UBS Group
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UBS Group’s Charles River Laboratories CRL Stock Holding History

UBS Group’s Portfolio CRL Stock Details CRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-19,600
Closed -$2.85M – 7895
2019
Q1 		$2.85M Buy
+19,600
New +$2.58M ﹤0.01% 2669

Other funds holding CRL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

UBS Group's CRL Position: Q3 2026 in Review

UBS Group reduced its Charles River Laboratories (CRL) stake by 22% in Q3 2026, selling an estimated $37.1M and leaving 505,967 shares worth $149M. The position accounts for 0.02% of the portfolio, ranked #826.

UBS Group first reported a position in CRL in Q4 2014 and has held it in 48 quarters since. The position peaked at $360M in Q1 2025. 345 funds tracked by Wall St. Rank hold CRL as of Q3 2026.

  • UBS Group held 505,967 shares of Charles River Laboratories worth $149M as of Q3 2026.
  • UBS Group sold 140,780 Charles River Laboratories shares in Q3 2026, an estimated $37.1M.
  • Charles River Laboratories made up 0.02% of UBS Group's portfolio in Q3 2026, its #826 holding.
  • UBS Group first reported a position in Charles River Laboratories in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's Charles River Laboratories position peaked at $360M in Q1 2025.
  • 345 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.