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 Q1	$11.2M	Sell	291,600 -87,500	-23%	-$3.74M	﹤0.01%	1404
2025 Q4	$17.7M	Sell	379,100 -47,300	-11%	-$1.91M	0.01%	1182
2025 Q3	$17.4M	Sell	426,400 -178,600	-30%	-$6.94M	0.01%	1155
2025 Q2	$20.4M	Buy	605,000 +376,400	+165%	+$11.6M	0.01%	947
2025 Q1	$6.94M	Buy	228,600 +67,500	+42%	+$2.25M	﹤0.01%	1636
2024 Q4	$4.93M	Sell	161,100 -27,800	-15%	-$881K	﹤0.01%	1977
2024 Q3	$5.84M	Buy	188,900 +135,800	+256%	+$4.08M	﹤0.01%	1723
2024 Q2	$1.56M	Sell	53,100 -71,100	-57%	-$2.11M	﹤0.01%	2553
2024 Q1	$3.82M	Buy	124,200 +106,200	+590%	+$3.14M	﹤0.01%	1916
2023 Q4	$558K	Sell	18,000 -32,000	-64%	-$842K	﹤0.01%	3326
2023 Q3	$1.24M	Buy	+50,000	New	+$1.17M	﹤0.01%	2337
2023 Q1	–	Sell	-175,000	Closed	-$3.25M	–	5871
2022 Q4	$3.25M	Hold	175,000	–	–	﹤0.01%	1719
2022 Q3	$2.57M	Hold	175,000	–	–	﹤0.01%	1965
2022 Q2	$2.81M	Sell	175,000 -575,000	-77%	-$10.1M	﹤0.01%	1867
2022 Q1	$14.8M	Hold	750,000	–	–	0.01%	1101
2021 Q4	$13.5M	Buy	+750,000	New	+$13.2M	0.01%	1217
2021 Q1	–	Sell	-100	Closed	-$1K	–	7412
2020 Q4	$1K	Sell	100 -1,154,300	-100%	-$15.3M	﹤0.01%	7299
2020 Q3	$12.9M	Sell	1,154,400 -153,200	-12%	-$1.84M	0.01%	1178
2020 Q2	$15M	Buy	1,307,600 +451,300	+53%	+$4.65M	0.01%	1013
2020 Q1	$8.01M	Sell	856,300 -1,059,100	-55%	-$12.2M	0.01%	1313
2019 Q4	$24.2M	Sell	1,915,400 -1,448,800	-43%	-$17.2M	0.02%	859
2019 Q3	$38.2M	Buy	3,364,200 +2,342,400	+229%	+$26.4M	0.03%	566
2019 Q2	$12.1M	Sell	1,021,800 -1,240,800	-55%	-$15.2M	0.01%	1260
2019 Q1	$27M	Buy	2,262,600 +1,675,300	+285%	+$21.2M	0.03%	676
2018 Q4	$7.29M	Sell	587,300 -842,500	-59%	-$11.4M	0.01%	1507
2018 Q3	$23.2M	Sell	1,429,800 -2,013,700	-58%	-$31.7M	0.02%	753
2018 Q2	$52.2M	Buy	3,443,500 +2,090,700	+155%	+$34M	0.05%	355
2018 Q1	$23.7M	Buy	1,352,800 +147,300	+12%	+$2.8M	0.02%	703
2017 Q4	$22.1M	Sell	1,205,500 -500,000	-29%	-$8.69M	0.02%	787
2017 Q3	$29.2M	Buy	1,705,500 +443,300	+35%	+$7.58M	0.02%	617
2017 Q2	$21.4M	Sell	1,262,200 -2,243,700	-64%	-$36.5M	0.02%	723
2017 Q1	$56.2M	Sell	3,505,900 -81,700	-2%	-$1.31M	0.05%	320
2016 Q4	$56.3M	Buy	+3,587,600	New	+$54M	0.05%	355
2016 Q2	–	Sell	-509,800	Closed	-$8.25M	–	7445
2016 Q1	$8.25M	Buy	+509,800	New	+$8.28M	0.01%	1144
2015 Q3	–	Sell	-1,075,000	Closed	-$22.8M	–	7721
2015 Q2	$22.8M	Buy	+1,075,000	New	+$22.5M	0.02%	711

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

Citigroup's UBS Position: Q1 2026 in Review

Citigroup reduced its UBS Group (UBS) stake by 1% in Q1 2026, selling an estimated $2.61M and leaving 5,959,083 shares worth $228M. The position accounts for 0.1% of the portfolio, ranked #191.

Citigroup first reported a position in UBS in Q4 2014 and has held it in 46 quarters since. The position peaked at $352M in Q3 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Citigroup held 5,959,083 shares of UBS Group worth $228M as of Q1 2026.
Citigroup sold 60,963 UBS Group shares in Q1 2026, an estimated $2.61M.
UBS Group made up 0.1% of Citigroup's portfolio in Q1 2026, its #191 holding.
Citigroup first reported a position in UBS Group in Q4 2014 and has held it in 46 quarters since.
Citigroup's UBS Group position peaked at $352M in Q3 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.