UBS Group
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UBS Group’s Climb Global Solutions CLMB Stock Holding History

UBS Group’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.42M Buy
122,034
+30,222
+33% +$783K ﹤0.01% 4799
2025
Q4 		$2.36M Buy
91,812
+39,608
+76% +$1.15M ﹤0.01% 4817
2025
Q3 		$1.76M Buy
52,204
+2,788
+6% +$82.7K ﹤0.01% 5077
2025
Q2 		$1.32M Buy
49,416
+7,168
+17% +$189K ﹤0.01% 5199
2025
Q1 		$1.17M Sell
42,248
-15,720
-27% -$485K ﹤0.01% 5151
2024
Q4 		$1.84M Buy
57,968
+42,784
+282% +$1.27M ﹤0.01% 4802
2024
Q3 		$378K Buy
15,184
+2,872
+23% +$57.5K ﹤0.01% 5432
2024
Q2 		$193K Sell
12,312
-12,184
-50% -$185K ﹤0.01% 5678
2024
Q1 		$434K Sell
24,496
-1,028
-4% -$15.5K ﹤0.01% 5313
2023
Q4 		$350K Buy
25,524
+10,568
+71% +$126K ﹤0.01% 5384
2023
Q3 		$161K Sell
14,956
-6,608
-31% -$72.9K ﹤0.01% 5518
2023
Q2 		$258K Buy
21,564
+15,212
+239% +$185K ﹤0.01% 5311
2023
Q1 		$84.6K Buy
6,352
+352
+6% +$3.66K ﹤0.01% 6043
2022
Q4 		$47.3K Hold
6,000
– – ﹤0.01% 6824
2022
Q3 		$40K Hold
6,000
– – ﹤0.01% 6561
2022
Q2 		$50K Sell
6,000
-900
-13% -$7.81K ﹤0.01% 5905
2022
Q1 		$60K Buy
6,900
+900
+15% +$7.13K ﹤0.01% 6305
2021
Q4 		$53K Sell
6,000
-2,996
-33% -$22.7K ﹤0.01% 6833
2021
Q3 		$60K Buy
8,996
+428
+5% +$2.91K ﹤0.01% 6187
2021
Q2 		$54K Sell
8,568
-3,028
-26% -$19.5K ﹤0.01% 6354
2021
Q1 		$73K Sell
11,596
-3,784
-25% -$20.2K ﹤0.01% 6199
2020
Q4 		$73K Buy
15,380
+2,000
+15% +$10.7K ﹤0.01% 5902
2020
Q3 		$77K Sell
13,380
-1,792
-12% -$10.7K ﹤0.01% 5333
2020
Q2 		$97K Buy
15,172
+2,240
+17% +$10.6K ﹤0.01% 5327
2020
Q1 		$41K Sell
12,932
-5,744
-31% -$21.9K ﹤0.01% 5982
2019
Q4 		$76K Buy
18,676
+8,676
+87% +$31.7K ﹤0.01% 6129
2019
Q3 		$38K Sell
10,000
-2,408
-19% -$7.84K ﹤0.01% 6343
2019
Q2 		$35K Buy
12,408
+2,408
+24% +$7.09K ﹤0.01% 6208
2019
Q1 		$28K Sell
10,000
-2,588
-21% -$7.1K ﹤0.01% 5997
2018
Q4 		$31K Sell
12,588
-19,096
-60% -$56.6K ﹤0.01% 6460
2018
Q3 		$102K Sell
31,684
-3,048
-9% -$9.76K ﹤0.01% 5583
2018
Q2 		$122K Buy
34,732
+9,932
+40% +$34.3K ﹤0.01% 5297
2018
Q1 		$81K Buy
24,800
+14,800
+148% +$52.8K ﹤0.01% 5363
2017
Q4 		$42K Hold
10,000
– – ﹤0.01% 5972
2017
Q3 		$34K Sell
10,000
-4,648
-32% -$18.6K ﹤0.01% 6066
2017
Q2 		$70K Buy
14,648
+1,836
+14% +$9.06K ﹤0.01% 5410
2017
Q1 		$60K Sell
12,812
-2,276
-15% -$10.3K ﹤0.01% 5385
2016
Q4 		$70K Sell
15,088
-38,220
-72% -$168K ﹤0.01% 5560
2016
Q3 		$236K Buy
53,308
+43,308
+433% +$193K ﹤0.01% 4437
2016
Q2 		$45K Sell
10,000
-3,604
-26% -$15.7K ﹤0.01% 5599
2016
Q1 		$58K Sell
13,604
-2,536
-16% -$11.1K ﹤0.01% 5376
2015
Q4 		$74K Buy
16,140
+2,160
+15% +$9.85K ﹤0.01% 5461
2015
Q3 		$59K Sell
13,980
-4,728
-25% -$21.6K ﹤0.01% 5677
2015
Q2 		$92K Buy
18,708
+4,708
+34% +$21.6K ﹤0.01% 5464
2015
Q1 		$62K Sell
14,000
-6,828
-33% -$29.8K ﹤0.01% 5843
2014
Q4 		$89K Buy
+20,828
New +$88.4K ﹤0.01% 5811

Other funds holding CLMB

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group's CLMB Position: Q1 2026 in Review

UBS Group increased its Climb Global Solutions (CLMB) stake by 33% in Q1 2026, buying an estimated $783K and bringing the position to 122,034 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #4799.

UBS Group first reported a position in CLMB in Q4 2014 and has held it in 46 quarters since. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • UBS Group held 122,034 shares of Climb Global Solutions worth $2.42M as of Q1 2026.
  • UBS Group bought 30,222 Climb Global Solutions shares in Q1 2026, an estimated $783K.
  • Climb Global Solutions made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4799 holding.
  • UBS Group first reported a position in Climb Global Solutions in Q4 2014 and has held it in 46 quarters since.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

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