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 | |
|---|---|---|---|---|---|---|---|
8826
AYTU BioPharma
AYTU
$22.7M
| $4.54K | ﹤0.01% |
1,663
-1,386
| -45% | -$3.54K |
2022 Q2
15 quarters
|
|
|
NVBU
8827
AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF
NVBU
$34.3M
| $4.53K | ﹤0.01% |
161
+59
| +58% | +$1.71K |
2025 Q3
2 quarters
|
|
|
IWFL
8828
DELISTED
ETRACS 2x Leveraged US Growth Factor TR ETN
IWFL
| $4.53K | ﹤0.01% |
+100
| New | +$5.21K |
2026 Q1
0 quarters
|
|
8829
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
$97.4M
| $4.52K | ﹤0.01% |
+102
| New | +$4.6K |
2026 Q1
0 quarters
|
|
|
ZNB
8830
Zeta Network Group
ZNB
$1.03M
| $4.51K | ﹤0.01% |
285
+223
| +360% | +$68.1K |
2025 Q2
3 quarters
|
|
8831
Ostin Technology Group
OST
| $4.5K | ﹤0.01% |
2,656
| – | – |
2024 Q2
7 quarters
|
|
|
QIDX
8832
Indexperts Quality Earnings Focused ETF
QIDX
$38.6M
| $4.5K | ﹤0.01% |
+422
| New | +$4.66K |
2026 Q1
0 quarters
|
|
8833
Return Stacked Global Stocks & Bonds ETF
RSSB
$495M
| $4.49K | ﹤0.01% |
+165
| New | +$4.71K |
2026 Q1
0 quarters
|
|
|
DUKQ
8834
Ocean Park Domestic ETF
DUKQ
$13.2M
| $4.48K | ﹤0.01% |
165
-260
| -61% | -$7.32K |
2025 Q4
1 quarter
|
|
|
TE.WS
8835
DELISTED
T1 Energy Inc Warrants
TE.WS
| $4.47K | ﹤0.01% |
20,237
| – | – |
2023 Q4
9 quarters
|
|
8836
U.S. Core Equity 1 Portfolio ETF Class Shares
DCOR
$3.53B
| $4.47K | ﹤0.01% |
62
-1,578
| -96% | -$118K |
2025 Q3
2 quarters
|
|
|
TGE
8837
The Generation Essentials Group
TGE
$67.8M
| $4.46K | ﹤0.01% |
3,653
-20,490
| -85% | -$27.8K |
2025 Q2
3 quarters
|
|
|
AVX
8838
Avax One Technology Ltd
AVX
$50.5M
| $4.46K | ﹤0.01% |
621
+33
| +6% | +$390 |
2025 Q4
1 quarter
|
|
8839
AdvisorShares Dorsey Wright Short ETF
DWSH
$8.95M
| $4.45K | ﹤0.01% |
+679
| New | +$4.27K |
2026 Q1
0 quarters
|
|
|
QQXL
8840
ProShares Ultra QQQ Top 30
QQXL
$5.96M
| $4.44K | ﹤0.01% |
121
+27
| +29% | +$1.12K |
2025 Q4
1 quarter
|
|
|
SOPA
8841
DELISTED
Society Pass
SOPA
| $4.42K | ﹤0.01% |
10,237
-25,655
| -71% | -$35.9K |
2023 Q2
11 quarters
|
|
|
TNXT
8842
T. Rowe Price Innovation Leaders ETF
TNXT
$19.4M
| $4.42K | ﹤0.01% |
+196
| New | +$4.6K |
2026 Q1
0 quarters
|
|
|
BUFH
8843
FT Vest Laddered Max Buffer ETF
BUFH
$61.8M
| $4.39K | ﹤0.01% |
+211
| New | +$4.41K |
2026 Q1
0 quarters
|
|
|
UPSX
8844
Tradr 2X Long UPST Daily ETF
UPSX
$13.9M
| $4.38K | ﹤0.01% |
+314
| New | +$9.95K |
2026 Q1
0 quarters
|
|
|
EATZ
8845
DELISTED
AdvisorShares Restaurant ETF
EATZ
| $4.38K | ﹤0.01% |
170
-186
| -52% | -$5.04K |
2025 Q3
2 quarters
|
|
|
CAFX
8846
Congress Intermediate Bond ETF
CAFX
$310M
| $4.37K | ﹤0.01% |
176
-51
| -22% | -$1.27K |
2025 Q3
2 quarters
|
|
8847
Locafy
LCFY
$5.39M
| $4.36K | ﹤0.01% |
+1,001
| New | +$3.83K |
2026 Q1
0 quarters
|
|
|
RNTY
8848
YieldMax Target 12 Real Estate Option Income ETF
RNTY
$5.74M
| $4.36K | ﹤0.01% |
+90
| New | +$4.51K |
2026 Q1
0 quarters
|
|
|
ALDFU
8849
Aldel Financial II Inc Units
ALDFU
$225M
| $4.36K | ﹤0.01% |
409
-100
| -20% | -$1.07K |
2025 Q3
2 quarters
|
|
|
SHAZ
8850
SharonAI Holdings
SHAZ
$1.78B
| $4.34K | ﹤0.01% |
+191
| New | +$4.59K |
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.