UBS Group
MIN

UBS Group’s Aberdeen Intermediate Income Fund MIN Stock Holding History

UBS Group’s Portfolio MIN Stock Details MIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$412K Buy
164,042
+1,330
+0.8% +$3.42K ﹤0.01% 6214
2025
Q4 		$425K Buy
162,712
+6,138
+4% +$16.2K ﹤0.01% 6180
2025
Q3 		$420K Buy
156,574
+95,173
+155% +$255K ﹤0.01% 6223
2025
Q2 		$166K Buy
61,401
+4,469
+8% +$11.9K ﹤0.01% 6840
2025
Q1 		$153K Sell
56,932
-101
-0.2% -$272 ﹤0.01% 6727
2024
Q4 		$152K Sell
57,033
-64,307
-53% -$174K ﹤0.01% 6621
2024
Q3 		$330K Buy
121,340
+16,028
+15% +$43.6K ﹤0.01% 5507
2024
Q2 		$280K Sell
105,312
-64,003
-38% -$168K ﹤0.01% 5430
2024
Q1 		$450K Buy
169,315
+18,424
+12% +$50.3K ﹤0.01% 5279
2023
Q4 		$404K Sell
150,891
-678,226
-82% -$1.81M ﹤0.01% 5264
2023
Q3 		$2.22M Sell
829,117
-33,670
-4% -$91.7K ﹤0.01% 3345
2023
Q2 		$2.36M Buy
862,787
+699,729
+429% +$1.95M ﹤0.01% 3364
2023
Q1 		$452K Buy
163,058
+3,960
+2% +$11.2K ﹤0.01% 4779
2022
Q4 		$439K Sell
159,098
-30,752
-16% -$85.9K ﹤0.01% 4821
2022
Q3 		$533K Buy
189,850
+2,242
+1% +$6.55K ﹤0.01% 4285
2022
Q2 		$557K Sell
187,608
-16,984
-8% -$51.1K ﹤0.01% 4187
2022
Q1 		$645K Sell
204,592
-71,265
-26% -$235K ﹤0.01% 4494
2021
Q4 		$990K Sell
275,857
-62,720
-19% -$226K ﹤0.01% 4403
2021
Q3 		$1.23M Sell
338,577
-21,279
-6% -$78.6K ﹤0.01% 4010
2021
Q2 		$1.35M Buy
359,856
+19,522
+6% +$72.2K ﹤0.01% 3927
2021
Q1 		$1.27M Sell
340,334
-51,121
-13% -$192K ﹤0.01% 4014
2020
Q4 		$1.49M Sell
391,455
-14,806
-4% -$55.8K ﹤0.01% 3668
2020
Q3 		$1.51M Sell
406,261
-4,101
-1% -$15.7K ﹤0.01% 3317
2020
Q2 		$1.52M Sell
410,362
-27,406
-6% -$103K ﹤0.01% 3140
2020
Q1 		$1.58M Sell
437,768
-24,465
-5% -$91.6K ﹤0.01% 2984
2019
Q4 		$1.76M Buy
462,233
+15,804
+4% +$59.6K ﹤0.01% 3694
2019
Q3 		$1.71M Buy
446,429
+17,679
+4% +$67.5K ﹤0.01% 3455
2019
Q2 		$1.66M Buy
428,750
+2,090
+0.5% +$7.88K ﹤0.01% 3316
2019
Q1 		$1.62M Sell
426,660
-43,860
-9% -$163K ﹤0.01% 3172
2018
Q4 		$1.73M Sell
470,520
-15,855
-3% -$58.4K ﹤0.01% 3173
2018
Q3 		$1.83M Sell
486,375
-20,216
-4% -$76.8K ﹤0.01% 3293
2018
Q2 		$1.96M Sell
506,591
-9,438
-2% -$36.6K ﹤0.01% 3196
2018
Q1 		$2.03M Sell
516,029
-14,096
-3% -$56.2K ﹤0.01% 3130
2017
Q4 		$2.2M Sell
530,125
-29,769
-5% -$125K ﹤0.01% 3113
2017
Q3 		$2.4M Sell
559,894
-6,524
-1% -$28.1K ﹤0.01% 2962
2017
Q2 		$2.45M Buy
566,418
+20,296
+4% +$87.8K ﹤0.01% 2824
2017
Q1 		$2.35M Buy
546,122
+64,899
+13% +$282K ﹤0.01% 2799
2016
Q4 		$2.14M Buy
481,223
+14,908
+3% +$65.6K ﹤0.01% 2865
2016
Q3 		$2.11M Buy
466,315
+96,077
+26% +$442K ﹤0.01% 2792
2016
Q2 		$1.72M Buy
370,238
+40,944
+12% +$189K ﹤0.01% 2904
2016
Q1 		$1.52M Sell
329,294
-57,291
-15% -$261K ﹤0.01% 2908
2015
Q4 		$1.77M Sell
386,585
-52,297
-12% -$237K ﹤0.01% 2904
2015
Q3 		$2M Sell
438,882
-53,730
-11% -$246K ﹤0.01% 2740
2015
Q2 		$2.28M Sell
492,612
-169,088
-26% -$809K ﹤0.01% 2844
2015
Q1 		$3.22M Sell
661,700
-352,618
-35% -$1.73M ﹤0.01% 2474
2014
Q4 		$4.85M Buy
+1,014,318
New +$5.05M ﹤0.01% 2117

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

UBS Group's MIN Position: Q1 2026 in Review

UBS Group increased its Aberdeen Intermediate Income Fund (MIN) stake by 0.82% in Q1 2026, buying an estimated $3.42K and bringing the position to 164,042 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #6214.

UBS Group first reported a position in MIN in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.85M in Q4 2014. 84 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

  • UBS Group held 164,042 shares of Aberdeen Intermediate Income Fund worth $412K as of Q1 2026.
  • UBS Group bought 1,330 Aberdeen Intermediate Income Fund shares in Q1 2026, an estimated $3.42K.
  • Aberdeen Intermediate Income Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6214 holding.
  • UBS Group first reported a position in Aberdeen Intermediate Income Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Aberdeen Intermediate Income Fund position peaked at $4.85M in Q4 2014.
  • 84 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

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