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 | |
|---|---|---|---|---|---|---|---|
8651
Global X ClimateTech ETF
CTEC
$24.6M
| $5.71K | ﹤0.01% |
98
-4
| -4% | -$237 |
2022 Q3
14 quarters
|
|
|
CURR
8652
Currenc Group
CURR
$354M
| $5.71K | ﹤0.01% |
2,178
-8,397
| -79% | -$16.6K |
2024 Q3
6 quarters
|
|
8653
Touchstone Securitized Income ETF
TSEC
$168M
| $5.7K | ﹤0.01% |
+221
| New | +$5.78K |
2026 Q1
0 quarters
|
|
|
FRSX
8654
Foresight Autonomous Holdings
FRSX
$4.5M
| $5.69K | ﹤0.01% |
2,285
+1,108
| +94% | +$3.28K |
2021 Q1
20 quarters
|
|
8655
Fidelity Disruptive Medicine ETF
FMED
$50.7M
| $5.67K | ﹤0.01% |
231
+10
| +5% | +$260 |
2025 Q2
3 quarters
|
|
8656
Precipio
PRPO
$40.7M
| $5.67K | ﹤0.01% |
+227
| New | +$5.62K |
2026 Q1
0 quarters
|
|
8657
P3 Health Partners
PIII
$24.5M
| $5.67K | ﹤0.01% |
1,840
+889
| +93% | +$2.34K |
2022 Q3
14 quarters
|
|
8658
Virtus Biotech Clinical Trials ETF
BBC
$42.8M
| $5.66K | ﹤0.01% |
136
-4,840
| -97% | -$198K |
2025 Q2
3 quarters
|
|
8659
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.18B
| $5.66K | ﹤0.01% |
128
-4,655
| -97% | -$220K |
2025 Q3
2 quarters
|
|
|
PCLG
8660
Polen Focus Growth ETF
PCLG
$89.1M
| $5.65K | ﹤0.01% |
276
+14
| +5% | +$314 |
2025 Q4
1 quarter
|
|
8661
Sound Enhanced Fixed Income ETF
FXED
$36.8M
| $5.64K | ﹤0.01% |
328
+316
| +2,633% | +$5.62K |
2025 Q4
1 quarter
|
|
8662
ProShares Nanotechnology ETF
TINY
$14M
| $5.64K | ﹤0.01% |
92
+33
| +56% | +$2.08K |
2024 Q2
7 quarters
|
|
|
AVRY
8663
Avory Foundational ETF
AVRY
$65.2M
| $5.64K | ﹤0.01% |
+264
| New | +$5.98K |
2026 Q1
0 quarters
|
|
|
BBLGW
8664
Bone Biologics Corp Warrants
BBLGW
$14.1M
| $5.63K | ﹤0.01% |
422
+122
| +41% | +$2.9K |
2024 Q3
6 quarters
|
|
8665
Molson Coors Class A
TAP.A
| $5.62K | ﹤0.01% |
127
+65
| +105% | +$3.27K |
2025 Q4
1 quarter
|
|
|
QHDG
8666
DELISTED
Innovator Hedged Nasdaq-100 ETF
QHDG
| $5.61K | ﹤0.01% |
198
+49
| +33% | +$1.45K |
2025 Q2
3 quarters
|
|
8667
Grupo SIMEC
SIM
$4.3B
| $5.6K | ﹤0.01% |
191
+64
| +50% | +$1.95K |
2025 Q1
4 quarters
|
|
|
KAUG
8668
Innovator U.S. Small Cap Power Buffer ETF - August
KAUG
$65.9M
| $5.6K | ﹤0.01% |
+209
| New | +$5.65K |
2026 Q1
0 quarters
|
|
|
BVC
8669
BitVentures Limited Ordinary Shares
BVC
$1.84B
| $5.59K | ﹤0.01% |
527
+152
| +41% | +$1.36K |
2025 Q4
1 quarter
|
|
|
NMPAU
8670
NMP Acquisition Corp Units
NMPAU
| $5.59K | ﹤0.01% |
553
-800
| -59% | -$8.18K |
2025 Q3
2 quarters
|
|
|
CRAQ
8671
Cal Redwood Acquisition Corp
CRAQ
$326M
| $5.59K | ﹤0.01% |
550
| – | – |
2025 Q4
1 quarter
|
|
8672
Gabelli Financial Services Opportunities ETF
GABF
$50.5M
| $5.58K | ﹤0.01% |
+134
| New | +$5.93K |
2026 Q1
0 quarters
|
|
|
KVACU
8673
DELISTED
Keen Vision Acquisition Corp Units
KVACU
| $5.58K | ﹤0.01% |
500
| – | – |
2024 Q4
5 quarters
|
|
8674
Distillate International Fundamental Stability & Value ETF
DSTX
$67.2M
| $5.57K | ﹤0.01% |
+172
| New | +$5.7K |
2026 Q1
0 quarters
|
|
|
CBTY
8675
Calamos Bitcoin 80 Series Structured Alt Protection ETF - July
CBTY
$6.79M
| $5.57K | ﹤0.01% |
+282
| New | +$5.85K |
2026 Q1
0 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.