UBS Group
KAVL

UBS Group’s Kaival Brands Innovations Group KAVL Stock Holding History

UBS Group’s Portfolio KAVL Stock Details KAVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-63,970
Closed -$31.6K – 10628
2025
Q2 		$31.6K Sell
63,970
-8,722
-12% -$4.72K ﹤0.01% 8122
2025
Q1 		$40.1K Sell
72,692
-9,183
-11% -$8.7K ﹤0.01% 7747
2024
Q4 		$74.8K Buy
81,875
+1,547
+2% +$1.36K ﹤0.01% 7053
2024
Q3 		$90K Buy
80,328
+79,887
+18,115% +$74.4K ﹤0.01% 6437
2024
Q2 		$673 Sell
441
-1,537
-78% -$4.43K ﹤0.01% 8821
2024
Q1 		$5.74K Buy
+1,978
New +$5.58K ﹤0.01% 7510
2023
Q3 		– Sell
-9
Closed -$155 – 9724
2023
Q2 		$155 Sell
9
-120
-93% -$1.63K ﹤0.01% 8442
2023
Q1 		$1.95K Buy
+129
New +$2.07K ﹤0.01% 8621
2022
Q3 		– Sell
-117
Closed -$4K – 10637
2022
Q2 		$4K Sell
117
-109
-48% -$2.98K ﹤0.01% 9081
2022
Q1 		$7K Sell
226
-264
-54% -$8.64K ﹤0.01% 8822
2021
Q4 		$8K Buy
+490
New +$13.7K ﹤0.01% 9040

Other funds holding KAVL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

UBS Group's KAVL Position: Q3 2025 in Review

UBS Group sold out of Kaival Brands Innovations Group (KAVL) in Q3 2025, closing a stake of 63,970 shares — an estimated $31.6K sold.

UBS Group first reported a position in KAVL in Q4 2021 and held it in 11 quarters. The position peaked at $90K in Q3 2024. 10 funds tracked by Wall St. Rank hold KAVL as of Q3 2025.

  • UBS Group reported no remaining Kaival Brands Innovations Group position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 63,970 Kaival Brands Innovations Group shares in Q3 2025, an estimated $31.6K.
  • UBS Group first reported a position in Kaival Brands Innovations Group in Q4 2021 and held it in 11 quarters.
  • UBS Group's Kaival Brands Innovations Group position peaked at $90K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Kaival Brands Innovations Group as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.