Swiss National Bank
UMBF icon

Swiss National Bank’s UMB Financial UMBF Stock Holding History

Swiss National Bank’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.7M Sell
145,120
-5,100
-3% -$656K 0.01% 683
2026
Q1 		$16.9M Buy
150,220
+400
+0.3% +$48.1K 0.01% 707
2025
Q4 		$17.2M Buy
149,820
+2,600
+2% +$295K 0.01% 710
2025
Q3 		$17.4M Buy
147,220
+8,500
+6% +$980K 0.01% 699
2025
Q2 		$14.6M Sell
138,720
-1,600
-1% -$160K 0.01% 748
2025
Q1 		$14.2M Buy
140,320
+49,220
+54% +$5.43M 0.01% 743
2024
Q4 		$10.3M Buy
91,100
+700
+0.8% +$80.9K 0.01% 934
2024
Q3 		$9.5M Sell
90,400
-700
-0.8% -$68.2K 0.01% 969
2024
Q2 		$7.6M Buy
91,100
+300
+0.3% +$24.6K 0.01% 1022
2024
Q1 		$7.9M Hold
90,800
– – 0.01% 1031
2023
Q4 		$7.59M Sell
90,800
-10,500
-10% -$739K 0.01% 1040
2023
Q3 		$6.29M Buy
101,300
+1,000
+1% +$65K ﹤0.01% 1131
2023
Q2 		$6.11M Buy
100,300
+1,200
+1% +$71.6K ﹤0.01% 1191
2023
Q1 		$5.72M Sell
99,100
-11,700
-11% -$951K ﹤0.01% 1181
2022
Q4 		$9.25M Buy
110,800
+1,800
+2% +$151K 0.01% 961
2022
Q3 		$9.19M Buy
109,000
+400
+0.4% +$36.2K 0.01% 925
2022
Q2 		$9.35M Hold
108,600
– – 0.01% 955
2022
Q1 		$10.6M Buy
108,600
+7,400
+7% +$755K 0.01% 995
2021
Q4 		$10.7M Sell
101,200
-200
-0.2% -$20.6K 0.01% 975
2021
Q3 		$9.81M Buy
101,400
+900
+0.9% +$82.1K 0.01% 1016
2021
Q2 		$9.35M Sell
100,500
-3,800
-4% -$361K 0.01% 1047
2021
Q1 		$9.63M Buy
104,300
+1,200
+1% +$99.1K 0.01% 1018
2020
Q4 		$7.11M Sell
103,100
-500
-0.5% -$32.1K 0.01% 1136
2020
Q3 		$5.08M Sell
103,600
-600
-0.6% -$30.3K ﹤0.01% 1169
2020
Q2 		$5.37M Buy
104,200
+13,700
+15% +$672K ﹤0.01% 1104
2020
Q1 		$4.2M Buy
90,500
+1,300
+1% +$79.1K ﹤0.01% 1027
2019
Q4 		$6.12M Buy
89,200
+1,400
+2% +$92.9K 0.01% 1024
2019
Q3 		$5.67M Sell
87,800
-300
-0.3% -$19.4K 0.01% 1022
2019
Q2 		$5.8M Buy
88,100
+6,300
+8% +$415K 0.01% 1031
2019
Q1 		$5.24M Buy
81,800
+2,100
+3% +$139K 0.01% 1048
2018
Q4 		$4.86M Buy
79,700
+1,200
+2% +$77.8K 0.01% 997
2018
Q3 		$5.57M Hold
78,500
– – 0.01% 1044
2018
Q2 		$5.98M Buy
78,500
+4,400
+6% +$338K 0.01% 973
2018
Q1 		$5.36M Buy
74,100
+1,700
+2% +$127K 0.01% 1001
2017
Q4 		$5.21M Buy
72,400
+1,600
+2% +$118K 0.01% 1030
2017
Q3 		$5.27M Hold
70,800
– – 0.01% 986
2017
Q2 		$5.3M Buy
70,800
+1,100
+2% +$80.5K 0.01% 959
2017
Q1 		$5.25M Buy
69,700
+500
+0.7% +$38.3K 0.01% 950
2016
Q4 		$5.34M Buy
69,200
+1,200
+2% +$83.4K 0.01% 924
2016
Q3 		$4.04M Sell
68,000
-2,700
-4% -$155K 0.01% 1044
2016
Q2 		$3.76M Buy
70,700
+700
+1% +$38K 0.01% 1066
2016
Q1 		$3.49M Buy
70,000
+15,600
+29% +$749K 0.01% 1085
2015
Q4 		$2.53M Buy
54,400
+3,200
+6% +$162K 0.01% 1174
2015
Q3 		$2.6M Buy
51,200
+6,500
+15% +$343K 0.01% 1137
2015
Q2 		$2.55M Buy
44,700
+600
+1% +$32.2K 0.01% 1158
2015
Q1 		$2.33M Buy
44,100
+800
+2% +$41.5K 0.01% 1188
2014
Q4 		$2.46M Buy
43,300
+1,000
+2% +$56.3K 0.01% 1125
2014
Q3 		$2.31M Sell
42,300
-800
-2% -$46.2K 0.01% 1107
2014
Q2 		$2.73M Hold
43,100
– – 0.01% 1065
2014
Q1 		$2.79M Buy
43,100
+7,400
+21% +$462K 0.01% 1019
2013
Q4 		$2.29M Hold
35,700
– – 0.01% 991
2013
Q3 		$1.94M Buy
35,700
+3,300
+10% +$192K 0.01% 1031
2013
Q2 		$1.8M Buy
+32,400
New +$1.65M 0.01% 1044

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Swiss National Bank's UMBF Position: Q2 2026 in Review

Swiss National Bank reduced its UMB Financial (UMBF) stake by 3.4% in Q2 2026, selling an estimated $656K and leaving 145,120 shares worth $20.7M. The position accounts for 0.01% of the portfolio, ranked #683.

Swiss National Bank first reported a position in UMBF in Q2 2013 and has held it in 53 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Swiss National Bank held 145,120 shares of UMB Financial worth $20.7M as of Q2 2026.
  • Swiss National Bank sold 5,100 UMB Financial shares in Q2 2026, an estimated $656K.
  • UMB Financial made up 0.01% of Swiss National Bank's portfolio in Q2 2026, its #683 holding.
  • Swiss National Bank first reported a position in UMB Financial in Q2 2013 and has held it in 53 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Swiss National Bank's 13F filing for Q2 2026, filed 11 Aug 2026.