UBS Group
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UBS Group’s Casey's General Stores CASY Stock Holding History

UBS Group’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-22,900
Closed -$2.41M – 7994
2018
Q2 		$2.41M Buy
+22,900
New +$2.32M ﹤0.01% 3001

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group's CASY Position: Q2 2026 in Review

UBS Group reduced its Casey's General Stores (CASY) stake by 23% in Q2 2026, selling an estimated $38.7M and leaving 161,857 shares worth $129M. The position accounts for 0.02% of the portfolio, ranked #955.

UBS Group first reported a position in CASY in Q4 2014 and has held it in 47 quarters since. The position peaked at $153M in Q1 2026. 1,084 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • UBS Group held 161,857 shares of Casey's General Stores worth $129M as of Q2 2026.
  • UBS Group sold 48,032 Casey's General Stores shares in Q2 2026, an estimated $38.7M.
  • Casey's General Stores made up 0.02% of UBS Group's portfolio in Q2 2026, its #955 holding.
  • UBS Group first reported a position in Casey's General Stores in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Casey's General Stores position peaked at $153M in Q1 2026.
  • 1,084 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.