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 | |
|---|---|---|---|---|---|---|
2426
ArcBest
ARCB
$3.37B
| $23M | ﹤0.01% |
234,061
+26,054
| +13% | +$2.47M |
|
|
EFXT
2427
Enerflex
EFXT
$2.74B
| $23M | ﹤0.01% |
1,099,709
+620,883
| +130% | +$11.9M |
|
2428
Watts Water Technologies
WTS
$11.7B
| $22.9M | ﹤0.01% |
79,050
-18,724
| -19% | -$5.71M |
|
2429
Gulfport Energy Corp
GPOR
$2.81B
| $22.9M | ﹤0.01% |
108,436
+30,858
| +40% | +$6.14M |
|
2430
Goodyear
GT
$2.08B
| $22.9M | ﹤0.01% |
3,460,178
+1,444,820
| +72% | +$12.2M |
|
2431
White Mountains Insurance
WTM
$5.5B
| $22.9M | ﹤0.01% |
10,441
+4,440
| +74% | +$9.51M |
|
2432
Louisiana-Pacific
LPX
$5.36B
| $22.9M | ﹤0.01% |
315,300
-238,395
| -43% | -$20.1M |
|
2433
CALL
Amgen
AMGN
$203B
| $22.9M | ﹤0.01% |
65,188
+21,100
| +48% | +$7.52M |
|
2434
Sociedad Química y Minera de Chile
SQM
$19.9B
| $22.9M | ﹤0.01% |
283,359
-136,903
| -33% | -$10.4M |
|
2435
Vontier
VNT
$4.37B
| $22.9M | ﹤0.01% |
646,425
+154,590
| +31% | +$5.95M |
|
2436
Tenable Holdings
TENB
$3.65B
| $22.9M | ﹤0.01% |
1,355,120
-1,737,457
| -56% | -$36.5M |
|
2437
Valmont Industries
VMI
$9.67B
| $22.9M | ﹤0.01% |
57,257
-46,399
| -45% | -$20.3M |
|
2438
Boyd Gaming
BYD
$6.63B
| $22.8M | ﹤0.01% |
277,835
-333,372
| -55% | -$28M |
|
2439
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$553M
| $22.8M | ﹤0.01% |
995,710
+40,546
| +4% | +$936K |
|
|
HNGE
2440
Hinge Health
HNGE
$5.8B
| $22.8M | ﹤0.01% |
592,032
+235,331
| +66% | +$9.78M |
|
2441
Invesco BuyBack Achievers ETF
PKW
$1.71B
| $22.8M | ﹤0.01% |
173,840
+62,495
| +56% | +$8.48M |
|
2442
First Trust Financials AlphaDEX Fund
FXO
$1.12B
| $22.8M | ﹤0.01% |
405,597
-103,124
| -20% | -$6.12M |
|
2443
Resideo Technologies
REZI
$5.3B
| $22.7M | ﹤0.01% |
674,673
+376,800
| +126% | +$13.5M |
|
2444
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.69B
| $22.7M | ﹤0.01% |
236,189
-126
| -0.1% | -$12.6K |
|
2445
Fidelity Limited Term Bond ETF
FLTB
$415M
| $22.7M | ﹤0.01% |
451,309
-6,977
| -2% | -$354K |
|
2446
Wolverine World Wide
WWW
$1.59B
| $22.7M | ﹤0.01% |
1,389,995
+1,006,532
| +262% | +$17.7M |
|
2447
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.09B
| $22.7M | ﹤0.01% |
777,062
+48,985
| +7% | +$1.43M |
|
2448
Sable Offshore Corp
SOC
$886M
| $22.7M | ﹤0.01% |
1,371,722
-1,318,295
| -49% | -$15.4M |
|
2449
CALL
Pan American Silver
PAAS
$18.6B
| $22.7M | ﹤0.01% |
+414,652
| New | +$23.9M |
|
2450
PUT
Kinder Morgan
KMI
$71.7B
| $22.6M | ﹤0.01% |
675,400
-298,000
| -31% | -$9.31M |
|
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.