UBS Group’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.2M | Buy |
411,595
+129,592
| +46% | +$4.03M | ﹤0.01% | 3141 |
|
|
2026
Q1 | $7.57M | Buy |
282,003
+204,961
| +266% | +$7.23M | ﹤0.01% | 3638 |
|
|
2025
Q4 | $3.89M | Buy |
77,042
+672
| +0.9% | +$35.3K | ﹤0.01% | 4282 |
|
|
2025
Q3 | $4.04M | Sell |
76,370
-178,616
| -70% | -$11.5M | ﹤0.01% | 4259 |
|
|
2025
Q2 | $18.3M | Buy |
254,986
+103,671
| +69% | +$7.5M | ﹤0.01% | 2460 |
|
|
2025
Q1 | $11.5M | Buy |
151,315
+56,384
| +59% | +$4.54M | ﹤0.01% | 2879 |
|
|
2024
Q4 | $7.77M | Buy |
94,931
+41,560
| +78% | +$3.11M | ﹤0.01% | 3342 |
|
|
2024
Q3 | $3.59M | Sell |
53,371
-4,261
| -7% | -$310K | ﹤0.01% | 3408 |
|
|
2024
Q2 | $4.27M | Sell |
57,632
-43,027
| -43% | -$3.25M | ﹤0.01% | 3021 |
|
|
2024
Q1 | $7.9M | Sell |
100,659
-1,108
| -1% | -$77K | ﹤0.01% | 2490 |
|
|
2023
Q4 | $6.37M | Buy |
101,767
+33,285
| +49% | +$1.88M | ﹤0.01% | 2507 |
|
|
2023
Q3 | $3.55M | Buy |
68,482
+1,266
| +2% | +$68.2K | ﹤0.01% | 2905 |
|
|
2023
Q2 | $3.58M | Buy |
67,216
+7,174
| +12% | +$369K | ﹤0.01% | 2912 |
|
|
2023
Q1 | $2.97M | Buy |
60,042
+5,269
| +10% | +$254K | ﹤0.01% | 3013 |
|
|
2022
Q4 | $2.57M | Buy |
54,773
+12,612
| +30% | +$599K | ﹤0.01% | 3138 |
|
|
2022
Q3 | $1.8M | Sell |
42,161
-1,007
| -2% | -$44K | ﹤0.01% | 3249 |
|
|
2022
Q2 | $1.73M | Sell |
43,168
-13,042
| -23% | -$527K | ﹤0.01% | 3276 |
|
|
2022
Q1 | $2.36M | Sell |
56,210
-20,260
| -26% | -$793K | ﹤0.01% | 3281 |
|
|
2021
Q4 | $2.99M | Buy |
76,470
+14,559
| +24% | +$543K | ﹤0.01% | 3356 |
|
|
2021
Q3 | $2M | Buy |
61,911
+1,667
| +3% | +$54.3K | ﹤0.01% | 3577 |
|
|
2021
Q2 | $1.97M | Sell |
60,244
-14,252
| -19% | -$476K | ﹤0.01% | 3587 |
|
|
2021
Q1 | $2.43M | Sell |
74,496
-700
| -0.9% | -$20.6K | ﹤0.01% | 3363 |
|
|
2020
Q4 | $2M | Buy |
75,196
+1,339
| +2% | +$33K | ﹤0.01% | 3408 |
|
|
2020
Q3 | $1.69M | Sell |
73,857
-24,326
| -25% | -$578K | ﹤0.01% | 3212 |
|
|
2020
Q2 | $2.35M | Buy |
98,183
+3,640
| +4% | +$82.6K | ﹤0.01% | 2722 |
|
|
2020
Q1 | $1.98M | Sell |
94,543
-4,396
| -4% | -$112K | ﹤0.01% | 2772 |
|
|
2019
Q4 | $2.67M | Buy |
98,939
+23,079
| +30% | +$601K | ﹤0.01% | 3256 |
|
|
2019
Q3 | $1.78M | Buy |
75,860
+22,487
| +42% | +$506K | ﹤0.01% | 3410 |
|
|
2019
Q2 | $1.05M | Sell |
53,373
-60,682
| -53% | -$1.22M | ﹤0.01% | 3728 |
|
|
2019
Q1 | $2.31M | Sell |
114,055
-78,101
| -41% | -$1.58M | ﹤0.01% | 2871 |
|
|
2018
Q4 | $3.79M | Sell |
192,156
-13,692
| -7% | -$293K | ﹤0.01% | 2423 |
|
|
2018
Q3 | $4.88M | Buy |
205,848
+127,313
| +162% | +$2.95M | ﹤0.01% | 2368 |
|
|
2018
Q2 | $1.81M | Buy |
78,535
+18,257
| +30% | +$369K | ﹤0.01% | 3261 |
|
|
2018
Q1 | $1.1M | Buy |
60,278
+22,611
| +60% | +$393K | ﹤0.01% | 3634 |
|
|
2017
Q4 | $582K | Sell |
37,667
-378
| -1% | -$5.95K | ﹤0.01% | 4185 |
|
|
2017
Q3 | $618K | Buy |
38,045
+9,941
| +35% | +$150K | ﹤0.01% | 4055 |
|
|
2017
Q2 | $422K | Buy |
28,104
+2,954
| +12% | +$44.2K | ﹤0.01% | 4234 |
|
|
2017
Q1 | $341K | Sell |
25,150
-9,952
| -28% | -$134K | ﹤0.01% | 4294 |
|
|
2016
Q4 | $481K | Buy |
35,102
+9,197
| +36% | +$112K | ﹤0.01% | 4150 |
|
|
2016
Q3 | $290K | Buy |
25,905
+1,514
| +6% | +$16.8K | ﹤0.01% | 4288 |
|
|
2016
Q2 | $254K | Buy |
24,391
+795
| +3% | +$8.19K | ﹤0.01% | 4386 |
|
|
2016
Q1 | $238K | Sell |
23,596
-999
| -4% | -$10.1K | ﹤0.01% | 4371 |
|
|
2015
Q4 | $243K | Buy |
24,595
+3,138
| +15% | +$33.2K | ﹤0.01% | 4516 |
|
|
2015
Q3 | $212K | Buy |
21,457
+7,939
| +59% | +$77.4K | ﹤0.01% | 4586 |
|
|
2015
Q2 | $130K | Buy |
13,518
+8,211
| +155% | +$76.7K | ﹤0.01% | 5206 |
|
|
2015
Q1 | $50K | Buy |
5,307
+160
| +3% | +$1.4K | ﹤0.01% | 6043 |
|
|
2014
Q4 | $44K | Buy |
+5,147
| New | +$44.4K | ﹤0.01% | 6648 |
|
Other funds holding CBZ
2C
PCP
UBS Group's CBZ Position: Q2 2026 in Review
UBS Group increased its CBIZ (CBZ) stake by 46% in Q2 2026, buying an estimated $4.03M and bringing the position to 411,595 shares worth $13.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3141.
UBS Group first reported a position in CBZ in Q4 2014 and has held it in 47 quarters since. The position peaked at $18.3M in Q2 2025. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.
- UBS Group held 411,595 shares of CBIZ worth $13.2M as of Q2 2026.
- UBS Group bought 129,592 CBIZ shares in Q2 2026, an estimated $4.03M.
- CBIZ made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3141 holding.
- UBS Group first reported a position in CBIZ in Q4 2014 and has held it in 47 quarters since.
- UBS Group's CBIZ position peaked at $18.3M in Q2 2025.
- 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.