UBS Group’s CSX Corp CSX Stock Holding History

UBS Group’s Portfolio CSX Stock Details CSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$45.4M	Buy	1,106,800 +102,800	+10%	+$4.03M	0.01%	1744
2025 Q4	$36.4M	Sell	1,004,000 -432,400	-30%	-$15.5M	0.01%	1974
2025 Q3	$51M	Buy	1,436,400 +918,900	+178%	+$31.4M	0.01%	1605
2025 Q2	$16.9M	Sell	517,500 -405,900	-44%	-$12.2M	﹤0.01%	2549
2025 Q1	$27.2M	Sell	923,400 -63,500	-6%	-$2.02M	0.01%	2051
2024 Q4	$31.8M	Buy	986,900 +231,000	+31%	+$7.92M	0.01%	1869
2024 Q3	$26.1M	Buy	755,900 +168,600	+29%	+$5.72M	0.01%	1622
2024 Q2	$19.6M	Buy	587,300 +64,100	+12%	+$2.18M	﹤0.01%	1689
2024 Q1	$19.4M	Buy	523,200 +29,500	+6%	+$1.08M	﹤0.01%	1716
2023 Q4	$17.1M	Hold	493,700	–	–	0.01%	1688
2023 Q3	$15.2M	Buy	493,700 +21,500	+5%	+$681K	0.01%	1679
2023 Q2	$16.1M	Sell	472,200 -589,300	-56%	-$18.6M	0.01%	1617
2023 Q1	$31.8M	Buy	1,061,500 +961,500	+962%	+$29.6M	0.01%	1054
2022 Q4	$3.1M	Buy	100,000 +50,000	+100%	+$1.5M	﹤0.01%	2948
2022 Q3	$1.33M	Hold	50,000	–	–	﹤0.01%	3495
2022 Q2	$1.45M	Buy	+50,000	New	+$1.63M	﹤0.01%	3405
2021 Q4	–	Sell	-145,644	Closed	-$4.33M	–	10314
2021 Q3	$4.33M	Hold	145,644	–	–	﹤0.01%	2825
2021 Q2	$4.67M	Hold	145,644	–	–	﹤0.01%	2749
2021 Q1	$4.68M	Buy	145,644 +109,644	+305%	+$3.35M	﹤0.01%	2672
2020 Q4	$1.09M	Hold	36,000	–	–	﹤0.01%	3947
2020 Q3	$932K	Hold	36,000	–	–	﹤0.01%	3695
2020 Q2	$837K	Hold	36,000	–	–	﹤0.01%	3661
2020 Q1	$688K	Sell	36,000 -2,063,700	-98%	-$48.2M	﹤0.01%	3694
2019 Q4	$50.6M	Buy	2,099,700 +1,949,700	+1,300%	+$46.1M	0.02%	770
2019 Q3	$3.46M	Buy	+150,000	New	+$3.49M	﹤0.01%	2739
2019 Q1	–	Sell	-600,000	Closed	-$12.4M	–	7777
2018 Q4	$12.4M	Sell	600,000 -3,242,400	-84%	-$74.6M	0.01%	1403
2018 Q3	$94.8M	Sell	3,842,400 -4,197,489	-52%	-$100M	0.04%	422
2018 Q2	$171M	Buy	8,039,889 +7,439,889	+1,240%	+$153M	0.07%	265
2018 Q1	$11.1M	Sell	600,000 -3,156,600	-84%	-$59M	﹤0.01%	1592
2017 Q4	$68.9M	Buy	3,756,600 +1,772,400	+89%	+$31.4M	0.03%	541
2017 Q3	$35.9M	Sell	1,984,200 -1,018,800	-34%	-$17.5M	0.02%	777
2017 Q2	$54.6M	Sell	3,003,000 -4,876,500	-62%	-$83.5M	0.03%	538
2017 Q1	$122M	Buy	+7,879,500	New	+$120M	0.07%	283
2016 Q3	–	Sell	-600,000	Closed	-$5.22M	–	7703
2016 Q2	$5.22M	Buy	+600,000	New	+$5.23M	﹤0.01%	1918
2016 Q1	–	Sell	-907,800	Closed	-$7.85M	–	7707
2015 Q4	$7.85M	Sell	907,800 -87,300	-9%	-$793K	0.01%	1586
2015 Q3	$8.92M	Buy	995,100 +313,800	+46%	+$3.08M	0.01%	1470
2015 Q2	$7.42M	Buy	681,300 +351,900	+107%	+$4.08M	﹤0.01%	1720
2015 Q1	$3.64M	Buy	329,400 +209,400	+175%	+$2.41M	﹤0.01%	2361
2014 Q4	$1.45M	Buy	+120,000	New	+$1.41M	﹤0.01%	3225

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group's CSX Position: Q1 2026 in Review

UBS Group reduced its CSX Corp (CSX) stake by 17% in Q1 2026, selling an estimated $82.6M and leaving 9,963,685 shares worth $409M. The position accounts for 0.06% of the portfolio, ranked #318.

UBS Group first reported a position in CSX in Q4 2014 and has held it in 46 quarters since. The position peaked at $438M in Q4 2025. 1,864 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

UBS Group held 9,963,685 shares of CSX Corp worth $409M as of Q1 2026.
UBS Group sold 2,106,326 CSX Corp shares in Q1 2026, an estimated $82.6M.
CSX Corp made up 0.06% of UBS Group's portfolio in Q1 2026, its #318 holding.
UBS Group first reported a position in CSX Corp in Q4 2014 and has held it in 46 quarters since.
UBS Group's CSX Corp position peaked at $438M in Q4 2025.
1,864 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

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