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UBS Group

UBS Group Portfolio holdings

AUM $786B
1-Year Est. Return 40.34%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+21.85%
1 Year Est. Return
+40.34%
3 Year Est. Return
+112.81%
5 Year Est. Return
+128.34%
10 Year Est. Return
+415.77%
AUM
$786B
AUM Growth
+$120B
Cap. Flow
-$10.6B
Cap. Flow %
-1.35%
Top 10 Hldgs %
13.38%
Holding
11,684
New
1,279
Increased
4,220
Reduced
4,368
Closed
1,272

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.15B
2
HONA
Honeywell Aerospace
HONA
+$611M
3
SPCX
SpaceX
SPCX
+$567M
4
AAPL icon
Apple
AAPL
+$511M
5
JBL icon
Jabil
JBL
+$463M

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$1.49B
2
WDC icon
Western Digital
WDC
+$1.42B
3
LITE icon
Lumentum
LITE
+$951M
4
INTC icon
Intel
INTC
+$785M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$749M

Sector Composition

Rank Sector Weight
1 Miscellaneous 41.93%
2 Technology 18.61%
3 Financials 7.85%
4 Industrials 6.94%
5 Healthcare 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WSHP
8526
WeShop Holdings
WSHP
$67.8M
$8.93K ﹤0.01%
1,146
+515
+82% +$3.75K
AIMD icon
8527
Ainos
AIMD
$10.1M
$8.91K ﹤0.01%
4,592
+4,590
+229,500% +$8.46K
VLOSU
8528
Velos Acquisition I Corp Units
VLOSU
$8.91K ﹤0.01%
824
+180
+28% +$2.01K
GPMT
8529
Granite Point Mortgage Trust
GPMT
$43.5M
$8.88K ﹤0.01%
5,919
-803
-12% -$1.15K
SURG icon
8530
SurgePays
SURG
$4.02M
$8.86K ﹤0.01%
24,551
-50,251
-67% -$27.8K
NRGU icon
8531
MicroSectors U.S. Big Oil 3x Leveraged ETNs due Feb 17 2045
NRGU
$30M
$8.85K ﹤0.01%
311
-28
-8% -$1.02K
NXL icon
8532
Nexalin Technology
NXL
$4.14M
$8.85K ﹤0.01%
894
+154
+21% +$1.9K
GGME icon
8533
Invesco Next Gen Media and Gaming ETF
GGME
$46.6M
$8.85K ﹤0.01%
147
-130
-47% -$7.58K
ELOX
8534
Eloxx Pharmaceuticals
ELOX
$56M
$8.84K ﹤0.01%
+637
New +$8.12K
BUUU
8535
BUUU Group Ltd
BUUU
$659M
$8.84K ﹤0.01%
384
-146
-28% -$2.56K
IHT
8536
InnSuites Hospitality Trust
IHT
$12.6M
$8.83K ﹤0.01%
+5,192
New +$6.85K
SELV icon
8537
SEI QiM U.S. Large Cap Low Volatility Active ETF
SELV
$262M
$8.79K ﹤0.01%
269
+195
+264% +$6.36K
FGIIU
8538
FG Imperii Acquisition Corp Units
FGIIU
$8.79K ﹤0.01%
876
-140
-14% -$1.4K
DRMP
8539
Tuttle Capital Memory Stack Income Blast ETF
DRMP
$5.93M
$8.78K ﹤0.01%
+273
New +$8.3K
UNHW
8540
Roundhill UNH WeeklyPay ETF
UNHW
$6.35M
$8.77K ﹤0.01%
+163
New +$7.98K
BWEN icon
8541
Broadwind
BWEN
$92.7M
$8.77K ﹤0.01%
1,815
-4,038
-69% -$13.4K
MEVOU
8542
M Evo Global Acquisition Corp II Units
MEVOU
$8.75K ﹤0.01%
866
-134
-13% -$1.35K
FDVV icon
8543
Fidelity High Dividend ETF
FDVV
$10.4B
$8.74K ﹤0.01%
145
-58
-29% -$3.45K
ZIG icon
8544
The Acquirers Fund
ZIG
$31.8M
$8.72K ﹤0.01%
223
+114
+105% +$4.49K
QDIV icon
8545
Global X S&P 500 Quality Dividend ETF
QDIV
$30.1M
$8.71K ﹤0.01%
+234
New +$8.63K
GRI
8546
GRI Bio
GRI
$4.13M
$8.71K ﹤0.01%
4,920
-3,802
-44% -$8.42K
FMQQ icon
8547
FMQQ The Next Frontier Internet & Ecommerce ETF
FMQQ
$21.1M
$8.68K ﹤0.01%
736
+560
+318% +$6.52K
KOSS icon
8548
Koss Corp
KOSS
$32.5M
$8.67K ﹤0.01%
2,161
-3,952
-65% -$16K
MWYN
8549
Marwynn Holdings
MWYN
$20.2M
$8.66K ﹤0.01%
8,169
+5,168
+172% +$4.26K
HIGH icon
8550
Simplify Enhanced Income ETF
HIGH
$63M
$8.65K ﹤0.01%
400
-878
-69% -$18.9K
340 341
342
343 344

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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 1,279 new, 4,220 increased, 4,368 reduced and 1,272 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 1,279 new positions and closed 1,272 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.