Midwest Trust’s UBS Group UBS Stock Holding History

Midwest Trust’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 Q3	$217K	Buy	+4,510	New	+$237K	﹤0.01%	602

Other funds holding UBS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

LBP AM Paris, France $11.2B AUM 34.48% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Midwest Trust's UBS Position: Q3 2026 in Review

Midwest Trust opened a new position in UBS Group (UBS) in Q3 2026: 4,510 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #602 among its holdings.

396 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

Midwest Trust held 4,510 shares of UBS Group worth $217K as of Q3 2026.
UBS Group was a new Midwest Trust position in Q3 2026.
UBS Group made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #602 holding.
396 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.