Citadel Advisors
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Citadel Advisors’s UBS Group UBS Stock Holding History

Citadel Advisors’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$43.2M Buy
1,104,800
+1,700
+0.2% +$72.8K 0.01% 1504
2025
Q4 		$51.1M Sell
1,103,100
-82,900
-7% -$3.35M 0.01% 1387
2025
Q3 		$48.6M Buy
1,186,000
+550,400
+87% +$21.4M 0.01% 1407
2025
Q2 		$21.5M Buy
635,600
+501,800
+375% +$15.5M ﹤0.01% 2053
2025
Q1 		$4.1M Sell
133,800
-1,158,200
-90% -$38.6M ﹤0.01% 4221
2024
Q4 		$39.2M Sell
1,292,000
-217,828
-14% -$6.9M 0.01% 1501
2024
Q3 		$46.7M Buy
1,509,828
+484,648
+47% +$14.6M 0.01% 1285
2024
Q2 		$30.3M Sell
1,025,180
-410,300
-29% -$12.2M 0.01% 1594
2024
Q1 		$44.1M Buy
1,435,480
+855,116
+147% +$25.3M 0.01% 1318
2023
Q4 		$17.9M Sell
580,364
-19,944
-3% -$525K ﹤0.01% 2128
2023
Q3 		$14.8M Buy
600,308
+326,644
+119% +$7.63M ﹤0.01% 2200
2023
Q2 		$5.55M Sell
273,664
-445,236
-62% -$8.95M ﹤0.01% 3491
2023
Q1 		$15.3M Buy
718,900
+507,700
+240% +$10.6M ﹤0.01% 2246
2022
Q4 		$3.94M Buy
211,200
+93,700
+80% +$1.59M ﹤0.01% 4263
2022
Q3 		$1.71M Buy
117,500
+90,800
+340% +$1.45M ﹤0.01% 5893
2022
Q2 		$433K Buy
+26,700
New +$468K ﹤0.01% 8968
2022
Q1 		– Sell
-73,700
Closed -$1.32M – 14606
2021
Q4 		$1.32M Sell
73,700
-70,000
-49% -$1.23M ﹤0.01% 7221
2021
Q3 		$2.29M Buy
143,700
+112,300
+358% +$1.82M ﹤0.01% 6011
2021
Q2 		$482K Buy
+31,400
New +$496K ﹤0.01% 10139
2021
Q1 		– Sell
-169,800
Closed -$2.4M – 13728
2020
Q4 		$2.4M Buy
169,800
+38,000
+29% +$503K ﹤0.01% 4980
2020
Q3 		$1.47M Buy
131,800
+87,700
+199% +$1.05M ﹤0.01% 5309
2020
Q2 		$509K Buy
44,100
+32,300
+274% +$333K ﹤0.01% 7037
2020
Q1 		$109K Sell
11,800
-62,000
-84% -$715K ﹤0.01% 8576
2019
Q4 		$928K Buy
73,800
+30,300
+70% +$360K ﹤0.01% 5730
2019
Q3 		$492K Buy
43,500
+7,200
+20% +$81K ﹤0.01% 6786
2019
Q2 		$430K Sell
36,300
-22,900
-39% -$281K ﹤0.01% 7051
2019
Q1 		$717K Buy
59,200
+32,700
+123% +$414K ﹤0.01% 6177
2018
Q4 		$328K Buy
26,500
+11,700
+79% +$159K ﹤0.01% 7099
2018
Q3 		$233K Buy
14,800
+900
+6% +$14.2K ﹤0.01% 7990
2018
Q2 		$213K Sell
13,900
-17,700
-56% -$288K ﹤0.01% 7792
2018
Q1 		$558K Buy
31,600
+3,500
+12% +$66.5K ﹤0.01% 5712
2017
Q4 		$517K Buy
+28,100
New +$488K ﹤0.01% 5599
2017
Q3 		– Sell
-14,500
Closed -$246K – 8076
2017
Q2 		$246K Buy
+14,500
New +$236K ﹤0.01% 6233
2016
Q3 		– Sell
-14,700
Closed -$191K – 7793
2016
Q2 		$191K Sell
14,700
-48,800
-77% -$746K ﹤0.01% 5872
2016
Q1 		$1.02M Buy
63,500
+2,400
+4% +$39K ﹤0.01% 3470
2015
Q4 		$1.18M Buy
61,100
+21,900
+56% +$427K ﹤0.01% 3374
2015
Q3 		$726K Buy
39,200
+27,000
+221% +$572K ﹤0.01% 4254
2015
Q2 		$259K Buy
12,200
+9,800
+408% +$205K ﹤0.01% 5955
2015
Q1 		$45K Buy
+2,400
New +$41.8K ﹤0.01% 7448

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Citadel Advisors's UBS Position: Q1 2026 in Review

Citadel Advisors increased its UBS Group (UBS) stake by 710% in Q1 2026, buying an estimated $25.4M and bringing the position to 677,062 shares worth $26.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Citadel Advisors first reported a position in UBS in Q1 2015 and has held it in 40 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Citadel Advisors held 677,062 shares of UBS Group worth $26.5M as of Q1 2026.
  • Citadel Advisors bought 593,439 UBS Group shares in Q1 2026, an estimated $25.4M.
  • UBS Group made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #1988 holding.
  • Citadel Advisors first reported a position in UBS Group in Q1 2015 and has held it in 40 quarters since.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.