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 | |
|---|---|---|---|---|---|---|---|
8551
AGAPE ATP
ATPC
$2.02M
| $6.81K | ﹤0.01% |
+2,590
| New | +$8.26K |
2026 Q1
0 quarters
|
|
8552
PUT
Trade Desk
TTD
$5.72B
| $6.81K | ﹤0.01% |
300
-41,500
| -99% | -$1.2M |
2023 Q3
10 quarters
|
|
|
XBTY
8553
GraniteShares YieldBOOST Bitcoin ETF
XBTY
$10.4M
| $6.8K | ﹤0.01% |
954
+106
| +13% | +$942 |
2025 Q4
1 quarter
|
|
8554
Simplify Health Care ETF
PINK
$353M
| $6.8K | ﹤0.01% |
+202
| New | +$7.21K |
2026 Q1
0 quarters
|
|
8555
First Trust Core Investment Grade ETF
FTCB
$2.63B
| $6.79K | ﹤0.01% |
+324
| New | +$6.87K |
2026 Q1
0 quarters
|
|
|
EZGO
8556
EZGO Technologies
EZGO
$4.53M
| $6.79K | ﹤0.01% |
36
-30
| -45% | -$7.32K |
2025 Q4
1 quarter
|
|
8557
First Trust Germany AlphaDEX Fund
FGM
$89.9M
| $6.78K | ﹤0.01% |
+113
| New | +$7.35K |
2026 Q1
0 quarters
|
|
|
AXPG
8558
DELISTED
Leverage Shares 2x Long AXP Daily ETF
AXPG
| $6.78K | ﹤0.01% |
+612
| New | +$7.13K |
2026 Q1
0 quarters
|
|
8559
Innovator US Equity Buffer ETF January
BJAN
$350M
| $6.77K | ﹤0.01% |
+127
| New | +$6.98K |
2026 Q1
0 quarters
|
|
|
TURF
8560
T. Rowe Price Natural Resource ETF
TURF
$334M
| $6.76K | ﹤0.01% |
+193
| New | +$6.41K |
2026 Q1
0 quarters
|
|
8561
Sprott Nickel Miners ETF
NIKL
$51.6M
| $6.76K | ﹤0.01% |
422
-2,978
| -88% | -$53.3K |
2025 Q4
1 quarter
|
|
8562
Brookstone Intermediate Bond ETF
BAMB
$54.9M
| $6.75K | ﹤0.01% |
257
+169
| +192% | +$4.46K |
2024 Q4
5 quarters
|
|
8563
First Trust Nasdaq Lux Digital Health Solutions ETF
EKG
$4.65M
| $6.7K | ﹤0.01% |
+413
| New | +$7.49K |
2026 Q1
0 quarters
|
|
8564
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.9B
| $6.69K | ﹤0.01% |
+295
| New | +$6.77K |
2026 Q1
0 quarters
|
|
|
XLII
8565
State Street Industrial Select Sector SPDR Premium Income ETF
XLII
$10.8M
| $6.68K | ﹤0.01% |
+277
| New | +$7K |
2026 Q1
0 quarters
|
|
|
XHLD
8566
TEN Holdings
XHLD
$6.61M
| $6.67K | ﹤0.01% |
5,608
-3,451
| -38% | -$5.96K |
2025 Q1
4 quarters
|
|
|
CANF
8567
Can-Fite BioPharma American Depositary Shares
CANF
$4.74M
| $6.67K | ﹤0.01% |
2,152
+1,105
| +106% | +$4.57K |
2025 Q2
3 quarters
|
|
8568
OLB
OLB
$4.57M
| $6.67K | ﹤0.01% |
13,450
+11,844
| +737% | +$7.38K |
2025 Q2
3 quarters
|
|
|
LULG
8569
Leverage Shares 2X Long LULU Daily ETF
LULG
$4.38M
| $6.66K | ﹤0.01% |
548
-47
| -8% | -$824 |
2025 Q4
1 quarter
|
|
|
MPG
8570
Leverage Shares 2X Long MP Daily ETF
MPG
$3.89M
| $6.64K | ﹤0.01% |
1,295
+1,098
| +557% | +$9.55K |
2025 Q4
1 quarter
|
|
8571
WisdomTree US SmallCap Quality Growth Fund
QSML
$12.2M
| $6.64K | ﹤0.01% |
238
-377
| -61% | -$11K |
2024 Q3
6 quarters
|
|
|
QQHG
8572
Invesco QQQ Hedged Advantage ETF
QQHG
$13.4M
| $6.61K | ﹤0.01% |
+113
| New | +$6.77K |
2026 Q1
0 quarters
|
|
|
FLNT
8573
Fluent
FLNT
$98.6M
| $6.6K | ﹤0.01% |
2,090
+2,071
| +10,900% | +$6.93K |
2025 Q3
2 quarters
|
|
|
BHR.PRB
8574
Braemar Hotels & Resorts 5.50% Series B Preferred Stock
BHR.PRB
$48M
| $6.6K | ﹤0.01% |
+454
| New | +$6.91K |
2026 Q1
0 quarters
|
|
|
HYNE
8575
Hoyne Bancorp
HYNE
$124M
| $6.6K | ﹤0.01% |
456
-7,819
| -94% | -$113K |
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.