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 Morningstar 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 | Miscellaneous | 39.16% |
| 2 | Technology | 16.96% |
| 3 | Financials | 8.4% |
| 4 | Industrials | 7.09% |
| 5 | Healthcare | 6.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1451
Invesco S&P 500 Revenue ETF
RWL
$9.64B
| $60.6M | 0.01% |
527,361
-14,008
| -3% | -$1.65M |
|
1452
CALL
Arista Networks
ANET
$257B
| $60.5M | 0.01% |
492,984
+282,536
| +134% | +$37.8M |
|
1453
CALL
Cisco
CSCO
$424B
| $60.4M | 0.01% |
778,414
-415,600
| -35% | -$32.5M |
|
1454
CALL
Mercado Libre
MELI
$87.6B
| $60.3M | 0.01% |
34,900
-1,100
| -3% | -$2.12M |
|
1455
iShares ESG Aware MSCI EM ETF
ESGE
$6.92B
| $60.3M | 0.01% |
1,326,888
+48,703
| +4% | +$2.3M |
|
1456
Park Hotels & Resorts
PK
$3.1B
| $60.1M | 0.01% |
5,704,771
+1,590,929
| +39% | +$17.6M |
|
1457
Joby Aviation
JOBY
$6.03B
| $60M | 0.01% |
7,265,542
-359,104
| -5% | -$4.05M |
|
1458
PUT
Ulta Beauty
ULTA
$23.4B
| $59.9M | 0.01% |
114,600
-55,100
| -32% | -$35M |
|
1459
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.28B
| $59.8M | 0.01% |
500,648
+133,393
| +36% | +$16.2M |
|
1460
CALL
NextEra Energy
NEE
$158B
| $59.8M | 0.01% |
644,100
+269,200
| +72% | +$23.9M |
|
|
OKLO
1461
Oklo
OKLO
$6.89B
| $59.8M | 0.01% |
1,206,299
+203,219
| +20% | +$14.6M |
|
1462
Schwab Fundamental US Large Company Index ETF
FNDX
$27B
| $59.8M | 0.01% |
2,145,776
-195,846
| -8% | -$5.55M |
|
1463
Sony
SONY
$138B
| $59.7M | 0.01% |
2,885,032
+142,630
| +5% | +$3.2M |
|
1464
Ally Financial
ALLY
$11.4B
| $59.7M | 0.01% |
1,522,087
-1,259,890
| -45% | -$51.9M |
|
1465
Canadian Imperial Bank of Commerce
CM
$100B
| $59.7M | 0.01% |
629,981
+104,682
| +20% | +$10M |
|
1466
Equity Lifestyle Properties
ELS
$11.3B
| $59.5M | 0.01% |
953,668
-509,325
| -35% | -$33M |
|
1467
Carlisle Companies
CSL
$12.8B
| $59.5M | 0.01% |
178,328
-27,535
| -13% | -$10M |
|
1468
Healthpeak Properties
DOC
$13.8B
| $59.4M | 0.01% |
3,618,083
+296,373
| +9% | +$5.08M |
|
1469
Popular Inc
BPOP
$9.91B
| $59.4M | 0.01% |
442,883
-97,763
| -18% | -$13.1M |
|
1470
CALL
Merit Medical Systems
MMSI
$5.15B
| $59.3M | 0.01% |
860,880
| – | – |
|
1471
Unity
U
$18B
| $59.3M | 0.01% |
2,701,908
+1,257,122
| +87% | +$34.9M |
|
1472
CALL
Arm
ARM
$309B
| $59.3M | 0.01% |
391,836
-4,640
| -1% | -$563K |
|
1473
Unum
UNM
$13.9B
| $59.3M | 0.01% |
811,472
-545,444
| -40% | -$40.7M |
|
1474
PUT
Zoom
ZM
$26.5B
| $59.2M | 0.01% |
735,900
-1,204,800
| -62% | -$101M |
|
1475
PVH
PVH
$3.42B
| $59.1M | 0.01% |
846,846
+129,301
| +18% | +$8.49M |
|
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 $74.2B of net new capital in Q1 2026, opening 1,344 new positions and adding to 4,799 existing holdings. Its largest new stake was Sunbelt Rentals Holdings: 1,909,539 shares worth $124M.
By sector, the portfolio is most concentrated in Miscellaneous at 39% of assets, up from 38% a quarter earlier, followed by Technology and Financials.
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 1,383 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.