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 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 | Technology | 16.96% |
| 2 | Financials | 8.41% |
| 3 | Industrials | 7.09% |
| 4 | Healthcare | 6.31% |
| 5 | Consumer Discretionary | 5.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
876
NetApp
NTAP
$32.3B
| $126M | 0.02% |
1,233,726
+196,248
| +19% | +$19.9M |
|
877
Tidewater
TDW
$3.85B
| $126M | 0.02% |
1,511,390
+759,115
| +101% | +$52.8M |
|
878
DigitalOcean
DOCN
$15.3B
| $126M | 0.02% |
1,471,097
-567,077
| -28% | -$35.8M |
|
879
Charles River Laboratories
CRL
$11B
| $126M | 0.02% |
731,465
+342,638
| +88% | +$63.5M |
|
880
Pultegroup
PHM
$23.7B
| $126M | 0.02% |
1,069,670
+303,564
| +40% | +$38.9M |
|
881
Corpay
CPAY
$23.8B
| $125M | 0.02% |
430,596
+181,650
| +73% | +$58.2M |
|
882
Cincinnati Financial
CINF
$27.7B
| $125M | 0.02% |
795,925
+42,757
| +6% | +$6.95M |
|
883
Global X US Infrastructure Development ETF
PAVE
$14.2B
| $125M | 0.02% |
2,462,236
+361,330
| +17% | +$18.8M |
|
884
Carnival Corporation Ltd
CCL
$34.6B
| $125M | 0.02% |
4,833,189
-624,288
| -11% | -$18.2M |
|
885
CALL
SLB Ltd
SLB
$70.6B
| $125M | 0.02% |
2,433,376
+795,900
| +49% | +$38.6M |
|
886
CBRE Group
CBRE
$39.7B
| $125M | 0.02% |
922,683
+202,732
| +28% | +$30.8M |
|
887
Vale
VALE
$63.1B
| $125M | 0.02% |
7,838,216
+3,207,884
| +69% | +$50.1M |
|
888
Vanguard Extended Market ETF
VXF
$30.4B
| $124M | 0.02% |
604,209
-42,093
| -7% | -$9.01M |
|
|
SUNB
889
Sunbelt Rentals Holdings
SUNB
$31.8B
| $124M | 0.02% |
+1,909,539
| New | +$134M |
|
890
Ferguson
FERG
$44.3B
| $124M | 0.02% |
532,735
+203,463
| +62% | +$49.5M |
|
891
Zimmer Biomet
ZBH
$17.3B
| $124M | 0.02% |
1,373,365
+556,119
| +68% | +$51M |
|
892
Cameco
CCJ
$38.9B
| $124M | 0.02% |
1,143,297
-114,938
| -9% | -$13.2M |
|
893
Wheaton Precious Metals
WPM
$50B
| $124M | 0.02% |
947,487
-248,096
| -21% | -$34.5M |
|
894
PIMCO Multi Sector Bond Active ETF
PYLD
$14.8B
| $124M | 0.02% |
4,729,391
+1,283,424
| +37% | +$34.2M |
|
|
ONC
895
BeOne Medicines Ltd
ONC
$33.9B
| $123M | 0.02% |
415,330
+263,243
| +173% | +$85.2M |
|
896
Zebra Technologies
ZBRA
$12.2B
| $123M | 0.02% |
589,889
+91,682
| +18% | +$21.5M |
|
897
PUT
Chevron
CVX
$387B
| $123M | 0.02% |
594,600
-284,300
| -32% | -$51.8M |
|
898
Centene
CNC
$31.5B
| $123M | 0.02% |
3,754,065
-114,867
| -3% | -$4.71M |
|
899
Ormat Technologies
ORA
$6.38B
| $123M | 0.02% |
1,096,598
+281,053
| +34% | +$32.6M |
|
900
MasTec
MTZ
$28.4B
| $123M | 0.02% |
381,115
-69,888
| -15% | -$18.9M |
|
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 $70B of net new capital in Q1 2026, opening 1,344 new positions and adding to 4,801 existing holdings. Its largest new stake was Sunbelt Rentals Holdings: 1,909,539 shares worth $124M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.
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 1,379 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.