UBS Group
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UBS Group’s MidCap Financial Investment MFIC Stock Holding History

UBS Group’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-41,900
Closed -$965K – 8700
2015
Q1 		$965K Buy
+41,900
New +$944K ﹤0.01% 3609

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

UBS Group's MFIC Position: Q1 2026 in Review

UBS Group reduced its MidCap Financial Investment (MFIC) stake by 10% in Q1 2026, selling an estimated $2.27M and leaving 1,818,285 shares worth $20.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2557.

UBS Group first reported a position in MFIC in Q4 2014 and has held it in 46 quarters since. The position peaked at $58.6M in Q1 2015. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • UBS Group held 1,818,285 shares of MidCap Financial Investment worth $20.4M as of Q1 2026.
  • UBS Group sold 206,027 MidCap Financial Investment shares in Q1 2026, an estimated $2.27M.
  • MidCap Financial Investment made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2557 holding.
  • UBS Group first reported a position in MidCap Financial Investment in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's MidCap Financial Investment position peaked at $58.6M in Q1 2015.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

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