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 | |
|---|---|---|---|---|---|---|
1476
Halozyme
HALO
$9.72B
| $59.1M | 0.01% |
914,003
-451,640
| -33% | -$31.8M |
|
1477
Mohawk Industries
MHK
$6.9B
| $59M | 0.01% |
599,730
+372,662
| +164% | +$43.4M |
|
1478
Vanguard International Dividend Appreciation ETF
VIGI
$8.89B
| $59M | 0.01% |
667,359
+15,349
| +2% | +$1.42M |
|
1479
Gen Digital
GEN
$15.6B
| $59M | 0.01% |
3,134,947
+583,918
| +23% | +$13.5M |
|
1480
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.76B
| $59M | 0.01% |
1,390,500
+53,175
| +4% | +$2.22M |
|
1481
FS KKR Capital
FSK
$2.98B
| $59M | 0.01% |
5,792,764
+1,986,688
| +52% | +$24.9M |
|
|
USAR
1482
USA Rare Earth Inc
USAR
$3.46B
| $58.8M | 0.01% |
3,883,815
+2,604,437
| +204% | +$50.5M |
|
1483
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.14B
| $58.8M | 0.01% |
919,308
+22,530
| +3% | +$1.49M |
|
1484
Macy's
M
$6.15B
| $58.7M | 0.01% |
3,246,805
+677,873
| +26% | +$13.7M |
|
1485
Fairlead Tactical Sector ETF
TACK
$290M
| $58.7M | 0.01% |
1,929,923
+16,013
| +0.8% | +$494K |
|
1486
First Interstate BancSystem
FIBK
$3.7B
| $58.7M | 0.01% |
1,756,292
-114,650
| -6% | -$4.1M |
|
1487
PUT
Petrobras
PBR
$121B
| $58.6M | 0.01% |
2,825,400
-705,500
| -20% | -$11.3M |
|
1488
Taylor Morrison
TMHC
$6.67B
| $58.5M | 0.01% |
1,004,709
+428,984
| +75% | +$26.8M |
|
1489
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
| $58.5M | 0.01% |
1,158,628
+30,124
| +3% | +$1.53M |
|
|
BMNR
1490
BitMine Immersion Technologies
BMNR
$9.52B
| $58.4M | 0.01% |
2,953,785
+1,064,291
| +56% | +$25.1M |
|
1491
British American Tobacco
BTI
$132B
| $58.4M | 0.01% |
999,158
+672,489
| +206% | +$39.8M |
|
1492
Lyft
LYFT
$5.39B
| $58.4M | 0.01% |
4,392,383
-1,588,447
| -27% | -$24.6M |
|
1493
CALL
Integer Holdings
ITGR
$3.35B
| $58.3M | 0.01% |
662,450
| – | – |
|
1494
East-West Bancorp
EWBC
$17.9B
| $58.1M | 0.01% |
544,425
-25,766
| -5% | -$2.91M |
|
1495
ROBO Global Robotics & Automation Index ETF
ROBO
$1.9B
| $58.1M | 0.01% |
848,753
+182,403
| +27% | +$13.4M |
|
1496
Alkami Technology
ALKT
$1.8B
| $58.1M | 0.01% |
3,704,618
+2,353,368
| +174% | +$43.3M |
|
|
SF
1497
Stifel
SF
$12.3B
| $58M | 0.01% |
785,075
+232,616
| +42% | +$18.5M |
|
1498
PUT
Lowe's Companies
LOW
$116B
| $57.9M | 0.01% |
245,200
-81,100
| -25% | -$21.2M |
|
1499
First Trust North American Energy Infrastructure Fund
EMLP
$4.18B
| $57.9M | 0.01% |
1,326,900
-22,600
| -2% | -$941K |
|
1500
CALL
Robinhood
HOOD
$85.2B
| $57.9M | 0.01% |
835,640
+26,140
| +3% | +$2.29M |
|
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.