UBS Group’s Cadiz CDZI Stock Holding History

UBS Group’s Portfolio CDZI Stock Details CDZI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-200	Closed	-$2K	–	8861
2014 Q4	$2K	Buy	+200	New	+$2.08K	﹤0.01%	9380

Other funds holding CDZI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

WCM

Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SCM

Stonehill Capital Management New York $350M AUM 73.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's CDZI Position: Q2 2026 in Review

UBS Group increased its Cadiz (CDZI) stake by 68% in Q2 2026, buying an estimated $449K and bringing the position to 249,884 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #5696.

UBS Group first reported a position in CDZI in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.04M in Q2 2019. 116 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

UBS Group held 249,884 shares of Cadiz worth $1.04M as of Q2 2026.
UBS Group bought 100,724 Cadiz shares in Q2 2026, an estimated $449K.
Cadiz made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5696 holding.
UBS Group first reported a position in Cadiz in Q4 2014 and has held it in 47 quarters since.
UBS Group's Cadiz position peaked at $1.04M in Q2 2019.
116 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

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