UBS Group
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UBS Group’s Copa Holdings CPA Stock Holding History

UBS Group’s Portfolio CPA Stock Details CPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.7M Buy
261,356
+167,005
+177% +$21.7M 0.01% 1961
2026
Q1 		$10.7M Buy
94,351
+26,667
+39% +$3.5M ﹤0.01% 3250
2025
Q4 		$8.16M Sell
67,684
-10,441
-13% -$1.28M ﹤0.01% 3507
2025
Q3 		$9.28M Sell
78,125
-20,873
-21% -$2.39M ﹤0.01% 3377
2025
Q2 		$10.9M Buy
98,998
+2,935
+3% +$290K ﹤0.01% 2995
2025
Q1 		$8.88M Sell
96,063
-52,015
-35% -$4.83M ﹤0.01% 3172
2024
Q4 		$13M Buy
148,078
+80,921
+120% +$7.68M ﹤0.01% 2780
2024
Q3 		$6.3M Sell
67,157
-10,141
-13% -$917K ﹤0.01% 2825
2024
Q2 		$7.36M Buy
77,298
+54,736
+243% +$5.46M ﹤0.01% 2496
2024
Q1 		$2.35M Sell
22,562
-11,318
-33% -$1.12M ﹤0.01% 3782
2023
Q4 		$3.6M Sell
33,880
-3,096
-8% -$283K ﹤0.01% 3127
2023
Q3 		$3.3M Buy
36,976
+14,920
+68% +$1.55M ﹤0.01% 2965
2023
Q2 		$2.44M Sell
22,056
-48,427
-69% -$4.85M ﹤0.01% 3340
2023
Q1 		$6.51M Sell
70,483
-30,527
-30% -$2.77M ﹤0.01% 2267
2022
Q4 		$8.4M Buy
101,010
+68,988
+215% +$5.43M ﹤0.01% 2048
2022
Q3 		$2.15M Buy
32,022
+4
+0% +$278 ﹤0.01% 3099
2022
Q2 		$2.03M Buy
32,018
+30,173
+1,635% +$2.13M ﹤0.01% 3138
2022
Q1 		$155K Buy
1,845
+625
+51% +$51.4K ﹤0.01% 5565
2021
Q4 		$101K Sell
1,220
-12,832
-91% -$1.01M ﹤0.01% 6312
2021
Q3 		$1.14M Buy
14,052
+3,356
+31% +$251K ﹤0.01% 4076
2021
Q2 		$806K Buy
10,696
+3,355
+46% +$270K ﹤0.01% 4362
2021
Q1 		$593K Sell
7,341
-15,503
-68% -$1.29M ﹤0.01% 4740
2020
Q4 		$1.76M Buy
22,844
+3,634
+19% +$242K ﹤0.01% 3512
2020
Q3 		$967K Buy
19,210
+3,298
+21% +$167K ﹤0.01% 3669
2020
Q2 		$804K Buy
15,912
+1,874
+13% +$86.4K ﹤0.01% 3702
2020
Q1 		$636K Buy
14,038
+7,968
+131% +$682K ﹤0.01% 3751
2019
Q4 		$656K Sell
6,070
-11,804
-66% -$1.23M ﹤0.01% 4590
2019
Q3 		$1.76M Buy
17,874
+12,609
+239% +$1.27M ﹤0.01% 3424
2019
Q2 		$514K Sell
5,265
-7,711
-59% -$684K ﹤0.01% 4278
2019
Q1 		$1.05M Buy
12,976
+7,513
+138% +$661K ﹤0.01% 3545
2018
Q4 		$430K Buy
5,463
+3,878
+245% +$304K ﹤0.01% 4382
2018
Q3 		$127K Sell
1,585
-1,105
-41% -$96.8K ﹤0.01% 5372
2018
Q2 		$255K Sell
2,690
-16,803
-86% -$1.88M ﹤0.01% 4780
2018
Q1 		$2.51M Buy
19,493
+13,935
+251% +$1.87M ﹤0.01% 2944
2017
Q4 		$745K Sell
5,558
-6,309
-53% -$821K ﹤0.01% 4010
2017
Q3 		$1.48M Buy
11,867
+8,546
+257% +$1.08M ﹤0.01% 3375
2017
Q2 		$389K Sell
3,321
-14,332
-81% -$1.65M ﹤0.01% 4296
2017
Q1 		$1.98M Buy
17,653
+13,172
+294% +$1.34M ﹤0.01% 2950
2016
Q4 		$407K Sell
4,481
-4,435
-50% -$402K ﹤0.01% 4267
2016
Q3 		$784K Sell
8,916
-149,963
-94% -$11.4M ﹤0.01% 3595
2016
Q2 		$8.3M Buy
158,879
+46,129
+41% +$2.66M 0.01% 1524
2016
Q1 		$7.64M Buy
112,750
+110,780
+5,623% +$6.22M 0.01% 1515
2015
Q4 		$95K Buy
1,970
+1,000
+103% +$52.1K ﹤0.01% 5258
2015
Q3 		$40K Sell
970
-24,923
-96% -$1.57M ﹤0.01% 6022
2015
Q2 		$2.14M Sell
25,893
-81,038
-76% -$7.73M ﹤0.01% 2907
2015
Q1 		$10.8M Buy
106,931
+58,012
+119% +$6.29M 0.01% 1411
2014
Q4 		$5.07M Buy
+48,919
New +$5.2M ﹤0.01% 2078

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

UBS Group's CPA Position: Q2 2026 in Review

UBS Group increased its Copa Holdings (CPA) stake by 177% in Q2 2026, buying an estimated $21.7M and bringing the position to 261,356 shares worth $40.7M. The position accounts for 0.01% of the portfolio, ranked #1961.

UBS Group first reported a position in CPA in Q4 2014 and has held it in 47 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • UBS Group held 261,356 shares of Copa Holdings worth $40.7M as of Q2 2026.
  • UBS Group bought 167,005 Copa Holdings shares in Q2 2026, an estimated $21.7M.
  • Copa Holdings made up 0.01% of UBS Group's portfolio in Q2 2026, its #1961 holding.
  • UBS Group first reported a position in Copa Holdings in Q4 2014 and has held it in 47 quarters since.
  • 325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

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