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 | |
|---|---|---|---|---|---|---|
2326
PUT
iShares MSCI South Korea ETF
EWY
$22.7B
| $25.5M | ﹤0.01% |
207,100
+182,100
| +728% | +$22.8M |
|
2327
AXIS Capital
AXS
$8.59B
| $25.5M | ﹤0.01% |
251,205
+28,914
| +13% | +$2.97M |
|
2328
Mueller Water Products
MWA
$3.92B
| $25.5M | ﹤0.01% |
926,651
-328,367
| -26% | -$9.1M |
|
2329
PUT
Spotify
SPOT
$99.2B
| $25.5M | ﹤0.01% |
52,500
-40,100
| -43% | -$20.1M |
|
2330
Travere Therapeutics
TVTX
$5.33B
| $25.5M | ﹤0.01% |
856,757
+434,138
| +103% | +$13M |
|
2331
NewAmsterdam Pharma
NAMS
$3.47B
| $25.4M | ﹤0.01% |
794,976
-104,466
| -12% | -$3.4M |
|
2332
CALL
TeraWulf
WULF
$9.15B
| $25.4M | ﹤0.01% |
1,763,100
-1,218,400
| -41% | -$18.1M |
|
2333
Par Pacific Holdings
PARR
$3.88B
| $25.4M | ﹤0.01% |
405,739
-4,037
| -1% | -$181K |
|
2334
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$924M
| $25.4M | ﹤0.01% |
584,935
+44,426
| +8% | +$1.96M |
|
2335
CALL
Teva Pharmaceuticals
TEVA
$35.9B
| $25.4M | ﹤0.01% |
843,600
+776,700
| +1,161% | +$25M |
|
2336
IDEAYA Biosciences
IDYA
$3.41B
| $25.4M | ﹤0.01% |
762,548
-323,084
| -30% | -$10.8M |
|
2337
PUT
CME Group
CME
$92.2B
| $25.4M | ﹤0.01% |
86,000
-15,700
| -15% | -$4.66M |
|
2338
New Jersey Resources
NJR
$6.06B
| $25.4M | ﹤0.01% |
462,130
-67,039
| -13% | -$3.47M |
|
|
GRFS
2339
Grifois
GRFS
$5.16B
| $25.3M | ﹤0.01% |
3,156,653
+591,289
| +23% | +$5.21M |
|
2340
CALL
First Solar
FSLR
$21.8B
| $25.3M | ﹤0.01% |
128,265
-33,000
| -20% | -$7.3M |
|
2341
Avnet
AVT
$7.33B
| $25.3M | ﹤0.01% |
410,224
+252,047
| +159% | +$15M |
|
2342
CALL
Nu Holdings
NU
$68.1B
| $25.3M | ﹤0.01% |
1,757,700
+1,003,200
| +133% | +$16.3M |
|
2343
GraniteShares 2x Long COIN Daily ETF
CONL
$478M
| $25.2M | ﹤0.01% |
3,605,922
+1,868,653
| +108% | +$19.4M |
|
2344
Honda
HMC
$36.5B
| $25.2M | ﹤0.01% |
1,037,111
+640,025
| +161% | +$18.5M |
|
2345
Levi Strauss
LEVI
$9.44B
| $25.2M | ﹤0.01% |
1,361,846
-205,034
| -13% | -$4.2M |
|
2346
Banco Bradesco
BBD
$38.1B
| $25.1M | ﹤0.01% |
6,889,743
+6,576,258
| +2,098% | +$24.9M |
|
2347
Celcuity
CELC
$4.03B
| $25.1M | ﹤0.01% |
220,163
+138,592
| +170% | +$15.1M |
|
2348
Credicorp
BAP
$30.9B
| $25.1M | ﹤0.01% |
73,975
+35,799
| +94% | +$12M |
|
2349
Alamos Gold
AGI
$12.4B
| $25.1M | ﹤0.01% |
564,599
-471,025
| -45% | -$20.8M |
|
2350
CALL
Enovix
ENVX
$862M
| $25M | ﹤0.01% |
4,817,664
-1,605,888
| -25% | -$10M |
|
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.