UBS Group
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UBS Group’s Valley National Bancorp VLY Stock Holding History

UBS Group’s Portfolio VLY Stock Details VLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20,000
Closed -$159K – 10138
2024
Q1 		$159K Hold
20,000
– – ﹤0.01% 5999
2023
Q4 		$217K Buy
+20,000
New +$179K ﹤0.01% 5734

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

UBS Group's VLY Position: Q1 2026 in Review

UBS Group increased its Valley National Bancorp (VLY) stake by 63% in Q1 2026, buying an estimated $35.9M and bringing the position to 7,461,944 shares worth $91.6M. The position accounts for 0.01% of the portfolio, ranked #1117.

UBS Group first reported a position in VLY in Q4 2014 and has held it in 46 quarters since. 464 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • UBS Group held 7,461,944 shares of Valley National Bancorp worth $91.6M as of Q1 2026.
  • UBS Group bought 2,884,643 Valley National Bancorp shares in Q1 2026, an estimated $35.9M.
  • Valley National Bancorp made up 0.01% of UBS Group's portfolio in Q1 2026, its #1117 holding.
  • UBS Group first reported a position in Valley National Bancorp in Q4 2014 and has held it in 46 quarters since.
  • 464 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

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