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 | |
|---|---|---|---|---|---|---|
1626
iShares MSCI KLD 400 Social ETF
DSI
$5.19B
| $50.4M | 0.01% |
416,264
-2,078
| -0.5% | -$266K |
|
1627
Valvoline
VVV
$4.97B
| $50.4M | 0.01% |
1,497,159
+387,489
| +35% | +$13.4M |
|
1628
Boston Beer
SAM
$1.88B
| $50.4M | 0.01% |
218,604
+1,970
| +0.9% | +$443K |
|
1629
PUT
Vistra
VST
$55.1B
| $50.3M | 0.01% |
334,800
+189,800
| +131% | +$30.7M |
|
1630
Fidelity National Financial
FNF
$13.9B
| $50.3M | 0.01% |
1,084,689
-579,707
| -35% | -$30.1M |
|
1631
HSBC
HSBC
$355B
| $50.2M | 0.01% |
608,194
+251,362
| +70% | +$21.3M |
|
1632
CALL
Union Pacific
UNP
$183B
| $50.1M | 0.01% |
206,700
-38,500
| -16% | -$9.43M |
|
1633
Kilroy Realty
KRC
$4.58B
| $50.1M | 0.01% |
1,777,425
+754,178
| +74% | +$24.8M |
|
1634
IQ MacKay Municipal Intermediate ETF
MMIT
$1.46B
| $50.1M | 0.01% |
2,079,567
+382,223
| +23% | +$9.36M |
|
1635
Dana Inc
DAN
$2.91B
| $50.1M | 0.01% |
1,488,435
+970,134
| +187% | +$30.3M |
|
1636
Oshkosh
OSK
$9.67B
| $50.1M | 0.01% |
340,173
-190,622
| -36% | -$29.7M |
|
1637
CALL
Box
BOX
$4.02B
| $50.1M | 0.01% |
2,117,839
-1,145,944
| -35% | -$28.8M |
|
1638
Celsius Holdings
CELH
$6.93B
| $50M | 0.01% |
1,408,760
-7,139
| -0.5% | -$338K |
|
1639
Ball Corp
BALL
$17B
| $50M | 0.01% |
845,502
-134,525
| -14% | -$8.18M |
|
1640
Angel Oak Income ETF
CARY
$1.36B
| $50M | 0.01% |
2,405,150
+230,783
| +11% | +$4.83M |
|
1641
Angel Oak UltraShort Income ETF
UYLD
$1.56B
| $50M | 0.01% |
978,905
+175,230
| +22% | +$8.98M |
|
1642
VanEck Uranium + Nuclear Energy ETF
NLR
$3.89B
| $49.9M | 0.01% |
374,451
-170
| -0% | -$24.3K |
|
1643
WisdomTree US SmallCap Dividend Fund
DES
$2.19B
| $49.9M | 0.01% |
1,387,244
-101,194
| -7% | -$3.65M |
|
1644
Cleveland-Cliffs
CLF
$6.81B
| $49.8M | 0.01% |
5,898,751
+345,753
| +6% | +$3.96M |
|
1645
Itron
ITRI
$3.73B
| $49.8M | 0.01% |
555,600
+36,134
| +7% | +$3.47M |
|
|
CNR
1646
Core Natural Resources Inc
CNR
$4.19B
| $49.8M | 0.01% |
475,197
+257,136
| +118% | +$24.5M |
|
1647
AAR Corp
AIR
$5.15B
| $49.7M | 0.01% |
453,849
+242,872
| +115% | +$26.1M |
|
1648
iShares MSCI USA Value Factor ETF
VLUE
$9.4B
| $49.7M | 0.01% |
349,243
-12,681
| -4% | -$1.86M |
|
1649
PUT
Autodesk
ADSK
$44.3B
| $49.6M | 0.01% |
207,200
-82,600
| -29% | -$20.8M |
|
1650
PUT
Lam Research
LRCX
$382B
| $49.6M | 0.01% |
232,100
-87,900
| -27% | -$19.7M |
|
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.