UBS Group
RF icon

UBS Group’s Regions Financial RF Stock Holding History

UBS Group’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.42M Sell
113,300
-10,300
-8% -$289K ﹤0.01% 4568
2026
Q1 		$3.23M Sell
123,600
-18,700
-13% -$522K ﹤0.01% 4518
2025
Q4 		$3.86M Sell
142,300
-11,100
-7% -$284K ﹤0.01% 4296
2025
Q3 		$4.05M Buy
153,400
+69,000
+82% +$1.79M ﹤0.01% 4258
2025
Q2 		$1.99M Sell
84,400
-257,900
-75% -$5.46M ﹤0.01% 4830
2025
Q1 		$7.44M Buy
342,300
+47,000
+16% +$1.09M ﹤0.01% 3368
2024
Q4 		$6.95M Buy
295,300
+246,800
+509% +$6.1M ﹤0.01% 3475
2024
Q3 		$1.13M Sell
48,500
-345,200
-88% -$7.54M ﹤0.01% 4554
2024
Q2 		$7.89M Sell
393,700
-16,900
-4% -$328K ﹤0.01% 2434
2024
Q1 		$8.64M Sell
410,600
-629,300
-61% -$11.9M ﹤0.01% 2403
2023
Q4 		$20.2M Sell
1,039,900
-68,700
-6% -$1.14M 0.01% 1578
2023
Q3 		$19.1M Sell
1,108,600
-59,900
-5% -$1.13M 0.01% 1520
2023
Q2 		$20.8M Sell
1,168,500
-148,600
-11% -$2.62M 0.01% 1425
2023
Q1 		$24.4M Buy
1,317,100
+894,000
+211% +$19.5M 0.01% 1231
2022
Q4 		$9.12M Buy
+423,100
New +$9.17M ﹤0.01% 1991
2021
Q1 		– Sell
-10,000
Closed -$161K – 9388
2020
Q4 		$161K Buy
+10,000
New +$145K ﹤0.01% 5373
2019
Q3 		– Sell
-500,000
Closed -$7.47M – 8212
2019
Q2 		$7.47M Buy
+500,000
New +$7.38M ﹤0.01% 1990
2015
Q2 		– Sell
-702,100
Closed -$6.63M – 8764
2015
Q1 		$6.63M Buy
702,100
+262,800
+60% +$2.48M ﹤0.01% 1827
2014
Q4 		$4.64M Buy
+439,300
New +$4.39M ﹤0.01% 2161

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group's RF Position: Q2 2026 in Review

UBS Group reduced its Regions Financial (RF) stake by 20% in Q2 2026, selling an estimated $30.1M and leaving 4,204,309 shares worth $127M. The position accounts for 0.02% of the portfolio, ranked #963.

UBS Group first reported a position in RF in Q4 2014 and has held it in 47 quarters since. The position peaked at $198M in Q4 2025. 1,108 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • UBS Group held 4,204,309 shares of Regions Financial worth $127M as of Q2 2026.
  • UBS Group sold 1,072,423 Regions Financial shares in Q2 2026, an estimated $30.1M.
  • Regions Financial made up 0.02% of UBS Group's portfolio in Q2 2026, its #963 holding.
  • UBS Group first reported a position in Regions Financial in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Regions Financial position peaked at $198M in Q4 2025.
  • 1,108 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.