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 |
Microsoft
MSFT
|
+$1.15B |
| 2 |
HONA
Honeywell Aerospace
HONA
|
+$611M |
| 3 |
SPCX
SpaceX
SPCX
|
+$567M |
| 4 |
Apple
AAPL
|
+$511M |
| 5 |
Jabil
JBL
|
+$463M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$1.49B |
| 2 |
Western Digital
WDC
|
+$1.42B |
| 3 |
Lumentum
LITE
|
+$951M |
| 4 |
Intel
INTC
|
+$785M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$749M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 41.93% |
| 2 | Technology | 18.61% |
| 3 | Financials | 7.85% |
| 4 | Industrials | 6.94% |
| 5 | Healthcare | 5.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1501
Masco
MAS
$14B
| $64.7M | 0.01% |
795,456
+25,248
| +3% | +$1.76M |
|
1502
Lear
LEA
$6.36B
| $64.6M | 0.01% |
482,130
+76,815
| +19% | +$10.3M |
|
|
B
1503
PUT
Barrick Mining
B
$72.6B
| $64.6M | 0.01% |
1,758,300
+74,800
| +4% | +$3.07M |
|
1504
Global X Copper Miners ETF NEW
COPX
$8.52B
| $64.4M | 0.01% |
837,084
+15,747
| +2% | +$1.31M |
|
1505
Sphere Entertainment
SPHR
$5.11B
| $64.4M | 0.01% |
372,230
-146,741
| -28% | -$20.5M |
|
1506
Centene
CNC
$31.9B
| $64.4M | 0.01% |
1,002,929
-2,751,136
| -73% | -$147M |
|
1507
MakeMyTrip
MMYT
$5.07B
| $64.4M | 0.01% |
1,207,702
+281,724
| +30% | +$12.8M |
|
1508
Schwab Fundamental US Large Company Index ETF
FNDX
$27.7B
| $64.2M | 0.01% |
2,064,745
-81,031
| -4% | -$2.45M |
|
|
AVB
1509
DELISTED
AvalonBay Communities
AVB
| $64.2M | 0.01% |
340,150
-258,736
| -43% | -$46.8M |
|
1510
Moog Inc Class A
MOG.A
$11.7B
| $64.2M | 0.01% |
151,415
+24,525
| +19% | +$8.37M |
|
1511
PUT
VanEck Gold Miners ETF
GDX
$29.9B
| $64.2M | 0.01% |
850,500
-442,700
| -34% | -$39.1M |
|
1512
Chord Energy
CHRD
$8.07B
| $63.9M | 0.01% |
559,359
-559,915
| -50% | -$75.9M |
|
|
WCC
1513
WESCO International
WCC
$17.6B
| $63.9M | 0.01% |
184,951
-111,164
| -38% | -$37.7M |
|
1514
Atlas Energy Solutions
AESI
$1.75B
| $63.8M | 0.01% |
3,842,286
+1,482,314
| +63% | +$24.2M |
|
1515
CALL
Walmart Inc
WMT
$841B
| $63.7M | 0.01% |
562,824
+24,024
| +4% | +$2.98M |
|
1516
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$309M
| $63.7M | 0.01% |
2,560,302
+2,559,300
| +255,419% | +$88.7M |
|
1517
Globe Life
GL
$13.1B
| $63.7M | 0.01% |
356,369
+114,974
| +48% | +$18M |
|
1518
PUT
Chevron
CVX
$412B
| $63.6M | 0.01% |
383,900
-210,700
| -35% | -$39.2M |
|
1519
Silgan Holdings
SLGN
$4.15B
| $63.4M | 0.01% |
1,366,938
-1,895
| -0.1% | -$75.7K |
|
1520
CALL
Denison Mines
DNN
$3.03B
| $63.4M | 0.01% |
20,704,740
| – | – |
|
1521
iShares Global Tech ETF
IXN
$9.71B
| $63.3M | 0.01% |
438,244
-4,839
| -1% | -$624K |
|
|
GLXY
1522
Galaxy Digital Inc
GLXY
$5.26B
| $63.2M | 0.01% |
2,311,996
+245,831
| +12% | +$6.84M |
|
1523
Chewy
CHWY
$9.53B
| $63.2M | 0.01% |
3,215,952
+1,284,883
| +67% | +$29.2M |
|
1524
PUT
NextEra Energy
NEE
$175B
| $62.9M | 0.01% |
716,200
+197,700
| +38% | +$17.9M |
|
|
VBIL
1525
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$11.4B
| $62.8M | 0.01% |
830,196
-194,676
| -19% | -$14.7M |
|
Similar funds
UBS Group's Q2 2026 Portfolio in Review
As of Q2 2026, UBS Group held 11,684 positions worth $786B, up 18% from $666B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
UBS Group's Q2 2026 filing shows 1,279 new, 4,220 increased, 4,368 reduced and 1,272 closed positions. Its largest new stake was Honeywell Aerospace: 2,768,136 shares worth $612M. The largest sale was ExxonMobil, an estimated $1.49B.
By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, up from 39% a quarter earlier, followed by Technology and Financials.
- UBS Group's largest Q2 2026 buy was Honeywell Aerospace: 2,768,136 shares worth $612M.
- UBS Group added most to Microsoft in Q2 2026, an estimated $1.15B increase.
- UBS Group's biggest Q2 2026 reduction was ExxonMobil, cutting an estimated $1.49B.
- UBS Group fully exited Hologic in Q2 2026, selling an estimated $385M.
- UBS Group's ten largest holdings make up 13% of its $786B portfolio in Q2 2026.
- UBS Group opened 1,279 new positions and closed 1,272 in Q2 2026.
- UBS Group's portfolio value rose 18% quarter-over-quarter to $786B.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.