UBS Group’s Citizens CIA Stock Holding History

UBS Group’s Portfolio CIA Stock Details CIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-50,000	Closed	-$368K	–	7836
2017 Q4	$368K	Buy	+50,000	New	+$381K	﹤0.01%	4505

Other funds holding CIA

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

CGIC

Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group's CIA Position: Q1 2026 in Review

UBS Group reduced its Citizens (CIA) stake by 16% in Q1 2026, selling an estimated $647K and leaving 646,373 shares worth $3.25M. The position accounts for ﹤0.01% of the portfolio, ranked #4510.

UBS Group first reported a position in CIA in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.59M in Q3 2025. 73 funds tracked by Wall St. Rank hold CIA as of Q1 2026.

UBS Group held 646,373 shares of Citizens worth $3.25M as of Q1 2026.
UBS Group sold 121,814 Citizens shares in Q1 2026, an estimated $647K.
Citizens made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4510 holding.
UBS Group first reported a position in Citizens in Q4 2014 and has held it in 46 quarters since.
UBS Group's Citizens position peaked at $4.59M in Q3 2025.
73 funds tracked by Wall St. Rank held Citizens as of Q1 2026.

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