UBS Group’s Manulife Financial MFC Stock Holding History

UBS Group’s Portfolio MFC Stock Details MFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-300,000	Closed	-$8.87M	–	10218
2024 Q3	$8.87M	Hold	300,000	–	–	﹤0.01%	2485
2024 Q2	$7.99M	Hold	300,000	–	–	﹤0.01%	2422
2024 Q1	$7.5M	Hold	300,000	–	–	﹤0.01%	2545
2023 Q4	$6.63M	Hold	300,000	–	–	﹤0.01%	2464
2023 Q3	$5.48M	Hold	300,000	–	–	﹤0.01%	2481
2023 Q2	$5.67M	Hold	300,000	–	–	﹤0.01%	2455
2023 Q1	$5.51M	Hold	300,000	–	–	﹤0.01%	2423
2022 Q4	$5.35M	Hold	300,000	–	–	﹤0.01%	2441
2022 Q3	$4.7M	Buy	+300,000	New	+$5.26M	﹤0.01%	2406
2022 Q1	–	Sell	-150,000	Closed	-$2.86M	–	10638
2021 Q4	$2.86M	Hold	150,000	–	–	﹤0.01%	3409
2021 Q3	$2.89M	Hold	150,000	–	–	﹤0.01%	3238
2021 Q2	$2.96M	Hold	150,000	–	–	﹤0.01%	3198
2021 Q1	$3.23M	Hold	150,000	–	–	﹤0.01%	3054
2020 Q4	$2.67M	Hold	150,000	–	–	﹤0.01%	3112
2020 Q3	$2.09M	Hold	150,000	–	–	﹤0.01%	2998
2020 Q2	$2.04M	Hold	150,000	–	–	﹤0.01%	2858
2020 Q1	$1.88M	Buy	+150,000	New	+$2.61M	﹤0.01%	2820
2017 Q2	–	Sell	-60,200	Closed	-$1.07M	–	7857
2017 Q1	$1.07M	Buy	+60,200	New	+$1.11M	﹤0.01%	3476
2015 Q2	–	Sell	-2,500	Closed	-$43K	–	8699
2015 Q1	$43K	Buy	2,500 +2,300	+1,150%	+$39.6K	﹤0.01%	6197
2014 Q4	$4K	Buy	+200	New	+$3.79K	﹤0.01%	9113

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

UBS Group's MFC Position: Q1 2026 in Review

UBS Group reduced its Manulife Financial (MFC) stake by 36% in Q1 2026, selling an estimated $52.7M and leaving 2,552,877 shares worth $87.9M. The position accounts for 0.01% of the portfolio, ranked #1148.

UBS Group first reported a position in MFC in Q4 2014 and has held it in 46 quarters since. The position peaked at $146M in Q4 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

UBS Group held 2,552,877 shares of Manulife Financial worth $87.9M as of Q1 2026.
UBS Group sold 1,463,353 Manulife Financial shares in Q1 2026, an estimated $52.7M.
Manulife Financial made up 0.01% of UBS Group's portfolio in Q1 2026, its #1148 holding.
UBS Group first reported a position in Manulife Financial in Q4 2014 and has held it in 46 quarters since.
UBS Group's Manulife Financial position peaked at $146M in Q4 2025.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

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