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 | |
|---|---|---|---|---|---|---|
1701
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.83B
| $47.4M | 0.01% |
677,998
+478,719
| +240% | +$33.8M |
|
1702
CDW
CDW
$17.1B
| $47.3M | 0.01% |
391,004
+40,995
| +12% | +$5.18M |
|
1703
Sibanye-Stillwater
SBSW
$5.92B
| $47.3M | 0.01% |
3,839,386
+748,666
| +24% | +$11.7M |
|
|
CRWV
1704
CALL
CoreWeave
CRWV
$39.2B
| $47.2M | 0.01% |
609,379
-729,959
| -55% | -$63.3M |
|
1705
BioCryst Pharmaceuticals
BCRX
$2.37B
| $47.1M | 0.01% |
4,943,994
-319,920
| -6% | -$2.48M |
|
1706
Roku
ROKU
$21.1B
| $46.9M | 0.01% |
496,165
-1,132
| -0.2% | -$110K |
|
1707
OGE Energy
OGE
$10.3B
| $46.8M | 0.01% |
975,801
+41,596
| +4% | +$1.9M |
|
1708
Globus Medical
GMED
$10.4B
| $46.8M | 0.01% |
543,112
+203,840
| +60% | +$18.3M |
|
1709
Annaly Capital Management
NLY
$16.9B
| $46.8M | 0.01% |
2,212,369
+187,680
| +9% | +$4.27M |
|
1710
CALL
Qualcomm
QCOM
$176B
| $46.6M | 0.01% |
361,551
+43,390
| +14% | +$6.33M |
|
1711
Masco
MAS
$16B
| $46.5M | 0.01% |
770,208
-148,903
| -16% | -$10.1M |
|
1712
Champion Homes
SKY
$4.48B
| $46.5M | 0.01% |
625,175
+301,091
| +93% | +$25.9M |
|
1713
Commault Systems
CVLT
$5.89B
| $46.5M | 0.01% |
596,483
+480,571
| +415% | +$45.6M |
|
1714
Abercrombie & Fitch
ANF
$4.17B
| $46.4M | 0.01% |
507,978
+258,576
| +104% | +$25.1M |
|
1715
CALL
Nike
NKE
$61.9B
| $46.4M | 0.01% |
878,560
-128,526
| -13% | -$7.79M |
|
1716
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.25B
| $46.3M | 0.01% |
2,117,088
+244,081
| +13% | +$5.38M |
|
|
LTM
1717
LATAM Airlines Group S.A.
LTM
$14.4B
| $46.3M | 0.01% |
936,869
+326,191
| +53% | +$18.4M |
|
1718
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
| $46.3M | 0.01% |
1,380,880
+46,853
| +4% | +$1.58M |
|
1719
PUT
SoFi Technologies
SOFI
$21.1B
| $46.3M | 0.01% |
2,916,500
+598,100
| +26% | +$12.6M |
|
1720
Centrus Energy
LEU
$3.22B
| $46.3M | 0.01% |
266,797
-69,432
| -21% | -$16.7M |
|
1721
iShares ESG Optimized MSCI USA ETF
SUSA
$3.98B
| $46.3M | 0.01% |
350,383
-25,381
| -7% | -$3.52M |
|
1722
James Hardie Industries
JHX
$15.4B
| $46.2M | 0.01% |
2,441,921
+1,428,915
| +141% | +$32.1M |
|
|
P
1723
Everpure Inc
P
$24.8B
| $46.2M | 0.01% |
783,192
-640,967
| -45% | -$43.4M |
|
1724
NEOS S&P 500 High Income ETF
SPYI
$10.4B
| $46.2M | 0.01% |
936,428
-117,946
| -11% | -$6.11M |
|
|
LINE
1725
Lineage Inc
LINE
$9.43B
| $46.2M | 0.01% |
1,409,037
+510,178
| +57% | +$18.9M |
|
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.