UBS AM
AMTB icon

UBS AM’s Amerant Bancorp AMTB Stock Holding History

UBS AM’s Portfolio AMTB Stock Details AMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.1M Buy
49,810
+501
+1% +$10.8K ﹤0.01% 2307
2025
Q4 		$962K Buy
49,309
+473
+1% +$8.8K ﹤0.01% 2154
2025
Q3 		$941K Sell
48,836
-36,576
-43% -$737K ﹤0.01% 2034
2025
Q2 		$1.56M Sell
85,412
-6,553
-7% -$116K ﹤0.01% 2250
2025
Q1 		$1.9M Buy
91,965
+5,434
+6% +$120K ﹤0.01% 2016
2024
Q4 		$1.94M Buy
86,531
+25,359
+41% +$577K ﹤0.01% 2062
2024
Q3 		$1.31M Sell
61,172
-7,701
-11% -$169K ﹤0.01% 2257
2024
Q2 		$1.56M Buy
68,873
+25,036
+57% +$552K ﹤0.01% 2128
2024
Q1 		$1.02M Hold
43,837
– – ﹤0.01% 2004
2023
Q4 		$1.08M Hold
43,837
– – ﹤0.01% 1983
2023
Q3 		$765K Buy
43,837
+13,840
+46% +$264K ﹤0.01% 2104
2023
Q2 		$653K Hold
29,997
– – ﹤0.01% 2217
2023
Q1 		$653K Buy
+29,997
New +$798K ﹤0.01% 2217
2022
Q4 		– Sell
-27,312
Closed -$678K – 2558
2022
Q3 		$678K Hold
27,312
– – ﹤0.01% 2191
2022
Q2 		$768K Buy
27,312
+3,432
+14% +$97.4K ﹤0.01% 2101
2022
Q1 		$754K Buy
23,880
+16,767
+236% +$555K ﹤0.01% 2276
2021
Q4 		$246K Buy
+7,113
New +$209K ﹤0.01% 2725

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PFPGI
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VCM
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Dimensional Fund Advisors
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NRCM
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return