UBS Group
MPV

UBS Group’s Barings Participation Investors MPV Stock Holding History

UBS Group’s Portfolio MPV Stock Details MPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$371K Sell
21,642
-3,520
-14% -$65.7K ﹤0.01% 6283
2025
Q4 		$400K Buy
25,162
+1,970
+8% +$38.4K ﹤0.01% 6211
2025
Q3 		$467K Buy
23,192
+222
+1% +$4.33K ﹤0.01% 6143
2025
Q2 		$462K Sell
22,970
-9,177
-29% -$161K ﹤0.01% 6073
2025
Q1 		$567K Sell
32,147
-1,569
-5% -$25.8K ﹤0.01% 5749
2024
Q4 		$576K Sell
33,716
-7,759
-19% -$132K ﹤0.01% 5743
2024
Q3 		$703K Sell
41,475
-45,376
-52% -$737K ﹤0.01% 4962
2024
Q2 		$1.43M Buy
86,851
+50,332
+138% +$792K ﹤0.01% 4083
2024
Q1 		$589K Sell
36,519
-12,917
-26% -$202K ﹤0.01% 5070
2023
Q4 		$771K Sell
49,436
-26,922
-35% -$376K ﹤0.01% 4724
2023
Q3 		$1.03M Buy
76,358
+348
+0.5% +$4.67K ﹤0.01% 4051
2023
Q2 		$981K Buy
76,010
+3,177
+4% +$40.1K ﹤0.01% 4265
2023
Q1 		$934K Buy
72,833
+1,379
+2% +$17.9K ﹤0.01% 4170
2022
Q4 		$880K Sell
71,454
-9,571
-12% -$115K ﹤0.01% 4195
2022
Q3 		$918K Buy
81,025
+18,293
+29% +$227K ﹤0.01% 3821
2022
Q2 		$770K Buy
62,732
+765
+1% +$9.79K ﹤0.01% 3939
2022
Q1 		$830K Sell
61,967
-6,797
-10% -$94.9K ﹤0.01% 4293
2021
Q4 		$1.02M Buy
68,764
+2,445
+4% +$34.9K ﹤0.01% 4381
2021
Q3 		$916K Buy
66,319
+1,479
+2% +$20.3K ﹤0.01% 4263
2021
Q2 		$890K Sell
64,840
-5,225
-7% -$70K ﹤0.01% 4278
2021
Q1 		$905K Sell
70,065
-2,034
-3% -$24.9K ﹤0.01% 4362
2020
Q4 		$857K Sell
72,099
-12,729
-15% -$147K ﹤0.01% 4138
2020
Q3 		$921K Buy
84,828
+12,214
+17% +$141K ﹤0.01% 3701
2020
Q2 		$926K Buy
72,614
+6,939
+11% +$83.7K ﹤0.01% 3575
2020
Q1 		$764K Buy
65,675
+3,475
+6% +$52.1K ﹤0.01% 3581
2019
Q4 		$1M Sell
62,200
-10,933
-15% -$180K ﹤0.01% 4212
2019
Q3 		$1.27M Sell
73,133
-15,820
-18% -$264K ﹤0.01% 3746
2019
Q2 		$1.45M Sell
88,953
-17,562
-16% -$278K ﹤0.01% 3428
2019
Q1 		$1.64M Sell
106,515
-45,030
-30% -$694K ﹤0.01% 3165
2018
Q4 		$2.28M Sell
151,545
-34,998
-19% -$521K ﹤0.01% 2906
2018
Q3 		$2.78M Buy
186,543
+16,265
+10% +$239K ﹤0.01% 2900
2018
Q2 		$2.5M Sell
170,278
-22,812
-12% -$339K ﹤0.01% 2966
2018
Q1 		$2.84M Sell
193,090
-4,555
-2% -$65.8K ﹤0.01% 2818
2017
Q4 		$2.79M Buy
197,645
+25,193
+15% +$366K ﹤0.01% 2893
2017
Q3 		$2.49M Sell
172,452
-11,860
-6% -$171K ﹤0.01% 2926
2017
Q2 		$2.57M Buy
184,312
+3,260
+2% +$46.5K ﹤0.01% 2770
2017
Q1 		$2.55M Sell
181,052
-8,015
-4% -$114K ﹤0.01% 2712
2016
Q4 		$2.68M Sell
189,067
-458
-0.2% -$6.75K ﹤0.01% 2650
2016
Q3 		$2.76M Buy
189,525
+7,390
+4% +$111K ﹤0.01% 2554
2016
Q2 		$2.68M Sell
182,135
-1,915
-1% -$27.3K ﹤0.01% 2517
2016
Q1 		$2.63M Buy
184,050
+124
+0.1% +$1.7K ﹤0.01% 2425
2015
Q4 		$2.53M Sell
183,926
-29,245
-14% -$400K ﹤0.01% 2585
2015
Q3 		$2.81M Sell
213,171
-3,685
-2% -$47.5K ﹤0.01% 2442
2015
Q2 		$2.68M Sell
216,856
-5,586
-3% -$70.8K ﹤0.01% 2695
2015
Q1 		$2.7M Buy
222,442
+2,721
+1% +$34.8K ﹤0.01% 2651
2014
Q4 		$2.91M Buy
+219,721
New +$2.96M ﹤0.01% 2560

Other funds holding MPV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group's MPV Position: Q1 2026 in Review

UBS Group reduced its Barings Participation Investors (MPV) stake by 14% in Q1 2026, selling an estimated $65.7K and leaving 21,642 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #6283.

UBS Group first reported a position in MPV in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.91M in Q4 2014. 35 funds tracked by Wall St. Rank hold MPV as of Q1 2026.

  • UBS Group held 21,642 shares of Barings Participation Investors worth $371K as of Q1 2026.
  • UBS Group sold 3,520 Barings Participation Investors shares in Q1 2026, an estimated $65.7K.
  • Barings Participation Investors made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6283 holding.
  • UBS Group first reported a position in Barings Participation Investors in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Barings Participation Investors position peaked at $2.91M in Q4 2014.
  • 35 funds tracked by Wall St. Rank held Barings Participation Investors as of Q1 2026.

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