CIBC Private Wealth Group
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CIBC Private Wealth Group’s UBS Group UBS Stock Holding History

CIBC Private Wealth Group’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$413K Sell
8,901
-3,232
-27% -$131K ﹤0.01% 941
2025
Q3 		$497K Buy
12,133
+9,528
+366% +$370K ﹤0.01% 867
2025
Q2 		$88.1K Sell
2,605
-64
-2% -$1.98K ﹤0.01% 1446
2025
Q1 		$69.7K Buy
2,669
+527
+25% +$17.6K ﹤0.01% 1504
2024
Q4 		$69.6K Hold
2,142
– – ﹤0.01% 1558
2024
Q3 		$66.2K Sell
2,142
-46
-2% -$1.38K ﹤0.01% 1668
2024
Q2 		$66.5K Buy
2,188
+148
+7% +$4.4K ﹤0.01% 1561
2024
Q1 		$62.2K Buy
+2,040
New +$60.3K ﹤0.01% 1581
2022
Q3 		– Sell
-326
Closed -$5K – 1187
2022
Q2 		$5K Hold
326
– – ﹤0.01% 1115
2022
Q1 		$6K Buy
+326
New +$6.17K ﹤0.01% 1182
2018
Q3 		– Sell
-1,467
Closed -$23K – 1677
2018
Q2 		$23K Hold
1,467
– – ﹤0.01% 1369
2018
Q1 		$26K Hold
1,467
– – ﹤0.01% 1321
2017
Q4 		$27K Buy
+1,467
New +$25.5K ﹤0.01% 1345

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CIBC Private Wealth Group's UBS Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its UBS Group (UBS) stake by 27% in Q4 2025, selling an estimated $131K and leaving 8,901 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

CIBC Private Wealth Group first reported a position in UBS in Q4 2017 and has held it in 13 quarters since. The position peaked at $497K in Q3 2025. 690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

  • CIBC Private Wealth Group held 8,901 shares of UBS Group worth $413K as of Q4 2025.
  • CIBC Private Wealth Group sold 3,232 UBS Group shares in Q4 2025, an estimated $131K.
  • UBS Group made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #941 holding.
  • CIBC Private Wealth Group first reported a position in UBS Group in Q4 2017 and has held it in 13 quarters since.
  • CIBC Private Wealth Group's UBS Group position peaked at $497K in Q3 2025.
  • 690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.