UBS AM
MAX icon

UBS AM’s MediaAlpha MAX Stock Holding History

UBS AM’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.68M Buy
180,511
+115,426
+177% +$1.14M ﹤0.01% 2124
2025
Q4 		$843K Sell
65,085
-6,373
-9% -$77.8K ﹤0.01% 2196
2025
Q3 		$813K Sell
71,458
-52,612
-42% -$580K ﹤0.01% 2076
2025
Q2 		$1.36M Buy
124,070
+33,205
+37% +$321K ﹤0.01% 2307
2025
Q1 		$840K Buy
90,865
+1,387
+2% +$14.8K ﹤0.01% 2377
2024
Q4 		$1.01M Buy
89,478
+16,050
+22% +$231K ﹤0.01% 2358
2024
Q3 		$1.33M Buy
73,428
+5,708
+8% +$91K ﹤0.01% 2244
2024
Q2 		$892K Buy
+67,720
New +$1.25M ﹤0.01% 2435

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CC
Clearline Capital New York $1.29B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JGC
J. Goldman & Co New York $2.16B AUM 33.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return