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 | |
|---|---|---|---|---|---|---|
2226
Petrobras Class A
PBR.A
$107B
| $28.2M | ﹤0.01% |
1,505,530
+533,266
| +55% | +$7.9M |
|
2227
Aurora
AUR
$11.7B
| $28.2M | ﹤0.01% |
6,850,951
+2,368,396
| +53% | +$10.5M |
|
2228
CleanSpark
CLSK
$3.73B
| $28.2M | ﹤0.01% |
3,314,978
-264,188
| -7% | -$2.83M |
|
2229
United Parks & Resorts
PRKS
$2.11B
| $28.2M | ﹤0.01% |
863,625
+123,080
| +17% | +$4.31M |
|
2230
WisdomTree US Quality Growth Fund
QGRW
$2.59B
| $28.2M | ﹤0.01% |
527,364
+351,592
| +200% | +$20.1M |
|
2231
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
| $28.2M | ﹤0.01% |
272,353
+12,357
| +5% | +$1.27M |
|
|
PPLT
2232
abrdn Physical Platinum Shares ETF
PPLT
$1.81B
| $28.2M | ﹤0.01% |
1,580,410
-214,060
| -12% | -$4.28M |
|
2233
PIMCO Dynamic Income Fund
PDI
$7.4B
| $28.2M | ﹤0.01% |
1,645,921
+53,973
| +3% | +$972K |
|
2234
Cousins Properties
CUZ
$5.29B
| $28.2M | ﹤0.01% |
1,247,335
+680,289
| +120% | +$16.5M |
|
2235
ScottsMiracle-Gro
SMG
$4.03B
| $28.1M | ﹤0.01% |
462,536
+192,654
| +71% | +$12.5M |
|
2236
PUT
Sunrun
RUN
$2.37B
| $28.1M | ﹤0.01% |
2,070,400
+1,174,100
| +131% | +$19.5M |
|
2237
XP
XP
$8.62B
| $28.1M | ﹤0.01% |
1,473,508
+32,271
| +2% | +$624K |
|
2238
Golar LNG
GLNG
$4.95B
| $28M | ﹤0.01% |
518,314
-211,335
| -29% | -$9.32M |
|
2239
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$468M
| $28M | ﹤0.01% |
693,294
-77,494
| -10% | -$3.29M |
|
2240
PUT
United Airlines
UAL
$38.4B
| $27.8M | ﹤0.01% |
302,400
-331,300
| -52% | -$34.7M |
|
2241
Vanguard Materials ETF
VAW
$3B
| $27.8M | ﹤0.01% |
123,494
+14,759
| +14% | +$3.38M |
|
|
BWIN
2242
Baldwin Insurance Group
BWIN
$2.58B
| $27.8M | ﹤0.01% |
1,266,825
+580,507
| +85% | +$12.6M |
|
2243
Cohen & Steers Duration Preferred & Income Fund
LDP
$599M
| $27.7M | ﹤0.01% |
1,389,272
+8,322
| +0.6% | +$175K |
|
2244
Black Hills Corp
BKH
$5.73B
| $27.7M | ﹤0.01% |
399,306
-172,921
| -30% | -$12.4M |
|
2245
PUT
UDR
UDR
$12.9B
| $27.7M | ﹤0.01% |
820,000
-30,700
| -4% | -$1.13M |
|
2246
CALL
BHP
BHP
$213B
| $27.7M | ﹤0.01% |
380,800
+99,200
| +35% | +$7.01M |
|
2247
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.36B
| $27.7M | ﹤0.01% |
557,549
+43,353
| +8% | +$2.18M |
|
2248
PUT
Strategy Inc
MSTR
$33.5B
| $27.7M | ﹤0.01% |
221,600
-384,300
| -63% | -$54.9M |
|
|
CNL
2249
Collective Mining Ltd
CNL
$1.19B
| $27.6M | ﹤0.01% |
1,568,216
+1,563,337
| +32,042% | +$26.1M |
|
2250
CALL
Agnico Eagle Mines
AEM
$72.6B
| $27.5M | ﹤0.01% |
135,448
-181,892
| -57% | -$37.9M |
|
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.