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 $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nicholas Company
Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return

UBS Group's CSV Position: Q3 2026 in Review

UBS Group increased its Carriage Services (CSV) stake by 4.7% in Q3 2026, buying an estimated $33K and bringing the position to 20,877 shares worth $651K. The position accounts for ﹤0.01% of the portfolio, ranked #6010.

UBS Group first reported a position in CSV in Q4 2014 and has held it in 48 quarters since. The position peaked at $8.58M in Q4 2021. 69 funds tracked by Wall St. Rank hold CSV as of Q3 2026.

  • UBS Group held 20,877 shares of Carriage Services worth $651K as of Q3 2026.
  • UBS Group bought 928 Carriage Services shares in Q3 2026, an estimated $33K.
  • Carriage Services made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #6010 holding.
  • UBS Group first reported a position in Carriage Services in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's Carriage Services position peaked at $8.58M in Q4 2021.
  • 69 funds tracked by Wall St. Rank held Carriage Services as of Q3 2026.

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