UBS Group
CIF

UBS Group’s MFS Intermediate High Income Fund CIF Stock Holding History

UBS Group’s Portfolio CIF Stock Details CIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.1K Buy
1,913
+1,384
+262% +$2.33K ﹤0.01% 9142
2025
Q4 		$899 Buy
+529
New +$916 ﹤0.01% 9769
2024
Q3 		– Sell
-19,879
Closed -$33.7K – 9549
2024
Q2 		$33.7K Buy
19,879
+18,195
+1,080% +$30.7K ﹤0.01% 6990
2024
Q1 		$2.9K Sell
1,684
-1,825
-52% -$3.13K ﹤0.01% 7814
2023
Q4 		$6.04K Buy
+3,509
New +$5.65K ﹤0.01% 7733
2023
Q2 		– Sell
-1,927
Closed -$3.24K – 8989
2023
Q1 		$3.24K Hold
1,927
– – ﹤0.01% 8353
2022
Q4 		$3.29K Buy
+1,927
New +$3.4K ﹤0.01% 9534
2022
Q3 		– Sell
-3,242
Closed -$6K – 10392
2022
Q2 		$6K Hold
3,242
– – ﹤0.01% 8659
2022
Q1 		$8K Hold
3,242
– – ﹤0.01% 8655
2021
Q4 		$9K Sell
3,242
-67,802
-95% -$200K ﹤0.01% 8889
2021
Q3 		$215K Buy
71,044
+3,083
+5% +$9.66K ﹤0.01% 5261
2021
Q2 		$227K Sell
67,961
-2,131
-3% -$6.09K ﹤0.01% 5252
2021
Q1 		$177K Buy
70,092
+255
+0.4% +$647 ﹤0.01% 5572
2020
Q4 		$177K Sell
69,837
-4,843
-6% -$11.9K ﹤0.01% 5307
2020
Q3 		$174K Buy
74,680
+908
+1% +$2.07K ﹤0.01% 4869
2020
Q2 		$159K Buy
73,772
+58,505
+383% +$124K ﹤0.01% 4962
2020
Q1 		$32K Buy
15,267
+2,991
+24% +$7.89K ﹤0.01% 6164
2019
Q4 		$34K Buy
12,276
+1,369
+13% +$3.7K ﹤0.01% 6569
2019
Q3 		$28K Hold
10,907
– – ﹤0.01% 6524
2019
Q2 		$28K Buy
10,907
+3,591
+49% +$9.28K ﹤0.01% 6381
2019
Q1 		$19K Sell
7,316
-1,183
-14% -$2.83K ﹤0.01% 6338
2018
Q4 		$19K Sell
8,499
-405
-5% -$953 ﹤0.01% 6821
2018
Q3 		$24K Sell
8,904
-628
-7% -$1.62K ﹤0.01% 6690
2018
Q2 		$24K Sell
9,532
-1,069
-10% -$2.83K ﹤0.01% 6563
2018
Q1 		$29K Buy
10,601
+319
+3% +$916 ﹤0.01% 6105
2017
Q4 		$30K Buy
10,282
+111
+1% +$315 ﹤0.01% 6229
2017
Q3 		$30K Buy
10,171
+108
+1% +$311 ﹤0.01% 6158
2017
Q2 		$28K Buy
10,063
+169
+2% +$459 ﹤0.01% 6053
2017
Q1 		$26K Hold
9,894
– – ﹤0.01% 5955
2016
Q4 		$26K Buy
9,894
+119
+1% +$299 ﹤0.01% 6332
2016
Q3 		$25K Buy
9,775
+168
+2% +$427 ﹤0.01% 6088
2016
Q2 		$24K Sell
9,607
-1,022
-10% -$2.5K ﹤0.01% 6144
2016
Q1 		$25K Buy
10,629
+1,294
+14% +$2.87K ﹤0.01% 6033
2015
Q4 		$22K Sell
9,335
-4,003
-30% -$9.35K ﹤0.01% 6647
2015
Q3 		$30K Sell
13,338
-289
-2% -$714 ﹤0.01% 6281
2015
Q2 		$36K Sell
13,627
-3,561
-21% -$9.78K ﹤0.01% 6302
2015
Q1 		$48K Buy
17,188
+5,576
+48% +$15.1K ﹤0.01% 6082
2014
Q4 		$31K Buy
+11,612
New +$31.3K ﹤0.01% 7071

Other funds holding CIF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return

UBS Group's CIF Position: Q1 2026 in Review

UBS Group increased its MFS Intermediate High Income Fund (CIF) stake by 262% in Q1 2026, buying an estimated $2.33K and bringing the position to 1,913 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #9142.

UBS Group first reported a position in CIF in Q4 2014 and has held it in 38 quarters since. The position peaked at $227K in Q2 2021. 28 funds tracked by Wall St. Rank hold CIF as of Q1 2026.

  • UBS Group held 1,913 shares of MFS Intermediate High Income Fund worth $3.1K as of Q1 2026.
  • UBS Group bought 1,384 MFS Intermediate High Income Fund shares in Q1 2026, an estimated $2.33K.
  • MFS Intermediate High Income Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9142 holding.
  • UBS Group first reported a position in MFS Intermediate High Income Fund in Q4 2014 and has held it in 38 quarters since.
  • UBS Group's MFS Intermediate High Income Fund position peaked at $227K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.