UBS Group
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UBS Group’s Carriage Services CSV Stock Holding History

UBS Group’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,300
Closed -$27K – 8899
2014
Q4 		$27K Buy
+1,300
New +$25.1K ﹤0.01% 7218

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group's CSV Position: Q1 2026 in Review

UBS Group increased its Carriage Services (CSV) stake by 4.3% in Q1 2026, buying an estimated $38.1K and bringing the position to 21,302 shares worth $973K. The position accounts for ﹤0.01% of the portfolio, ranked #5580.

UBS Group first reported a position in CSV in Q4 2014 and has held it in 46 quarters since. The position peaked at $8.58M in Q4 2021. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • UBS Group held 21,302 shares of Carriage Services worth $973K as of Q1 2026.
  • UBS Group bought 876 Carriage Services shares in Q1 2026, an estimated $38.1K.
  • Carriage Services made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5580 holding.
  • UBS Group first reported a position in Carriage Services in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Carriage Services position peaked at $8.58M in Q4 2021.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

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