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Manning & Napier Advisors’s UBS Group UBS Stock Holding History

Manning & Napier Advisors’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 		$5.87K Sell
160
-15
-9% -$642 ﹤0.01% 505
2025
Q4 		$8.14K Buy
+175
New +$7.07K ﹤0.01% 410

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 $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Manning & Napier Advisors's UBS Position: Q1 2026 in Review

Manning & Napier Advisors reduced its UBS Group (UBS) stake by 8.6% in Q1 2026, selling an estimated $642 and leaving 160 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Manning & Napier Advisors first reported a position in UBS in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.14K in Q4 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Manning & Napier Advisors held 160 shares of UBS Group worth $5.87K as of Q1 2026.
  • Manning & Napier Advisors sold 15 UBS Group shares in Q1 2026, an estimated $642.
  • UBS Group made up ﹤0.01% of Manning & Napier Advisors's portfolio in Q1 2026, its #505 holding.
  • Manning & Napier Advisors first reported a position in UBS Group in Q4 2025 and has held it in 2 quarters since.
  • Manning & Napier Advisors's UBS Group position peaked at $8.14K in Q4 2025.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Manning & Napier Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.