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 | |
|---|---|---|---|---|---|---|
1326
PUT
IBM
IBM
$202B
| $69.3M | 0.01% |
285,700
+43,500
| +18% | +$11.8M |
|
1327
News Corp Class A
NWSA
$14.5B
| $69.2M | 0.01% |
2,774,223
+70,629
| +3% | +$1.75M |
|
1328
Steel Dynamics
STLD
$35.6B
| $69.1M | 0.01% |
384,094
+78,761
| +26% | +$14.3M |
|
1329
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.69B
| $69.1M | 0.01% |
1,149,758
-22,052
| -2% | -$1.37M |
|
1330
West Pharmaceutical
WST
$23.1B
| $69.1M | 0.01% |
275,508
+25,110
| +10% | +$6.25M |
|
1331
CALL
Fastly Inc
FSLY
$3.17B
| $69M | 0.01% |
2,375,980
-482,500
| -17% | -$7.92M |
|
1332
Fabrinet
FN
$17.1B
| $68.8M | 0.01% |
131,936
+37,188
| +39% | +$18.9M |
|
1333
Capri Holdings
CPRI
$1.77B
| $68.8M | 0.01% |
3,904,550
+2,001,466
| +105% | +$42.3M |
|
1334
CALL
American Express
AXP
$223B
| $68.7M | 0.01% |
227,158
+172,758
| +318% | +$57.9M |
|
1335
Canadian National Railway
CNI
$78.5B
| $68.7M | 0.01% |
668,497
+216,543
| +48% | +$22.3M |
|
|
B
1336
PUT
Barrick Mining
B
$62.2B
| $68.7M | 0.01% |
1,683,500
-145,000
| -8% | -$6.7M |
|
1337
UDR
UDR
$12.9B
| $68.6M | 0.01% |
2,031,804
+470,538
| +30% | +$17.3M |
|
1338
Semtech
SMTC
$11.7B
| $68.6M | 0.01% |
891,661
+290,537
| +48% | +$23.9M |
|
1339
New Oriental
EDU
$7.84B
| $68.4M | 0.01% |
1,207,451
+570,248
| +89% | +$32.6M |
|
1340
CALL
Unity
U
$12.5B
| $68.2M | 0.01% |
3,109,486
-165,008
| -5% | -$4.58M |
|
1341
CALL
Zoom
ZM
$25.8B
| $68.1M | 0.01% |
847,117
-336,375
| -28% | -$28.2M |
|
1342
Rigetti Computing
RGTI
$4.7B
| $68.1M | 0.01% |
4,848,625
+2,012,366
| +71% | +$37.8M |
|
|
FPS
1343
Forgent Power Solutions
FPS
$9.33B
| $68M | 0.01% |
+2,324,686
| New | +$77.4M |
|
1344
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.38B
| $68M | 0.01% |
1,503,174
+13,324
| +0.9% | +$622K |
|
1345
Viasat
VSAT
$9.79B
| $68M | 0.01% |
1,484,000
+650,227
| +78% | +$29.2M |
|
1346
AGCO
AGCO
$8.78B
| $67.8M | 0.01% |
585,115
-203,556
| -26% | -$24.7M |
|
1347
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.45B
| $67.8M | 0.01% |
1,047,110
-736,822
| -41% | -$48.9M |
|
1348
PUT
EOG Resources
EOG
$78B
| $67.8M | 0.01% |
468,700
-397,400
| -46% | -$48.2M |
|
1349
Icon
ICLR
$12.8B
| $67.8M | 0.01% |
612,265
+73,628
| +14% | +$10.1M |
|
1350
Jazz Pharmaceuticals
JAZZ
$15.9B
| $67.5M | 0.01% |
357,203
-115,749
| -24% | -$20.2M |
|
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.