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 | |
|---|---|---|---|---|---|---|
2451
Plexus
PLXS
$6.8B
| $22.6M | ﹤0.01% |
111,768
-119,740
| -52% | -$22.8M |
|
2452
Upstart Holdings
UPST
$2.68B
| $22.6M | ﹤0.01% |
881,867
+239,730
| +37% | +$8.43M |
|
|
KC
2453
Kingsoft Cloud Holdings
KC
$2.96B
| $22.6M | ﹤0.01% |
1,692,305
+681,439
| +67% | +$8.91M |
|
2454
PUT
Devon Energy
DVN
$51B
| $22.6M | ﹤0.01% |
449,200
-577,600
| -56% | -$24.8M |
|
2455
ImmunityBio
IBRX
$7.48B
| $22.6M | ﹤0.01% |
2,944,888
+949,281
| +48% | +$6.5M |
|
2456
O-I Glass
OI
$1.42B
| $22.5M | ﹤0.01% |
2,143,752
+1,295,448
| +153% | +$17.8M |
|
2457
Standex International
SXI
$3.74B
| $22.5M | ﹤0.01% |
88,226
-3,217
| -4% | -$807K |
|
2458
Simmons First National
SFNC
$3.39B
| $22.5M | ﹤0.01% |
1,155,883
+886,742
| +329% | +$17.7M |
|
2459
Invesco S&P 500 Pure Growth ETF
RPG
$2.05B
| $22.5M | ﹤0.01% |
480,906
-71,531
| -13% | -$3.48M |
|
2460
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.58B
| $22.5M | ﹤0.01% |
184,334
-16,096
| -8% | -$1.99M |
|
2461
Virtu Financial
VIRT
$5.28B
| $22.5M | ﹤0.01% |
510,637
+306,422
| +150% | +$11.9M |
|
2462
Goldman Sachs BDC
GSBD
$979M
| $22.4M | ﹤0.01% |
2,527,896
+920,720
| +57% | +$8.5M |
|
2463
Starwood Property Trust
STWD
$6.17B
| $22.4M | ﹤0.01% |
1,302,321
-231,088
| -15% | -$4.15M |
|
2464
National Bank Holdings
NBHC
$1.94B
| $22.4M | ﹤0.01% |
572,276
+507,605
| +785% | +$20.3M |
|
2465
iShares Global Energy ETF
IXC
$2.73B
| $22.4M | ﹤0.01% |
388,949
-110,986
| -22% | -$5.53M |
|
2466
Clarivate
CLVT
$1.35B
| $22.4M | ﹤0.01% |
8,849,083
+5,577,162
| +170% | +$14.3M |
|
2467
IAMGOLD
IAG
$8.52B
| $22.4M | ﹤0.01% |
1,188,914
+650,902
| +121% | +$12.9M |
|
2468
Kennametal
KMT
$2.71B
| $22.4M | ﹤0.01% |
619,073
+80,752
| +15% | +$2.94M |
|
2469
FMC
FMC
$1.42B
| $22.4M | ﹤0.01% |
1,298,719
+96,241
| +8% | +$1.44M |
|
|
ACLX
2470
DELISTED
Arcellx
ACLX
| $22.4M | ﹤0.01% |
194,709
-121,903
| -39% | -$10.8M |
|
|
XIFR
2471
CALL
XPLR Infrastructure LP
XIFR
$1.19B
| $22.3M | ﹤0.01% |
2,100,160
-473,691
| -18% | -$4.88M |
|
2472
Morgan Stanley Direct Lending Fund
MSDL
$1.29B
| $22.3M | ﹤0.01% |
1,596,596
-72,097
| -4% | -$1.12M |
|
2473
Natural Resource Partners
NRP
$1.3B
| $22.2M | ﹤0.01% |
183,851
-12,204
| -6% | -$1.45M |
|
2474
National Vision
EYE
$1.64B
| $22.2M | ﹤0.01% |
858,804
+611,470
| +247% | +$16.6M |
|
2475
Acushnet Holdings
GOLF
$6.21B
| $22.2M | ﹤0.01% |
237,798
+55,106
| +30% | +$5.24M |
|
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.