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
Q2 		$10.4K Buy
15,869
+12,425
+361% +$11.8K ﹤0.01% 8551
2026
Q1 		$3.96K Sell
3,444
-1,323
-28% -$1.71K ﹤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

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

UBS Group's CWD Position: Q2 2026 in Review

UBS Group increased its CaliberCos (CWD) stake by 361% in Q2 2026, buying an estimated $11.8K and bringing the position to 15,869 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #8551.

UBS Group first reported a position in CWD in Q2 2024 and has held it in 6 quarters since. The position peaked at $39K in Q4 2024. 17 funds tracked by Wall St. Rank hold CWD as of Q2 2026.

  • UBS Group held 15,869 shares of CaliberCos worth $10.4K as of Q2 2026.
  • UBS Group bought 12,425 CaliberCos shares in Q2 2026, an estimated $11.8K.
  • CaliberCos made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8551 holding.
  • UBS Group first reported a position in CaliberCos in Q2 2024 and has held it in 6 quarters since.
  • UBS Group's CaliberCos position peaked at $39K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held CaliberCos as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.