UBS Group’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $292M | Buy |
4,166,727
+1,908,572
| +85% | +$123M | 0.04% | 482 |
|
|
2026
Q1 | $135M | Buy |
2,258,155
+4,766
| +0.2% | +$293K | 0.02% | 831 |
|
|
2025
Q4 | $132M | Sell |
2,253,389
-282,641
| -11% | -$15.2M | 0.02% | 818 |
|
|
2025
Q3 | $135M | Buy |
2,536,030
+196,743
| +8% | +$9.79M | 0.02% | 817 |
|
|
2025
Q2 | $105M | Sell |
2,339,287
-953,791
| -29% | -$37.5M | 0.02% | 930 |
|
|
2025
Q1 | $135M | Sell |
3,293,078
-2,519,806
| -43% | -$112M | 0.02% | 725 |
|
|
2024
Q4 | $254M | Buy |
5,812,884
+4,408,798
| +314% | +$195M | 0.05% | 402 |
|
|
2024
Q3 | $57.7M | Buy |
1,404,086
+173,131
| +14% | +$7M | 0.01% | 1058 |
|
|
2024
Q2 | $44.4M | Buy |
1,230,955
+72,014
| +6% | +$2.51M | 0.01% | 1106 |
|
|
2024
Q1 | $42.1M | Sell |
1,158,941
-38,566
| -3% | -$1.27M | 0.01% | 1147 |
|
|
2023
Q4 | $39.7M | Buy |
1,197,507
+368,512
| +44% | +$10.1M | 0.01% | 1119 |
|
|
2023
Q3 | $22.2M | Sell |
828,995
-569,133
| -41% | -$16.3M | 0.01% | 1406 |
|
|
2023
Q2 | $36.5M | Sell |
1,398,128
-366,632
| -21% | -$10.1M | 0.01% | 1004 |
|
|
2023
Q1 | $53.6M | Sell |
1,764,760
-241,803
| -12% | -$9.47M | 0.02% | 743 |
|
|
2022
Q4 | $79M | Buy |
2,006,563
+183,434
| +10% | +$7.16M | 0.03% | 585 |
|
|
2022
Q3 | $62.6M | Buy |
1,823,129
+236,036
| +15% | +$8.73M | 0.03% | 596 |
|
|
2022
Q2 | $56.6M | Sell |
1,587,093
-148,502
| -9% | -$5.86M | 0.02% | 665 |
|
|
2022
Q1 | $78.7M | Sell |
1,735,595
-24,477
| -1% | -$1.26M | 0.03% | 612 |
|
|
2021
Q4 | $83.2M | Sell |
1,760,072
-175,156
| -9% | -$8.44M | 0.02% | 679 |
|
|
2021
Q3 | $90.9M | Sell |
1,935,228
-35,309
| -2% | -$1.55M | 0.03% | 571 |
|
|
2021
Q2 | $90.4M | Sell |
1,970,537
-162,968
| -8% | -$7.69M | 0.03% | 556 |
|
|
2021
Q1 | $94.2M | Buy |
2,133,505
+10,571
| +0.5% | +$440K | 0.03% | 539 |
|
|
2020
Q4 | $75.9M | Buy |
2,122,934
+390,192
| +23% | +$12.2M | 0.03% | 579 |
|
|
2020
Q3 | $43.8M | Sell |
1,732,742
-855,097
| -33% | -$21.7M | 0.02% | 712 |
|
|
2020
Q2 | $65.3M | Buy |
2,587,839
+41,245
| +2% | +$936K | 0.03% | 499 |
|
|
2020
Q1 | $47.9M | Buy |
2,546,594
+850,562
| +50% | +$27.8M | 0.02% | 562 |
|
|
2019
Q4 | $68.9M | Sell |
1,696,032
-321,658
| -16% | -$12M | 0.02% | 593 |
|
|
2019
Q3 | $71.4M | Sell |
2,017,690
-198,540
| -9% | -$6.93M | 0.03% | 532 |
|
|
2019
Q2 | $78.4M | Sell |
2,216,230
-390,942
| -15% | -$13.6M | 0.03% | 479 |
|
|
2019
Q1 | $84.7M | Buy |
2,607,172
+945,966
| +57% | +$32.8M | 0.04% | 427 |
|
|
2018
Q4 | $49.4M | Sell |
1,661,206
-87,886
| -5% | -$3.08M | 0.02% | 598 |
|
|
2018
Q3 | $67.5M | Buy |
1,749,092
+47,811
| +3% | +$1.93M | 0.03% | 546 |
|
|
2018
Q2 | $66.2M | Sell |
1,701,281
-27,348
| -2% | -$1.14M | 0.03% | 531 |
|
|
2018
Q1 | $72.6M | Sell |
1,728,629
-64,866
| -4% | -$2.91M | 0.03% | 489 |
|
|
2017
Q4 | $75.3M | Buy |
1,793,495
+397,298
| +28% | +$15.5M | 0.03% | 509 |
|
|
2017
Q3 | $52.9M | Buy |
1,396,197
+77,445
| +6% | +$2.71M | 0.02% | 568 |
|
|
2017
Q2 | $47.1M | Buy |
1,318,752
+82,331
| +7% | +$2.92M | 0.02% | 590 |
|
|
2017
Q1 | $42.7M | Buy |
1,236,421
+219,026
| +22% | +$7.99M | 0.02% | 612 |
|
|
2016
Q4 | $36.3M | Sell |
1,017,395
-49,270
| -5% | -$1.49M | 0.02% | 688 |
|
|
2016
Q3 | $26.4M | Sell |
1,066,665
-102,167
| -9% | -$2.35M | 0.02% | 809 |
|
|
2016
Q2 | $23.4M | Buy |
1,168,832
+275,384
| +31% | +$6.11M | 0.01% | 847 |
|
|
2016
Q1 | $18.7M | Buy |
893,448
+746,923
| +510% | +$15.8M | 0.01% | 928 |
|
|
2015
Q4 | $3.84M | Buy |
146,525
+89,172
| +155% | +$2.25M | ﹤0.01% | 2197 |
|
|
2015
Q3 | $1.37M | Sell |
57,353
-483,223
| -89% | -$12.3M | ﹤0.01% | 3082 |
|
|
2015
Q2 | $14.8M | Buy |
540,576
+522,346
| +2,865% | +$13.8M | 0.01% | 1180 |
|
|
2015
Q1 | $440K | Buy |
18,230
+8,529
| +88% | +$209K | ﹤0.01% | 4241 |
|
|
2014
Q4 | $241K | Buy |
+9,701
| New | +$231K | ﹤0.01% | 4861 |
|
Other funds holding CFG
UBS Group's CFG Position: Q2 2026 in Review
UBS Group increased its Citizens Financial Group (CFG) stake by 85% in Q2 2026, buying an estimated $123M and bringing the position to 4,166,727 shares worth $292M. The position accounts for 0.04% of the portfolio, ranked #482.
UBS Group first reported a position in CFG in Q4 2014 and has held it in 47 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.
- UBS Group held 4,166,727 shares of Citizens Financial Group worth $292M as of Q2 2026.
- UBS Group bought 1,908,572 Citizens Financial Group shares in Q2 2026, an estimated $123M.
- Citizens Financial Group made up 0.04% of UBS Group's portfolio in Q2 2026, its #482 holding.
- UBS Group first reported a position in Citizens Financial Group in Q4 2014 and has held it in 47 quarters since.
- 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.