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 $10.5B AUM 30.38% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

UBS Group's MFIC Position: Q2 2026 in Review

UBS Group increased its MidCap Financial Investment (MFIC) stake by 6.1% in Q2 2026, buying an estimated $1.22M and bringing the position to 1,929,691 shares worth $19.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2714.

UBS Group first reported a position in MFIC in Q4 2014 and has held it in 47 quarters since. The position peaked at $58.6M in Q1 2015. 169 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

  • UBS Group held 1,929,691 shares of MidCap Financial Investment worth $19.5M as of Q2 2026.
  • UBS Group bought 111,406 MidCap Financial Investment shares in Q2 2026, an estimated $1.22M.
  • MidCap Financial Investment made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2714 holding.
  • UBS Group first reported a position in MidCap Financial Investment in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's MidCap Financial Investment position peaked at $58.6M in Q1 2015.
  • 169 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

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