CVB Financial Corp.
US ˙ NasdaqGS ˙ US1266001056

SecurityCVBF / CVB Financial Corp.
InstitutionUBS Group AG
Latest Disclosed Ownership631,398 shares
Latest Disclosed Value $ 12,242,807
UBS Group AG reports 291.35% increase in ownership of CVBF / CVB Financial Corp.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 631,398 shares of CVB Financial Corp. (US:CVBF) valued at $12,242,807 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 161,339 shares of CVB Financial Corp.. This represents a change in shares of 291.35% during the quarter. The current value of the position is $12,905,775 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F CVB FINL COM 126600105 631,398 470,059 291.35 12,243 308.07 0.0003
2026-01-29 2025-12-31 13F CVB FINL COM 126600105 161,339 32,499 25.22 3,001 23.15 0.0005
2025-11-13 2025-09-30 13F CVB FINL COM 126600105 128,840 -243,826 -65.43 2,436 -66.97 0.0004
2025-08-14 2025-06-30 13F CVB FINL COM 126600105 372,666 -281,431 -43.03 7,375 -38.92 0.0013
2025-05-13 2025-03-31 13F CVB FINL COM 126600105 654,097 -126,516 -16.21 12,075 -27.75 0.0022
2025-02-14 2024-12-31 13F CVB FINL COM 126600105 780,613 544,374 230.43 16,713 297.05 0.0031
2024-11-14 2024-09-30 13F CVB FINL COM 126600105 236,239 116,951 98.04 4,210 104.72 0.0009
2024-08-14 2024-06-30 13F CVB FINL COM 126600105 119,288 -2,688 -2.20 2,057 -5.51 0.0005
2024-05-13 2024-03-31 13F CVB FINL COM 126600105 121,976 -18,750 -13.32 2,176 -23.41 0.0005
2024-02-09 2023-12-31 13F CVB FINL COM 126600105 140,726 101,043 254.63 2,841 332.42 0.0009
2023-11-09 2023-09-30 13F CVB FINL COM 126600105 39,683 -9,671 -19.60 658 0.31 0.0002
2023-08-11 2023-06-30 13F CVB FINL COM 126600105 49,354 -38,155 -43.60 655 -55.11 0.0002
2023-05-12 2023-03-31 13F CVB FINL COM 126600105 87,509 -7,590 -7.98 1,460 -40.40 0.0005
2023-02-08 2022-12-31 13F CVB FINL COM 126600105 95,099 9,112 10.60 2,449 12.45 0.0009
2022-11-10 2022-09-30 13F CVB FINL COM 126600105 85,987 49,878 138.13 2,177 142.97 0.0010
2022-08-10 2022-06-30 13F CVB FINL COM 126600105 36,109 -5,905 -14.05 896 -8.10 0.0004
2022-05-16 2022-03-31 13F CVB FINL COM 126600105 42,014 -75,014 -64.10 975 -61.09 0.0003
2022-02-14 2021-12-31 13F CVB FINL COM 126600105 117,028 37,456 47.07 2,506 54.60 0.0007
2021-11-15 2021-09-30 13F CVB FINL COM 126600105 79,572 -67,670 -45.96 1,621 -46.52 0.0005
2021-08-13 2021-06-30 13F CVB FINL COM 126600105 147,242 5,942 4.21 3,031 -2.88 0.0010
2021-05-12 2021-03-31 13F CVB FINL COM 126600105 141,300 -15,591 -9.94 3,121 2.03 0.0010
2021-02-11 2020-12-31 13F CVB FINL COM 126600105 156,891 19,706 14.36 3,059 34.05 0.0010
2020-11-12 2020-09-30 13F CVB FINL COM 126600105 137,185 -8,764 -6.00 2,282 -16.56 0.0009
2020-07-31 2020-06-30 13F CVB FINL COM 126600105 145,949 11,338 8.42 2,735 1.33 0.0012
2020-05-01 2020-03-31 13F CVB FINL COM 126600105 134,611 -1,914 -1.40 2,699 -8.38 0.0013
2020-02-14 2019-12-31 13F CVB FINL COM 126600105 136,525 -25,304 -15.64 2,946 -12.79 0.0010
2019-11-14 2019-09-30 13F CVB FINL COM 126600105 161,829 72,702 81.57 3,378 80.16 0.0013
2019-08-14 2019-06-30 13F CVB FINL COM 126600105 89,127 31,881 55.69 1,875 55.60 0.0007
2019-05-14 2019-03-31 13F CVB FINL COM 126600105 57,246 -34,952 -37.91 1,205 -35.39 0.0005
2019-02-14 2018-12-31 13F CVB FINL COM 126600105 92,198 -26,051 -22.03 1,865 -29.36 0.0008
2018-11-14 2018-09-30 13F CVB FINL COM 126600105 118,249 29,123 32.68 2,640 32.13 0.0010
2018-08-14 2018-06-30 13F CVB FINL COM 126600105 89,126 18,990 27.08 1,998 25.82 0.0009
2018-05-15 2018-03-31 13F CVB FINL COM 126600105 70,136 3,860 5.82 1,588 1.66 0.0007
2018-02-14 2017-12-31 13F CVB FINL COM 126600105 66,276 -3,977 -5.66 1,562 -8.01 0.0006
2017-11-14 2017-09-30 13F CVB FINL COM 126600105 70,253 9,943 16.49 1,698 25.50 0.0008
2017-11-14 2017-06-30 13F/A-1 CVB FINL COM 126600105 60,310 -713 -1.17 1,353 0.37 0.0007
2017-08-14 2017-06-30 13F CVB FINL COM 126600105 60,310 -713 1,353
2017-11-14 2017-03-31 13F/A-1 CVB FINL COM 126600105 61,023 -15,299 -20.05 1,348 -22.97 0.0007
2017-05-12 2017-03-31 13F CVB FINL COM 126600105 61,023 -15,299 1,348
2017-02-14 2016-12-31 13F CVB FINL COM 126600105 76,322 11,954 18.57 1,750 54.32 0.0010
2016-11-14 2016-09-30 13F CVB FINL COM 126600105 64,368 -8,936 -12.19 1,134 -5.58 0.0007
2016-08-12 2016-06-30 13F CVB FINL COM 126600105 73,304 -13,921 -15.96 1,201 -21.09 0.0008
2016-05-12 2016-03-31 13F CVB FINL COM 126600105 87,225 10,556 13.77 1,522 17.26 0.0010
2016-02-16 2015-12-31 13F CVB FINL COM 126600105 76,669 -16,308 -17.54 1,298 -16.42 0.0008
2015-11-13 2015-09-30 13F CVB FINL COM 126600105 92,977 -476 -0.51 1,553 -5.65 0.0011
2015-08-14 2015-06-30 13F CVB FINL COM 126600105 93,453 -1,496 -1.58 1,646 8.72 0.0011
2015-05-14 2015-03-31 13F CVB FINL COM 126600105 94,949 -5,382 -5.36 1,514 -5.79 0.0010
2015-02-17 2014-12-31 13F CVB FINL COM 126600105 100,331 100,331 1,607 0.0011
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.