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 | |
|---|---|---|---|---|---|---|
1876
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.84B
| $39.5M | 0.01% |
397,444
-38,088
| -9% | -$3.78M |
|
1877
Maximus
MMS
$3.14B
| $39.4M | 0.01% |
615,193
+4,839
| +0.8% | +$393K |
|
1878
PUT
Halliburton
HAL
$27.9B
| $39.4M | 0.01% |
1,010,300
-354,000
| -26% | -$12.2M |
|
1879
CALL
Walt Disney
DIS
$165B
| $39.4M | 0.01% |
408,496
-207,638
| -34% | -$21.9M |
|
1880
CALL
Ironwood Pharmaceuticals
IRWD
$611M
| $39.3M | 0.01% |
11,200,320
| – | – |
|
1881
GXO Logistics
GXO
$6.06B
| $39.3M | 0.01% |
757,128
-261,521
| -26% | -$15M |
|
1882
Tandem Diabetes Care
TNDM
$1.17B
| $39.3M | 0.01% |
2,047,801
+1,629,968
| +390% | +$35.4M |
|
|
JBTM
1883
JBT Marel
JBTM
$7.14B
| $39M | 0.01% |
305,363
-43,295
| -12% | -$6.55M |
|
1884
CALL
Enphase Energy
ENPH
$4.84B
| $39M | 0.01% |
1,032,654
+107,474
| +12% | +$4.46M |
|
1885
WisdomTree US MidCap Fund
EZM
$937M
| $39M | 0.01% |
580,020
-23,506
| -4% | -$1.63M |
|
|
TBLD
1886
Thornburg Income Builder Opportunities Trust
TBLD
$699M
| $39M | 0.01% |
1,843,177
+56,687
| +3% | +$1.21M |
|
1887
Amprius Technologies
AMPX
$1.31B
| $39M | 0.01% |
2,311,554
+212,608
| +10% | +$2.77M |
|
1888
Invesco KBW Bank ETF
KBWB
$7.08B
| $39M | 0.01% |
492,398
+187,701
| +62% | +$15.7M |
|
1889
CALL
Blackrock
BLK
$164B
| $39M | 0.01% |
40,506
-16,394
| -29% | -$17.2M |
|
1890
Freshpet
FRPT
$2.83B
| $39M | 0.01% |
660,629
+257,152
| +64% | +$18.1M |
|
1891
Adient
ADNT
$1.6B
| $38.9M | 0.01% |
1,926,609
+77,919
| +4% | +$1.73M |
|
1892
CALL
Constellation Energy
CEG
$98B
| $38.9M | 0.01% |
139,264
+5,982
| +4% | +$1.82M |
|
1893
NovaGold Resources
NG
$2.6B
| $38.9M | 0.01% |
4,330,591
+237,584
| +6% | +$2.44M |
|
1894
State Street SPDR S&P Bank ETF
KBE
$1.64B
| $38.9M | 0.01% |
652,510
-31,954
| -5% | -$1.99M |
|
1895
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.19B
| $38.8M | 0.01% |
805,917
-44,535
| -5% | -$2.22M |
|
1896
CALL
Bunge Global
BG
$23.6B
| $38.8M | 0.01% |
304,934
+221,934
| +267% | +$25.8M |
|
1897
Global E Online
GLBE
$6.08B
| $38.8M | 0.01% |
1,256,558
+582,640
| +86% | +$20.5M |
|
1898
SLM Corp
SLM
$4.57B
| $38.7M | 0.01% |
1,807,269
+487,857
| +37% | +$11.5M |
|
1899
Invesco S&P 500 Momentum ETF
SPMO
$21.1B
| $38.6M | 0.01% |
344,380
+46,524
| +16% | +$5.5M |
|
1900
Outfront Media
OUT
$5.64B
| $38.6M | 0.01% |
1,456,383
+359,726
| +33% | +$9.38M |
|
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.