UBS Group
ISBA

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group's ISBA Position: Q2 2026 in Review

UBS Group reduced its Isabella Bank (ISBA) stake by 74% in Q2 2026, selling an estimated $426K and leaving 3,435 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #7013.

UBS Group first reported a position in ISBA in Q2 2025 and has held it in 5 quarters since. The position peaked at $611K in Q1 2026. 59 funds tracked by Wall St. Rank hold ISBA as of Q2 2026.

  • UBS Group held 3,435 shares of Isabella Bank worth $136K as of Q2 2026.
  • UBS Group sold 9,954 Isabella Bank shares in Q2 2026, an estimated $426K.
  • Isabella Bank made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7013 holding.
  • UBS Group first reported a position in Isabella Bank in Q2 2025 and has held it in 5 quarters since.
  • UBS Group's Isabella Bank position peaked at $611K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Isabella Bank as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.