Mesirow Financial Investment Management’s UBS Group UBS Stock Holding History

Mesirow Financial Investment Management’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
2025 Q4	–	Sell	-11,146	Closed	-$457K	–	558
2025 Q3	$457K	Buy	11,146 +1,741	+19%	+$67.6K	0.01%	385
2025 Q2	$318K	Sell	9,405 -2,135	-19%	-$66.1K	0.01%	428
2025 Q1	$353K	Sell	11,540 -8,738	-43%	-$291K	0.01%	420
2024 Q4	$615K	Buy	20,278 +10,040	+98%	+$318K	0.01%	322
2024 Q3	$316K	Sell	10,238 -273	-3%	-$8.2K	0.01%	438
2024 Q2	$311K	Buy	10,511 +437	+4%	+$13K	0.01%	402
2024 Q1	$309K	Sell	10,074 -410	-4%	-$12.1K	0.01%	423
2023 Q4	$324K	Buy	+10,484	New	+$276K	0.01%	407

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Mesirow Financial Investment Management's UBS Position: Q4 2025 in Review

Mesirow Financial Investment Management sold out of UBS Group (UBS) in Q4 2025, closing a stake of 11,146 shares — an estimated $457K sold.

Mesirow Financial Investment Management first reported a position in UBS in Q4 2023 and held it in 8 quarters. The position peaked at $615K in Q4 2024. 693 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

Mesirow Financial Investment Management reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
Mesirow Financial Investment Management sold 11,146 UBS Group shares in Q4 2025, an estimated $457K.
Mesirow Financial Investment Management first reported a position in UBS Group in Q4 2023 and held it in 8 quarters.
Mesirow Financial Investment Management's UBS Group position peaked at $615K in Q4 2024.
693 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.