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	$17.7M	Buy	454,000 +120,900	+36%	+$5.17M	﹤0.01%	2475
2025 Q4	$15.4M	Sell	333,100 -11,100	-3%	-$448K	﹤0.01%	2672
2025 Q3	$14.1M	Sell	344,200 -65,600	-16%	-$2.55M	﹤0.01%	2763
2025 Q2	$13.9M	Sell	409,800 -296,600	-42%	-$9.18M	﹤0.01%	2613
2025 Q1	$21.6M	Buy	706,400 +535,624	+314%	+$17.9M	﹤0.01%	1954
2024 Q4	$5.18M	Buy	170,776 +36,500	+27%	+$1.16M	﹤0.01%	3911
2024 Q3	$4.15M	Sell	134,276 -37,216	-22%	-$1.12M	﹤0.01%	4257
2024 Q2	$5.07M	Sell	171,492 -180,708	-51%	-$5.37M	﹤0.01%	3730
2024 Q1	$10.8M	Buy	352,200 +123,792	+54%	+$3.66M	﹤0.01%	2848
2023 Q4	$7.06M	Sell	228,408 -53,720	-19%	-$1.41M	﹤0.01%	3311
2023 Q3	$6.95M	Buy	282,128 +174,432	+162%	+$4.07M	﹤0.01%	3168
2023 Q2	$2.18M	Sell	107,696 -260,604	-71%	-$5.24M	﹤0.01%	5008
2023 Q1	$7.86M	Buy	368,300 +273,900	+290%	+$5.71M	﹤0.01%	3129
2022 Q4	$1.76M	Buy	+94,400	New	+$1.61M	﹤0.01%	5709
2022 Q3	–	Sell	-23,500	Closed	-$381K	–	13635
2022 Q2	$381K	Sell	23,500 -75,900	-76%	-$1.33M	﹤0.01%	9251
2022 Q1	$1.94M	Buy	+99,400	New	+$1.88M	﹤0.01%	6147
2021 Q3	–	Sell	-70,200	Closed	-$1.08M	–	14685
2021 Q2	$1.08M	Sell	70,200 -14,700	-17%	-$232K	﹤0.01%	8183
2021 Q1	$1.32M	Buy	84,900 +30,600	+56%	+$470K	﹤0.01%	7424
2020 Q4	$767K	Buy	54,300 +22,800	+72%	+$302K	﹤0.01%	7344
2020 Q3	$351K	Sell	31,500 -49,600	-61%	-$595K	﹤0.01%	7883
2020 Q2	$936K	Sell	81,100 -115,000	-59%	-$1.18M	﹤0.01%	5952
2020 Q1	$1.82M	Buy	196,100 +170,500	+666%	+$1.97M	﹤0.01%	4304
2019 Q4	$322K	Sell	25,600 -41,900	-62%	-$498K	﹤0.01%	7482
2019 Q3	$763K	Buy	67,500 +1,700	+3%	+$19.1K	﹤0.01%	6057
2019 Q2	$780K	Sell	65,800 -489,400	-88%	-$6M	﹤0.01%	6104
2019 Q1	$6.72M	Sell	555,200 -9,800	-2%	-$124K	﹤0.01%	2575
2018 Q4	$7M	Sell	565,000 -296,200	-34%	-$4.02M	﹤0.01%	2323
2018 Q3	$13.5M	Buy	861,200 +446,300	+108%	+$7.02M	0.01%	1771
2018 Q2	$6.37M	Buy	414,900 +386,200	+1,346%	+$6.28M	﹤0.01%	2453
2018 Q1	$507K	Buy	28,700 +1,300	+5%	+$24.7K	﹤0.01%	5867
2017 Q4	$504K	Buy	27,400 +7,600	+38%	+$132K	﹤0.01%	5632
2017 Q3	$340K	Buy	19,800 +3,200	+19%	+$54.7K	﹤0.01%	5874
2017 Q2	$282K	Sell	16,600 -10,200	-38%	-$166K	﹤0.01%	6000
2017 Q1	$427K	Sell	26,800 -16,500	-38%	-$266K	﹤0.01%	5287
2016 Q4	$679K	Buy	43,300 +21,500	+99%	+$324K	﹤0.01%	4425
2016 Q3	$297K	Buy	21,800 +1,000	+5%	+$13.6K	﹤0.01%	5683
2016 Q2	$270K	Sell	20,800 -10,100	-33%	-$154K	﹤0.01%	5377
2016 Q1	$495K	Buy	+30,900	New	+$502K	﹤0.01%	4419
2015 Q4	–	Sell	-7,000	Closed	-$130K	–	9221
2015 Q3	$130K	Buy	7,000 +4,700	+204%	+$99.6K	﹤0.01%	6684
2015 Q2	$49K	Sell	2,300 -9,900	-81%	-$207K	﹤0.01%	7669
2015 Q1	$229K	Buy	+12,200	New	+$212K	﹤0.01%	6018

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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.