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 |
Microsoft
MSFT
|
+$1.15B |
| 2 |
HONA
Honeywell Aerospace
HONA
|
+$611M |
| 3 |
SPCX
SpaceX
SPCX
|
+$567M |
| 4 |
Apple
AAPL
|
+$511M |
| 5 |
Jabil
JBL
|
+$463M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$1.49B |
| 2 |
Western Digital
WDC
|
+$1.42B |
| 3 |
Lumentum
LITE
|
+$951M |
| 4 |
Intel
INTC
|
+$785M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$749M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 41.93% |
| 2 | Technology | 18.61% |
| 3 | Financials | 7.85% |
| 4 | Industrials | 6.94% |
| 5 | Healthcare | 5.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2351
Lemonade
LMND
$3.68B
| $27.6M | ﹤0.01% |
423,979
+77,146
| +22% | +$4.51M |
|
2352
ING
ING
$104B
| $27.6M | ﹤0.01% |
878,229
+148,408
| +20% | +$4.39M |
|
|
BAND
2353
CALL
Bandwidth Inc
BAND
$1.59B
| $27.6M | ﹤0.01% |
+435,360
| New | +$19.5M |
|
2354
A10 Networks
ATEN
$1.9B
| $27.5M | ﹤0.01% |
736,554
+346,499
| +89% | +$10.1M |
|
2355
Virtus Reaves Utilities ETF
UTES
$1.17B
| $27.5M | ﹤0.01% |
336,470
-64,277
| -16% | -$5.22M |
|
2356
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$897M
| $27.4M | ﹤0.01% |
629,921
+44,986
| +8% | +$1.96M |
|
|
VISN
2357
Vistance Networks Inc
VISN
$1.5B
| $27.4M | ﹤0.01% |
2,142,939
+454,960
| +27% | +$6.42M |
|
|
BSCY
2358
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$596M
| $27.4M | ﹤0.01% |
1,323,555
+24,955
| +2% | +$517K |
|
|
ARXS
2359
Arxis Inc
ARXS
$22.1B
| $27.3M | ﹤0.01% |
+592,683
| New | +$23.1M |
|
2360
FNB Corp
FNB
$6.38B
| $27.3M | ﹤0.01% |
1,430,990
-732,049
| -34% | -$13M |
|
2361
PUT
Spotify
SPOT
$106B
| $27.3M | ﹤0.01% |
59,400
+6,900
| +13% | +$3.29M |
|
|
VOYG
2362
Voyager Technologies
VOYG
$2.16B
| $27.3M | ﹤0.01% |
845,531
-31,784
| -4% | -$1.1M |
|
2363
Invesco Dorsey Wright Momentum ETF
PDP
$1.45B
| $27.2M | ﹤0.01% |
179,532
-34,881
| -16% | -$4.86M |
|
|
BULL
2364
Webull Corp
BULL
$4.45B
| $27.2M | ﹤0.01% |
4,173,572
+947,527
| +29% | +$6.13M |
|
2365
Ameris Bancorp
ABCB
$5.57B
| $27.2M | ﹤0.01% |
301,085
+41,910
| +16% | +$3.56M |
|
2366
Alger Mid Cap 40 ETF
FRTY
$149M
| $27.1M | ﹤0.01% |
1,093,822
-180,085
| -14% | -$3.97M |
|
2367
MSC Industrial Direct
MSM
$6.76B
| $27.1M | ﹤0.01% |
228,179
-136,140
| -37% | -$14.5M |
|
2368
ProShares UltraPro QQQ
TQQQ
$35.9B
| $27.1M | ﹤0.01% |
334,919
-852,996
| -72% | -$59.2M |
|
2369
Shoals Technologies Group
SHLS
$1.26B
| $27.1M | ﹤0.01% |
2,732,435
+857,979
| +46% | +$7.79M |
|
2370
Honda
HMC
$41.7B
| $27M | ﹤0.01% |
996,668
-40,443
| -4% | -$1.03M |
|
2371
Standex International
SXI
$3.18B
| $27M | ﹤0.01% |
75,541
-12,685
| -14% | -$3.55M |
|
2372
PUT
Simon Property Group
SPG
$66.1B
| $27M | ﹤0.01% |
120,600
-21,500
| -15% | -$4.42M |
|
2373
State Street SPDR S&P Semiconductor ETF
XSD
$2.7B
| $27M | ﹤0.01% |
43,244
-7,723
| -15% | -$4.05M |
|
2374
SEI Investments
SEIC
$12.7B
| $27M | ﹤0.01% |
307,430
-9,175
| -3% | -$800K |
|
2375
SiriusXM
SIRI
$9.19B
| $26.9M | ﹤0.01% |
911,488
-269,388
| -23% | -$7.24M |
|
Similar funds
UBS Group's Q2 2026 Portfolio in Review
As of Q2 2026, UBS Group held 11,684 positions worth $786B, up 18% from $666B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
UBS Group's Q2 2026 filing shows 1,279 new, 4,220 increased, 4,368 reduced and 1,272 closed positions. Its largest new stake was Honeywell Aerospace: 2,768,136 shares worth $612M. The largest sale was ExxonMobil, an estimated $1.49B.
By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, up from 39% a quarter earlier, followed by Technology and Financials.
- UBS Group's largest Q2 2026 buy was Honeywell Aerospace: 2,768,136 shares worth $612M.
- UBS Group added most to Microsoft in Q2 2026, an estimated $1.15B increase.
- UBS Group's biggest Q2 2026 reduction was ExxonMobil, cutting an estimated $1.49B.
- UBS Group fully exited Hologic in Q2 2026, selling an estimated $385M.
- UBS Group's ten largest holdings make up 13% of its $786B portfolio in Q2 2026.
- UBS Group opened 1,279 new positions and closed 1,272 in Q2 2026.
- UBS Group's portfolio value rose 18% quarter-over-quarter to $786B.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.