UBS Group’s M&T Bank MTB Stock Holding History

UBS Group’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,900	Closed	-$987K	–	10934
2025 Q4	$987K	Hold	4,900	–	–	﹤0.01%	5590
2025 Q3	$968K	Buy	+4,900	New	+$961K	﹤0.01%	5601
2025 Q2	–	Sell	-2,500	Closed	-$447K	–	10634
2025 Q1	$447K	Buy	+2,500	New	+$474K	﹤0.01%	5938
2024 Q1	–	Sell	-53,600	Closed	-$7.35M	–	9781
2023 Q4	$7.35M	Sell	53,600 -1,219,200	-96%	-$153M	﹤0.01%	2366
2023 Q3	$161M	Sell	1,272,800 -173,000	-12%	-$22.6M	0.06%	341
2023 Q2	$179M	Buy	+1,445,800	New	+$175M	0.06%	305
2023 Q1	–	Sell	-15,000	Closed	-$2.18M	–	10078
2022 Q4	$2.18M	Buy	+15,000	New	+$2.47M	﹤0.01%	3317
2020 Q2	–	Sell	-16,000	Closed	-$1.66M	–	8199
2020 Q1	$1.66M	Buy	+16,000	New	+$2.35M	﹤0.01%	2926
2015 Q4	–	Sell	-400	Closed	-$49K	–	8487
2015 Q3	$49K	Buy	+400	New	+$50K	﹤0.01%	5854

Other funds holding MTB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group's MTB Position: Q1 2026 in Review

UBS Group reduced its M&T Bank (MTB) stake by 14% in Q1 2026, selling an estimated $31.3M and leaving 921,146 shares worth $190M. The position accounts for 0.03% of the portfolio, ranked #641.

UBS Group first reported a position in MTB in Q4 2014 and has held it in 46 quarters since. The position peaked at $221M in Q1 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

UBS Group held 921,146 shares of M&T Bank worth $190M as of Q1 2026.
UBS Group sold 145,604 M&T Bank shares in Q1 2026, an estimated $31.3M.
M&T Bank made up 0.03% of UBS Group's portfolio in Q1 2026, its #641 holding.
UBS Group first reported a position in M&T Bank in Q4 2014 and has held it in 46 quarters since.
UBS Group's M&T Bank position peaked at $221M in Q1 2025.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

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