UBS Group
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UBS Group’s MoneyHero MNY Stock Holding History

UBS Group’s Portfolio MNY Stock Details MNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3,843
Closed -$3.35K – 11475
2026
Q2 		$3.35K Buy
3,843
+2,820
+276% +$3.61K ﹤0.01% 9201
2026
Q1 		$1.35K Sell
1,023
-10,839
-91% -$14.4K ﹤0.01% 9544
2025
Q4 		$14.9K Sell
11,862
-668
-5% -$876 ﹤0.01% 7977
2025
Q3 		$17.9K Sell
12,530
-1,305
-9% -$2.19K ﹤0.01% 8224
2025
Q2 		$10K Sell
13,835
-1,627
-11% -$1.22K ﹤0.01% 8866
2025
Q1 		$11.9K Sell
15,462
-29,674
-66% -$28.6K ﹤0.01% 8524
2024
Q4 		$50.6K Buy
45,136
+41,299
+1,076% +$46.8K ﹤0.01% 7284
2024
Q3 		$4.18K Buy
+3,837
New +$5.32K ﹤0.01% 8174
2024
Q1 		– Sell
-27,900
Closed -$48K – 9763
2023
Q4 		$48K Buy
+27,900
New +$55.4K ﹤0.01% 6558

Other funds holding MNY

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Deltec Asset Management
Deltec Asset Management New York $642M AUM 16.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
RIAL
Rothwell Investment Advisors, LLC Salem, Massachusetts $187M AUM
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

UBS Group's MNY Position: Q3 2026 in Review

UBS Group sold out of MoneyHero (MNY) in Q3 2026, closing a stake of 3,843 shares — an estimated $3.35K sold.

UBS Group first reported a position in MNY in Q4 2023 and held it in 9 quarters. The position peaked at $50.6K in Q4 2024. 10 funds tracked by Wall St. Rank hold MNY as of Q3 2026.

  • UBS Group reported no remaining MoneyHero position as of Q3 2026 after selling out during the quarter.
  • UBS Group sold 3,843 MoneyHero shares in Q3 2026, an estimated $3.35K.
  • UBS Group first reported a position in MoneyHero in Q4 2023 and held it in 9 quarters.
  • UBS Group's MoneyHero position peaked at $50.6K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held MoneyHero as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.