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 Q1	$1.64M	Buy	+14,400	New	+$1.89M	﹤0.01%	5150
2019 Q4	–	Sell	-9,800	Closed	-$968K	–	8140
2019 Q3	$968K	Buy	+9,800	New	+$987K	﹤0.01%	3993
2017 Q4	–	Sell	-77,495	Closed	-$9.65M	–	7868
2017 Q3	$9.65M	Sell	77,495 -15,954	-17%	-$2.02M	﹤0.01%	1643
2017 Q2	$10.9M	Buy	+93,449	New	+$10.8M	0.01%	1463
2016 Q3	–	Sell	-1,100	Closed	-$57K	–	7698
2016 Q2	$57K	Hold	1,100	–	–	﹤0.01%	5421
2016 Q1	$75K	Buy	+1,100	New	+$61.7K	﹤0.01%	5181
2015 Q3	–	Sell	-40,500	Closed	-$3.35M	–	8433
2015 Q2	$3.35M	Buy	40,500 +22,500	+125%	+$2.15M	﹤0.01%	2481
2015 Q1	$1.82M	Buy	+18,000	New	+$1.95M	﹤0.01%	3025

Other funds holding CPA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

UBS Group's CPA Position: Q1 2026 in Review

UBS Group increased its Copa Holdings (CPA) stake by 39% in Q1 2026, buying an estimated $3.5M and bringing the position to 94,351 shares worth $10.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3250.

UBS Group first reported a position in CPA in Q4 2014 and has held it in 46 quarters since. The position peaked at $13M in Q4 2024. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

UBS Group held 94,351 shares of Copa Holdings worth $10.7M as of Q1 2026.
UBS Group bought 26,667 Copa Holdings shares in Q1 2026, an estimated $3.5M.
Copa Holdings made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3250 holding.
UBS Group first reported a position in Copa Holdings in Q4 2014 and has held it in 46 quarters since.
UBS Group's Copa Holdings position peaked at $13M in Q4 2024.
298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

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