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 Q1	$66K	Hold	1,100	–	–	﹤0.01%	7217
2025 Q4	$64.3K	Hold	1,100	–	–	﹤0.01%	7107
2025 Q3	$58.5K	Hold	1,100	–	–	﹤0.01%	7457
2025 Q2	$49.2K	Buy	+1,100	New	+$43.3K	﹤0.01%	7791
2024 Q2	–	Sell	-41,800	Closed	-$1.52M	–	9574
2024 Q1	$1.52M	Sell	41,800 -202,300	-83%	-$6.64M	﹤0.01%	4219
2023 Q4	$8.09M	Buy	+244,100	New	+$6.72M	﹤0.01%	2285
2023 Q1	–	Sell	-67,500	Closed	-$2.66M	–	9659
2022 Q4	$2.66M	Hold	67,500	–	–	﹤0.01%	3109
2022 Q3	$2.32M	Hold	67,500	–	–	﹤0.01%	3034
2022 Q2	$2.41M	Hold	67,500	–	–	﹤0.01%	2987
2022 Q1	$3.06M	Buy	+67,500	New	+$3.47M	﹤0.01%	3042
2018 Q2	–	Sell	-50,000	Closed	-$2.1M	–	7996
2018 Q1	$2.1M	Sell	50,000 -70,000	-58%	-$3.14M	﹤0.01%	3094
2017 Q4	$5.04M	Sell	120,000 -50,000	-29%	-$1.96M	﹤0.01%	2348
2017 Q3	$6.44M	Buy	170,000 +50,000	+42%	+$1.75M	﹤0.01%	1976
2017 Q2	$4.28M	Buy	120,000 +70,000	+140%	+$2.48M	﹤0.01%	2289
2017 Q1	$1.73M	Buy	+50,000	New	+$1.82M	﹤0.01%	3064

Other funds holding CFG

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS Group's CFG Position: Q1 2026 in Review

UBS Group increased its Citizens Financial Group (CFG) stake by 0.21% in Q1 2026, buying an estimated $293K and bringing the position to 2,258,155 shares worth $135M. The position accounts for 0.02% of the portfolio, ranked #831.

UBS Group first reported a position in CFG in Q4 2014 and has held it in 46 quarters since. The position peaked at $254M in Q4 2024. 1,012 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

UBS Group held 2,258,155 shares of Citizens Financial Group worth $135M as of Q1 2026.
UBS Group bought 4,766 Citizens Financial Group shares in Q1 2026, an estimated $293K.
Citizens Financial Group made up 0.02% of UBS Group's portfolio in Q1 2026, its #831 holding.
UBS Group first reported a position in Citizens Financial Group in Q4 2014 and has held it in 46 quarters since.
UBS Group's Citizens Financial Group position peaked at $254M in Q4 2024.
1,012 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

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