Triumph Financial, Inc.
DE ˙ DB ˙ US89679E3009
61,50 € ↑1,00 (1,65%)
2026-06-03
DEL PRIS
SecurityDE:2THA / Triumph Financial, Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership269,765 shares
Latest Disclosed Value $ 16,094,179
UBS Group AG reports 163.11% increase in ownership of 2THA / Triumph Financial, Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 269,765 shares of Triumph Financial, Inc. (DE:2THA) valued at $13,623,132 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 102,530 shares of Triumph Financial, Inc.. This represents a change in shares of 163.11% during the quarter. The current value of the position is $16,590,548 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F TRIUMPH FINANCIAL COM 89679E300 269,765 167,235 163.11 16,094 150.65 0.0005
2026-01-29 2025-12-31 13F TRIUMPH FINANCIAL COM 89679E300 102,530 12,005 13.26 6,421 41.78 0.0002
2025-11-13 2025-09-30 13F TRIUMPH FINANCIAL COM 89679E300 90,525 19,318 27.13 4,530 15.42 0.0007
2025-08-14 2025-06-30 13F TRIUMPH FINANCIAL COM 89679E300 71,207 10,130 16.59 3,924 11.16 0.0007
2025-05-13 2025-03-31 13F TRIUMPH FINANCIAL COM 89679E300 61,077 4,230 7.44 3,530 -31.67 0.0006
2025-02-14 2024-12-31 13F TRIUMPH FINANCIAL COM 89679E300 56,847 31,908 127.94 5,166 160.51 0.0010
2024-11-14 2024-09-30 13F TRIUMPH FINANCIAL COM 89679E300 24,939 -445 -1.75 1,984 -4.43 0.0004
2024-08-14 2024-06-30 13F TRIUMPH FINANCIAL COM 89679E300 25,384 3,078 13.80 2,075 17.30 0.0005
2024-05-13 2024-03-31 13F TRIUMPH FINANCIAL COM 89679E300 22,306 -6,503 -22.57 1,769 -23.39 0.0004
2024-02-09 2023-12-31 13F TRIUMPH FINANCIAL COM 89679E300 28,809 19,821 220.53 2,310 296.74 0.0007
2023-11-09 2023-09-30 13F TRIUMPH FINANCIAL COM 89679E300 8,988 -2,022 -18.37 582 -12.87 0.0002
2023-08-11 2023-06-30 13F TRIUMPH FINANCIAL COM 89679E300 11,010 -7,931 -41.87 669 -39.22 0.0002
2023-05-12 2023-03-31 13F TRIUMPH FINANCIAL COM 89679E300 18,941 6,309 49.94 1,100 78.12 0.0004
2023-02-08 2022-12-31 13F TRIUMPH FINANCIAL COM 89679E300 12,632 -2,811 -18.20 617 -26.46 0.0002
2022-11-10 2022-09-30 13F TRIUMPH BANCORP COM 89679E300 15,443 7,401 92.03 839 66.80 0.0004
2022-08-10 2022-06-30 13F TRIUMPH BANCORP COM 89679E300 8,042 3,608 81.37 503 20.62 0.0002
2022-05-16 2022-03-31 13F TRIUMPH BANCORP COM 89679E300 4,434 -14,510 -76.59 417 -81.52 0.0001
2022-02-14 2021-12-31 13F TRIUMPH BANCORP COM 89679E300 18,944 6,746 55.30 2,256 84.62 0.0006
2021-11-15 2021-09-30 13F TRIUMPH BANCORP COM 89679E300 12,198 -25,140 -67.33 1,222 -55.92 0.0004
2021-08-13 2021-06-30 13F TRIUMPH BANCORP COM 89679E300 37,338 13,183 54.58 2,772 48.24 0.0009
2021-05-12 2021-03-31 13F TRIUMPH BANCORP COM 89679E300 24,155 -5,641 -18.93 1,870 29.32 0.0006
2021-02-11 2020-12-31 13F TRIUMPH BANCORP COM 89679E300 29,796 12,812 75.44 1,446 173.35 0.0005
2020-11-12 2020-09-30 13F TRIUMPH BANCORP COM 89679E300 16,984 -3,458 -16.92 529 6.65 0.0002
2020-07-31 2020-06-30 13F TRIUMPH BANCORP COM 89679E300 20,442 560 2.82 496 -4.06 0.0002
2020-05-01 2020-03-31 13F TRIUMPH BANCORP COM 89679E300 19,882 -10,602 -34.78 517 -55.39 0.0002
2020-02-14 2019-12-31 13F TRIUMPH BANCORP COM 89679E300 30,484 2,050 7.21 1,159 27.92 0.0004
2019-11-14 2019-09-30 13F TRIUMPH BANCORP COM 89679E300 28,434 11,592 68.83 906 85.28 0.0003
2019-08-14 2019-06-30 13F TRIUMPH BANCORP COM 89679E300 16,842 6,839 68.37 489 66.33 0.0002
2019-05-14 2019-03-31 13F TRIUMPH BANCORP COM 89679E300 10,003 -11,805 -54.13 294 -54.56 0.0001
2019-02-14 2018-12-31 13F TRIUMPH BANCORP COM 89679E300 21,808 2,702 14.14 647 -11.37 0.0003
2018-11-14 2018-09-30 13F TRIUMPH BANCORP COM 89679E300 19,106 8,386 78.23 730 67.43 0.0003
2018-08-14 2018-06-30 13F TRIUMPH BANCORP COM 89679E300 10,720 -17,860 -62.49 436 -62.99 0.0002
2018-05-15 2018-03-31 13F TRIUMPH BANCORP COM 89679E300 28,580 23,536 466.61 1,178 640.88 0.0005
2018-02-14 2017-12-31 13F TRIUMPH BANCORP COM 89679E300 5,044 -211 -4.02 159 -6.47 0.0001
2017-11-14 2017-09-30 13F TRIUMPH BANCORP COM 89679E300 5,255 310 6.27 170 40.50 0.0001
2017-11-14 2017-06-30 13F/A-1 TRIUMPH BANCORP COM 89679E300 4,945 -995 -16.75 121 -21.43 0.0001
2017-08-14 2017-06-30 13F TRIUMPH BANCORP COM 89679E300 4,945 -995 121
2017-11-14 2017-03-31 13F/A-1 TRIUMPH BANCORP COM 89679E300 5,940 -2,541 -29.96 154 -30.63 0.0001
2017-05-12 2017-03-31 13F TRIUMPH BANCORP COM 89679E300 5,940 -2,541 154
2017-02-14 2016-12-31 13F TRIUMPH BANCORP COM 89679E300 8,481 5,024 145.33 222 226.47 0.0001
2016-11-14 2016-09-30 13F TRIUMPH BANCORP COM 89679E300 3,457 459 15.31 68 41.67 0.0000
2016-08-12 2016-06-30 13F TRIUMPH BANCORP COM 89679E300 2,998 -8,074 -72.92 48 -72.73 0.0000
2016-05-12 2016-03-31 13F TRIUMPH BANCORP COM 89679E300 11,072 7,666 225.07 176 214.29 0.0001
2016-02-16 2015-12-31 13F TRIUMPH BANCORP COM 89679E300 3,406 1,406 70.30 56 64.71 0.0000
2015-11-13 2015-09-30 13F TRIUMPH BANCORP COM 89679E300 2,000 2,000 34 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.