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 | |
|---|---|---|---|---|---|---|
1401
Ryder
R
$10.4B
| $63.5M | 0.01% |
310,166
+33,540
| +12% | +$6.78M |
|
1402
Tenet Healthcare
THC
$20.1B
| $63.5M | 0.01% |
336,280
-107,786
| -24% | -$22.7M |
|
1403
Full Truck Alliance
YMM
$9.56B
| $63.4M | 0.01% |
7,638,574
-1,773,260
| -19% | -$16.9M |
|
1404
NewMarket
NEU
$7.17B
| $63.4M | 0.01% |
98,848
+87,099
| +741% | +$56.5M |
|
1405
CALL
Duke Energy
DUK
$102B
| $63.2M | 0.01% |
482,400
-485,800
| -50% | -$60.7M |
|
1406
Pinnacle Financial Partners Inc
PNFP
$15.5B
| $63.1M | 0.01% |
732,725
+325,353
| +80% | +$30.3M |
|
1407
Grab
GRAB
$13.5B
| $63.1M | 0.01% |
17,238,070
+4,417,068
| +34% | +$18.7M |
|
1408
PUT
VF Corp
VFC
$6.68B
| $63.1M | 0.01% |
3,711,600
-663,900
| -15% | -$12.5M |
|
1409
Molina Healthcare
MOH
$10.3B
| $63M | 0.01% |
472,476
+270,554
| +134% | +$43.1M |
|
|
NVMI
1410
Nova
NVMI
$13.9B
| $63M | 0.01% |
145,013
+34,764
| +32% | +$15.3M |
|
1411
Acuity Brands
AYI
$9.88B
| $63M | 0.01% |
224,658
-84,007
| -27% | -$25.5M |
|
1412
Enphase Energy
ENPH
$4.84B
| $62.9M | 0.01% |
1,662,596
-2,300,610
| -58% | -$95.5M |
|
1413
PUT
Qualcomm
QCOM
$176B
| $62.8M | 0.01% |
487,300
-225,400
| -32% | -$32.9M |
|
1414
Leidos
LDOS
$14.1B
| $62.7M | 0.01% |
403,404
-130,420
| -24% | -$23.4M |
|
1415
Global X Copper Miners ETF NEW
COPX
$7.13B
| $62.7M | 0.01% |
821,337
+513,878
| +167% | +$42.6M |
|
1416
Lincoln Electric
LECO
$13.8B
| $62.7M | 0.01% |
251,600
-17,191
| -6% | -$4.6M |
|
1417
Concentrix
CNXC
$1.36B
| $62.6M | 0.01% |
2,287,862
+1,919,052
| +520% | +$68.1M |
|
1418
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.22B
| $62.6M | 0.01% |
685,031
+49,963
| +8% | +$4.51M |
|
1419
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.07B
| $62.6M | 0.01% |
246,385
+40,014
| +19% | +$11M |
|
1420
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.3B
| $62.6M | 0.01% |
1,543,314
+160,923
| +12% | +$6.33M |
|
1421
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
| $62.6M | 0.01% |
855,300
+29,364
| +4% | +$2.18M |
|
1422
AXT Inc
AXTI
$3.09B
| $62.5M | 0.01% |
1,096,636
+996,892
| +999% | +$33M |
|
1423
Fox Class B
FOX
$20.7B
| $62.5M | 0.01% |
1,176,370
+142,953
| +14% | +$8.25M |
|
1424
Sunoco
SUN
$14.2B
| $62.4M | 0.01% |
959,732
-7,150
| -0.7% | -$434K |
|
1425
Marathon Digital Holdings
MARA
$4.62B
| $62.2M | 0.01% |
7,622,765
-1,968,304
| -21% | -$17.8M |
|
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.