UBS Group
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UBS Group’s Caris Life Sciences CAI Stock Holding History

UBS Group’s Portfolio CAI Stock Details CAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$75.7M Buy
2,469,931
+1,046,560
+74% +$23.5M 0.01% 1318
2026
Q2 		$25.4M Sell
1,423,371
-1,322,440
-48% -$23.7M ﹤0.01% 2437
2026
Q1 		$49.1M Buy
2,745,811
+561,831
+26% +$12.3M 0.01% 1665
2025
Q4 		$58.9M Buy
2,183,980
+1,948,107
+826% +$54.9M 0.01% 1458
2025
Q3 		$7.14M Buy
+235,873
New +$7.52M ﹤0.01% 3662

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return

UBS Group's CAI Position: Q3 2026 in Review

UBS Group increased its Caris Life Sciences (CAI) stake by 74% in Q3 2026, buying an estimated $23.5M and bringing the position to 2,469,931 shares worth $75.7M. The position accounts for 0.01% of the portfolio, ranked #1318.

UBS Group first reported a position in CAI in Q3 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold CAI as of Q3 2026.

  • UBS Group held 2,469,931 shares of Caris Life Sciences worth $75.7M as of Q3 2026.
  • UBS Group bought 1,046,560 Caris Life Sciences shares in Q3 2026, an estimated $23.5M.
  • Caris Life Sciences made up 0.01% of UBS Group's portfolio in Q3 2026, its #1318 holding.
  • UBS Group first reported a position in Caris Life Sciences in Q3 2025 and has held it in 5 quarters since.
  • 165 funds tracked by Wall St. Rank held Caris Life Sciences as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.