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 | |
|---|---|---|---|---|---|---|
|
SCHW
1726
CALL
Charles Schwab
SCHW
$177B
| $46.2M | 0.01% |
491,100
-372,100
| -43% | -$36.5M |
|
|
PDO
1727
PIMCO Dynamic Income Opportunities Fund
PDO
$1.84B
| $46.1M | 0.01% |
3,565,457
+43,630
| +1% | +$598K |
|
1728
New York Times
NYT
$11.6B
| $45.9M | 0.01% |
548,288
+23,164
| +4% | +$1.75M |
|
1729
Granite Construction
GVA
$5.45B
| $45.9M | 0.01% |
382,517
-265,072
| -41% | -$33.1M |
|
1730
PUT
Analog Devices
ADI
$181B
| $45.8M | 0.01% |
144,000
-36,000
| -20% | -$11.5M |
|
1731
Mirum Pharmaceuticals
MIRM
$6.89B
| $45.7M | 0.01% |
494,994
+174,211
| +54% | +$16.4M |
|
1732
Hecla Mining
HL
$10.2B
| $45.7M | 0.01% |
2,453,264
+664,160
| +37% | +$14.9M |
|
1733
Spire
SR
$4.92B
| $45.6M | 0.01% |
504,189
+119,986
| +31% | +$10.5M |
|
1734
CALL
Boston Scientific
BSX
$65.8B
| $45.6M | 0.01% |
727,110
+380,290
| +110% | +$30.4M |
|
|
KLAR
1735
Klarna Group
KLAR
$6.56B
| $45.6M | 0.01% |
3,485,306
+2,109,058
| +153% | +$41.8M |
|
1736
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.08B
| $45.6M | 0.01% |
941,355
-3,687
| -0.4% | -$180K |
|
1737
Uranium Energy
UEC
$4.71B
| $45.6M | 0.01% |
3,378,986
+1,485,438
| +78% | +$22.9M |
|
1738
Zurn Elkay Water Solutions
ZWS
$8.07B
| $45.6M | 0.01% |
1,016,213
+649,748
| +177% | +$31M |
|
|
XAGG
1739
Eaton Vance Income Opportunities ETF
XAGG
$1.26B
| $45.5M | 0.01% |
917,164
+460,149
| +101% | +$23.3M |
|
|
SLDE
1740
Slide Insurance Holdings
SLDE
$2.32B
| $45.5M | 0.01% |
2,529,393
+2,420,445
| +2,222% | +$42.4M |
|
1741
PUT
Booking.com
BKNG
$138B
| $45.5M | 0.01% |
270,000
+30,000
| +13% | +$5.52M |
|
1742
Amdocs
DOX
$5.53B
| $45.5M | 0.01% |
696,708
+234,946
| +51% | +$17.2M |
|
1743
CALL
CSX Corp
CSX
$98.6B
| $45.4M | 0.01% |
1,106,800
+102,800
| +10% | +$4.03M |
|
1744
Atour Lifestyle Holdings
ATAT
$4.35B
| $45.4M | 0.01% |
1,234,182
+79,548
| +7% | +$3M |
|
1745
Owens Corning
OC
$11.5B
| $45.3M | 0.01% |
418,613
+151,734
| +57% | +$18.1M |
|
|
HEDG
1746
Equable Shares Hedged Equity ETF
HEDG
$443M
| $45M | 0.01% |
1,552,728
-223,395
| -13% | -$6.58M |
|
1747
Intuitive Machines
LUNR
$2.07B
| $45M | 0.01% |
2,422,235
-673,148
| -22% | -$12.4M |
|
1748
Invesco S&P MidCap Momentum ETF
XMMO
$7.39B
| $44.9M | 0.01% |
309,745
+24,353
| +9% | +$3.52M |
|
1749
MarketAxess Holdings
MKTX
$4.15B
| $44.9M | 0.01% |
272,238
+170,283
| +167% | +$29.8M |
|
1750
Parsons
PSN
$6.28B
| $44.9M | 0.01% |
828,528
+152,594
| +23% | +$9.75M |
|
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.