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	-105,500	Closed	-$5.97M	–	11269
2025 Q3	$5.97M	Buy	+105,500	New	+$5.87M	﹤0.01%	3855
2025 Q2	–	Sell	-74,500	Closed	-$3.71M	–	10922
2025 Q1	$3.71M	Buy	+74,500	New	+$4.01M	﹤0.01%	4089
2023 Q4	–	Sell	-167,000	Closed	-$5.83M	–	9974
2023 Q3	$5.83M	Buy	167,000 +70,700	+73%	+$2.47M	﹤0.01%	2427
2023 Q2	$2.59M	Buy	+96,300	New	+$2.67M	﹤0.01%	3279
2020 Q2	–	Sell	-60,500	Closed	-$1.62M	–	8422
2020 Q1	$1.62M	Buy	+60,500	New	+$2.49M	﹤0.01%	2944
2018 Q4	–	Sell	-10,700	Closed	-$537K	–	8351
2018 Q3	$537K	Hold	10,700	–	–	﹤0.01%	4348
2018 Q2	$564K	Buy	+10,700	New	+$591K	﹤0.01%	4230
2016 Q1	–	Sell	-100	Closed	-$3K	–	8276
2015 Q4	$3K	Hold	100	–	–	﹤0.01%	7903
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	7968
2015 Q2	$3K	Buy	+100	New	+$2.94K	﹤0.01%	8091
2015 Q1	–	Sell	-1,100	Closed	-$31K	–	9470
2014 Q4	$31K	Buy	+1,100	New	+$31K	﹤0.01%	7084

Other funds holding ZION

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

UBS Group's ZION Position: Q3 2026 in Review

UBS Group reduced its Zions Bancorporation (ZION) stake by 35% in Q3 2026, selling an estimated $19.9M and leaving 528,004 shares worth $33.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

UBS Group first reported a position in ZION in Q4 2014 and has held it in 48 quarters since. The position peaked at $62.6M in Q1 2025. 367 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

UBS Group held 528,004 shares of Zions Bancorporation worth $33.1M as of Q3 2026.
UBS Group sold 290,295 Zions Bancorporation shares in Q3 2026, an estimated $19.9M.
Zions Bancorporation made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #2131 holding.
UBS Group first reported a position in Zions Bancorporation in Q4 2014 and has held it in 48 quarters since.
UBS Group's Zions Bancorporation position peaked at $62.6M in Q1 2025.
367 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.