Citigroup’s UBS Group UBS Stock Holding History

Citigroup’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 Q2	$359M	Buy	7,234,261 +1,275,178	+21%	+$58.1M	0.12%	155
2026 Q1	$228M	Sell	5,959,083 -60,963	-1%	-$2.61M	0.1%	191
2025 Q4	$281M	Sell	6,020,046 -2,598,767	-30%	-$105M	0.12%	140
2025 Q3	$352M	Buy	8,618,813 +2,571,421	+43%	+$99.9M	0.16%	120
2025 Q2	$204M	Buy	6,047,392 +221,563	+4%	+$6.86M	0.1%	195
2025 Q1	$177M	Sell	5,825,829 -739,024	-11%	-$24.6M	0.09%	204
2024 Q4	$201M	Buy	6,564,853 +2,010,965	+44%	+$63.7M	0.12%	159
2024 Q3	$141M	Sell	4,553,888 -2,506,211	-35%	-$75.3M	0.08%	217
2024 Q2	$208M	Sell	7,060,099 -3,393,665	-32%	-$101M	0.13%	143
2024 Q1	$321M	Buy	10,453,764 +2,131,939	+26%	+$63M	0.21%	81
2023 Q4	$258M	Buy	8,321,825 +1,765,061	+27%	+$46.4M	0.18%	94
2023 Q3	$163M	Sell	6,556,764 -2,407,508	-27%	-$56.2M	0.12%	137
2023 Q2	$181M	Buy	8,964,272 +5,218,321	+139%	+$105M	0.12%	124
2023 Q1	$79.1M	Buy	3,745,951 +1,361,825	+57%	+$28.4M	0.06%	276
2022 Q4	$44.3M	Buy	2,384,126 +870,691	+58%	+$14.8M	0.04%	444
2022 Q3	$22.3M	Sell	1,513,435 -577,489	-28%	-$9.24M	0.02%	730
2022 Q2	$33.6M	Sell	2,090,924 -970,962	-32%	-$17M	0.03%	551
2022 Q1	$60.4M	Sell	3,061,886 -296,049	-9%	-$5.6M	0.04%	432
2021 Q4	$60.3M	Buy	3,357,935 +185,646	+6%	+$3.27M	0.03%	496
2021 Q3	$51M	Sell	3,172,289 -196,735	-6%	-$3.19M	0.03%	523
2021 Q2	$51.6M	Sell	3,369,024 -491,183	-13%	-$7.76M	0.03%	512
2021 Q1	$60M	Sell	3,860,207 -1,180,232	-23%	-$18.1M	0.04%	426
2020 Q4	$71.1M	Buy	5,040,439 +843,233	+20%	+$11.2M	0.04%	393
2020 Q3	$47.1M	Buy	4,197,206 +620,656	+17%	+$7.44M	0.03%	479
2020 Q2	$41.2M	Sell	3,576,550 -443,931	-11%	-$4.57M	0.03%	461
2020 Q1	$37.6M	Sell	4,020,481 -1,433,236	-26%	-$16.5M	0.03%	469
2019 Q4	$68.9M	Sell	5,453,717 -220,430	-4%	-$2.62M	0.05%	364
2019 Q3	$64.5M	Sell	5,674,147 -107,273	-2%	-$1.21M	0.05%	357
2019 Q2	$68.5M	Sell	5,781,420 -655,542	-10%	-$8.03M	0.06%	330
2019 Q1	$76.9M	Buy	6,436,962 +307,989	+5%	+$3.9M	0.07%	252
2018 Q4	$76.1M	Buy	6,128,973 +2,139,705	+54%	+$29M	0.08%	251
2018 Q3	$64.7M	Sell	3,989,268 -1,983,142	-33%	-$31.2M	0.06%	302
2018 Q2	$90.6M	Sell	5,972,410 -353,185	-6%	-$5.74M	0.08%	192
2018 Q1	$111M	Buy	6,325,595 +2,362,520	+60%	+$44.9M	0.09%	174
2017 Q4	$72.7M	Sell	3,963,075 -276,979	-7%	-$4.81M	0.06%	307
2017 Q3	$72.5M	Buy	4,240,054 +931,210	+28%	+$15.9M	0.06%	278
2017 Q2	$56.1M	Sell	3,308,844 -1,151,174	-26%	-$18.7M	0.05%	311
2017 Q1	$71.4M	Buy	4,460,018 +1,548,161	+53%	+$24.9M	0.06%	255
2016 Q4	$45.7M	Buy	2,911,857 +25,692	+0.9%	+$387K	0.04%	407
2016 Q3	$39.4M	Sell	2,886,165 -113,115	-4%	-$1.54M	0.04%	416
2016 Q2	$38.7M	Buy	2,999,280 +996,597	+50%	+$15.2M	0.04%	391
2016 Q1	$32.4M	Buy	2,002,683 +873,216	+77%	+$14.2M	0.04%	434
2015 Q4	$22.1M	Sell	1,129,467 -36,048	-3%	-$703K	0.02%	701
2015 Q3	$21.5M	Sell	1,165,515 -728,046	-38%	-$15.4M	0.02%	688
2015 Q2	$40.2M	Buy	1,893,561 +274,281	+17%	+$5.73M	0.04%	467
2015 Q1	$30.5M	Buy	1,619,280 +730,155	+82%	+$12.7M	0.03%	566
2014 Q4	$15.3M	Buy	+889,125	New	+$15.2M	0.01%	961

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citigroup's UBS Position: Q2 2026 in Review

Citigroup increased its UBS Group (UBS) stake by 21% in Q2 2026, buying an estimated $58.1M and bringing the position to 7,234,261 shares worth $359M. The position accounts for 0.12% of the portfolio, ranked #155.

Citigroup first reported a position in UBS in Q4 2014 and has held it in 47 quarters since. 609 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Citigroup held 7,234,261 shares of UBS Group worth $359M as of Q2 2026.
Citigroup bought 1,275,178 UBS Group shares in Q2 2026, an estimated $58.1M.
UBS Group made up 0.12% of Citigroup's portfolio in Q2 2026, its #155 holding.
Citigroup first reported a position in UBS Group in Q4 2014 and has held it in 47 quarters since.
609 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.