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 | |
|---|---|---|---|---|---|---|
2001
Praxis Precision Medicines
PRAX
$9.07B
| $34.9M | 0.01% |
108,446
+19,246
| +22% | +$5.95M |
|
2002
Saic
SAIC
$5.03B
| $34.9M | 0.01% |
368,037
+78,340
| +27% | +$7.68M |
|
2003
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.66B
| $34.9M | 0.01% |
767,341
+54,814
| +8% | +$2.52M |
|
2004
Cullen/Frost Bankers
CFR
$10.3B
| $34.8M | 0.01% |
254,185
+2,549
| +1% | +$352K |
|
2005
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.71B
| $34.8M | 0.01% |
273,902
+5,033
| +2% | +$682K |
|
2006
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$260M
| $34.8M | 0.01% |
1,579,911
+62,478
| +4% | +$1.4M |
|
2007
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.7B
| $34.8M | 0.01% |
948,188
+392,286
| +71% | +$14.9M |
|
2008
JPMorgan BetaBuilders Japan ETF
BBJP
$17.3B
| $34.7M | 0.01% |
504,247
+321,682
| +176% | +$22.7M |
|
2009
MYR Group
MYRG
$5.9B
| $34.7M | 0.01% |
122,899
+68,722
| +127% | +$17.9M |
|
2010
Spectrum Brands
SPB
$2.04B
| $34.6M | 0.01% |
470,110
+19,852
| +4% | +$1.41M |
|
2011
FTI Consulting
FCN
$4.82B
| $34.6M | 0.01% |
195,700
+112,456
| +135% | +$19.2M |
|
2012
Zillow
ZG
$7.02B
| $34.6M | 0.01% |
835,637
-182,811
| -18% | -$9.65M |
|
2013
Diageo
DEO
$46.2B
| $34.6M | 0.01% |
464,480
+51,056
| +12% | +$4.45M |
|
2014
State Street SPDR S&P Homebuilders ETF
XHB
$1.74B
| $34.6M | 0.01% |
350,138
+161,788
| +86% | +$17.7M |
|
2015
MakeMyTrip
MMYT
$4.67B
| $34.5M | 0.01% |
925,978
-179,405
| -16% | -$10.4M |
|
2016
Terex
TEX
$7.98B
| $34.5M | 0.01% |
584,137
+308,948
| +112% | +$19.1M |
|
2017
PUT
State Street Technology Select Sector SPDR ETF
XLK
$115B
| $34.5M | 0.01% |
259,600
-104,200
| -29% | -$14.7M |
|
2018
Intellia Therapeutics
NTLA
$1.5B
| $34.5M | 0.01% |
2,689,486
+1,829,934
| +213% | +$23.3M |
|
2019
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
| $34.4M | 0.01% |
1,379,021
+108,379
| +9% | +$2.73M |
|
2020
Century Aluminum
CENX
$4.57B
| $34.4M | 0.01% |
586,766
-524,507
| -47% | -$26.3M |
|
2021
Macerich
MAC
$7.32B
| $34.4M | 0.01% |
1,820,781
+319,717
| +21% | +$6.06M |
|
|
TBIL
2022
F/m US Treasury 3 Month Bill Fund
TBIL
$7.19B
| $34.3M | 0.01% |
688,894
+9,230
| +1% | +$461K |
|
2023
JPMorgan Diversified Return International Equity ETF
JPIN
$361M
| $34.3M | 0.01% |
481,244
+4,491
| +0.9% | +$324K |
|
2024
CALL
On Holding
ONON
$11.9B
| $34.3M | 0.01% |
1,007,186
-74,070
| -7% | -$3.23M |
|
2025
CALL
United Rentals
URI
$71.1B
| $34.2M | 0.01% |
47,000
-10,700
| -19% | -$8.99M |
|
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.