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CIM LLC’s UBS Group UBS Stock Holding History

CIM LLC’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
2026
Q1 		$1.96M Buy
50,095
+332
+0.7% +$14.2K 0.28% 71
2025
Q4 		$2.31M Sell
49,763
-5,693
-10% -$230K 0.3% 64
2025
Q3 		$2.27M Buy
+55,456
New +$2.15M 0.3% 61

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

CIM LLC's UBS Position: Q1 2026 in Review

CIM LLC increased its UBS Group (UBS) stake by 0.67% in Q1 2026, buying an estimated $14.2K and bringing the position to 50,095 shares worth $1.96M. The position accounts for 0.28% of the portfolio, ranked #71.

CIM LLC first reported a position in UBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.31M in Q4 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • CIM LLC held 50,095 shares of UBS Group worth $1.96M as of Q1 2026.
  • CIM LLC bought 332 UBS Group shares in Q1 2026, an estimated $14.2K.
  • UBS Group made up 0.28% of CIM LLC's portfolio in Q1 2026, its #71 holding.
  • CIM LLC first reported a position in UBS Group in Q3 2025 and has held it in 3 quarters since.
  • CIM LLC's UBS Group position peaked at $2.31M in Q4 2025.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on CIM LLC's 13F filing for Q1 2026, filed 18 May 2026.