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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

UBS Group's MLCI Position: Q1 2026 in Review

UBS Group increased its Mount Logan Capital Inc (MLCI) stake by 483% in Q1 2026, buying an estimated $117K and bringing the position to 22,277 shares worth $79.8K. The position accounts for ﹤0.01% of the portfolio, ranked #7110.

UBS Group first reported a position in MLCI in Q3 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold MLCI as of Q1 2026.

  • UBS Group held 22,277 shares of Mount Logan Capital Inc worth $79.8K as of Q1 2026.
  • UBS Group bought 18,453 Mount Logan Capital Inc shares in Q1 2026, an estimated $117K.
  • Mount Logan Capital Inc made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7110 holding.
  • UBS Group first reported a position in Mount Logan Capital Inc in Q3 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Mount Logan Capital Inc as of Q1 2026.

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