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 | |
|---|---|---|---|---|---|---|
|
HSAI
1976
Hesai Group
HSAI
$2.29B
| $35.8M | 0.01% |
1,873,701
+655,591
| +54% | +$16.5M |
|
1977
Fastly Inc
FSLY
$3.17B
| $35.8M | 0.01% |
1,232,739
+736,577
| +148% | +$12.1M |
|
1978
BigBear.ai
BBAI
$1.32B
| $35.8M | 0.01% |
10,161,244
-225,589
| -2% | -$1.05M |
|
|
WRD
1979
WeRide Inc
WRD
$1.75B
| $35.8M | 0.01% |
4,419,352
+1,651,246
| +60% | +$12.8M |
|
1980
PUT
Roblox
RBLX
$34B
| $35.7M | 0.01% |
631,800
-444,000
| -41% | -$29.8M |
|
1981
Affiliated Managers Group
AMG
$9.46B
| $35.7M | 0.01% |
129,121
-166,297
| -56% | -$50.1M |
|
1982
Vornado Realty Trust
VNO
$7.47B
| $35.7M | 0.01% |
1,374,429
+343,585
| +33% | +$10.2M |
|
1983
Iridium Communications
IRDM
$4.85B
| $35.6M | 0.01% |
1,284,561
+11,342
| +0.9% | +$255K |
|
1984
PUT
Marathon Petroleum
MPC
$90.3B
| $35.6M | 0.01% |
145,700
-8,500
| -6% | -$1.72M |
|
1985
PUT
PepsiCo
PEP
$186B
| $35.6M | 0.01% |
228,931
-172,500
| -43% | -$26.9M |
|
1986
Global X S&P 500 Covered Call ETF
XYLD
$3.2B
| $35.5M | 0.01% |
908,322
-98,259
| -10% | -$3.97M |
|
1987
Academy Sports + Outdoors
ASO
$2.89B
| $35.5M | 0.01% |
628,424
+234,945
| +60% | +$13.4M |
|
1988
RenaissanceRe
RNR
$13.7B
| $35.5M | 0.01% |
119,283
-17,413
| -13% | -$5.05M |
|
1989
Equinor
EQNR
$95.9B
| $35.5M | 0.01% |
840,139
+362,866
| +76% | +$10.9M |
|
1990
iShares MSCI Australia ETF
EWA
$1.34B
| $35.4M | 0.01% |
1,275,958
+860,528
| +207% | +$24.2M |
|
1991
MDU Resources
MDU
$4.44B
| $35.4M | 0.01% |
1,707,254
+143,788
| +9% | +$2.95M |
|
1992
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.89B
| $35.3M | 0.01% |
448,504
+15,395
| +4% | +$1.26M |
|
1993
Kaspi.kz JSC
KSPI
$16.3B
| $35.2M | 0.01% |
475,462
+409,725
| +623% | +$30.9M |
|
1994
Vanguard Total International Bond ETF
BNDX
$82B
| $35.1M | 0.01% |
731,021
+64,415
| +10% | +$3.12M |
|
1995
Liberty Energy
LBRT
$2.83B
| $35.1M | 0.01% |
1,219,624
+428,918
| +54% | +$10.9M |
|
1996
iShares Global Infrastructure ETF
IGF
$11B
| $35.1M | 0.01% |
524,125
+9,904
| +2% | +$650K |
|
1997
Axcelis
ACLS
$4.12B
| $35.1M | 0.01% |
377,237
+163,849
| +77% | +$14.5M |
|
1998
PUT
Sea Limited
SE
$61.2B
| $35.1M | 0.01% |
424,005
+59,700
| +16% | +$6.4M |
|
1999
TeraWulf
WULF
$9.15B
| $35M | 0.01% |
2,426,811
-1,044,699
| -30% | -$15.5M |
|
2000
Erie Indemnity
ERIE
$11.7B
| $35M | 0.01% |
139,160
+6,992
| +5% | +$1.88M |
|
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.