UBS Group’s Citigroup C Stock Holding History

UBS Group’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$238M	Sell	2,100,283 -1,771,053	-46%	-$202M	0.04%	537
2025 Q4	$452M	Buy	3,871,336 +864,036	+29%	+$89.7M	0.07%	259
2025 Q3	$305M	Sell	3,007,300 -254,800	-8%	-$24.2M	0.05%	385
2025 Q2	$278M	Sell	3,262,100 -12,600	-0.4%	-$911K	0.05%	396
2025 Q1	$232M	Sell	3,274,700 -812,000	-20%	-$61.9M	0.04%	439
2024 Q4	$288M	Buy	4,086,700 +903,900	+28%	+$60.9M	0.05%	348
2024 Q3	$199M	Sell	3,182,800 -137,300	-4%	-$8.49M	0.04%	416
2024 Q2	$211M	Sell	3,320,100 -1,055,300	-24%	-$65.1M	0.05%	333
2024 Q1	$277M	Sell	4,375,400 -2,074,500	-32%	-$115M	0.07%	277
2023 Q4	$332M	Buy	6,449,900 +1,285,900	+25%	+$56.9M	0.1%	197
2023 Q3	$212M	Sell	5,164,000 -3,738,503	-42%	-$164M	0.07%	270
2023 Q2	$410M	Buy	8,902,503 +4,943,603	+125%	+$232M	0.14%	149
2023 Q1	$186M	Sell	3,958,900 -1,894,100	-32%	-$92.9M	0.07%	276
2022 Q4	$265M	Buy	5,853,000 +81,900	+1%	+$3.72M	0.1%	217
2022 Q3	$240M	Buy	5,771,100 +524,200	+10%	+$25.9M	0.11%	202
2022 Q2	$241M	Sell	5,246,900 -1,568,100	-23%	-$78.4M	0.1%	218
2022 Q1	$364M	Sell	6,815,000 -6,819,600	-50%	-$421M	0.12%	174
2021 Q4	$823M	Buy	13,634,600 +6,872,568	+102%	+$457M	0.24%	93
2021 Q3	$475M	Buy	6,762,032 +1,491,721	+28%	+$104M	0.15%	142
2021 Q2	$373M	Sell	5,270,311 -101,678	-2%	-$7.52M	0.12%	171
2021 Q1	$391M	Sell	5,371,989 -1,657,911	-24%	-$111M	0.13%	160
2020 Q4	$433M	Buy	7,029,900 +2,842,300	+68%	+$144M	0.15%	151
2020 Q3	$181M	Sell	4,187,600 -1,252,100	-23%	-$62.4M	0.07%	260
2020 Q2	$278M	Buy	5,439,700 +1,652,600	+44%	+$78.4M	0.12%	185
2020 Q1	$160M	Buy	3,787,100 +1,359,400	+56%	+$91.2M	0.08%	247
2019 Q4	$194M	Buy	2,427,700 +26,300	+1%	+$1.94M	0.07%	271
2019 Q3	$166M	Buy	2,401,400 +146,300	+6%	+$9.95M	0.06%	283
2019 Q2	$158M	Sell	2,255,100 -103,100	-4%	-$6.9M	0.06%	285
2019 Q1	$147M	Sell	2,358,200 -537,500	-19%	-$33.4M	0.06%	284
2018 Q4	$151M	Buy	2,895,700 +887,600	+44%	+$56.2M	0.07%	266
2018 Q3	$144M	Sell	2,008,100 -270,800	-12%	-$19.1M	0.06%	302
2018 Q2	$153M	Buy	2,278,900 +509,500	+29%	+$35.1M	0.07%	284
2018 Q1	$119M	Sell	1,769,400 -1,302,100	-42%	-$97.9M	0.05%	333
2017 Q4	$229M	Buy	3,071,500 +791,600	+35%	+$58.5M	0.09%	225
2017 Q3	$166M	Sell	2,279,900 -353,200	-13%	-$24.1M	0.08%	256
2017 Q2	$176M	Sell	2,633,100 -1,045,700	-28%	-$64.1M	0.09%	241
2017 Q1	$220M	Buy	3,678,800 +863,100	+31%	+$51M	0.12%	195
2016 Q4	$167M	Buy	2,815,700 +997,700	+55%	+$53.8M	0.09%	239
2016 Q3	$85.9M	Sell	1,818,000 -118,700	-6%	-$5.4M	0.05%	359
2016 Q2	$82.1M	Sell	1,936,700 -548,500	-22%	-$24.3M	0.05%	353
2016 Q1	$104M	Buy	2,485,200 +805,000	+48%	+$33.6M	0.07%	272
2015 Q4	$87M	Buy	1,680,200 +481,100	+40%	+$25.5M	0.06%	344
2015 Q3	$59.5M	Buy	1,199,100 +70,200	+6%	+$3.83M	0.04%	413
2015 Q2	$62.4M	Sell	1,128,900 -1,016,700	-47%	-$55.3M	0.04%	451
2015 Q1	$111M	Buy	2,145,600 +199,100	+10%	+$10.1M	0.08%	285
2014 Q4	$105M	Buy	+1,946,500	New	+$103M	0.07%	279

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's C Position: Q1 2026 in Review

UBS Group increased its Citigroup (C) stake by 23% in Q1 2026, buying an estimated $150M and bringing the position to 6,969,507 shares worth $790M. The position accounts for 0.12% of the portfolio, ranked #166.

UBS Group first reported a position in C in Q4 2014 and has held it in 46 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

UBS Group held 6,969,507 shares of Citigroup worth $790M as of Q1 2026.
UBS Group bought 1,319,492 Citigroup shares in Q1 2026, an estimated $150M.
Citigroup made up 0.12% of UBS Group's portfolio in Q1 2026, its #166 holding.
UBS Group first reported a position in Citigroup in Q4 2014 and has held it in 46 quarters since.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.