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 | |
|---|---|---|---|---|---|---|
1776
Silicon Motion
SIMO
$9.19B
| $44M | 0.01% |
391,926
+40,385
| +11% | +$4.9M |
|
1777
Viatris
VTRS
$20.1B
| $44M | 0.01% |
3,257,531
+1,528,790
| +88% | +$21.4M |
|
1778
Hancock Whitney
HWC
$6.13B
| $44M | 0.01% |
691,671
-207,315
| -23% | -$13.9M |
|
1779
Pacer Global Cash Cows Dividend ETF
GCOW
$3.33B
| $43.9M | 0.01% |
949,789
+129,609
| +16% | +$5.81M |
|
1780
PUT
Lithia Motors
LAD
$7.78B
| $43.9M | 0.01% |
+175,600
| New | +$52.2M |
|
1781
Viking Therapeutics
VKTX
$4.04B
| $43.8M | 0.01% |
1,347,472
+412,547
| +44% | +$13.3M |
|
1782
Blackstone Mortgage Trust
BXMT
$2.82B
| $43.8M | 0.01% |
2,288,199
+733,137
| +47% | +$14.1M |
|
1783
Sabesp
SBS
$19.7B
| $43.8M | 0.01% |
7,170,245
+2,321,973
| +48% | +$12.8M |
|
|
LB
1784
LandBridge Co
LB
$2.12B
| $43.7M | 0.01% |
633,169
+358,318
| +130% | +$22.8M |
|
1785
HF Sinclair
DINO
$15.9B
| $43.7M | 0.01% |
700,459
-81,632
| -10% | -$4.42M |
|
1786
Boston Properties
BXP
$11B
| $43.7M | 0.01% |
841,866
+114,627
| +16% | +$6.9M |
|
1787
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
| $43.6M | 0.01% |
835,208
-212,327
| -20% | -$11.1M |
|
1788
Federal Realty Investment Trust
FRT
$10.9B
| $43.4M | 0.01% |
408,816
+26,633
| +7% | +$2.78M |
|
1789
NNN REIT
NNN
$9.39B
| $43.4M | 0.01% |
1,031,942
+439,481
| +74% | +$18.9M |
|
1790
CALL
Booking.com
BKNG
$138B
| $43.4M | 0.01% |
257,500
+42,500
| +20% | +$7.82M |
|
1791
Essential Utilities
WTRG
$11.2B
| $43.4M | 0.01% |
1,076,752
-28,250
| -3% | -$1.11M |
|
1792
Allison Transmission
ALSN
$10.1B
| $43.3M | 0.01% |
370,289
-881,908
| -70% | -$100M |
|
1793
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.15B
| $43.3M | 0.01% |
1,304,255
+145,788
| +13% | +$5.39M |
|
1794
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.24B
| $43.3M | 0.01% |
452,228
+124,108
| +38% | +$12M |
|
1795
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.82B
| $43.3M | 0.01% |
827,237
+9,528
| +1% | +$515K |
|
1796
Lamar Advertising Co
LAMR
$16.2B
| $43.3M | 0.01% |
341,472
-34,562
| -9% | -$4.53M |
|
1797
Planet Fitness
PLNT
$4.23B
| $43.2M | 0.01% |
581,343
-200,971
| -26% | -$17.7M |
|
1798
ADT
ADT
$5.16B
| $43.2M | 0.01% |
6,570,319
+4,471,204
| +213% | +$33.6M |
|
1799
CALL
FIVE9
FIVN
$1.77B
| $43.1M | 0.01% |
2,843,720
-2,400
| -0.1% | -$41.7K |
|
1800
Element Solutions
ESI
$9.12B
| $43.1M | 0.01% |
1,261,814
+81,788
| +7% | +$2.56M |
|
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.