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 | |
|---|---|---|---|---|---|---|
2301
CALL
Colgate-Palmolive
CL
$72.6B
| $26.2M | ﹤0.01% |
307,728
+200,731
| +188% | +$17.9M |
|
2302
CALL
Deere & Co
DE
$170B
| $26.2M | ﹤0.01% |
46,552
-67,552
| -59% | -$38.1M |
|
2303
First Trust STOXX European Select Dividend Income Fund
FDD
$858M
| $26.2M | ﹤0.01% |
1,471,715
+57,676
| +4% | +$1.04M |
|
2304
PUT
Teck Resources
TECK
$29.5B
| $26.2M | ﹤0.01% |
506,000
-163,600
| -24% | -$8.76M |
|
2305
Unifirst Corp
UNF
$5.32B
| $26.2M | ﹤0.01% |
103,961
+59,854
| +136% | +$13.8M |
|
2306
YPF
YPF
$20.2B
| $26.2M | ﹤0.01% |
565,888
-160,214
| -22% | -$6.06M |
|
2307
Critical Metals Corp
CRML
$853M
| $26.1M | ﹤0.01% |
3,291,095
+1,095,058
| +50% | +$12.6M |
|
2308
Atlanta Braves Holdings Series B
BATRK
$3.23B
| $26.1M | ﹤0.01% |
610,463
+53,361
| +10% | +$2.22M |
|
2309
PUT
Philip Morris
PM
$301B
| $26M | ﹤0.01% |
157,400
-23,100
| -13% | -$4.01M |
|
2310
PUT
MongoDB
MDB
$24B
| $26M | ﹤0.01% |
106,200
-102,600
| -49% | -$34.3M |
|
2311
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.58B
| $26M | ﹤0.01% |
658,303
+209,552
| +47% | +$8.19M |
|
2312
Kinsale Capital Group
KNSL
$7.95B
| $25.9M | ﹤0.01% |
75,824
-21,188
| -22% | -$8.03M |
|
2313
Invesco Dorsey Wright Momentum ETF
PDP
$1.5B
| $25.9M | ﹤0.01% |
214,413
+22,074
| +11% | +$2.74M |
|
2314
Reliance Steel & Aluminium
RS
$20.8B
| $25.9M | ﹤0.01% |
85,135
+11,875
| +16% | +$3.77M |
|
2315
Nuveen Municipal Credit Income Fund
NZF
$2.4B
| $25.8M | ﹤0.01% |
2,117,571
-51,514
| -2% | -$649K |
|
2316
Cognex
CGNX
$10.3B
| $25.8M | ﹤0.01% |
526,396
-294,754
| -36% | -$13.8M |
|
|
TPC
2317
Tutor Perini Cor
TPC
$4.57B
| $25.8M | ﹤0.01% |
333,602
-68,019
| -17% | -$5.21M |
|
2318
Mobileye
MBLY
$2.03B
| $25.7M | ﹤0.01% |
3,747,072
+711,072
| +23% | +$6.44M |
|
2319
Axos Financial
AX
$5.45B
| $25.7M | ﹤0.01% |
301,816
+45,592
| +18% | +$4.15M |
|
|
NBIS
2320
PUT
Nebius Group N.V.
NBIS
$47.7B
| $25.6M | ﹤0.01% |
247,200
+139,800
| +130% | +$14M |
|
2321
CALL
General Motors
GM
$74.7B
| $25.6M | ﹤0.01% |
343,800
-202,300
| -37% | -$16.1M |
|
2322
National Grid
NGG
$82.7B
| $25.6M | ﹤0.01% |
302,745
+62,725
| +26% | +$5.4M |
|
2323
WisdomTree International Quality Dividend Growth Fund
IQDG
$696M
| $25.6M | ﹤0.01% |
636,676
+32,297
| +5% | +$1.37M |
|
|
CHI
2324
Calamos Convertible Opportunities and Income Fund
CHI
$1.02B
| $25.5M | ﹤0.01% |
2,378,396
+190,612
| +9% | +$2.14M |
|
2325
CALL
Adobe
ADBE
$89.5B
| $25.5M | ﹤0.01% |
104,818
-87,283
| -45% | -$24.2M |
|
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.