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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

UBS Group's ISBA Position: Q1 2026 in Review

UBS Group increased its Isabella Bank (ISBA) stake by 250% in Q1 2026, buying an estimated $464K and bringing the position to 13,389 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #5936.

UBS Group first reported a position in ISBA in Q2 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold ISBA as of Q1 2026.

  • UBS Group held 13,389 shares of Isabella Bank worth $611K as of Q1 2026.
  • UBS Group bought 9,564 Isabella Bank shares in Q1 2026, an estimated $464K.
  • Isabella Bank made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5936 holding.
  • UBS Group first reported a position in Isabella Bank in Q2 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held Isabella Bank as of Q1 2026.

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