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 | |
|---|---|---|---|---|---|---|---|
8626
Cambiar Aggressive Value ETF
CAMX
$64M
| $6.02K | ﹤0.01% |
194
-448
| -70% | -$14.6K |
2024 Q1
8 quarters
|
|
8627
AllianzIM U.S. Equity Buffer20 Nov ETF
NVBW
$97M
| $5.99K | ﹤0.01% |
+180
| New | +$6.09K |
2026 Q1
0 quarters
|
|
8628
Brookstone Growth Stock ETF
BAMG
$139M
| $5.99K | ﹤0.01% |
164
-97
| -37% | -$3.77K |
2024 Q3
6 quarters
|
|
|
HUHU
8629
HUHUTECH International Group
HUHU
$130M
| $5.99K | ﹤0.01% |
700
| – | – |
2024 Q4
5 quarters
|
|
|
CEE
8630
Central and Eastern Europe Fund
CEE
$118M
| $5.97K | ﹤0.01% |
326
+167
| +105% | +$3.1K |
2014 Q4
45 quarters
|
|
|
TDTH
8631
Trident Digital Tech Holdings
TDTH
$79.7M
| $5.96K | ﹤0.01% |
1,040
+765
| +278% | +$6.52K |
2025 Q4
1 quarter
|
|
|
IBG
8632
Innovation Beverage Group
IBG
$3.77M
| $5.95K | ﹤0.01% |
5,310
+5,121
| +2,710% | +$22K |
2024 Q3
6 quarters
|
|
|
GENT
8633
Genter Capital Taxable Quality Intermediate ETF
GENT
$106M
| $5.94K | ﹤0.01% |
+579
| New | +$6.01K |
2026 Q1
0 quarters
|
|
|
XSLLU
8634
Xsolla SPAC 1 Units
XSLLU
| $5.94K | ﹤0.01% |
+600
| New | +$5.95K |
2026 Q1
0 quarters
|
|
|
BCSM
8635
Baron SMID Cap ETF
BCSM
$34M
| $5.91K | ﹤0.01% |
+274
| New | +$6.42K |
2026 Q1
0 quarters
|
|
|
BDVL
8636
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.74B
| $5.89K | ﹤0.01% |
+239
| New | +$6.01K |
2026 Q1
0 quarters
|
|
|
IND
8637
Xtrackers Nifty 500 India ETF
IND
$4.3M
| $5.87K | ﹤0.01% |
+277
| New | +$6.51K |
2026 Q1
0 quarters
|
|
8638
GeoVax Labs
GOVX
$2.93M
| $5.86K | ﹤0.01% |
4,248
+668
| +19% | +$1.6K |
2024 Q3
6 quarters
|
|
|
ACCS
8639
ACCESS Newswire
ACCS
$18.3M
| $5.83K | ﹤0.01% |
658
+143
| +28% | +$1.17K |
2024 Q4
5 quarters
|
|
|
BCAR
8640
DELISTED
D. Boral ARC Acquisition I Corp
BCAR
| $5.81K | ﹤0.01% |
574
+274
| +91% | +$2.78K |
2025 Q4
1 quarter
|
|
|
SPCK
8641
The SPAC and New Issue ETF
SPCK
$8.15M
| $5.79K | ﹤0.01% |
264
-318
| -55% | -$6.96K |
2021 Q1
20 quarters
|
|
8642
TrueShares Patriot Defense ETF
FLDZ
$6.07M
| $5.79K | ﹤0.01% |
200
| – | – |
2025 Q2
3 quarters
|
|
|
PRT
8643
PermRock Royalty Trust Unit
PRT
$23.4M
| $5.78K | ﹤0.01% |
1,751
-585
| -25% | -$1.92K |
2025 Q4
1 quarter
|
|
|
SSEAU
8644
Starry Sea Acquisition Corp Unit
SSEAU
| $5.77K | ﹤0.01% |
561
| – | – |
2025 Q3
2 quarters
|
|
8645
BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
$283M
| $5.76K | ﹤0.01% |
+114
| New | +$5.79K |
2026 Q1
0 quarters
|
|
|
JEDI
8646
Defiance Drone and Modern Warfare ETF
JEDI
$170M
| $5.76K | ﹤0.01% |
+225
| New | +$6.1K |
2026 Q1
0 quarters
|
|
|
LMUB
8647
iShares Long-Term National Muni Bond ETF
LMUB
$1.51B
| $5.74K | ﹤0.01% |
+115
| New | +$5.82K |
2026 Q1
0 quarters
|
|
8648
Formidable Fortress ETF
KONG
$23M
| $5.73K | ﹤0.01% |
194
-2
| -1% | -$61 |
2025 Q2
3 quarters
|
|
8649
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$454M
| $5.73K | ﹤0.01% |
+50
| New | +$5.75K |
2026 Q1
0 quarters
|
|
8650
ETC 6 Meridian Low Beta Equity ETF
SIXL
$193M
| $5.72K | ﹤0.01% |
152
-158
| -51% | -$6.03K |
2024 Q4
5 quarters
|
|
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.