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 | |
|---|---|---|---|---|---|---|
1901
Mitsubishi UFJ Financial
MUFG
$258B
| $38.5M | 0.01% |
2,269,380
-81,439
| -3% | -$1.45M |
|
1902
Home BancShares
HOMB
$6.21B
| $38.5M | 0.01% |
1,428,300
-165,347
| -10% | -$4.65M |
|
1903
GlobalFoundries
GFS
$29.4B
| $38.4M | 0.01% |
863,080
-946,152
| -52% | -$41.7M |
|
1904
PUT
S&P Global
SPGI
$126B
| $38.4M | 0.01% |
90,200
+12,700
| +16% | +$5.9M |
|
1905
Booz Allen Hamilton
BAH
$8.7B
| $38.3M | 0.01% |
491,333
-311,175
| -39% | -$26.2M |
|
1906
Matador Resources
MTDR
$6.31B
| $38.3M | 0.01% |
606,350
-40,146
| -6% | -$2.01M |
|
1907
Clear Secure
YOU
$5.26B
| $38.3M | 0.01% |
790,846
+553,056
| +233% | +$22M |
|
1908
ANI Pharmaceuticals
ANIP
$1.77B
| $38.3M | 0.01% |
497,702
+346,923
| +230% | +$27.1M |
|
1909
Carter's
CRI
$1.43B
| $38.3M | 0.01% |
1,069,836
-279,941
| -21% | -$10.2M |
|
1910
RB Global
RBA
$20.8B
| $38.2M | 0.01% |
398,932
-2,698
| -0.7% | -$286K |
|
1911
Magna International
MGA
$17.9B
| $38.2M | 0.01% |
683,894
-201,306
| -23% | -$11.5M |
|
1912
State Street SPDR S&P Metals & Mining ETF
XME
$4.05B
| $38.2M | 0.01% |
353,345
-1,143,462
| -76% | -$134M |
|
|
PRMB
1913
Primo Brands
PRMB
$8.24B
| $38.1M | 0.01% |
2,025,545
-814,747
| -29% | -$15.7M |
|
1914
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.23B
| $38.1M | 0.01% |
1,699,627
+416,994
| +33% | +$9.37M |
|
|
GLXY
1915
Galaxy Digital Inc
GLXY
$4.34B
| $38.1M | 0.01% |
2,066,165
+1,503,063
| +267% | +$35.7M |
|
1916
CALL
Varonis Systems
VRNS
$5.25B
| $38M | 0.01% |
1,769,220
+38,200
| +2% | +$1.04M |
|
1917
GameStop
GME
$9.5B
| $38M | 0.01% |
1,647,987
-767,931
| -32% | -$17.8M |
|
1918
CALL
Kinder Morgan
KMI
$73.1B
| $37.9M | 0.01% |
1,129,200
+495,400
| +78% | +$15.5M |
|
1919
iShares US Industrials ETF
IYJ
$1.98B
| $37.8M | 0.01% |
256,018
-16,952
| -6% | -$2.62M |
|
1920
WillScot Mobile Mini Holdings
WSC
$4.8B
| $37.8M | 0.01% |
2,175,314
+582,401
| +37% | +$11.9M |
|
1921
Wintrust Financial
WTFC
$10.7B
| $37.7M | 0.01% |
271,530
+51,997
| +24% | +$7.54M |
|
1922
Crane NXT
CXT
$3.04B
| $37.7M | 0.01% |
928,873
+141,070
| +18% | +$6.84M |
|
1923
CALL
Cloudflare
NET
$93B
| $37.7M | 0.01% |
182,600
-81,600
| -31% | -$15.6M |
|
1924
Old National Bancorp
ONB
$10.1B
| $37.6M | 0.01% |
1,702,276
+170,837
| +11% | +$3.99M |
|
1925
Kanzhun
BZ
$6.89B
| $37.5M | 0.01% |
2,803,016
+1,537,888
| +122% | +$26.1M |
|
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.