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 | |
|---|---|---|---|---|---|---|---|
8726
LiveWire
LVWR
$318M
| $5.17K | ﹤0.01% |
3,113
-127,213
| -98% | -$283K |
2022 Q3
14 quarters
|
|
8727
ALPS BBH Intermediate Municipal Bond ETF
MNBD
$55M
| $5.17K | ﹤0.01% |
+200
| New | +$5.23K |
2026 Q1
0 quarters
|
|
8728
Relative Sentiment Tactical Allocation ETF
MOOD
$156M
| $5.17K | ﹤0.01% |
+126
| New | +$5.23K |
2026 Q1
0 quarters
|
|
|
OEFA
8729
ALPS O'Shares International Developed Quality Dividend ETF
OEFA
$33.3M
| $5.16K | ﹤0.01% |
164
+7
| +4% | +$237 |
2025 Q3
2 quarters
|
|
|
WILC
8730
DELISTED
G. Willi-Food International
WILC
| $5.15K | ﹤0.01% |
204
-22,870
| -99% | -$639K |
2024 Q4
5 quarters
|
|
8731
Planet Green Holdings
PLAG
$9.7M
| $5.15K | ﹤0.01% |
+3,552
| New | +$9.25K |
2026 Q1
0 quarters
|
|
8732
FT Vest US Equity Deep Buffer ETF July
DJUL
$483M
| $5.14K | ﹤0.01% |
110
-382
| -78% | -$18.2K |
2025 Q4
1 quarter
|
|
|
HOOG
8733
Leverage Shares 2X Long HOOD Daily ETF
HOOG
$60.2M
| $5.14K | ﹤0.01% |
300
+106
| +55% | +$3.37K |
2025 Q4
1 quarter
|
|
8734
Langar Global HealthTech ETF
LGHT
$2.38M
| $5.13K | ﹤0.01% |
590
-113
| -16% | -$1.09K |
2025 Q2
3 quarters
|
|
8735
Mastech Digital
MHH
$87.3M
| $5.13K | ﹤0.01% |
902
+440
| +95% | +$2.9K |
2025 Q3
2 quarters
|
|
|
FGMCU
8736
DELISTED
FG Merger II Corp Unit
FGMCU
| $5.12K | ﹤0.01% |
490
-6,081
| -93% | -$64.3K |
2025 Q1
4 quarters
|
|
8737
Direxion Daily Dow Jones Internet Bear 3X ETF
WEBS
$7.03M
| $5.11K | ﹤0.01% |
+175
| New | +$4.43K |
2026 Q1
0 quarters
|
|
8738
Franklin FTSE Eurozone ETF
FLEU
$68.2M
| $5.11K | ﹤0.01% |
+158
| New | +$5.36K |
2026 Q1
0 quarters
|
|
|
CZAR
8739
DELISTED
Themes Natural Monopoly ETF
CZAR
| $5.09K | ﹤0.01% |
167
-6
| -3% | -$190 |
2025 Q1
4 quarters
|
|
8740
PUT
FirstEnergy
FE
$25.1B
| $5.07K | ﹤0.01% |
+100
| New | +$4.85K |
2026 Q1
0 quarters
|
|
8741
American Century Diversified Municipal Bond ETF
TAXF
$670M
| $5.05K | ﹤0.01% |
101
+49
| +94% | +$2.48K |
2025 Q4
1 quarter
|
|
|
GGTL
8742
Gabelli Global Technology Leaders ETF
GGTL
$16.4M
| $5.05K | ﹤0.01% |
+164
| New | +$5.23K |
2026 Q1
0 quarters
|
|
|
ROC
8743
Rank One Computing Corp
ROC
$77.3M
| $5.03K | ﹤0.01% |
+720
| New | +$4.6K |
2026 Q1
0 quarters
|
|
|
NJNK
8744
Columbia U.S. High Yield ETF
NJNK
$40.5M
| $5.03K | ﹤0.01% |
+252
| New | +$5.09K |
2026 Q1
0 quarters
|
|
8745
Southland Holdings
SLND
$36.4M
| $5.03K | ﹤0.01% |
3,870
-74
| -2% | -$133 |
2023 Q2
11 quarters
|
|
|
QCJA
8746
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$81.5M
| $5.02K | ﹤0.01% |
233
-842
| -78% | -$18.5K |
2025 Q2
3 quarters
|
|
8747
American Century Focused Dynamic Growth ETF
FDG
$432M
| $5.02K | ﹤0.01% |
+44
| New | +$5.35K |
2026 Q1
0 quarters
|
|
|
HACQU
8748
HCM IV Acquisition Corp Unit
HACQU
| $5.01K | ﹤0.01% |
+500
| New | +$5.03K |
2026 Q1
0 quarters
|
|
|
GMUN
8749
DELISTED
Goldman Sachs Access Municipal Bond ETF
GMUN
| $5.01K | ﹤0.01% |
+100
| New | +$5.09K |
2026 Q1
0 quarters
|
|
|
RIBBU
8750
Ribbon Acquisition Corp Unit
RIBBU
$88.2M
| $5.01K | ﹤0.01% |
479
| – | – |
2025 Q1
4 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.