Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Citizens Financial Group CFG Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.9M Buy
342,100
+8,121
+2% +$524K 0.04% 372
2026
Q1 		$20M Sell
333,979
-42,417
-11% -$2.61M 0.03% 389
2025
Q4 		$22M Sell
376,396
-1,341
-0.4% -$72K 0.04% 370
2025
Q3 		$20.1M Sell
377,737
-33,857
-8% -$1.69M 0.03% 384
2025
Q2 		$18.4M Buy
411,594
+103,945
+34% +$4.09M 0.03% 401
2025
Q1 		$12.6M Buy
307,649
+26,273
+9% +$1.17M 0.03% 495
2024
Q4 		$12.3M Buy
+281,376
New +$12.4M 0.02% 492

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's CFG Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Citizens Financial Group (CFG) stake by 2.4% in Q2 2026, buying an estimated $524K and bringing the position to 342,100 shares worth $23.9M. The position accounts for 0.04% of the portfolio, ranked #372.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CFG in Q4 2024 and has held it in 7 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 342,100 shares of Citizens Financial Group worth $23.9M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 8,121 Citizens Financial Group shares in Q2 2026, an estimated $524K.
  • Citizens Financial Group made up 0.04% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #372 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Citizens Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.