UBS Group’s Citizens Financial Group CFG Stock Holding History

UBS Group’s Portfolio CFG Stock Details CFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.75M	Buy	39,300 +38,100	+3,175%	+$2.46M	﹤0.01%	4790
2026 Q1	$72K	Hold	1,200	–	–	﹤0.01%	7166
2025 Q4	$70.1K	Hold	1,200	–	–	﹤0.01%	7069
2025 Q3	$63.8K	Hold	1,200	–	–	﹤0.01%	7402
2025 Q2	$53.7K	Sell	1,200 -23,100	-95%	-$909K	﹤0.01%	7710
2025 Q1	$996K	Buy	+24,300	New	+$1.08M	﹤0.01%	5288
2023 Q1	–	Sell	-50,000	Closed	-$1.97M	–	9658
2022 Q4	$1.97M	Buy	+50,000	New	+$1.95M	﹤0.01%	3404
2022 Q3	–	Sell	-48,500	Closed	-$1.73M	–	10387
2022 Q2	$1.73M	Buy	+48,500	New	+$1.92M	﹤0.01%	3274
2018 Q2	–	Sell	-38,800	Closed	-$1.63M	–	7995
2018 Q1	$1.63M	Sell	38,800 -150,000	-79%	-$6.73M	﹤0.01%	3306
2017 Q4	$7.93M	Buy	+188,800	New	+$7.38M	﹤0.01%	1924
2017 Q2	–	Sell	-300,000	Closed	-$10.4M	–	7695
2017 Q1	$10.4M	Sell	300,000 -475,000	-61%	-$17.3M	0.01%	1463
2016 Q4	$27.6M	Hold	775,000	–	–	0.02%	831
2016 Q3	$19.1M	Sell	775,000 -150,000	-16%	-$3.45M	0.01%	1014
2016 Q2	$18.5M	Buy	925,000 +300,000	+48%	+$6.66M	0.01%	978
2016 Q1	$13.1M	Hold	625,000	–	–	0.01%	1150
2015 Q4	$16.4M	Sell	625,000 -150,000	-19%	-$3.78M	0.01%	1071
2015 Q3	$18.5M	Buy	+775,000	New	+$19.8M	0.01%	947

Other funds holding CFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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. 1,099 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.
1,099 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.