UBS Group Portfolio holdings
UBS Group is the Swiss bank holding company behind UBS, which was created in 1998 when Union Bank of Switzerland merged with Swiss Bank Corporation; the holding company was listed in New York in 2014. Its business spans wealth management, investment banking, asset management and banking for individuals and companies. Its asset management arm offers stock, bond, currency, hedge fund, real estate, infrastructure and private equity strategies, which can also be combined in multi-asset portfolios. The group's roots go back to the Bank in Winterthur, founded in 1862, and to Swiss Bank Corporation, started by six private bankers in Basel by 1854. The wealth management arm serves high net worth individuals worldwide, and its US business grew out of Paine Webber, the American brokerage UBS merged with in 2000 and renamed UBS Wealth Management USA in 2003. In 2023 UBS took over Credit Suisse in a rescue deal arranged by the Swiss government and central bank.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$1.15B |
| 2 |
HONA
Honeywell Aerospace
HONA
|
+$611M |
| 3 |
SpaceX
SPCX
|
+$567M |
| 4 |
Apple
AAPL
|
+$511M |
| 5 |
Jabil
JBL
|
+$463M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$1.49B |
| 2 |
Western Digital
WDC
|
+$1.42B |
| 3 |
Lumentum
LITE
|
+$951M |
| 4 |
Intel
INTC
|
+$785M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$749M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 41.93% |
| 2 | Technology | 18.6% |
| 3 | Financials | 7.85% |
| 4 | Industrials | 6.96% |
| 5 | Healthcare | 5.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
8526
WeShop Holdings
WSHP
$26.5M
| $8.93K | ﹤0.01% |
1,146
+515
| +82% | +$3.75K |
2025 Q4
2 quarters
|
|
8527
Ainos
AIMD
$4.43M
| $8.91K | ﹤0.01% |
4,592
+4,590
| +229,500% | +$8.46K |
2024 Q1
9 quarters
|
|
8528
Velos Acquisition I Corp Units
VLOSU
| $8.91K | ﹤0.01% |
824
+180
| +28% | +$2.01K |
2024 Q3
7 quarters
|
|
8529
Granite Point Mortgage Trust
GPMT
$14.5M
| $8.88K | ﹤0.01% |
592
-80
| -12% | -$1.15K |
2017 Q3
35 quarters
|
|
8530
SurgePays
SURG
$9.39M
| $8.86K | ﹤0.01% |
24,551
-50,251
| -67% | -$27.8K |
2023 Q3
11 quarters
|
|
8531
MicroSectors U.S. Big Oil 3x Leveraged ETNs due Feb 17 2045
NRGU
$23.8M
| $8.85K | ﹤0.01% |
311
-28
| -8% | -$1.02K |
2026 Q1
1 quarter
|
|
8532
Nexalin Technology
NXL
$1.57M
| $8.85K | ﹤0.01% |
894
+154
| +21% | +$1.9K |
2025 Q2
4 quarters
|
|
8533
Invesco Next Gen Media and Gaming ETF
GGME
$42.9M
| $8.85K | ﹤0.01% |
147
-130
| -47% | -$7.58K |
2014 Q4
46 quarters
|
|
8534
Eloxx Pharmaceuticals
ELOX
$54.5M
| $8.84K | ﹤0.01% |
+637
| New | +$8.12K |
2026 Q2
0 quarters
|
|
8535
BUUU Group Ltd
BUUU
$980M
| $8.84K | ﹤0.01% |
3,840
-1,460
| -28% | -$2.56K |
2025 Q3
3 quarters
|
|
8536
InnSuites Hospitality Trust
IHT
$11.4M
| $8.83K | ﹤0.01% |
+5,192
| New | +$6.85K |
2026 Q2
0 quarters
|
|
8537
SEI QiM U.S. Large Cap Low Volatility Active ETF
SELV
$272M
| $8.79K | ﹤0.01% |
269
+195
| +264% | +$6.36K |
2023 Q4
10 quarters
|
|
8538
FG Imperii Acquisition Corp Units
FGIIU
| $8.79K | ﹤0.01% |
876
-140
| -14% | -$1.4K |
2026 Q1
1 quarter
|
|
|
DRMP
8539
Tuttle Capital Memory Stack Income Blast ETF
DRMP
$4.34M
| $8.78K | ﹤0.01% |
+273
| New | +$8.3K |
2026 Q2
0 quarters
|
|
8540
Roundhill UNH WeeklyPay ETF
UNHW
$6.27M
| $8.77K | ﹤0.01% |
+163
| New | +$7.98K |
2026 Q2
0 quarters
|
|
8541
Broadwind
BWEN
$67M
| $8.77K | ﹤0.01% |
1,815
-4,038
| -69% | -$13.4K |
2023 Q4
10 quarters
|
|
8542
M Evo Global Acquisition Corp II Units
MEVOU
| $8.75K | ﹤0.01% |
866
-134
| -13% | -$1.35K |
2026 Q1
1 quarter
|
|
8543
Fidelity High Dividend ETF
FDVV
$10.5B
| $8.74K | ﹤0.01% |
145
-58
| -29% | -$3.45K |
2024 Q2
8 quarters
|
|
8544
The Acquirers Fund
ZIG
$32.6M
| $8.72K | ﹤0.01% |
223
+114
| +105% | +$4.49K |
2024 Q3
7 quarters
|
|
8545
Global X S&P 500 Quality Dividend ETF
QDIV
$31.9M
| $8.71K | ﹤0.01% |
+234
| New | +$8.64K |
2026 Q2
0 quarters
|
|
8546
GRI Bio
GRI
$3.74M
| $8.71K | ﹤0.01% |
4,920
-3,802
| -44% | -$8.42K |
2026 Q1
1 quarter
|
|
8547
FMQQ The Next Frontier Internet & Ecommerce ETF
FMQQ
$16.2M
| $8.68K | ﹤0.01% |
736
+560
| +318% | +$6.52K |
2024 Q1
9 quarters
|
|
8548
Koss Corp
KOSS
$31.2M
| $8.67K | ﹤0.01% |
2,161
-3,952
| -65% | -$16K |
2024 Q2
8 quarters
|
|
8549
Marwynn Holdings
MWYN
$33.6M
| $8.66K | ﹤0.01% |
8,169
+5,168
| +172% | +$4.26K |
2025 Q1
5 quarters
|
|
8550
Simplify Enhanced Income ETF
HIGH
$54.7M
| $8.65K | ﹤0.01% |
400
-878
| -69% | -$18.9K |
2024 Q1
9 quarters
|
|
Similar funds
UBS Group's Q2 2026 Portfolio in Review
As of Q2 2026, UBS Group held 11,684 positions worth $786B, up 18% from $666B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
UBS Group's Q2 2026 filing shows 1,282 new, 4,216 increased, 4,362 reduced and 1,275 closed positions. Its largest new stake was Honeywell Aerospace: 2,768,136 shares worth $612M. The largest sale was ExxonMobil, an estimated $1.49B.
By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, up from 39% a quarter earlier, followed by Technology and Financials.
- UBS Group's largest Q2 2026 buy was Honeywell Aerospace: 2,768,136 shares worth $612M.
- UBS Group added most to Microsoft in Q2 2026, an estimated $1.15B increase.
- UBS Group's biggest Q2 2026 reduction was ExxonMobil, cutting an estimated $1.49B.
- UBS Group fully exited Hologic in Q2 2026, selling an estimated $385M.
- UBS Group's ten largest holdings make up 13% of its $786B portfolio in Q2 2026.
- UBS Group opened 1,282 new positions and closed 1,275 in Q2 2026.
- UBS Group's portfolio value rose 18% quarter-over-quarter to $786B.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.