UBS Group
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UBS Group’s Isabella Bank ISBA Stock Holding History

UBS Group’s Portfolio ISBA Stock Details ISBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$317K Buy
8,469
+5,034
+147% +$199K ﹤0.01% 6464
2026
Q2 		$136K Sell
3,435
-9,954
-74% -$426K ﹤0.01% 7013
2026
Q1 		$611K Buy
13,389
+9,564
+250% +$464K ﹤0.01% 5936
2025
Q4 		$191K Buy
3,825
+3,824
+382,400% +$162K ﹤0.01% 6604
2025
Q3 		$35 Sell
1
-1,947
-100% -$63.1K ﹤0.01% 10062
2025
Q2 		$58.7K Buy
+1,948
New +$58.9K ﹤0.01% 7641

Other funds holding ISBA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

UBS Group's ISBA Position: Q3 2026 in Review

UBS Group increased its Isabella Bank (ISBA) stake by 147% in Q3 2026, buying an estimated $199K and bringing the position to 8,469 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #6464.

UBS Group first reported a position in ISBA in Q2 2025 and has held it in 6 quarters since. The position peaked at $611K in Q1 2026. 23 funds tracked by Wall St. Rank hold ISBA as of Q3 2026.

  • UBS Group held 8,469 shares of Isabella Bank worth $317K as of Q3 2026.
  • UBS Group bought 5,034 Isabella Bank shares in Q3 2026, an estimated $199K.
  • Isabella Bank made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #6464 holding.
  • UBS Group first reported a position in Isabella Bank in Q2 2025 and has held it in 6 quarters since.
  • UBS Group's Isabella Bank position peaked at $611K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Isabella Bank as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.