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 | |
|---|---|---|---|---|---|---|---|
|
YHNAR
8801
YHN Acquisition I Ltd Right
YHNAR
| $4.66K | ﹤0.01% |
42,403
| – | – |
2025 Q1
4 quarters
|
|
8802
WidePoint Corp
WYY
$78.6M
| $4.66K | ﹤0.01% |
934
+528
| +130% | +$2.91K |
2023 Q4
9 quarters
|
|
|
FIXT
8803
TCW Core Plus Bond ETF
FIXT
$222M
| $4.66K | ﹤0.01% |
123
-253
| -67% | -$9.69K |
2025 Q2
3 quarters
|
|
|
LNAI
8804
Lunai Bioworks
LNAI
$6.26M
| $4.66K | ﹤0.01% |
1,430
-813
| -36% | -$4.04K |
2023 Q3
10 quarters
|
|
8805
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$2.7B
| $4.64K | ﹤0.01% |
+81
| New | +$4.82K |
2026 Q1
0 quarters
|
|
|
TSIC
8806
Truth Social American Icons ETF
TSIC
$1.64M
| $4.64K | ﹤0.01% |
+184
| New | +$4.78K |
2026 Q1
0 quarters
|
|
|
DECM
8807
FT Vest U.S. Equity Max Buffer ETF - December
DECM
$36M
| $4.64K | ﹤0.01% |
+142
| New | +$4.67K |
2026 Q1
0 quarters
|
|
8808
Alliance Entertainment
AENT
$225M
| $4.64K | ﹤0.01% |
708
+405
| +134% | +$2.74K |
2025 Q4
1 quarter
|
|
|
HYRM
8809
DELISTED
Xtrackers Risk Managed USD High Yield Strategy ETF
HYRM
| $4.63K | ﹤0.01% |
201
+138
| +219% | +$3.22K |
2024 Q1
8 quarters
|
|
|
NUCLW
8810
Eagle Nuclear Energy Corp Warrants
NUCLW
$6.51M
| $4.63K | ﹤0.01% |
+3,332
| New | +$4.29K |
2026 Q1
0 quarters
|
|
8811
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.41B
| $4.62K | ﹤0.01% |
150
+45
| +43% | +$1.43K |
2025 Q4
1 quarter
|
|
8812
PMV Adaptive Risk Parity ETF
ARP
$73.3M
| $4.61K | ﹤0.01% |
147
+124
| +539% | +$3.97K |
2025 Q4
1 quarter
|
|
|
SMAX
8813
iShares Large Cap Max Buffer Sep ETF
SMAX
$89M
| $4.61K | ﹤0.01% |
+172
| New | +$4.65K |
2026 Q1
0 quarters
|
|
|
CAS
8814
Simplify China A Shares PLUS Income ETF
CAS
$12.3M
| $4.61K | ﹤0.01% |
+187
| New | +$4.88K |
2026 Q1
0 quarters
|
|
|
MFVL
8815
Motley Fool Value Factor ETF
MFVL
$6.8M
| $4.59K | ﹤0.01% |
+230
| New | +$4.73K |
2026 Q1
0 quarters
|
|
8816
Calamos CEF Income & Arbitrage ETF
CCEF
$34.1M
| $4.59K | ﹤0.01% |
+163
| New | +$4.76K |
2026 Q1
0 quarters
|
|
8817
Hartford US Quality Growth ETF
HQGO
$50.5M
| $4.59K | ﹤0.01% |
81
+1
| +1% | +$59 |
2025 Q4
1 quarter
|
|
|
WZRD
8818
Opportunistic Trader ETF
WZRD
$774K
| $4.59K | ﹤0.01% |
17
+14
| +467% | +$3.74K |
2025 Q3
2 quarters
|
|
|
WDH
8819
Waterdrop
WDH
$366M
| $4.58K | ﹤0.01% |
+2,828
| New | +$4.98K |
2026 Q1
0 quarters
|
|
|
MFSB
8820
MFS Active Core Plus Bond ETF
MFSB
$569M
| $4.58K | ﹤0.01% |
184
-158
| -46% | -$3.99K |
2025 Q2
3 quarters
|
|
|
LNOK
8821
Defiance Daily Target 2X Long NOK ETF
LNOK
$13.3M
| $4.58K | ﹤0.01% |
+312
| New | +$4.2K |
2026 Q1
0 quarters
|
|
8822
authID Inc
AUID
$6.31M
| $4.58K | ﹤0.01% |
3,521
-7,611
| -68% | -$11.3K |
2023 Q3
10 quarters
|
|
|
LCCCU
8823
Lakeshore Acquisition III Corp Unit
LCCCU
$96.2M
| $4.58K | ﹤0.01% |
437
-150,000
| -100% | -$1.57M |
2025 Q2
3 quarters
|
|
|
RPHS
8824
DELISTED
Regents Park Hedged Market Strategy ETF
RPHS
| $4.56K | ﹤0.01% |
470
+313
| +199% | +$3.15K |
2022 Q3
14 quarters
|
|
|
SAC.U
8825
Safeguard Acquisition Corp Units
SAC.U
| $4.55K | ﹤0.01% |
+450
| New | +$4.56K |
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.