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
2025
Q4 		– Sell
-2,500
Closed -$151K – 10552
2025
Q3 		$151K Buy
+2,500
New +$189K ﹤0.01% 6840
2025
Q1 		– Sell
-1,000
Closed -$113K – 10259
2024
Q4 		$113K Buy
+1,000
New +$133K ﹤0.01% 6794

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's CAVA Position: Q2 2026 in Review

UBS Group reduced its CAVA Group (CAVA) stake by 54% in Q2 2026, selling an estimated $59.2M and leaving 603,334 shares worth $47.3M. The position accounts for 0.01% of the portfolio, ranked #1795.

UBS Group first reported a position in CAVA in Q2 2023 and has held it in 13 quarters since. The position peaked at $145M in Q2 2025. 541 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • UBS Group held 603,334 shares of CAVA Group worth $47.3M as of Q2 2026.
  • UBS Group sold 706,343 CAVA Group shares in Q2 2026, an estimated $59.2M.
  • CAVA Group made up 0.01% of UBS Group's portfolio in Q2 2026, its #1795 holding.
  • UBS Group first reported a position in CAVA Group in Q2 2023 and has held it in 13 quarters since.
  • UBS Group's CAVA Group position peaked at $145M in Q2 2025.
  • 541 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

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