UBS Group AG
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1610520
ZURICH, V8
Position in ZION
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$56,618,105
+$36,935,921 QoQ
Shares Held
818,299
+139.6% QoQ
Ownership
0.561%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#29
of 600 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Derivatives in ZION
reported options exposure · as of Sep 30, 2025CallValue
$5,980,506
CallShares
105,700
PutValue
$5,969,190
PutShares
105,500
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, 2026UBS Group AG holds $6,482,651,189 across 311 Banks - Regional names. ZION ranks #21 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
28,999,073 | $979,008,699 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,515,431 | $619,349,419 | |
| 3 | TFC |
Truist Financial Corp
|
6,545,833 | $326,113,398 | |
| 4 | USB |
US Bancorp \De\
|
5,381,171 | $325,022,727 | |
| 5 | FITB |
Fifth Third Bancorp
|
5,705,460 | $321,616,778 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
4,166,727 | $291,962,558 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
11,958,250 | $212,019,770 | |
| 8 | MTB |
M&T Bank Corp
|
868,700 | $206,759,285 |
All Filings in ZION
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,618,105 | 818,299 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $19,682,184 | 341,586 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $42,232,510 | 721,430 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $5,969,190 | 105,500 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $36,545,473 | 645,908 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $5,980,506 | 105,700 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $34,558,640 | 665,357 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $62,599,528 | 1,255,506 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $124,650 | 2,500 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $3,714,570 | 74,500 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $33,306,135 | 613,938 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $24,790,167 | 524,993 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $25,680,026 | 592,115 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,754,880 | 86,518 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,628,458 | 105,504 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $5,826,630 | 167,000 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $1,602,182 | 45,921 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,586,618 | 96,300 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $1,750,546 | 65,173 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,873,907 | 96,021 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,199,335 | 227,814 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $10,057,208 | 197,743 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $9,311,848 | 182,944 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $10,298,819 | 157,090 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,297,556 | 99,708 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $17,014,922 | 274,922 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,159,608 | 267,870 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $20,429,620 | 371,718 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $13,640,898 | 314,017 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $5,889,991 | 201,574 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $8,352,066 | 245,649 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $5,740,794 | 214,529 | Shares | Defined | 2020-05-01 | |
| 2020-03-31 | $1,618,980 | 60,500 | Put | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||