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 | |
|---|---|---|---|---|---|---|
1426
Advance Auto Parts
AAP
$3.37B
| $62M | 0.01% |
1,175,136
-207,474
| -15% | -$10.4M |
|
1427
Ingredion
INGR
$6.38B
| $62M | 0.01% |
549,959
+128,750
| +31% | +$14.8M |
|
1428
Builders FirstSource
BLDR
$7.84B
| $61.8M | 0.01% |
751,127
+234,816
| +45% | +$25.1M |
|
1429
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
| $61.8M | 0.01% |
1,116,793
-117,273
| -10% | -$6.58M |
|
1430
CALL
VanEck Gold Miners ETF
GDX
$23B
| $61.8M | 0.01% |
673,189
+575,559
| +590% | +$56.7M |
|
1431
AngloGold Ashanti
AU
$40.3B
| $61.8M | 0.01% |
634,479
-216,865
| -25% | -$22.2M |
|
1432
TPG
TPG
$6.87B
| $61.7M | 0.01% |
1,523,096
+926,130
| +155% | +$47.5M |
|
1433
Madrigal Pharmaceuticals
MDGL
$12.6B
| $61.7M | 0.01% |
117,779
+15,138
| +15% | +$7.23M |
|
1434
Gildan
GIL
$9.25B
| $61.6M | 0.01% |
1,106,891
+623,808
| +129% | +$40.3M |
|
1435
PGIM AAA CLO ETF
PAAA
$10.6B
| $61.5M | 0.01% |
1,202,149
-135,204
| -10% | -$6.95M |
|
1436
Paycom
PAYC
$6.78B
| $61.5M | 0.01% |
506,187
+177,630
| +54% | +$23.8M |
|
1437
Nutanix
NTNX
$14.9B
| $61.3M | 0.01% |
1,612,340
-91,624
| -5% | -$3.86M |
|
1438
Alaska Air
ALK
$5.15B
| $61.2M | 0.01% |
1,664,846
+618,785
| +59% | +$29.8M |
|
1439
iShares MSCI Canada ETF
EWC
$6.04B
| $61.2M | 0.01% |
1,117,389
+585,294
| +110% | +$32.5M |
|
1440
CALL
Airbnb
ABNB
$83.7B
| $61.2M | 0.01% |
484,680
-28,000
| -5% | -$3.64M |
|
1441
American Eagle Outfitters
AEO
$2.85B
| $61.1M | 0.01% |
3,661,565
+658,002
| +22% | +$14.8M |
|
1442
CALL
Abbott
ABT
$180B
| $61M | 0.01% |
594,170
+332,250
| +127% | +$37.5M |
|
1443
Chemours
CC
$2.59B
| $61M | 0.01% |
2,767,806
-817,393
| -23% | -$14.2M |
|
1444
Toll Brothers
TOL
$14B
| $61M | 0.01% |
446,640
+58,231
| +15% | +$8.55M |
|
1445
Sphere Entertainment
SPHR
$4.88B
| $60.9M | 0.01% |
518,971
+167,009
| +47% | +$17.5M |
|
1446
CALL
Reddit
RDDT
$32.5B
| $60.9M | 0.01% |
452,257
+17,543
| +4% | +$2.99M |
|
1447
A.O. Smith
AOS
$8.38B
| $60.8M | 0.01% |
921,583
-728,402
| -44% | -$52.5M |
|
1448
Ionis Pharmaceuticals
IONS
$9.35B
| $60.7M | 0.01% |
808,443
-236,598
| -23% | -$18.7M |
|
1449
Huazhu Hotels Group
HTHT
$12.4B
| $60.7M | 0.01% |
1,206,565
+371,188
| +44% | +$18.9M |
|
1450
CALL
iShares Expanded Tech-Software Sector ETF
IGV
$13B
| $60.6M | 0.01% |
757,372
+747,372
| +7,474% | +$66.2M |
|
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.