UBS Group’s Chefs' Warehouse CHEF Stock Holding History

UBS Group’s Portfolio CHEF Stock Details CHEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-200,000	Closed	-$6.37M	–	9581
2021 Q2	$6.37M	Buy	+200,000	New	+$6.39M	﹤0.01%	2441

Other funds holding CHEF

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

UBS Group's CHEF Position: Q1 2026 in Review

UBS Group increased its Chefs' Warehouse (CHEF) stake by 14% in Q1 2026, buying an estimated $2.41M and bringing the position to 302,255 shares worth $18M. The position accounts for ﹤0.01% of the portfolio, ranked #2710.

UBS Group first reported a position in CHEF in Q4 2014 and has held it in 46 quarters since. 249 funds tracked by Wall St. Rank hold CHEF as of Q1 2026.

UBS Group held 302,255 shares of Chefs' Warehouse worth $18M as of Q1 2026.
UBS Group bought 37,615 Chefs' Warehouse shares in Q1 2026, an estimated $2.41M.
Chefs' Warehouse made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2710 holding.
UBS Group first reported a position in Chefs' Warehouse in Q4 2014 and has held it in 46 quarters since.
249 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2026.

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