UBS AM

UBS AM’s CCC Intelligent Solutions CCC Stock Holding History

UBS AM’s Portfolio CCC Stock Details CCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.05M	Buy	1,341,086 +26,834	+2%	+$176K	﹤0.01%	1324
2025 Q4	$10.4M	Buy	1,314,252 +69,635	+6%	+$566K	﹤0.01%	1105
2025 Q3	$11.3M	Sell	1,244,617 -363,171	-23%	-$3.51M	﹤0.01%	1029
2025 Q2	$15.1M	Buy	1,607,788 +375,643	+30%	+$3.36M	﹤0.01%	1159
2025 Q1	$11.1M	Buy	1,232,145 +74,208	+6%	+$771K	﹤0.01%	1178
2024 Q4	$13.6M	Sell	1,157,937 -182,352	-14%	-$2.11M	﹤0.01%	1112
2024 Q3	$14.8M	Buy	1,340,289 +35,785	+3%	+$386K	﹤0.01%	1067
2024 Q2	$14.5M	Buy	1,304,504 +862,466	+195%	+$9.82M	﹤0.01%	987
2024 Q1	$5.29M	Buy	442,038 +148,050	+50%	+$1.69M	﹤0.01%	1231
2023 Q4	$3.35M	Buy	293,988 +30,030	+11%	+$351K	﹤0.01%	1442
2023 Q3	$3.52M	Buy	263,958 +27,044	+11%	+$297K	﹤0.01%	1369
2023 Q2	$2.13M	Hold	236,914	–	–	﹤0.01%	1618
2023 Q1	$2.13M	Buy	236,914 +1,580	+0.7%	+$14.1K	﹤0.01%	1618
2022 Q4	$2.05M	Buy	235,334 +140,192	+147%	+$1.25M	﹤0.01%	1511
2022 Q3	$866K	Buy	95,142 +1,335	+1%	+$12.6K	﹤0.01%	2051
2022 Q2	$863K	Buy	+93,807	New	+$862K	﹤0.01%	2045

Other funds holding CCC

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return