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 | |
|---|---|---|---|---|---|---|---|
8851
Neuberger Disrupters ETF
NBDS
$181M
| $4.3K | ﹤0.01% |
140
-144
| -51% | -$4.76K |
2025 Q1
4 quarters
|
|
8852
First Trust Bloomberg Emerging Market Democracies ETF
EMDM
$39.5M
| $4.28K | ﹤0.01% |
+122
| New | +$4.35K |
2026 Q1
0 quarters
|
|
|
POM
8853
Pomdoctor Ltd
POM
$8.53M
| $4.28K | ﹤0.01% |
925
-11,367
| -92% | -$58.3K |
2025 Q4
1 quarter
|
|
|
AMUN
8854
abrdn Ultra Short Municipal Income Active ETF
AMUN
$54.9M
| $4.28K | ﹤0.01% |
+164
| New | +$4.28K |
2026 Q1
0 quarters
|
|
8855
Roundhill Daily 2X Long Magnificent Seven ETF
MAGX
$66M
| $4.27K | ﹤0.01% |
100
+41
| +69% | +$2.08K |
2025 Q1
4 quarters
|
|
|
RDWU
8856
T-REX 2X Long RDW Daily Target ETF
RDWU
$33.6M
| $4.27K | ﹤0.01% |
+505
| New | +$5.62K |
2026 Q1
0 quarters
|
|
8857
Kurv Yield Premium Strategy Apple (AAPL) ETF
AAPY
$8.21M
| $4.26K | ﹤0.01% |
+193
| New | +$4.48K |
2026 Q1
0 quarters
|
|
|
BMAX
8858
DELISTED
REX Bitcoin Corporate Treasury Convertible Bond ETF
BMAX
| $4.25K | ﹤0.01% |
+186
| New | +$4.36K |
2026 Q1
0 quarters
|
|
|
DAK
8859
Dakota Active Equity ETF
DAK
$43.6M
| $4.25K | ﹤0.01% |
+166
| New | +$4.42K |
2026 Q1
0 quarters
|
|
|
DADS
8860
Digital Asset Debt Strategy ETF
DADS
$9.74M
| $4.25K | ﹤0.01% |
229
+123
| +116% | +$2.4K |
2025 Q4
1 quarter
|
|
8861
The Acquirers Fund
ZIG
$30.4M
| $4.24K | ﹤0.01% |
109
-1,864
| -94% | -$72K |
2024 Q3
6 quarters
|
|
8862
Eterna Therapeutics
ERNA
$3.45M
| $4.22K | ﹤0.01% |
849
+825
| +3,438% | +$13.2K |
2025 Q4
1 quarter
|
|
8863
AdvisorShares Psychedelics ETF
PSIL
$51.2M
| $4.22K | ﹤0.01% |
250
+38
| +18% | +$645 |
2024 Q2
7 quarters
|
|
|
NOEMU
8864
CO2 Energy Transition Corp Unit
NOEMU
| $4.22K | ﹤0.01% |
400
| – | – |
2024 Q4
5 quarters
|
|
|
BKHAR
8865
Black Hawk Acquisition Corp Rights
BKHAR
| $4.22K | ﹤0.01% |
3,247
+247
| +8% | +$363 |
2025 Q1
4 quarters
|
|
8866
Aptus International Enhanced Yield ETF
IDUB
$507M
| $4.22K | ﹤0.01% |
+171
| New | +$4.39K |
2026 Q1
0 quarters
|
|
|
MIMI
8867
Mint Inc
MIMI
$13.2M
| $4.21K | ﹤0.01% |
1,559
+1,156
| +287% | +$3.65K |
2025 Q2
3 quarters
|
|
8868
NexGel
NXGL
$1.74M
| $4.2K | ﹤0.01% |
6,634
+6,632
| +331,600% | +$8.19K |
2025 Q2
3 quarters
|
|
|
PQAP
8869
PGIM Nasdaq-100 Buffer 12 ETF - April
PQAP
$30.4M
| $4.2K | ﹤0.01% |
144
-56
| -28% | -$1.61K |
2025 Q2
3 quarters
|
|
|
DDTO
8870
Innovator Equity Dual Directional 10 Buffer ETF - October
DDTO
$28.5M
| $4.2K | ﹤0.01% |
+198
| New | +$4.29K |
2026 Q1
0 quarters
|
|
|
OTGAU
8871
OTG Acquisition Corp I Unit
OTGAU
$215M
| $4.19K | ﹤0.01% |
412
-108
| -21% | -$1.1K |
2025 Q4
1 quarter
|
|
|
APLU
8872
Allspring Core Plus ETF
APLU
$393M
| $4.17K | ﹤0.01% |
+169
| New | +$4.22K |
2026 Q1
0 quarters
|
|
|
LQIG
8873
DELISTED
State Street SPDR MarketAxess Investment Grade 400 Corporate Bond ETF
LQIG
| $4.17K | ﹤0.01% |
+44
| New | +$4.21K |
2026 Q1
0 quarters
|
|
|
DFNSW
8874
T3 Defense Inc Warrants
DFNSW
$372K
| $4.17K | ﹤0.01% |
+37,893
| New | +$4.82K |
2026 Q1
0 quarters
|
|
|
KDKRW
8875
Kodiak AI Warrants
KDKRW
| $4.17K | ﹤0.01% |
3,858
+1,805
| +88% | +$2.44K |
2025 Q4
1 quarter
|
|
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.