UBS Group
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UBS Group’s United States Copper Index Fund CPER Stock Holding History

UBS Group’s Portfolio CPER Stock Details CPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.3M Buy
415,217
+329,835
+386% +$11.8M ﹤0.01% 2954
2025
Q4 		$2.98M Buy
85,382
+735
+0.9% +$23.5K ﹤0.01% 4568
2025
Q3 		$2.54M Buy
84,647
+6,971
+9% +$210K ﹤0.01% 4734
2025
Q2 		$2.46M Sell
77,676
-22,474
-22% -$667K ﹤0.01% 4600
2025
Q1 		$3.16M Buy
100,150
+87,249
+676% +$2.51M ﹤0.01% 4260
2024
Q4 		$325K Sell
12,901
-5,663
-31% -$151K ﹤0.01% 6148
2024
Q3 		$526K Sell
18,564
-14,576
-44% -$387K ﹤0.01% 5189
2024
Q2 		$902K Sell
33,140
-1,523
-4% -$42.8K ﹤0.01% 4507
2024
Q1 		$871K Buy
34,663
+27,602
+391% +$664K ﹤0.01% 4712
2023
Q4 		$170K Buy
7,061
+116
+2% +$2.68K ﹤0.01% 5871
2023
Q3 		$160K Buy
6,945
+84
+1% +$1.97K ﹤0.01% 5522
2023
Q2 		$159K Sell
6,861
-1,747
-20% -$41.3K ﹤0.01% 5634
2023
Q1 		$215K Buy
8,608
+8,537
+12,024% +$212K ﹤0.01% 5335
2022
Q4 		$1.64K Sell
71
-1,088
-94% -$23.9K ﹤0.01% 9823
2022
Q3 		$23K Sell
1,159
-1,517
-57% -$31.9K ﹤0.01% 7189
2022
Q2 		$59K Sell
2,676
-29,267
-92% -$768K ﹤0.01% 5781
2022
Q1 		$917K Buy
31,943
+14,695
+85% +$407K ﹤0.01% 4189
2021
Q4 		$469K Buy
17,248
+9,062
+111% +$242K ﹤0.01% 5030
2021
Q3 		$205K Sell
8,186
-1,104
-12% -$29.1K ﹤0.01% 5293
2021
Q2 		$244K Buy
+9,290
New +$252K ﹤0.01% 5216
2020
Q4 		– Sell
-1,246
Closed -$23K – 8429
2020
Q3 		$23K Buy
+1,246
New +$22.8K ﹤0.01% 6194
2020
Q2 		– Sell
-1,720
Closed -$24K – 7982
2020
Q1 		$24K Buy
1,720
+964
+128% +$15.4K ﹤0.01% 6369
2019
Q4 		$13K Buy
756
+502
+198% +$8.45K ﹤0.01% 7137
2019
Q3 		$4K Buy
+254
New +$4.18K ﹤0.01% 7538
2019
Q2 		– Sell
-2,941
Closed -$54K – 7892
2019
Q1 		$54K Buy
2,941
+531
+22% +$9.33K ﹤0.01% 5485
2018
Q4 		$40K Buy
2,410
+2,332
+2,990% +$40.1K ﹤0.01% 6279
2018
Q3 		$1K Sell
78
-3,246
-98% -$56K ﹤0.01% 7823
2018
Q2 		$62K Buy
3,324
+1,424
+75% +$28K ﹤0.01% 5819
2018
Q1 		$36K Buy
1,900
+1,083
+133% +$21.8K ﹤0.01% 5949
2017
Q4 		$17K Sell
817
-601
-42% -$12K ﹤0.01% 6668
2017
Q3 		$27K Buy
1,418
+942
+198% +$17.8K ﹤0.01% 6237
2017
Q2 		$8K Buy
+476
New +$7.99K ﹤0.01% 6900
2017
Q1 		– Sell
-47
Closed -$1K – 7684
2016
Q4 		$1K Sell
47
-1,637
-97% -$25.9K ﹤0.01% 7610
2016
Q3 		$24K Buy
1,684
+800
+90% +$11.4K ﹤0.01% 6142
2016
Q2 		$13K Buy
884
+709
+405% +$10K ﹤0.01% 6609
2016
Q1 		$3K Buy
+175
New +$2.47K ﹤0.01% 7182
2015
Q3 		– Sell
-363
Closed -$6K – 8435
2015
Q2 		$6K Buy
+363
New +$6.79K ﹤0.01% 7772
2015
Q1 		– Sell
-1,568
Closed -$30K – 8888
2014
Q4 		$30K Buy
+1,568
New +$31.5K ﹤0.01% 7107

Other funds holding CPER

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

UBS Group's CPER Position: Q1 2026 in Review

UBS Group increased its United States Copper Index Fund (CPER) stake by 386% in Q1 2026, buying an estimated $11.8M and bringing the position to 415,217 shares worth $14.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2954.

UBS Group first reported a position in CPER in Q4 2014 and has held it in 38 quarters since. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • UBS Group held 415,217 shares of United States Copper Index Fund worth $14.3M as of Q1 2026.
  • UBS Group bought 329,835 United States Copper Index Fund shares in Q1 2026, an estimated $11.8M.
  • United States Copper Index Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2954 holding.
  • UBS Group first reported a position in United States Copper Index Fund in Q4 2014 and has held it in 38 quarters since.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

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