UBS Group
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UBS Group’s CaliberCos CWD Stock Holding History

UBS Group’s Portfolio CWD Stock Details CWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$26.4K Buy
43,155
+27,286
+172% +$16.4K ﹤0.01% 8247
2026
Q2 		$10.4K Buy
15,869
+12,425
+361% +$11.8K ﹤0.01% 8551
2026
Q1 		$3.96K Sell
3,444
-1,323
-28% -$1.7K ﹤0.01% 9009
2025
Q4 		$5.91K Buy
+4,767
New +$12.8K ﹤0.01% 8610
2025
Q3 		– Sell
-2,367
Closed -$8.36K – 10404
2025
Q2 		$8.36K Buy
+2,367
New +$12.5K ﹤0.01% 8954
2025
Q1 		– Sell
-2,792
Closed -$39K – 10293
2024
Q4 		$39K Buy
+2,792
New +$32K ﹤0.01% 7455
2024
Q3 		– Sell
-189
Closed -$3.18K – 9577
2024
Q2 		$3.18K Buy
+189
New +$3.43K ﹤0.01% 8250

Other funds holding CWD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
DecisionPoint Financial
DecisionPoint Financial Mesa, Arizona $574M AUM 9.84% 1-Year Est. Return

UBS Group's CWD Position: Q3 2026 in Review

UBS Group increased its CaliberCos (CWD) stake by 172% in Q3 2026, buying an estimated $16.4K and bringing the position to 43,155 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #8247.

UBS Group first reported a position in CWD in Q2 2024 and has held it in 7 quarters since. The position peaked at $39K in Q4 2024. 6 funds tracked by Wall St. Rank hold CWD as of Q3 2026.

  • UBS Group held 43,155 shares of CaliberCos worth $26.4K as of Q3 2026.
  • UBS Group bought 27,286 CaliberCos shares in Q3 2026, an estimated $16.4K.
  • CaliberCos made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8247 holding.
  • UBS Group first reported a position in CaliberCos in Q2 2024 and has held it in 7 quarters since.
  • UBS Group's CaliberCos position peaked at $39K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held CaliberCos as of Q3 2026.

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