M&T Bank
UBS icon

M&T Bank’s UBS Group UBS Stock Holding History

M&T Bank’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.75M Sell
172,964
-18,686
-10% -$800K 0.02% 335
2025
Q4 		$8.87M Buy
191,650
+54,241
+39% +$2.19M 0.03% 306
2025
Q3 		$5.63M Sell
137,409
-160,702
-54% -$6.24M 0.02% 359
2025
Q2 		$10.1M Buy
298,111
+17,305
+6% +$535K 0.03% 291
2025
Q1 		$8.61M Sell
280,806
-10,958
-4% -$365K 0.03% 310
2024
Q4 		$8.89M Sell
291,764
-43,464
-13% -$1.38M 0.03% 319
2024
Q3 		$10.4M Sell
335,228
-5,369
-2% -$161K 0.03% 298
2024
Q2 		$10M Buy
340,597
+158,091
+87% +$4.7M 0.03% 298
2024
Q1 		$5.61M Buy
182,506
+3,931
+2% +$116K 0.02% 410
2023
Q4 		$5.52M Buy
178,575
+155,983
+690% +$4.1M 0.02% 397
2023
Q3 		$557K Buy
22,592
+5,104
+29% +$119K ﹤0.01% 1040
2023
Q2 		$355K Buy
17,488
+246
+1% +$4.95K ﹤0.01% 1247
2023
Q1 		$368K Sell
17,242
-1,811
-10% -$37.8K ﹤0.01% 1225
2022
Q4 		$356K Sell
19,053
-61
-0.3% -$1.04K ﹤0.01% 1233
2022
Q3 		$277K Buy
19,114
+438
+2% +$7.01K ﹤0.01% 1303
2022
Q2 		$303K Buy
18,676
+7,000
+60% +$123K ﹤0.01% 1183
2022
Q1 		$228K Buy
11,676
+3
+0% +$57 ﹤0.01% 1335
2021
Q4 		$209K Buy
11,673
+173
+2% +$3.05K ﹤0.01% 1437
2021
Q3 		$183K Buy
11,500
+45
+0.4% +$729 ﹤0.01% 1449
2021
Q2 		$176K Buy
11,455
+108
+1% +$1.71K ﹤0.01% 1479
2021
Q1 		$176K Sell
11,347
-15,958
-58% -$245K ﹤0.01% 1438
2020
Q4 		$385K Buy
27,305
+830
+3% +$11K ﹤0.01% 1203
2020
Q3 		$295K Sell
26,475
-11
-0% -$132 ﹤0.01% 1242
2020
Q2 		$306K Sell
26,486
-1,791
-6% -$18.4K ﹤0.01% 1179
2020
Q1 		$262K Buy
28,277
+83
+0.3% +$957 ﹤0.01% 1200
2019
Q4 		$355K Sell
28,194
-6,080
-18% -$72.3K ﹤0.01% 1000
2019
Q3 		$388K Sell
34,274
-208
-0.6% -$2.34K ﹤0.01% 1066
2019
Q2 		$408K Sell
34,482
-6,974
-17% -$85.5K ﹤0.01% 1075
2019
Q1 		$502K Buy
41,456
+2,542
+7% +$32.2K ﹤0.01% 965
2018
Q4 		$481K Sell
38,914
-16,696
-30% -$226K ﹤0.01% 927
2018
Q3 		$874K Buy
55,610
+18,984
+52% +$298K ﹤0.01% 802
2018
Q2 		$562K Sell
36,626
-7,465
-17% -$121K ﹤0.01% 960
2018
Q1 		$779K Buy
44,091
+8,607
+24% +$164K ﹤0.01% 847
2017
Q4 		$653K Sell
35,484
-1,746
-5% -$30.3K ﹤0.01% 912
2017
Q3 		$638K Buy
37,230
+1,738
+5% +$29.7K ﹤0.01% 901
2017
Q2 		$603K Buy
35,492
+19,017
+115% +$309K ﹤0.01% 918
2017
Q1 		$263K Sell
16,475
-8,489
-34% -$137K ﹤0.01% 1309
2016
Q4 		$391K Buy
24,964
+5,346
+27% +$80.5K ﹤0.01% 1163
2016
Q3 		$267K Sell
19,618
-1,935
-9% -$26.3K ﹤0.01% 1350
2016
Q2 		$279K Sell
21,553
-21,236
-50% -$324K ﹤0.01% 1287
2016
Q1 		$685K Sell
42,789
-1,593
-4% -$25.9K ﹤0.01% 925
2015
Q4 		$860K Sell
44,382
-112,581
-72% -$2.2M 0.01% 862
2015
Q3 		$2.91M Buy
156,963
+120,170
+327% +$2.55M 0.02% 451
2015
Q2 		$779K Buy
36,793
+8,319
+29% +$174K ﹤0.01% 994
2015
Q1 		$535K Buy
+28,474
New +$495K ﹤0.01% 1160

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

M&T Bank's UBS Position: Q1 2026 in Review

M&T Bank reduced its UBS Group (UBS) stake by 9.8% in Q1 2026, selling an estimated $800K and leaving 172,964 shares worth $6.75M. The position accounts for 0.02% of the portfolio, ranked #335.

M&T Bank first reported a position in UBS in Q1 2015 and has held it in 45 quarters since. The position peaked at $10.4M in Q3 2024. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • M&T Bank held 172,964 shares of UBS Group worth $6.75M as of Q1 2026.
  • M&T Bank sold 18,686 UBS Group shares in Q1 2026, an estimated $800K.
  • UBS Group made up 0.02% of M&T Bank's portfolio in Q1 2026, its #335 holding.
  • M&T Bank first reported a position in UBS Group in Q1 2015 and has held it in 45 quarters since.
  • M&T Bank's UBS Group position peaked at $10.4M in Q3 2024.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on M&T Bank's 13F filing for Q1 2026, filed 12 May 2026.