UBS AM
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UBS AM’s C3.ai AI Stock Holding History

UBS AM’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.73M Buy
299,866
+53,901
+22% +$512K ﹤0.01% 1920
2026
Q1 		$2.07M Buy
245,965
+10,646
+5% +$114K ﹤0.01% 2027
2025
Q4 		$3.17M Buy
235,319
+22,646
+11% +$361K ﹤0.01% 1686
2025
Q3 		$3.69M Sell
212,673
-146,072
-41% -$3.05M ﹤0.01% 1510
2025
Q2 		$8.81M Buy
358,745
+115,961
+48% +$2.65M ﹤0.01% 1424
2025
Q1 		$5.11M Buy
242,784
+10,675
+5% +$303K ﹤0.01% 1564
2024
Q4 		$7.99M Buy
232,109
+62,030
+36% +$1.93M ﹤0.01% 1366
2024
Q3 		$4.12M Sell
170,079
-24,653
-13% -$627K ﹤0.01% 1670
2024
Q2 		$5.64M Buy
194,732
+92,147
+90% +$2.37M ﹤0.01% 1423
2024
Q1 		$2.78M Sell
102,585
-3,480
-3% -$97.7K ﹤0.01% 1519
2023
Q4 		$3.05M Buy
106,065
+6,009
+6% +$165K ﹤0.01% 1478
2023
Q3 		$2.55M Buy
100,056
+7,230
+8% +$241K ﹤0.01% 1499
2023
Q2 		$3.12M Hold
92,826
– – ﹤0.01% 1435
2023
Q1 		$3.12M Buy
92,826
+5,259
+6% +$108K ﹤0.01% 1435
2022
Q4 		$980K Buy
87,567
+27,901
+47% +$349K ﹤0.01% 1859
2022
Q3 		$746K Sell
59,666
-5,558
-9% -$99.7K ﹤0.01% 2138
2022
Q2 		$1.19M Sell
65,224
-51,264
-44% -$942K ﹤0.01% 1864
2022
Q1 		$2.64M Buy
116,488
+58,021
+99% +$1.4M ﹤0.01% 1649
2021
Q4 		$1.83M Buy
58,467
+8,551
+17% +$346K ﹤0.01% 1911
2021
Q3 		$2.31M Buy
49,916
+20,192
+68% +$1.03M ﹤0.01% 1771
2021
Q2 		$1.86M Buy
29,724
+18,976
+177% +$1.18M ﹤0.01% 1887
2021
Q1 		$708K Sell
10,748
-19,252
-64% -$2.24M ﹤0.01% 2245
2020
Q4 		$4.16M Buy
+30,000
New +$4.02M ﹤0.01% 1376

Other funds holding AI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

UBS AM's AI Position: Q2 2026 in Review

UBS AM increased its C3.ai (AI) stake by 22% in Q2 2026, buying an estimated $512K and bringing the position to 299,866 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

UBS AM first reported a position in AI in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.81M in Q2 2025. 317 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • UBS AM held 299,866 shares of C3.ai worth $2.73M as of Q2 2026.
  • UBS AM bought 53,901 C3.ai shares in Q2 2026, an estimated $512K.
  • C3.ai made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1920 holding.
  • UBS AM first reported a position in C3.ai in Q4 2020 and has held it in 23 quarters since.
  • UBS AM's C3.ai position peaked at $8.81M in Q2 2025.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.