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 | |
|---|---|---|---|---|---|---|---|
8751
Haverty Furniture Companies Class A
HVT.A
| $5K | ﹤0.01% |
228
+8
| +4% | +$209 |
2024 Q3
6 quarters
|
|
8752
Principal Active High Yield ETF
YLD
$612M
| $5K | ﹤0.01% |
+264
| New | +$5.03K |
2026 Q1
0 quarters
|
|
|
VUSI
8753
Voya Ultra Short Income ETF
VUSI
$135M
| $5K | ﹤0.01% |
+100
| New | +$5.02K |
2026 Q1
0 quarters
|
|
|
BEBE.U
8754
TGE Value Creative Solutions Corp Units
BEBE.U
| $5K | ﹤0.01% |
503
-9
| -2% | -$90 |
2025 Q4
1 quarter
|
|
8755
F/M 2-Year Investment Grade Corporate Bond ETF
ZTWO
$17.9M
| $4.99K | ﹤0.01% |
99
+39
| +65% | +$1.98K |
2025 Q3
2 quarters
|
|
|
ORIS
8756
DELISTED
Oriental Rise Holdings
ORIS
| $4.99K | ﹤0.01% |
1,908
-1,624
| -46% | -$7.08K |
2024 Q4
5 quarters
|
|
|
UHG
8757
DELISTED
United Homes Group
UHG
| $4.98K | ﹤0.01% |
4,291
-8,340
| -66% | -$13.4K |
2021 Q2
19 quarters
|
|
|
MAGO
8758
DELISTED
Tuttle Capital Magnificent 7 Income Blast ETF
MAGO
| $4.98K | ﹤0.01% |
242
+227
| +1,513% | +$5.2K |
2025 Q4
1 quarter
|
|
8759
ETRACS IFED Invest with the Fed TR Index ETN
IFED
| $4.97K | ﹤0.01% |
120
-637,995
| -100% | -$28.2M |
2025 Q4
1 quarter
|
|
8760
Pacer Swan SOS Flex October ETF
PSFO
$38.7M
| $4.94K | ﹤0.01% |
+156
| New | +$5.05K |
2026 Q1
0 quarters
|
|
8761
Revelation Biosciences
REVB
$3.19M
| $4.94K | ﹤0.01% |
4,115
+3,934
| +2,173% | +$7.61K |
2025 Q1
4 quarters
|
|
8762
Amesite
AMST
$6.24M
| $4.93K | ﹤0.01% |
+2,679
| New | +$5.06K |
2026 Q1
0 quarters
|
|
8763
AllianzIM U.S. Equity Buffer10 Jun ETF
JUNT
$118M
| $4.92K | ﹤0.01% |
137
+1
| +0.7% | +$36 |
2025 Q3
2 quarters
|
|
|
MYMH
8764
State Street My2028 Municipal Bond ETF
MYMH
$7.29M
| $4.92K | ﹤0.01% |
+200
| New | +$4.95K |
2026 Q1
0 quarters
|
|
8765
Invesco Total Return Bond ETF
GTO
$2.43B
| $4.92K | ﹤0.01% |
+105
| New | +$4.98K |
2026 Q1
0 quarters
|
|
|
SEIS
8766
SEI Select Small Cap ETF
SEIS
$591M
| $4.92K | ﹤0.01% |
178
-463
| -72% | -$13.4K |
2024 Q4
5 quarters
|
|
|
MUSE
8767
TCW Multisector Credit Income ETF
MUSE
$37.2M
| $4.91K | ﹤0.01% |
+100
| New | +$5K |
2026 Q1
0 quarters
|
|
|
AGRW
8768
Allspring LT Large Growth ETF
AGRW
$115M
| $4.91K | ﹤0.01% |
+181
| New | +$5.24K |
2026 Q1
0 quarters
|
|
8769
VS Media Holdings
VSME
$2.52M
| $4.91K | ﹤0.01% |
4,907
-960
| -16% | -$1.36K |
2024 Q1
8 quarters
|
|
|
SJLD
8770
SanJac Alpha Low Duration ETF
SJLD
$2.23M
| $4.9K | ﹤0.01% |
195
| – | – |
2025 Q4
1 quarter
|
|
|
LHAI
8771
Linkhome Holdings
LHAI
$16.5M
| $4.89K | ﹤0.01% |
4,182
-1,580
| -27% | -$3.76K |
2025 Q3
2 quarters
|
|
8772
Evogene
EVGN
$6.88M
| $4.89K | ﹤0.01% |
6,352
+5,155
| +431% | +$4.87K |
2014 Q4
45 quarters
|
|
|
CAPT
8773
DELISTED
Captivision
CAPT
| $4.89K | ﹤0.01% |
12,412
-6,607
| -35% | -$3.12K |
2024 Q2
7 quarters
|
|
|
VALN
8774
Valneva
VALN
$559M
| $4.89K | ﹤0.01% |
782
+579
| +285% | +$5.65K |
2025 Q1
4 quarters
|
|
|
DEVS
8775
DELISTED
DevvStream Corp
DEVS
| $4.89K | ﹤0.01% |
8,888
+5,718
| +180% | +$5.43K |
2023 Q1
12 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.