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 Q2	$2.58M	Buy	52,031 +1,936	+4%	+$88.2K	0.33%	63
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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CIM LLC's UBS Position: Q2 2026 in Review

CIM LLC increased its UBS Group (UBS) stake by 3.9% in Q2 2026, buying an estimated $88.2K and bringing the position to 52,031 shares worth $2.58M. The position accounts for 0.33% of the portfolio, ranked #63.

CIM LLC first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

CIM LLC held 52,031 shares of UBS Group worth $2.58M as of Q2 2026.
CIM LLC bought 1,936 UBS Group shares in Q2 2026, an estimated $88.2K.
UBS Group made up 0.33% of CIM LLC's portfolio in Q2 2026, its #63 holding.
CIM LLC first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on CIM LLC's 13F filing for Q2 2026, filed 13 Aug 2026.