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Disclosery

UBS Group AG: MBWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on MBWM, newest first. How the timeline and the estimate are built.

UBS Group AG held 50,624 MBWM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,624 shares
    Change vs previous 13F -9,317 shares

    <0.01% of the 13F portfolio, value $2,906,829.

    13F-HR 0001610520-26-000103 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 24,134 shares
    • UBS Group AG: 26,490 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 59,941 shares
    Change vs previous 13F +8,297 shares

    <0.01% of the 13F portfolio, value $3,027,021.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 24,302 shares
    • UBS Group AG: 35,639 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 51,644 shares
    Change vs previous 13F -6,230 shares

    <0.01% of the 13F portfolio, value $2,484,076.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 23,548 shares
    • UBS Group AG: 28,096 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 57,874 shares
    Change vs previous 13F -5,535 shares

    <0.01% of the 13F portfolio, value $2,604,330.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 23,340 shares
    • UBS Group AG: 34,534 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 63,409 shares
    Change vs previous 13F +7,033 shares

    <0.01% of the 13F portfolio, value $2,942,812.

    13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 41,970 shares
    • UBS Group AG: 21,439 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 56,376 shares
    Change vs previous 13F -1,796 shares

    <0.01% of the 13F portfolio, value $2,448,973.

    13F-HR 0000950123-25-004922 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 28,118 shares
    • UBS Group AG: 28,258 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 58,172 shares
    Change vs previous 13F +28,678 shares

    <0.01% of the 13F portfolio, value $2,588,072.

    13F-HR 0000950123-25-002409 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 28,506 shares
    • UBS Group AG: 29,666 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 29,494 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,289,477.

    13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 17,527 shares
    • UBS Group AG: 11,967 shares

    Acceptance time not in the bulk data set (spec §4.2).