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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

UBS Group's VLY Position: Q2 2026 in Review

UBS Group reduced its Valley National Bancorp (VLY) stake by 51% in Q2 2026, selling an estimated $52.1M and leaving 3,630,239 shares worth $53.2M. The position accounts for 0.01% of the portfolio, ranked #1687.

UBS Group first reported a position in VLY in Q4 2014 and has held it in 47 quarters since. The position peaked at $91.6M in Q1 2026. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • UBS Group held 3,630,239 shares of Valley National Bancorp worth $53.2M as of Q2 2026.
  • UBS Group sold 3,831,705 Valley National Bancorp shares in Q2 2026, an estimated $52.1M.
  • Valley National Bancorp made up 0.01% of UBS Group's portfolio in Q2 2026, its #1687 holding.
  • UBS Group first reported a position in Valley National Bancorp in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Valley National Bancorp position peaked at $91.6M in Q1 2026.
  • 474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

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