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Citizens Financial Group’s UBS Group UBS Stock Holding History

Citizens Financial Group’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 		$819K Buy
16,524
+294
+2% +$13.4K 0.01% 499
2026
Q1 		$634K Sell
16,230
-2,645
-14% -$113K 0.01% 489
2025
Q4 		$874K Buy
18,875
+29
+0.2% +$1.17K 0.01% 423
2025
Q3 		$773K Buy
18,846
+6,367
+51% +$247K 0.01% 455
2025
Q2 		$422K Buy
12,479
+3,543
+40% +$110K 0.01% 509
2025
Q1 		$274K Buy
+8,936
New +$298K 0.01% 519
2020
Q3 		– Sell
-1,225
Closed -$14K – 896
2020
Q2 		$14K Hold
1,225
– – ﹤0.01% 700
2020
Q1 		$11K Sell
1,225
-1,031
-46% -$11.9K ﹤0.01% 739
2019
Q4 		$28K Sell
2,256
-366
-14% -$4.35K ﹤0.01% 554
2019
Q3 		$30K Buy
2,622
+255
+11% +$2.87K ﹤0.01% 421
2019
Q2 		$28K Sell
2,367
-1,734
-42% -$21.3K ﹤0.01% 417
2019
Q1 		$50K Buy
4,101
+1,713
+72% +$21.7K ﹤0.01% 358
2018
Q4 		$29K Sell
2,388
-869
-27% -$11.8K ﹤0.01% 338
2018
Q3 		$51K Buy
3,257
+424
+15% +$6.67K ﹤0.01% 327
2018
Q2 		$44K Sell
2,833
-190
-6% -$3.09K ﹤0.01% 321
2018
Q1 		$53K Buy
3,023
+541
+22% +$10.3K ﹤0.01% 317
2017
Q4 		$46K Sell
2,482
-506
-17% -$8.79K ﹤0.01% 336
2017
Q3 		$51K Buy
2,988
+69
+2% +$1.18K ﹤0.01% 327
2017
Q2 		$50K Sell
2,919
-1,082
-27% -$17.6K ﹤0.01% 334
2017
Q1 		$64K Sell
4,001
-245
-6% -$3.94K 0.01% 326
2016
Q4 		$67K Sell
4,246
-26
-0.6% -$392 0.01% 325
2016
Q3 		$58K Sell
4,272
-90
-2% -$1.23K 0.01% 349
2016
Q2 		$56K Sell
4,362
-1,339
-23% -$20.5K 0.01% 354
2016
Q1 		$91K Buy
5,701
+420
+8% +$6.82K 0.01% 306
2015
Q4 		$102K Buy
+5,281
New +$103K 0.01% 296

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citizens Financial Group's UBS Position: Q2 2026 in Review

Citizens Financial Group increased its UBS Group (UBS) stake by 1.8% in Q2 2026, buying an estimated $13.4K and bringing the position to 16,524 shares worth $819K. The position accounts for 0.01% of the portfolio, ranked #499.

Citizens Financial Group first reported a position in UBS in Q4 2015 and has held it in 25 quarters since. The position peaked at $874K in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Citizens Financial Group held 16,524 shares of UBS Group worth $819K as of Q2 2026.
  • Citizens Financial Group bought 294 UBS Group shares in Q2 2026, an estimated $13.4K.
  • UBS Group made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #499 holding.
  • Citizens Financial Group first reported a position in UBS Group in Q4 2015 and has held it in 25 quarters since.
  • Citizens Financial Group's UBS Group position peaked at $874K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.