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 | |
|---|---|---|---|---|---|---|
1076
Crown Holdings
CCK
$12.7B
| $96.9M | 0.01% |
967,059
-427,297
| -31% | -$45.7M |
|
|
Q
1077
Qnity Electronics Inc
Q
$29.1B
| $96.7M | 0.01% |
838,369
-636,395
| -43% | -$67.6M |
|
1078
Columbia Banking Systems
COLB
$9.09B
| $96.7M | 0.01% |
3,525,562
-738,362
| -17% | -$21.3M |
|
1079
First Trust Managed Municipal ETF
FMB
$2.03B
| $96.5M | 0.01% |
1,904,095
+67,127
| +4% | +$3.45M |
|
1080
Apogee Therapeutics
APGE
$10.2B
| $96.3M | 0.01% |
1,144,328
+169,502
| +17% | +$12.3M |
|
1081
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.75B
| $96.2M | 0.01% |
841,917
-26,808
| -3% | -$3.15M |
|
1082
SiteOne Landscape Supply
SITE
$4.52B
| $96.2M | 0.01% |
722,378
+498,567
| +223% | +$70.5M |
|
1083
Biogen
BIIB
$30B
| $96M | 0.01% |
523,450
-118,338
| -18% | -$21.8M |
|
1084
Stanley Black & Decker
SWK
$14.2B
| $96M | 0.01% |
1,350,368
+26,382
| +2% | +$2.12M |
|
|
VG
1085
Venture Global Inc
VG
$36.1B
| $95.9M | 0.01% |
6,087,037
-192,561
| -3% | -$2.06M |
|
1086
Rubrik
RBRK
$15B
| $95.7M | 0.01% |
1,955,045
+1,316,366
| +206% | +$75.5M |
|
1087
Otis Worldwide
OTIS
$27.5B
| $95.6M | 0.01% |
1,240,822
-672,209
| -35% | -$58.8M |
|
1088
CALL
Parsons
PSN
$6.5B
| $95.6M | 0.01% |
1,764,430
-392,413
| -18% | -$25.1M |
|
1089
Southwest Airlines
LUV
$22.6B
| $95.6M | 0.01% |
2,543,380
-4,921,689
| -66% | -$222M |
|
1090
CALL
DraftKings
DKNG
$11.5B
| $95.5M | 0.01% |
4,417,979
+111,687
| +3% | +$3.03M |
|
1091
Schwab US Large-Cap Growth ETF
SCHG
$58.9B
| $95.4M | 0.01% |
3,274,722
+486,861
| +17% | +$15.1M |
|
1092
Packaging Corp of America
PKG
$21.3B
| $95.4M | 0.01% |
449,481
-318,977
| -42% | -$71.1M |
|
1093
Dillards
DDS
$8.9B
| $95.4M | 0.01% |
166,707
+98,812
| +146% | +$61.6M |
|
1094
CALL
Pebblebrook Hotel Trust
PEB
$2.2B
| $95.4M | 0.01% |
7,549,549
| – | – |
|
1095
Fox Class A
FOXA
$23.4B
| $95.1M | 0.01% |
1,628,362
+40,413
| +3% | +$2.58M |
|
1096
DTE Energy
DTE
$31.2B
| $95.1M | 0.01% |
650,195
+210,141
| +48% | +$29.5M |
|
1097
Westlake Corp
WLK
$9.5B
| $94.8M | 0.01% |
811,266
+163,254
| +25% | +$15.8M |
|
1098
Clorox
CLX
$11.6B
| $94.8M | 0.01% |
914,364
+63,550
| +7% | +$7.2M |
|
1099
Nokia
NOK
$51.4B
| $94.7M | 0.01% |
11,778,241
-4,546,511
| -28% | -$33.4M |
|
1100
Equity Residential
EQR
$25.4B
| $94.5M | 0.01% |
1,598,436
+181,794
| +13% | +$11.2M |
|
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.