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UBS Group AG

Position in TFC — Truist Financial Corp

CIK 1610520 ZURICH, V8

Position in TFC

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$326,113,398
+$31,194,936 QoQ
Shares Held
6,545,833
+2.0% QoQ
Ownership
0.536%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#26
of 1,681 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 61% Shared 0% None 39%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Derivatives in TFC

reported options exposure · as of Jun 30, 2026
CallValue
$881,814
CallShares
17,700
PutValue
$5,156,370
PutShares
103,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

UBS Group AG holds $6,482,508,761 across 311 Banks - Regional names. TFC ranks #3 (5.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 TFC
Truist Financial Corp
This page
6,545,833 $326,113,398

All Filings in TFC

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,156,370 103,500
2026-06-30 $326,113,398 6,545,833
2026-06-30 $881,814 17,700
2026-03-31 $294,918,462 6,415,455
2026-03-31 $6,711,620 146,000
2026-03-31 $1,622,741 35,300
2025-12-31 $9,871,526 200,600
2025-12-31 $11,874,373 241,300
2025-12-31 $273,800,992 5,563,930
2025-09-30 $11,096,244 242,700
2025-09-30 $9,171,432 200,600
2025-09-30 $311,624,957 6,815,944
2025-06-30 $8,047,728 187,200
2025-06-30 $9,982,278 232,200
2025-06-30 $276,415,767 6,429,769
2025-03-31 $26,076,755 633,700
2025-03-31 $279,007,655 6,780,259
2025-03-31 $10,328,650 251,000
2024-12-31 $741,798 17,100
2024-12-31 $1,930,410 44,500
2024-12-31 $266,552,657 6,144,598
2024-09-30 $1,317,316 30,800
2024-09-30 $251,468,563 5,879,555
2024-09-30 $4,277 100
2024-06-30 $189,947,047 4,889,242
2024-06-30 $3,885 100
2024-03-31 $185,574,540 4,760,763
2023-12-31 $144,506,502 3,914,044
2023-09-30 $109,082,946 3,812,756
2023-06-30 $133,565,978 4,400,856
2023-03-31 $143,538,219 4,209,332
2022-12-31 $251,090,332 5,835,239
2022-12-31 $2,173,015 50,500
2022-09-30 $231,491,336 5,316,751
2022-06-30 $273,792,045 5,772,550
2022-06-30 $14,229 300
2022-03-31 $17,010 300
2022-03-31 $337,678,039 5,955,521
2021-12-31 $17,565 300
2021-12-31 $354,039,553 6,046,790
2021-09-30 $17,595 300
2021-09-30 $384,603,121 6,557,598
2021-06-30 $365,920,878 6,593,169
2021-06-30 $16,650 300
2021-03-31 $363,210,427 6,227,888
2021-03-31 $11,664 200
2020-12-31 $4,793 100
2020-12-31 $275,488,841 5,747,733
2020-09-30 $199,696,596 5,248,268
2020-06-30 $211,198,545 5,624,462