UBS Group
FBIZ icon

UBS Group’s First Business Financial Services FBIZ Stock Holding History

UBS Group’s Portfolio FBIZ Stock Details FBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$776K Sell
14,389
-3,981
-22% -$221K ﹤0.01% 5750
2025
Q4 		$997K Buy
18,370
+8,686
+90% +$454K ﹤0.01% 5577
2025
Q3 		$496K Buy
9,684
+3,809
+65% +$195K ﹤0.01% 6103
2025
Q2 		$298K Buy
5,875
+1,507
+35% +$72.3K ﹤0.01% 6446
2025
Q1 		$206K Buy
4,368
+173
+4% +$8.54K ﹤0.01% 6541
2024
Q4 		$194K Buy
4,195
+479
+13% +$22.4K ﹤0.01% 6468
2024
Q3 		$169K Buy
3,716
+1,304
+54% +$55.1K ﹤0.01% 6002
2024
Q2 		$89.2K Sell
2,412
-5,381
-69% -$185K ﹤0.01% 6261
2024
Q1 		$292K Sell
7,793
-929
-11% -$33.4K ﹤0.01% 5589
2023
Q4 		$350K Buy
8,722
+4,383
+101% +$147K ﹤0.01% 5385
2023
Q3 		$130K Sell
4,339
-167
-4% -$5.27K ﹤0.01% 5666
2023
Q2 		$133K Buy
4,506
+1,005
+29% +$28.5K ﹤0.01% 5790
2023
Q1 		$107K Buy
3,501
+212
+6% +$7.26K ﹤0.01% 5868
2022
Q4 		$120K Buy
+3,289
New +$121K ﹤0.01% 5936
2022
Q3 		– Sell
-191
Closed -$6K – 10498
2022
Q2 		$6K Sell
191
-947
-83% -$31.6K ﹤0.01% 8669
2022
Q1 		$37K Buy
+1,138
New +$36.7K ﹤0.01% 6789
2021
Q4 		– Sell
-664
Closed -$19K – 10374
2021
Q3 		$19K Buy
+664
New +$18.3K ﹤0.01% 7203
2021
Q2 		– Sell
-2,103
Closed -$52K – 9490
2021
Q1 		$52K Buy
2,103
+646
+44% +$14.5K ﹤0.01% 6496
2020
Q4 		$27K Buy
1,457
+760
+109% +$13.7K ﹤0.01% 6720
2020
Q3 		$10K Sell
697
-1,940
-74% -$30.1K ﹤0.01% 6842
2020
Q2 		$43K Sell
2,637
-3,352
-56% -$52.4K ﹤0.01% 5980
2020
Q1 		$93K Sell
5,989
-4,687
-44% -$107K ﹤0.01% 5347
2019
Q4 		$281K Buy
10,676
+4,455
+72% +$110K ﹤0.01% 5339
2019
Q3 		$150K Buy
6,221
+3,403
+121% +$80K ﹤0.01% 5469
2019
Q2 		$66K Buy
2,818
+1,712
+155% +$38.9K ﹤0.01% 5674
2019
Q1 		$22K Sell
1,106
-2,259
-67% -$47.7K ﹤0.01% 6221
2018
Q4 		$66K Buy
3,365
+442
+15% +$9.16K ﹤0.01% 5871
2018
Q3 		$68K Buy
2,923
+396
+16% +$9.32K ﹤0.01% 5918
2018
Q2 		$66K Buy
2,527
+1,440
+132% +$37.2K ﹤0.01% 5771
2018
Q1 		$27K Buy
1,087
+295
+37% +$7.1K ﹤0.01% 6180
2017
Q4 		$18K Buy
792
+536
+209% +$12.1K ﹤0.01% 6624
2017
Q3 		$6K Sell
256
-3,139
-92% -$68.6K ﹤0.01% 7140
2017
Q2 		$78K Buy
3,395
+2,401
+242% +$58.8K ﹤0.01% 5331
2017
Q1 		$25K Sell
994
-2,398
-71% -$59.6K ﹤0.01% 5988
2016
Q4 		$81K Buy
3,392
+2,320
+216% +$51.5K ﹤0.01% 5441
2016
Q3 		$25K Sell
1,072
-558
-34% -$12.9K ﹤0.01% 6091
2016
Q2 		$38K Buy
1,630
+1,043
+178% +$25.2K ﹤0.01% 5735
2016
Q1 		$13K Sell
587
-169
-22% -$3.77K ﹤0.01% 6493
2015
Q4 		$19K Sell
756
-1,227
-62% -$30.6K ﹤0.01% 6801
2015
Q3 		$47K Sell
1,983
-439
-18% -$9.91K ﹤0.01% 5900
2015
Q2 		$57K Buy
2,422
+552
+30% +$12.4K ﹤0.01% 5886
2015
Q1 		$40K Sell
1,870
-762
-29% -$17.3K ﹤0.01% 6260
2014
Q4 		$63K Buy
+2,632
New +$59.5K ﹤0.01% 6202

Other funds holding FBIZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

UBS Group's FBIZ Position: Q1 2026 in Review

UBS Group reduced its First Business Financial Services (FBIZ) stake by 22% in Q1 2026, selling an estimated $221K and leaving 14,389 shares worth $776K. The position accounts for ﹤0.01% of the portfolio, ranked #5750.

UBS Group first reported a position in FBIZ in Q4 2014 and has held it in 43 quarters since. The position peaked at $997K in Q4 2025. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

  • UBS Group held 14,389 shares of First Business Financial Services worth $776K as of Q1 2026.
  • UBS Group sold 3,981 First Business Financial Services shares in Q1 2026, an estimated $221K.
  • First Business Financial Services made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5750 holding.
  • UBS Group first reported a position in First Business Financial Services in Q4 2014 and has held it in 43 quarters since.
  • UBS Group's First Business Financial Services position peaked at $997K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

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