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	$41M	Sell	1,071,700 -545,000	-34%	-$23.3M	0.02%	718
2025 Q4	$75.4M	Buy	1,616,700 +724,100	+81%	+$29.3M	0.03%	475
2025 Q3	$36.5M	Buy	892,600 +211,000	+31%	+$8.19M	0.02%	764
2025 Q2	$23M	Buy	681,600 +437,500	+179%	+$13.5M	0.01%	897
2025 Q1	$7.41M	Sell	244,100 -1,501,300	-86%	-$50.1M	﹤0.01%	1592
2024 Q4	$53.4M	Sell	1,745,400 -3,300	-0.2%	-$105K	0.03%	487
2024 Q3	$54M	Buy	1,748,700 +1,311,900	+300%	+$39.4M	0.03%	489
2024 Q2	$12.9M	Buy	436,800 +433,500	+13,136%	+$12.9M	0.01%	1121
2024 Q1	$101K	Sell	3,300 -196,700	-98%	-$5.81M	﹤0.01%	4291
2023 Q4	$6.2M	Sell	200,000 -2,350,000	-92%	-$61.8M	﹤0.01%	1460
2023 Q3	$63.2M	Buy	2,550,000 +654,500	+35%	+$15.3M	0.05%	339
2023 Q2	$38.3M	Buy	1,895,500 +1,000,000	+112%	+$20.1M	0.03%	543
2023 Q1	$18.9M	Sell	895,500 -250,000	-22%	-$5.22M	0.01%	850
2022 Q4	$21.3M	Sell	1,145,500 -1,787,300	-61%	-$30.4M	0.02%	773
2022 Q3	$43.1M	Buy	2,932,800 +450,000	+18%	+$7.2M	0.03%	429
2022 Q2	$39.9M	Buy	2,482,800 +175,000	+8%	+$3.07M	0.03%	468
2022 Q1	$45.5M	Buy	+2,307,800	New	+$43.7M	0.03%	542
2021 Q2	–	Sell	-500,000	Closed	-$7.78M	–	6411
2021 Q1	$7.78M	Hold	500,000	–	–	0.01%	1515
2020 Q4	$7.05M	Sell	500,000 -875,000	-64%	-$11.6M	﹤0.01%	1833
2020 Q3	$15.4M	Sell	1,375,000 -376,200	-21%	-$4.51M	0.01%	1065
2020 Q2	$20.2M	Buy	1,751,200 +689,500	+65%	+$7.1M	0.02%	821
2020 Q1	$9.93M	Buy	1,061,700 +1,039,900	+4,770%	+$12M	0.01%	1165
2019 Q4	$275K	Sell	21,800 -979,300	-98%	-$11.6M	﹤0.01%	4917
2019 Q3	$11.4M	Sell	1,001,100 -575,900	-37%	-$6.48M	0.01%	1296
2019 Q2	$18.7M	Sell	1,577,000 -1,505,600	-49%	-$18.5M	0.02%	969
2019 Q1	$36.8M	Buy	3,082,600 +1,402,400	+83%	+$17.8M	0.04%	520
2018 Q4	$20.9M	Sell	1,680,200 -2,446,600	-59%	-$33.2M	0.02%	808
2018 Q3	$66.9M	Sell	4,126,800 -754,200	-15%	-$11.9M	0.06%	289
2018 Q2	$74M	Sell	4,881,000 -138,400	-3%	-$2.25M	0.07%	241
2018 Q1	$88M	Buy	5,019,400 +1,155,600	+30%	+$22M	0.07%	229
2017 Q4	$70.8M	Sell	3,863,800 -2,807,800	-42%	-$48.8M	0.06%	319
2017 Q3	$114M	Sell	6,671,600 -1,362,300	-17%	-$23.3M	0.09%	173
2017 Q2	$136M	Sell	8,033,900 -1,104,400	-12%	-$18M	0.12%	113
2017 Q1	$146M	Buy	9,138,300 +5,518,800	+152%	+$88.8M	0.13%	104
2016 Q4	$56.8M	Buy	+3,619,500	New	+$54.5M	0.05%	349
2016 Q2	–	Sell	-1,000,000	Closed	-$16.2M	–	7446
2016 Q1	$16.2M	Buy	+1,000,000	New	+$16.2M	0.02%	714

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.