UBS Group’s Congress Large Cap Growth ETF CAML Stock Holding History

UBS Group’s Portfolio CAML Stock Details CAML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.7K	Sell	874 -351	-29%	-$13.1K	﹤0.01%	7669
2025 Q4	$46.8K	Sell	1,225 -10,686	-90%	-$413K	﹤0.01%	7257
2025 Q3	$462K	Sell	11,911 -3,947	-25%	-$148K	﹤0.01%	6153
2025 Q2	$582K	Buy	15,858 +9,250	+140%	+$309K	﹤0.01%	5882
2025 Q1	$210K	Buy	6,608 +6,319	+2,187%	+$216K	﹤0.01%	6527
2024 Q4	$9.81K	Buy	289 +175	+154%	+$6.02K	﹤0.01%	8339
2024 Q3	$3.77K	Buy	114 +3	+3%	+$96	﹤0.01%	8223
2024 Q2	$3.55K	Sell	111 -1,028	-90%	-$31.6K	﹤0.01%	8201
2024 Q1	$35.1K	Buy	1,139 +1,137	+56,850%	+$33.2K	﹤0.01%	6667
2023 Q4	$55	Buy	+2	New	+$52	﹤0.01%	8983

Other funds holding CAML

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group's CAML Position: Q1 2026 in Review

UBS Group reduced its Congress Large Cap Growth ETF (CAML) stake by 29% in Q1 2026, selling an estimated $13.1K and leaving 874 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #7669.

UBS Group first reported a position in CAML in Q4 2023 and has held it in 10 quarters since. The position peaked at $582K in Q2 2025. 14 funds tracked by Wall St. Rank hold CAML as of Q1 2026.

UBS Group held 874 shares of Congress Large Cap Growth ETF worth $30.7K as of Q1 2026.
UBS Group sold 351 Congress Large Cap Growth ETF shares in Q1 2026, an estimated $13.1K.
Congress Large Cap Growth ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7669 holding.
UBS Group first reported a position in Congress Large Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
UBS Group's Congress Large Cap Growth ETF position peaked at $582K in Q2 2025.
14 funds tracked by Wall St. Rank held Congress Large Cap Growth ETF as of Q1 2026.

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