UBS Group
MBSD icon

UBS Group’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History

UBS Group’s Portfolio MBSD Stock Details MBSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.85K Sell
186
-118
-39% -$2.46K ﹤0.01% 9023
2025
Q4 		$6.32K Sell
304
-160
-34% -$3.34K ﹤0.01% 8567
2025
Q3 		$9.68K Buy
+464
New +$9.6K ﹤0.01% 8586
2024
Q2 		– Sell
-261
Closed -$5.32K – 9871
2024
Q1 		$5.32K Sell
261
-42
-14% -$856 ﹤0.01% 7550
2023
Q4 		$6.23K Buy
+303
New +$6.05K ﹤0.01% 7718
2023
Q3 		– Sell
-1,356
Closed -$27.6K – 9764
2023
Q2 		$27.6K Sell
1,356
-1,568
-54% -$32.1K ﹤0.01% 6748
2023
Q1 		$60.4K Buy
2,924
+251
+9% +$5.16K ﹤0.01% 6306
2022
Q4 		$54.4K Sell
2,673
-11,490
-81% -$233K ﹤0.01% 6689
2022
Q3 		$286K Buy
14,163
+12,084
+581% +$254K ﹤0.01% 4811
2022
Q2 		$44K Sell
2,079
-1,814
-47% -$38.7K ﹤0.01% 6018
2022
Q1 		$86K Buy
3,893
+1,564
+67% +$35.3K ﹤0.01% 6028
2021
Q4 		$54K Buy
+2,329
New +$54.4K ﹤0.01% 6825
2020
Q3 		– Sell
-128
Closed -$3K – 8247
2020
Q2 		$3K Sell
128
-1,139
-90% -$27.4K ﹤0.01% 7545
2020
Q1 		$30K Buy
+1,267
New +$30K ﹤0.01% 6207
2019
Q3 		– Sell
-766
Closed -$18K – 8142
2019
Q2 		$18K Buy
+766
New +$17.8K ﹤0.01% 6689
2018
Q3 		– Sell
-798
Closed -$18K – 8139
2018
Q2 		$18K Buy
798
+319
+67% +$7.38K ﹤0.01% 6770
2018
Q1 		$11K Sell
479
-835
-64% -$19.5K ﹤0.01% 6811
2017
Q4 		$31K Sell
1,314
-867
-40% -$20.6K ﹤0.01% 6201
2017
Q3 		$52K Sell
2,181
-201
-8% -$4.82K ﹤0.01% 5767
2017
Q2 		$57K Buy
+2,382
New +$57.3K ﹤0.01% 5557
2017
Q1 		– Sell
-114
Closed -$3K – 7831
2016
Q4 		$3K Sell
114
-1,798
-94% -$44K ﹤0.01% 7417
2016
Q3 		$48K Buy
+1,912
New +$47.5K ﹤0.01% 5554

Other funds holding MBSD

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

UBS Group's MBSD Position: Q1 2026 in Review

UBS Group reduced its FlexShares Disciplined Duration MBS Index Fund (MBSD) stake by 39% in Q1 2026, selling an estimated $2.46K and leaving 186 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #9023.

UBS Group first reported a position in MBSD in Q3 2016 and has held it in 22 quarters since. The position peaked at $286K in Q3 2022. 32 funds tracked by Wall St. Rank hold MBSD as of Q1 2026.

  • UBS Group held 186 shares of FlexShares Disciplined Duration MBS Index Fund worth $3.85K as of Q1 2026.
  • UBS Group sold 118 FlexShares Disciplined Duration MBS Index Fund shares in Q1 2026, an estimated $2.46K.
  • FlexShares Disciplined Duration MBS Index Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9023 holding.
  • UBS Group first reported a position in FlexShares Disciplined Duration MBS Index Fund in Q3 2016 and has held it in 22 quarters since.
  • UBS Group's FlexShares Disciplined Duration MBS Index Fund position peaked at $286K in Q3 2022.
  • 32 funds tracked by Wall St. Rank held FlexShares Disciplined Duration MBS Index Fund as of Q1 2026.

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