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 | |
|---|---|---|---|---|---|---|
|
PR
1151
Permian Resources
PR
$17.9B
| $87.5M | 0.01% |
4,105,570
-2,455,062
| -37% | -$42.4M |
|
1152
CALL
Baidu
BIDU
$36.1B
| $87.5M | 0.01% |
785,074
-381,997
| -33% | -$51.8M |
|
1153
Expeditors International
EXPD
$23.1B
| $87.4M | 0.01% |
610,118
-731,102
| -55% | -$111M |
|
1154
Evercore
EVR
$13.2B
| $87.3M | 0.01% |
292,605
-59,179
| -17% | -$19.4M |
|
1155
BJs Wholesale Club
BJ
$11.8B
| $87.2M | 0.01% |
885,885
+231,379
| +35% | +$22.3M |
|
1156
Lucid Motors
LCID
$2.43B
| $87.1M | 0.01% |
9,143,526
+1,466,254
| +19% | +$15.2M |
|
1157
Tyson Foods
TSN
$20.1B
| $87M | 0.01% |
1,357,563
+67,272
| +5% | +$4.18M |
|
1158
Royalty Pharma
RPRX
$26B
| $86.9M | 0.01% |
1,812,203
-193,628
| -10% | -$8.48M |
|
1159
ICICI Bank
IBN
$106B
| $86.8M | 0.01% |
3,352,742
-600,662
| -15% | -$17.6M |
|
1160
PUT
Alibaba
BABA
$270B
| $86.5M | 0.01% |
689,222
-888,830
| -56% | -$134M |
|
1161
Bentley Systems
BSY
$9.41B
| $86.4M | 0.01% |
2,460,150
+1,415,284
| +135% | +$52M |
|
1162
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.11B
| $86.3M | 0.01% |
2,172,239
+129,337
| +6% | +$5.2M |
|
1163
Hims & Hers Health
HIMS
$6.64B
| $86.2M | 0.01% |
4,151,638
-397,446
| -9% | -$9.39M |
|
1164
PUT
Occidental Petroleum
OXY
$56.7B
| $86.1M | 0.01% |
1,324,900
+1,800
| +0.1% | +$90.5K |
|
1165
CALL
Applied Materials
AMAT
$433B
| $86M | 0.01% |
251,700
-115,296
| -31% | -$38.8M |
|
1166
Cenovus Energy
CVE
$54.6B
| $86M | 0.01% |
3,239,972
+687,917
| +27% | +$14.7M |
|
1167
Toro Company
TTC
$8.89B
| $85.9M | 0.01% |
919,545
+340,809
| +59% | +$32.1M |
|
1168
CALL
Uber
UBER
$141B
| $85.9M | 0.01% |
1,194,286
-86,420
| -7% | -$6.65M |
|
1169
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.01B
| $85.6M | 0.01% |
3,681,557
+168,505
| +5% | +$3.94M |
|
|
PPL
1170
PPL Corp
PPL
$27.4B
| $85.6M | 0.01% |
2,240,571
-553,853
| -20% | -$20.4M |
|
1171
Extra Space Storage
EXR
$31.2B
| $85.6M | 0.01% |
652,612
-29,471
| -4% | -$4.15M |
|
1172
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
| $85.6M | 0.01% |
2,518,742
+333,395
| +15% | +$11.6M |
|
1173
Capital Group International Equity ETF
CGIE
$2.31B
| $85.4M | 0.01% |
2,525,534
+624,669
| +33% | +$22.2M |
|
1174
Kymera Therapeutics
KYMR
$9.14B
| $85.3M | 0.01% |
1,023,852
+286,820
| +39% | +$22.7M |
|
1175
Primoris Services
PRIM
$4.77B
| $85.2M | 0.01% |
595,574
-43,302
| -7% | -$6.34M |
|
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.