UBS Group’s Zions Bancorporation ZION Stock Holding History

UBS Group’s Portfolio ZION Stock Details ZION Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-105,700	Closed	-$5.98M	–	11268
2025 Q3	$5.98M	Buy	+105,700	New	+$5.88M	﹤0.01%	3849
2025 Q2	–	Sell	-2,500	Closed	-$125K	–	10921
2025 Q1	$125K	Buy	+2,500	New	+$135K	﹤0.01%	6874
2017 Q2	–	Sell	-38,100	Closed	-$1.6M	–	8038
2017 Q1	$1.6M	Buy	38,100 +12,800	+51%	+$556K	﹤0.01%	3144
2016 Q4	$1.09M	Buy	+25,300	New	+$932K	﹤0.01%	3477
2016 Q1	–	Sell	-112,600	Closed	-$3.07M	–	8275
2015 Q4	$3.07M	Hold	112,600	–	–	﹤0.01%	2401
2015 Q3	$3.1M	Hold	112,600	–	–	﹤0.01%	2348
2015 Q2	$3.57M	Hold	112,600	–	–	﹤0.01%	2415
2015 Q1	$3.04M	Sell	112,600 -2,900	-3%	-$75.9K	﹤0.01%	2537
2014 Q4	$3.29M	Buy	+115,500	New	+$3.26M	﹤0.01%	2438

Other funds holding ZION

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

UBS Group's ZION Position: Q1 2026 in Review

UBS Group reduced its Zions Bancorporation (ZION) stake by 53% in Q1 2026, selling an estimated $22.4M and leaving 341,586 shares worth $19.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2608.

UBS Group first reported a position in ZION in Q4 2014 and has held it in 46 quarters since. The position peaked at $62.6M in Q1 2025. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

UBS Group held 341,586 shares of Zions Bancorporation worth $19.7M as of Q1 2026.
UBS Group sold 379,844 Zions Bancorporation shares in Q1 2026, an estimated $22.4M.
Zions Bancorporation made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2608 holding.
UBS Group first reported a position in Zions Bancorporation in Q4 2014 and has held it in 46 quarters since.
UBS Group's Zions Bancorporation position peaked at $62.6M in Q1 2025.
559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

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