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 Morningstar 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 | Miscellaneous | 39.16% |
| 2 | Technology | 16.96% |
| 3 | Financials | 8.4% |
| 4 | Industrials | 7.09% |
| 5 | Healthcare | 6.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2251
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.41B
| $27.4M | ﹤0.01% |
278,318
+52,559
| +23% | +$5.39M |
|
2252
Littelfuse
LFUS
$10.9B
| $27.4M | ﹤0.01% |
80,659
-26,722
| -25% | -$8.67M |
|
2253
Riot Platforms
RIOT
$7.12B
| $27.4M | ﹤0.01% |
2,212,913
-743,857
| -25% | -$11.4M |
|
2254
First Industrial Realty Trust
FR
$7.79B
| $27.3M | ﹤0.01% |
471,494
-96,304
| -17% | -$5.73M |
|
2255
SiriusXM
SIRI
$8.55B
| $27.3M | ﹤0.01% |
1,180,876
-343,919
| -23% | -$7.39M |
|
2256
CALL
PepsiCo
PEP
$173B
| $27.2M | ﹤0.01% |
175,454
-40,246
| -19% | -$6.27M |
|
2257
RadNet
RDNT
$5.39B
| $27.2M | ﹤0.01% |
486,659
+171,221
| +54% | +$11.7M |
|
2258
PUT
Western Digital
WDC
$159B
| $27.2M | ﹤0.01% |
100,500
-186,300
| -65% | -$48.6M |
|
2259
Brookfield Infrastructure Partners
BIP
$16.3B
| $27.2M | ﹤0.01% |
752,508
+602,076
| +400% | +$22.1M |
|
|
EA
2260
PUT
DELISTED
Electronic Arts
EA
| $27.2M | ﹤0.01% |
133,200
-47,700
| -26% | -$9.63M |
|
2261
Glacier Bancorp
GBCI
$5.52B
| $27.1M | ﹤0.01% |
607,637
+187,445
| +45% | +$8.87M |
|
2262
US Treasury 6 Month Bill ETF
XBIL
$754M
| $27.1M | ﹤0.01% |
542,444
+24
| +0% | +$1.2K |
|
2263
Mercury Insurance
MCY
$5.54B
| $27.1M | ﹤0.01% |
307,171
+177,906
| +138% | +$15.9M |
|
2264
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.51B
| $27M | ﹤0.01% |
519,499
+145,452
| +39% | +$7.35M |
|
2265
CALL
Target
TGT
$71.5B
| $27M | ﹤0.01% |
222,994
-350,818
| -61% | -$39.6M |
|
2266
Syndax Pharmaceuticals
SNDX
$1.63B
| $26.9M | ﹤0.01% |
1,153,662
+437,443
| +61% | +$9.5M |
|
|
SAIL
2267
SailPoint Inc
SAIL
$11.5B
| $26.9M | ﹤0.01% |
2,035,083
-1,878,656
| -48% | -$29.3M |
|
2268
CALL
State Street SPDR S&P Metals & Mining ETF
XME
$4.07B
| $26.9M | ﹤0.01% |
249,360
-1,336,440
| -84% | -$156M |
|
2269
PUT
Walt Disney
DIS
$176B
| $26.9M | ﹤0.01% |
279,200
-278,300
| -50% | -$29.4M |
|
2270
iShares Global Healthcare ETF
IXJ
$4.28B
| $26.9M | ﹤0.01% |
287,616
+20,096
| +8% | +$1.97M |
|
2271
CALL
AT&T
T
$167B
| $26.9M | ﹤0.01% |
927,939
+723,834
| +355% | +$19.3M |
|
2272
iShares Global Clean Energy ETF
ICLN
$2.17B
| $26.9M | ﹤0.01% |
1,470,764
+310,829
| +27% | +$5.66M |
|
2273
Archer Aviation
ACHR
$3.8B
| $26.9M | ﹤0.01% |
5,202,200
+2,892,204
| +125% | +$20.6M |
|
|
BSCY
2274
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$590M
| $26.9M | ﹤0.01% |
1,298,600
+1,249,430
| +2,541% | +$26.2M |
|
2275
Moelis & Co
MC
$4.17B
| $26.8M | ﹤0.01% |
470,986
-153,421
| -25% | -$9.97M |
|
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 $74.2B of net new capital in Q1 2026, opening 1,344 new positions and adding to 4,799 existing holdings. Its largest new stake was Sunbelt Rentals Holdings: 1,909,539 shares worth $124M.
By sector, the portfolio is most concentrated in Miscellaneous at 39% of assets, up from 38% a quarter earlier, followed by Technology and Financials.
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 1,383 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.