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 | |
|---|---|---|---|---|---|---|
2051
CALL
lululemon athletica
LULU
$13B
| $33.6M | 0.01% |
219,306
-76,840
| -26% | -$13.8M |
|
2052
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
| $33.5M | 0.01% |
743,707
+405,052
| +120% | +$18.9M |
|
2053
PUT
RTX Corp
RTX
$287B
| $33.5M | 0.01% |
173,700
-156,600
| -47% | -$31.1M |
|
2054
Mattel
MAT
$4.17B
| $33.5M | 0.01% |
2,304,897
+591,947
| +35% | +$10.8M |
|
2055
CALL
CF Industries
CF
$19.2B
| $33.5M | 0.01% |
257,833
-88,267
| -26% | -$9M |
|
2056
Pebblebrook Hotel Trust
PEB
$2.16B
| $33.5M | 0.01% |
2,649,823
-70,495
| -3% | -$864K |
|
2057
Peloton Interactive
PTON
$2.63B
| $33.4M | 0.01% |
7,793,980
+4,900,668
| +169% | +$23.9M |
|
2058
Scholar Rock
SRRK
$5.71B
| $33.4M | 0.01% |
679,784
-225,648
| -25% | -$10.1M |
|
2059
Pembina Pipeline
PBA
$29.9B
| $33.4M | 0.01% |
746,210
-584,759
| -44% | -$24.8M |
|
2060
Olin
OLN
$2.64B
| $33.4M | 0.01% |
1,122,054
+23,742
| +2% | +$580K |
|
2061
CALL
Spotify
SPOT
$99.2B
| $33.4M | 0.01% |
68,779
-265,203
| -79% | -$133M |
|
2062
Essential Properties Realty Trust
EPRT
$6.99B
| $33.3M | 0.01% |
1,097,119
+690,766
| +170% | +$21.9M |
|
2063
PUT
AT&T
T
$165B
| $33.2M | 0.01% |
1,146,000
+945,100
| +470% | +$25.2M |
|
2064
National Fuel Gas
NFG
$7.84B
| $33.2M | 0.01% |
353,151
+97,641
| +38% | +$8.52M |
|
2065
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
| $33.2M | 0.01% |
4,399,194
+84,221
| +2% | +$681K |
|
2066
Aaon
AAON
$8.41B
| $33.2M | 0.01% |
400,744
-60,256
| -13% | -$5.48M |
|
|
KYIV
2067
Kyivstar Group
KYIV
$3.09B
| $33.1M | 0.01% |
3,275,086
+2,523,764
| +336% | +$29.9M |
|
2068
PUT
Thermo Fisher Scientific
TMO
$211B
| $33.1M | 0.01% |
67,400
-69,600
| -51% | -$37.8M |
|
2069
ClearBridge Large Cap Growth Select ETF
LRGE
$401M
| $33.1M | 0.01% |
440,153
+293,557
| +200% | +$23.3M |
|
2070
Columbia Research Enhanced Core ETF
RECS
$5.89B
| $33.1M | 0.01% |
848,908
+332,559
| +64% | +$13.5M |
|
2071
UMB Financial
UMBF
$10.7B
| $33M | 0.01% |
292,827
-59,958
| -17% | -$7.22M |
|
2072
Gentex
GNTX
$4.88B
| $33M | ﹤0.01% |
1,509,382
-113,661
| -7% | -$2.63M |
|
2073
Inspire Medical Systems
INSP
$1.42B
| $33M | ﹤0.01% |
638,928
+227,599
| +55% | +$15.9M |
|
2074
Fortune Brands Innovations
FBIN
$6.12B
| $32.9M | ﹤0.01% |
845,431
+557,550
| +194% | +$29M |
|
2075
Ondas Inc
ONDS
$4.44B
| $32.9M | ﹤0.01% |
3,644,121
+1,755,321
| +93% | +$19.1M |
|
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.