UBS Group’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$310M Sell
576,430
-64,789
-10% -$36.7M 0.05% 414
2025
Q4
$327M Buy
641,219
+48,402
+8% +$22.6M 0.05% 350
2025
Q3
$250M Sell
592,817
-293,837
-33% -$113M 0.04% 470
2025
Q2
$290M Sell
886,654
-22,500
-2% -$6.97M 0.05% 380
2025
Q1
$285M Buy
909,154
+151,355
+20% +$53.3M 0.05% 366
2024
Q4
$264M Buy
757,799
+63,452
+9% +$22.3M 0.05% 391
2024
Q3
$225M Buy
694,347
+172,682
+33% +$51.2M 0.05% 353
2024
Q2
$144M Sell
521,665
-300,747
-37% -$85.9M 0.04% 469
2024
Q1
$242M Buy
822,412
+242,873
+42% +$62.6M 0.06% 304
2023
Q4
$139M Buy
579,539
+57,908
+11% +$13.2M 0.04% 440
2023
Q3
$119M Sell
521,631
-111
-0% -$26.8K 0.04% 437
2023
Q2
$128M Buy
521,742
+22,811
+5% +$5.17M 0.04% 406
2023
Q1
$119M Sell
498,931
-28,399
-5% -$6.93M 0.04% 397
2022
Q4
$128M Buy
527,330
+66,661
+14% +$15.9M 0.05% 399
2022
Q3
$93.8M Sell
460,669
-52,807
-10% -$11.2M 0.04% 450
2022
Q2
$99.4M Sell
513,476
-5,490
-1% -$1.1M 0.04% 447
2022
Q1
$106M Sell
518,966
-21,492
-4% -$4.65M 0.04% 506
2021
Q4
$118M Buy
540,458
+38,013
+8% +$8.66M 0.03% 535
2021
Q3
$113M Sell
502,445
-23,203
-4% -$5.44M 0.04% 495
2021
Q2
$128M Sell
525,648
-140,790
-21% -$36M 0.04% 436
2021
Q1
$173M Buy
666,438
+118,932
+22% +$29.7M 0.06% 317
2020
Q4
$124M Buy
547,506
+97,624
+22% +$21.9M 0.04% 412
2020
Q3
$95M Buy
449,882
+245,990
+121% +$49M 0.04% 417
2020
Q2
$35.3M Sell
203,892
-101,243
-33% -$16.2M 0.01% 769
2020
Q1
$41.3M Sell
305,135
-152,663
-33% -$23.8M 0.02% 628
2019
Q4
$81.9M Buy
457,798
+132,872
+41% +$23.4M 0.03% 527
2019
Q3
$52.9M Sell
324,926
-54,056
-14% -$8.65M 0.02% 670
2019
Q2
$64.9M Sell
378,982
-35,062
-8% -$5.74M 0.03% 552
2019
Q1
$65.4M Sell
414,044
-47,347
-10% -$7.1M 0.03% 513
2018
Q4
$61.7M Sell
461,391
-76,270
-14% -$10.8M 0.03% 496
2018
Q3
$78.5M Buy
537,661
+60,354
+13% +$8.5M 0.03% 488
2018
Q2
$63.5M Sell
477,307
-131,573
-22% -$19.7M 0.03% 546
2018
Q1
$98.7M Sell
608,880
-306,179
-33% -$52.6M 0.04% 390
2017
Q4
$162M Buy
915,059
+407,783
+80% +$69.7M 0.07% 290
2017
Q3
$85.2M Sell
507,276
-402,509
-44% -$65.1M 0.04% 417
2017
Q2
$148M Buy
909,785
+154,417
+20% +$24M 0.08% 272
2017
Q1
$114M Buy
755,368
+388,168
+106% +$57.5M 0.06% 302
2016
Q4
$50.2M Buy
367,200
+43,426
+13% +$5.81M 0.03% 541
2016
Q3
$41.5M Sell
323,774
-33,876
-9% -$4.11M 0.02% 598
2016
Q2
$40.2M Sell
357,650
-43,712
-11% -$4.95M 0.03% 586
2016
Q1
$44.1M Sell
401,362
-156,661
-28% -$15.1M 0.03% 511
2015
Q4
$49.1M Buy
558,023
+105,695
+23% +$10.6M 0.03% 515
2015
Q3
$49.1M Sell
452,328
-66,263
-13% -$8.18M 0.03% 473
2015
Q2
$68M Sell
518,591
-6,160
-1% -$847K 0.05% 416
2015
Q1
$72.8M Sell
524,751
-36,210
-6% -$5.1M 0.05% 391
2014
Q4
$80.9M Buy
+560,961
New +$79.3M 0.06% 351

Other funds holding CMI

UBS Group's CMI Position: Q1 2026 in Review

UBS Group reduced its Cummins (CMI) stake by 10% in Q1 2026, selling an estimated $36.7M and leaving 576,430 shares worth $310M. The position accounts for 0.05% of the portfolio, ranked #414.

UBS Group first reported a position in CMI in Q4 2014 and has held it in 46 quarters since. The position peaked at $327M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • UBS Group held 576,430 shares of Cummins worth $310M as of Q1 2026.
  • UBS Group sold 64,789 Cummins shares in Q1 2026, an estimated $36.7M.
  • Cummins made up 0.05% of UBS Group's portfolio in Q1 2026, its #414 holding.
  • UBS Group first reported a position in Cummins in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Cummins position peaked at $327M in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

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