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 $9.23B AUM 27.52% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

UBS Group's MSB Position: Q1 2026 in Review

UBS Group reduced its Mesabi Trust (MSB) stake by 11% in Q1 2026, selling an estimated $82.9K and leaving 20,304 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #5894.

UBS Group first reported a position in MSB in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.03M in Q1 2025. 73 funds tracked by Wall St. Rank hold MSB as of Q1 2026.

  • UBS Group held 20,304 shares of Mesabi Trust worth $640K as of Q1 2026.
  • UBS Group sold 2,435 Mesabi Trust shares in Q1 2026, an estimated $82.9K.
  • Mesabi Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5894 holding.
  • UBS Group first reported a position in Mesabi Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Mesabi Trust position peaked at $1.03M in Q1 2025.
  • 73 funds tracked by Wall St. Rank held Mesabi Trust as of Q1 2026.

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