UBS Group
CAVA icon

UBS Group’s CAVA Group CAVA Stock Holding History

UBS Group’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-423,903
Closed -$24.9M – 10548
2025
Q4 		$24.9M Sell
423,903
-2,772
-0.6% -$155K ﹤0.01% 2375
2025
Q3 		$25.8M Buy
426,675
+7,272
+2% +$551K ﹤0.01% 2287
2025
Q2 		$35.3M Buy
419,403
+1,300
+0.3% +$111K 0.01% 1827
2025
Q1 		$36.1M Buy
+418,103
New +$45.3M 0.01% 1768

Other funds holding CAVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group's CAVA Position: Q1 2026 in Review

UBS Group reduced its CAVA Group (CAVA) stake by 37% in Q1 2026, selling an estimated $57.3M and leaving 1,309,677 shares worth $106M. The position accounts for 0.02% of the portfolio, ranked #1009.

UBS Group first reported a position in CAVA in Q2 2023 and has held it in 12 quarters since. The position peaked at $145M in Q2 2025. 517 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • UBS Group held 1,309,677 shares of CAVA Group worth $106M as of Q1 2026.
  • UBS Group sold 785,685 CAVA Group shares in Q1 2026, an estimated $57.3M.
  • CAVA Group made up 0.02% of UBS Group's portfolio in Q1 2026, its #1009 holding.
  • UBS Group first reported a position in CAVA Group in Q2 2023 and has held it in 12 quarters since.
  • UBS Group's CAVA Group position peaked at $145M in Q2 2025.
  • 517 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

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