UBS Group’s CBRE Group CBRE Stock Holding History

UBS Group’s Portfolio CBRE Stock Details CBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-39,000	Closed	-$2.87M	–	10369
2022 Q2	$2.87M	Sell	39,000 -29,900	-43%	-$2.41M	﹤0.01%	2836
2022 Q1	$6.31M	Buy	+68,900	New	+$6.71M	﹤0.01%	2309
2019 Q2	–	Sell	-500	Closed	-$25K	–	7873
2019 Q1	$25K	Buy	+500	New	+$23.5K	﹤0.01%	6097
2018 Q4	–	Sell	-5,300	Closed	-$234K	–	8038
2018 Q3	$234K	Buy	+5,300	New	+$253K	﹤0.01%	4938
2017 Q1	–	Sell	-15,800	Closed	-$498K	–	7657
2016 Q4	$498K	Buy	+15,800	New	+$457K	﹤0.01%	4117
2016 Q3	–	Sell	-76,600	Closed	-$2.03M	–	7680
2016 Q2	$2.03M	Buy	+76,600	New	+$2.24M	﹤0.01%	2768
2015 Q1	–	Sell	-1,600	Closed	-$55K	–	8855
2014 Q4	$55K	Buy	+1,600	New	+$51.2K	﹤0.01%	6374

Other funds holding CBRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group's CBRE Position: Q1 2026 in Review

UBS Group increased its CBRE Group (CBRE) stake by 28% in Q1 2026, buying an estimated $30.8M and bringing the position to 922,683 shares worth $125M. The position accounts for 0.02% of the portfolio, ranked #886.

UBS Group first reported a position in CBRE in Q4 2014 and has held it in 46 quarters since. The position peaked at $241M in Q3 2025. 1,076 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

UBS Group held 922,683 shares of CBRE Group worth $125M as of Q1 2026.
UBS Group bought 202,732 CBRE Group shares in Q1 2026, an estimated $30.8M.
CBRE Group made up 0.02% of UBS Group's portfolio in Q1 2026, its #886 holding.
UBS Group first reported a position in CBRE Group in Q4 2014 and has held it in 46 quarters since.
UBS Group's CBRE Group position peaked at $241M in Q3 2025.
1,076 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

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