Capital Performance Advisors LLP

SEC CIK: 0001905663
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

UBS holding history

UBS Group AG in every 13F filed by Capital Performance Advisors LLP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UBS overview All 13F holders of UBS Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2025

Holdings of UBS by Capital Performance Advisors LLP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−4,409−100.0%	Sold out	Holders
Q4 2025	4,409	$204.2K	<0.1%	+4,409	New	Holders