UBS Group
MLCI

UBS Group’s Mount Logan Capital Inc MLCI Stock Holding History

UBS Group’s Portfolio MLCI Stock Details MLCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.7K Sell
10,961
-11,316
-51% -$40.6K ﹤0.01% 7742
2026
Q1 		$79.8K Buy
22,277
+18,453
+483% +$117K ﹤0.01% 7110
2025
Q4 		$31.5K Buy
3,824
+859
+29% +$6.69K ﹤0.01% 7496
2025
Q3 		$23.1K Buy
+2,965
New +$23.4K ﹤0.01% 8064

Other funds holding MLCI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

UBS Group's MLCI Position: Q2 2026 in Review

UBS Group reduced its Mount Logan Capital Inc (MLCI) stake by 51% in Q2 2026, selling an estimated $40.6K and leaving 10,961 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #7742.

UBS Group first reported a position in MLCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $79.8K in Q1 2026. 30 funds tracked by Wall St. Rank hold MLCI as of Q2 2026.

  • UBS Group held 10,961 shares of Mount Logan Capital Inc worth $37.7K as of Q2 2026.
  • UBS Group sold 11,316 Mount Logan Capital Inc shares in Q2 2026, an estimated $40.6K.
  • Mount Logan Capital Inc made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7742 holding.
  • UBS Group first reported a position in Mount Logan Capital Inc in Q3 2025 and has held it in 4 quarters since.
  • UBS Group's Mount Logan Capital Inc position peaked at $79.8K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Mount Logan Capital Inc as of Q2 2026.

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