42.3K |
2024 Q1
8 quarters
|
|
8490
Traws Pharma
TRAW
$8.38M
| $7.42K | ﹤0.01% |
4,053
-3,669
| -48% | -$6.9K |
2019 Q1
28 quarters
|
|
8491
First Trust Active Factor Mid Cap ETF
AFMC
$216M
| $7.38K | ﹤0.01% |
+208
| New | +$7.55K |
2026 Q1
0 quarters
|
|
8492
VictoryShares International Value Momentum ETF
UIVM
$330M
| $7.38K | ﹤0.01% |
+108
| New | +$7.46K |
2026 Q1
0 quarters
|
|
8493
Coffee Holding Co
JVA
$22.5M
| $7.37K | ﹤0.01% |
1,735
+235
| +16% | +$836 |
2024 Q2
7 quarters
|
|
8494
Regis Corp
RGS
$73.6M
| $7.36K | ﹤0.01% |
298
+185
| +164% | +$4.32K |
2014 Q4
45 quarters
|
|
8495
Motorsport Games
MSGM
$22.2M
| $7.33K | ﹤0.01% |
+1,788
| New | +$6.76K |
2026 Q1
0 quarters
|
|
8496
AB US Low Volatility Equity ETF
LOWV
$198M
| $7.31K | ﹤0.01% |
+99
| New | +$7.66K |
2026 Q1
0 quarters
|
|
8497
Schwab Municipal Bond ETF
SCMB
$3.24B
| $7.31K | ﹤0.01% |
+287
| New | +$7.42K |
2026 Q1
0 quarters
|
|
8498
Innovator US Equity Ultra Buffer ETF June
UJUN
$187M
| $7.3K | ﹤0.01% |
196
-22
| -10% | -$825 |
2025 Q3
2 quarters
|
|
|
NOMA
8499
NOMADAR Corp
NOMA
$30.1M
| $7.28K | ﹤0.01% |
1,732
+869
| +101% | +$3.8K |
2025 Q4
1 quarter
|
|
8500
Congress SMid Growth ETF
CSMD
$473M
| $7.28K | ﹤0.01% |
237
-256
| -52% | -$8.46K |
2025 Q4
1 quarter
|
|
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.