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 | |
|---|---|---|---|---|---|---|
1301
Equitable Holdings
EQH
$13.1B
| $71.5M | 0.01% |
1,927,350
+918,558
| +91% | +$39.4M |
|
1302
Customers Bancorp
CUBI
$2.59B
| $71.4M | 0.01% |
1,028,913
+754,980
| +276% | +$54.9M |
|
1303
Jacobs Solutions
J
$15.9B
| $71.3M | 0.01% |
559,927
-8,548
| -2% | -$1.16M |
|
1304
CALL
GE Vernova
GEV
$270B
| $71.2M | 0.01% |
81,550
+55,600
| +214% | +$43.4M |
|
1305
Hasbro
HAS
$12.6B
| $71.2M | 0.01% |
760,323
-638,476
| -46% | -$59.6M |
|
1306
Millicom
TIGO
$15.8B
| $71.2M | 0.01% |
949,458
+593,172
| +166% | +$38.9M |
|
1307
Schwab US Mid-Cap ETF
SCHM
$14.6B
| $71.1M | 0.01% |
2,296,605
+1,344,668
| +141% | +$42.8M |
|
1308
PUT
Verizon
VZ
$194B
| $71.1M | 0.01% |
1,415,500
+270,500
| +24% | +$12.5M |
|
1309
Vanguard Consumer Staples ETF
VDC
$7.86B
| $70.9M | 0.01% |
315,733
+49,864
| +19% | +$11.4M |
|
1310
Main Street Capital
MAIN
$4.97B
| $70.9M | 0.01% |
1,338,812
+726,936
| +119% | +$43.1M |
|
1311
HDFC Bank
HDB
$119B
| $70.7M | 0.01% |
2,842,114
-957,515
| -25% | -$29.8M |
|
1312
McCormick & Company Non-Voting
MKC
$13.4B
| $70.6M | 0.01% |
1,400,273
-488,351
| -26% | -$31.1M |
|
1313
EnerSys
ENS
$6.95B
| $70M | 0.01% |
403,167
-2,946
| -0.7% | -$499K |
|
|
SUNC
1314
SunocoCorp LLC
SUNC
$3.93B
| $70M | 0.01% |
1,136,059
+123,316
| +12% | +$7M |
|
1315
Mirion Technologies
MIR
$4.05B
| $70M | 0.01% |
3,766,842
-1,085,745
| -22% | -$24.5M |
|
1316
Invesco
IVZ
$13.3B
| $70M | 0.01% |
2,880,261
+38,431
| +1% | +$1.01M |
|
1317
SouthState Bank Corp
SSB
$10.4B
| $69.8M | 0.01% |
754,592
+186,151
| +33% | +$18.3M |
|
1318
Summit Therapeutics
SMMT
$10.6B
| $69.8M | 0.01% |
3,680,315
+2,809,596
| +323% | +$45.4M |
|
1319
PUT
Blackrock
BLK
$164B
| $69.7M | 0.01% |
72,500
+7,900
| +12% | +$8.31M |
|
1320
CALL
Wells Fargo
WFC
$261B
| $69.7M | 0.01% |
874,974
-72,460
| -8% | -$6.22M |
|
1321
AB InBev
BUD
$158B
| $69.6M | 0.01% |
1,003,250
+90,745
| +10% | +$6.55M |
|
1322
Genpact
G
$5.3B
| $69.5M | 0.01% |
1,866,837
+841,338
| +82% | +$34.7M |
|
1323
CALL
Match Group
MTCH
$8.84B
| $69.5M | 0.01% |
2,263,640
-166,700
| -7% | -$5.2M |
|
1324
Bright Horizons
BFAM
$3.99B
| $69.4M | 0.01% |
845,093
+541,558
| +178% | +$45.6M |
|
1325
Cipher Digital
CIFR
$9.47B
| $69.4M | 0.01% |
5,391,289
+768,649
| +17% | +$12.2M |
|
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.