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 | |
|---|---|---|---|---|---|---|---|
|
MGRT
8976
Mega Fortune Co
MGRT
$1.45B
| $3.53K | ﹤0.01% |
546
+135
| +33% | +$930 |
2025 Q3
2 quarters
|
|
8977
CoreValues Alpha Greater China Growth ETF
CGRO
$1.62M
| $3.53K | ﹤0.01% |
+150
| New | +$3.88K |
2026 Q1
0 quarters
|
|
|
VIOT
8978
Viomi Technology
VIOT
$125M
| $3.52K | ﹤0.01% |
3,170
-6,088
| -66% | -$8.46K |
2024 Q2
7 quarters
|
|
|
NLSI
8979
NEOS Long/Short Equity Income ETF
NLSI
$3.47M
| $3.51K | ﹤0.01% |
+77
| New | +$3.67K |
2026 Q1
0 quarters
|
|
8980
Cheetah Net Supply Chain Service
CTNT
$3.27M
| – | – |
0
| – | – |
2026 Q1
0 quarters
|
|
8981
Arts-Way Manufacturing Co
ARTW
$15.6M
| $3.47K | ﹤0.01% |
+1,661
| New | +$3.9K |
2026 Q1
0 quarters
|
|
8982
SIFCO Industries
SIF
$141M
| $3.45K | ﹤0.01% |
259
-91
| -26% | -$924 |
2025 Q4
1 quarter
|
|
|
ASPC
8983
A SPAC III Acquisition Corp
ASPC
$25.5M
| $3.44K | ﹤0.01% |
+318
| New | +$4.17K |
2026 Q1
0 quarters
|
|
|
YSXT
8984
YSX Tech Co Ltd
YSXT
$39.9M
| $3.44K | ﹤0.01% |
2,867
+2,742
| +2,194% | +$3.49K |
2025 Q1
4 quarters
|
|
8985
Direxion Daily MSCI Emerging Markets Bear 3X ETF
EDZ
$22.2M
| $3.43K | ﹤0.01% |
116
-1,229
| -91% | -$34.8K |
2025 Q3
2 quarters
|
|
8986
Invesco S&P SmallCap Utilities & Communication Services ETF
PSCU
$14.3M
| $3.43K | ﹤0.01% |
57
+38
| +200% | +$2.23K |
2025 Q4
1 quarter
|
|
8987
RAVE Restaurant Group
RAVE
$32.8M
| $3.43K | ﹤0.01% |
1,295
+435
| +51% | +$1.3K |
2018 Q1
32 quarters
|
|
8988
Themes Cloud Computing ETF
CLOD
$2.14M
| $3.43K | ﹤0.01% |
133
+3
| +2% | +$85 |
2025 Q4
1 quarter
|
|
|
PMBS
8989
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$1.36B
| $3.42K | ﹤0.01% |
69
| – | – |
2024 Q3
6 quarters
|
|
8990
InspireMD
NSPR
$29M
| $3.42K | ﹤0.01% |
2,098
+2,066
| +6,456% | +$3.52K |
2025 Q4
1 quarter
|
|
8991
First Seacoast Bancorp
FSEA
$81.2M
| $3.42K | ﹤0.01% |
272
+101
| +59% | +$1.31K |
2019 Q3
26 quarters
|
|
|
MAYP
8992
PGIM US Large-Cap Buffer 12 ETF - May
MAYP
$30.6M
| $3.42K | ﹤0.01% |
110
+11
| +11% | +$342 |
2025 Q4
1 quarter
|
|
|
FCO
8993
DELISTED
abrdn Global Income Fund
FCO
| $3.4K | ﹤0.01% |
1,080
-2,192
| -67% | -$6.81K |
2014 Q4
45 quarters
|
|
8994
ProShares Trust UltraShort MSCI Japan
EWV
$3.97M
| $3.38K | ﹤0.01% |
150
-45
| -23% | -$992 |
2025 Q3
2 quarters
|
|
|
HMYY
8995
GraniteShares YieldBoost HIMS ETF
HMYY
$600K
| $3.38K | ﹤0.01% |
+432
| New | +$5.1K |
2026 Q1
0 quarters
|
|
|
AIFA
8996
All In FutureTech Alliance Inc
AIFA
$28.2M
| $3.37K | ﹤0.01% |
2,058
+1,087
| +112% | +$2.07K |
2021 Q2
19 quarters
|
|
8997
RenovoRx
RNXT
$70M
| $3.37K | ﹤0.01% |
3,338
+1,059
| +46% | +$1.02K |
2024 Q2
7 quarters
|
|
|
DLXY
8998
Delixy Holdings
DLXY
$6.83M
| $3.37K | ﹤0.01% |
1,294
+597
| +86% | +$2.56K |
2025 Q3
2 quarters
|
|
8999
Huadi International Group
HUDI
$9.92M
| $3.36K | ﹤0.01% |
2,710
+2,241
| +478% | +$2.78K |
2024 Q4
5 quarters
|
|
|
TCAI
9000
Tortoise AI Infrastructure ETF
TCAI
$243M
| $3.36K | ﹤0.01% |
+97
| New | +$3.36K |
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.