MFG
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Merit Financial Group’s UBS Group UBS Stock Holding History

Merit Financial Group’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
Q2 		$801K Buy
16,166
+2,242
+16% +$102K ﹤0.01% 1197
2026
Q1 		$544K Buy
13,924
+366
+3% +$15.7K ﹤0.01% 1332
2025
Q4 		$628K Sell
13,558
-787
-5% -$31.8K 0.01% 1161
2025
Q3 		$588K Buy
14,345
+120
+0.8% +$4.66K 0.01% 1087
2025
Q2 		$481K Buy
14,225
+6,822
+92% +$211K 0.01% 1127
2025
Q1 		$227K Buy
+7,403
New +$247K ﹤0.01% 1237

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Merit Financial Group's UBS Position: Q2 2026 in Review

Merit Financial Group increased its UBS Group (UBS) stake by 16% in Q2 2026, buying an estimated $102K and bringing the position to 16,166 shares worth $801K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Merit Financial Group first reported a position in UBS in Q1 2025 and has held it in 6 quarters since. 120 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Merit Financial Group held 16,166 shares of UBS Group worth $801K as of Q2 2026.
  • Merit Financial Group bought 2,242 UBS Group shares in Q2 2026, an estimated $102K.
  • UBS Group made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1197 holding.
  • Merit Financial Group first reported a position in UBS Group in Q1 2025 and has held it in 6 quarters since.
  • 120 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.