MFIM
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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

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B 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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return