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 | |
|---|---|---|---|---|---|---|
1101
Aramark
ARMK
$15.2B
| $94.4M | 0.01% |
2,327,604
+324,701
| +16% | +$12.9M |
|
1102
Shift4
FOUR
$3.85B
| $94.1M | 0.01% |
2,150,968
+71,259
| +3% | +$3.93M |
|
1103
International Paper
IP
$20.4B
| $94M | 0.01% |
2,633,743
-261,033
| -9% | -$10.8M |
|
1104
Plug Power
PLUG
$2.97B
| $94M | 0.01% |
41,593,479
+16,118,618
| +63% | +$35M |
|
1105
CALL
Blackstone
BX
$102B
| $93.8M | 0.01% |
815,356
+295,260
| +57% | +$38.4M |
|
1106
Insulet
PODD
$11.3B
| $93.6M | 0.01% |
445,939
+211,917
| +91% | +$53.3M |
|
1107
Vipshop
VIPS
$6.91B
| $93.2M | 0.01% |
5,927,858
+2,718,298
| +85% | +$46.2M |
|
1108
PTC Therapeutics
PTCT
$6.48B
| $93M | 0.01% |
1,364,768
+400,110
| +41% | +$28.3M |
|
1109
Choice Hotels
CHH
$5.06B
| $92.6M | 0.01% |
894,339
+499,200
| +126% | +$51.9M |
|
1110
Vail Resorts
MTN
$5.28B
| $92.6M | 0.01% |
721,278
+142,140
| +25% | +$19.4M |
|
|
BLD
1111
DELISTED
TopBuild
BLD
| $92.5M | 0.01% |
263,364
+41,716
| +19% | +$18.7M |
|
1112
Axsome Therapeutics
AXSM
$12.4B
| $92.5M | 0.01% |
547,195
+191,877
| +54% | +$33.1M |
|
1113
JD.com
JD
$40.9B
| $92.4M | 0.01% |
3,125,696
-1,320,928
| -30% | -$37.3M |
|
1114
Nucor
NUE
$56B
| $92.2M | 0.01% |
545,245
-35,611
| -6% | -$6.21M |
|
1115
Futu Holdings
FUTU
$13.9B
| $92M | 0.01% |
673,069
-99,080
| -13% | -$15.4M |
|
1116
TC Energy
TRP
$73.4B
| $91.7M | 0.01% |
1,464,688
-165,141
| -10% | -$9.96M |
|
1117
Valley National Bancorp
VLY
$8.03B
| $91.6M | 0.01% |
7,461,944
+2,884,643
| +63% | +$35.9M |
|
1118
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.88B
| $91.5M | 0.01% |
390,904
-208,445
| -35% | -$52M |
|
1119
Invesco Ultra Short Duration ETF
GSY
$3.82B
| $91.5M | 0.01% |
1,824,646
+257,572
| +16% | +$12.9M |
|
1120
Plains GP Holdings
PAGP
$5.24B
| $91.2M | 0.01% |
3,754,120
+346,311
| +10% | +$7.56M |
|
1121
iShares MSCI United Kingdom ETF
EWU
$4.05B
| $91.1M | 0.01% |
1,999,143
+969,546
| +94% | +$44.7M |
|
1122
Huntington Ingalls Industries
HII
$11.4B
| $91.1M | 0.01% |
239,681
-169,303
| -41% | -$69.8M |
|
1123
CALL
Petrobras
PBR
$122B
| $91M | 0.01% |
4,387,290
-5,823,900
| -57% | -$93.2M |
|
1124
Synchrony
SYF
$23.9B
| $91M | 0.01% |
1,337,923
-804,877
| -38% | -$58.5M |
|
1125
Eastman Chemical
EMN
$7.87B
| $90.8M | 0.01% |
1,189,864
+614,694
| +107% | +$44.3M |
|
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.