UBS Group’s C3.ai AI Stock Holding History

UBS Group’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 Q1	–	Sell	-27,000	Closed	-$364K	–	10426
2025 Q4	$364K	Sell	27,000 -8,060	-23%	-$129K	﹤0.01%	6262
2025 Q3	$608K	Buy	35,060 +25,000	+249%	+$522K	﹤0.01%	5941
2025 Q2	$247K	Buy	+10,060	New	+$230K	﹤0.01%	6577
2024 Q4	–	Sell	-55,000	Closed	-$1.33M	–	9881
2024 Q3	$1.33M	Hold	55,000	–	–	﹤0.01%	4382
2024 Q2	$1.59M	Buy	+55,000	New	+$1.41M	﹤0.01%	3993
2023 Q3	–	Sell	-200,000	Closed	-$7.29M	–	9409
2023 Q2	$7.29M	Buy	+200,000	New	+$5.63M	﹤0.01%	2233
2023 Q1	–	Sell	-75,000	Closed	-$839K	–	9547
2022 Q4	$839K	Buy	75,000 +15,000	+25%	+$188K	﹤0.01%	4236
2022 Q3	$750K	Buy	+60,000	New	+$1.08M	﹤0.01%	3989
2021 Q4	–	Sell	-60,000	Closed	-$2.78M	–	10222
2021 Q3	$2.78M	Hold	60,000	–	–	﹤0.01%	3272
2021 Q2	$3.75M	Buy	+60,000	New	+$3.73M	﹤0.01%	2974

Other funds holding AI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

UBS Group's AI Position: Q1 2026 in Review

UBS Group increased its C3.ai (AI) stake by 167% in Q1 2026, buying an estimated $11.8M and bringing the position to 1,756,784 shares worth $14.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2919.

UBS Group first reported a position in AI in Q4 2020 and has held it in 22 quarters since. The position peaked at $65.3M in Q4 2024. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

UBS Group held 1,756,784 shares of C3.ai worth $14.8M as of Q1 2026.
UBS Group bought 1,099,268 C3.ai shares in Q1 2026, an estimated $11.8M.
C3.ai made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2919 holding.
UBS Group first reported a position in C3.ai in Q4 2020 and has held it in 22 quarters since.
UBS Group's C3.ai position peaked at $65.3M in Q4 2024.
317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.