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Equibles

UBS Group AG

Position in CSV — Carriage Services Inc

CIK 1610520 ZURICH, V8
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Position in CSV

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$764,844
-$207,804 QoQ
Shares Held
19,949
-6.4% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 157 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 94% Shared 0% None 6%

Common Shares in CSV Over Time

Shares Held

Position Value (USD)

Position in Personal Services

Consumer Cyclical · as of Jun 30, 2026

UBS Group AG holds $226,971,913 across 12 Personal Services names. CSV ranks #7 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ROL
Rollins Inc
 1,820,770 $75,998,938
2 BFAM
Bright Horizons Family Solutions Inc.
 755,359 $53,539,843
3 SCI
Service Corp International
 543,699 $41,299,375
4 HRB
H&R Block Inc
 908,285 $34,587,492
5 ANDG
Andersen Group Inc.
 310,065 $11,695,650
6 FTDR
Frontdoor, Inc.
 109,704 $8,511,931
7 CSV
Carriage Services Inc
This page 		19,949 $764,844
8 MED
Medifast Inc
 50,223 $532,865

All Filings in CSV

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $764,844 19,949
2026-03-31 $972,648 21,302
2025-12-31 $864,018 20,426
2025-09-30 $2,405,292 54,003
2025-06-30 $1,518,978 33,209
2025-03-31 $371,999 9,600
2024-12-31 $483,181 12,125
2024-09-30 $551,280 16,792
2024-06-30 $1,109,538 41,339
2024-03-31 $1,040,769 38,490
2023-12-31 $1,405,136 56,183
2023-09-30 $1,453,349 51,446
2023-06-30 $3,186,182 98,127
2023-03-31 $5,722,651 187,505
2022-12-31 $6,126,300 222,451
2022-09-30 $4,467,795 138,924
2022-06-30 $5,855,234 147,673
2022-03-31 $7,553,713 141,641
2021-12-31 $8,578,703 133,127
2021-09-30 $37,811 848
2021-06-30 $105,253 2,847
2021-03-31 $259,490 7,374
2020-12-31 $242,447 7,741
2020-09-30 $27,262 1,222
2020-06-30 $120,371 6,643
2020-03-31 $172,061 10,654