UBS AM
CRCL

UBS AM’s Circle Internet Group CRCL Stock Holding History

UBS AM’s Portfolio CRCL Stock Details CRCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.61M Buy
58,770
+37,805
+180% +$3.2M ﹤0.01% 1514
2025
Q4 		$1.66M Hold
20,965
– – ﹤0.01% 1955
2025
Q3 		$2.78M Buy
20,965
+20,250
+2,832% +$3.2M ﹤0.01% 1622
2025
Q2 		$130K Buy
+715
New +$116K ﹤0.01% 2580

Other funds holding CRCL

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IACCIA
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Marshall Wace
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VPM
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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
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AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return