UBS Group
MTG icon

UBS Group’s MGIC Investment MTG Stock Holding History

UBS Group’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-400
Closed -$4K – 7967
2015
Q4 		$4K Hold
400
– – ﹤0.01% 7781
2015
Q3 		$4K Sell
400
-10,000
-96% -$106K ﹤0.01% 7828
2015
Q2 		$118K Buy
10,400
+7,900
+316% +$84.4K ﹤0.01% 5267
2015
Q1 		$24K Sell
2,500
-81,700
-97% -$747K ﹤0.01% 6795
2014
Q4 		$785K Buy
+84,200
New +$739K ﹤0.01% 3763

Other funds holding MTG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

UBS Group's MTG Position: Q1 2026 in Review

UBS Group reduced its MGIC Investment (MTG) stake by 18% in Q1 2026, selling an estimated $7.06M and leaving 1,183,827 shares worth $31.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

UBS Group first reported a position in MTG in Q4 2014 and has held it in 46 quarters since. The position peaked at $48.6M in Q3 2025. 509 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • UBS Group held 1,183,827 shares of MGIC Investment worth $31.1M as of Q1 2026.
  • UBS Group sold 264,167 MGIC Investment shares in Q1 2026, an estimated $7.06M.
  • MGIC Investment made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2130 holding.
  • UBS Group first reported a position in MGIC Investment in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's MGIC Investment position peaked at $48.6M in Q3 2025.
  • 509 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

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