UBS Group
MSB

UBS Group’s Mesabi Trust MSB Stock Holding History

UBS Group’s Portfolio MSB Stock Details MSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-100
Closed -$1K – 8715
2015
Q1 		$1K Sell
100
-300
-75% -$5.15K ﹤0.01% 8583
2014
Q4 		$7K Buy
+400
New +$7.39K ﹤0.01% 8708

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group's MSB Position: Q2 2026 in Review

UBS Group reduced its Mesabi Trust (MSB) stake by 27% in Q2 2026, selling an estimated $149K and leaving 14,893 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #6416.

UBS Group first reported a position in MSB in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.03M in Q1 2025. 62 funds tracked by Wall St. Rank hold MSB as of Q2 2026.

  • UBS Group held 14,893 shares of Mesabi Trust worth $377K as of Q2 2026.
  • UBS Group sold 5,411 Mesabi Trust shares in Q2 2026, an estimated $149K.
  • Mesabi Trust made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6416 holding.
  • UBS Group first reported a position in Mesabi Trust in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Mesabi Trust position peaked at $1.03M in Q1 2025.
  • 62 funds tracked by Wall St. Rank held Mesabi Trust as of Q2 2026.

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