UBS Group
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UBS Group’s Calumet Specialty Products CLMT Stock Holding History

UBS Group’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-200
Closed -$5K – 8518
2015
Q1 		$5K Buy
+200
New +$5.06K ﹤0.01% 8086

Other funds holding CLMT

TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WDOM
Wasserstein Debt Opportunities Management New York $264M AUM 188.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group's CLMT Position: Q2 2026 in Review

UBS Group reduced its Calumet Specialty Products (CLMT) stake by 51% in Q2 2026, selling an estimated $3.53M and leaving 99,813 shares worth $3.6M. The position accounts for ﹤0.01% of the portfolio, ranked #4505.

UBS Group first reported a position in CLMT in Q4 2014 and has held it in 47 quarters since. The position peaked at $19.4M in Q2 2015. 188 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

  • UBS Group held 99,813 shares of Calumet Specialty Products worth $3.6M as of Q2 2026.
  • UBS Group sold 104,912 Calumet Specialty Products shares in Q2 2026, an estimated $3.53M.
  • Calumet Specialty Products made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4505 holding.
  • UBS Group first reported a position in Calumet Specialty Products in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Calumet Specialty Products position peaked at $19.4M in Q2 2015.
  • 188 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

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