UBS Group
MXE

UBS Group’s Mexico Equity and Income Fund MXE Stock Holding History

UBS Group’s Portfolio MXE Stock Details MXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.4K Sell
883
-243
-22% -$3.2K ﹤0.01% 8313
2025
Q4 		$13.9K Sell
1,126
-393
-26% -$4.66K ﹤0.01% 8029
2025
Q3 		$18K Sell
1,519
-481
-24% -$5.33K ﹤0.01% 8221
2025
Q2 		$20.9K Sell
2,000
-168
-8% -$1.62K ﹤0.01% 8396
2025
Q1 		$18.9K Sell
2,168
-124
-5% -$1.07K ﹤0.01% 8273
2024
Q4 		$18.4K Buy
2,292
+1,409
+160% +$12.3K ﹤0.01% 7933
2024
Q3 		$8.1K Sell
883
-978
-53% -$9.14K ﹤0.01% 7853
2024
Q2 		$17.9K Buy
1,861
+978
+111% +$10.4K ﹤0.01% 7370
2024
Q1 		$10.2K Sell
883
-707
-44% -$7.86K ﹤0.01% 7239
2023
Q4 		$17.8K Buy
1,590
+707
+80% +$6.93K ﹤0.01% 7177
2023
Q3 		$8.3K Hold
883
– – ﹤0.01% 7193
2023
Q2 		$8.87K Sell
883
-78
-8% -$783 ﹤0.01% 7209
2023
Q1 		$9.68K Buy
961
+78
+9% +$766 ﹤0.01% 7633
2022
Q4 		$7.75K Hold
883
– – ﹤0.01% 8864
2022
Q3 		$7K Hold
883
– – ﹤0.01% 8886
2022
Q2 		$7K Buy
+883
New +$7.57K ﹤0.01% 8507
2021
Q4 		– Sell
-2,359
Closed -$25K – 10539
2021
Q3 		$25K Sell
2,359
-1,630
-41% -$19.7K ﹤0.01% 6922
2021
Q2 		$48K Buy
3,989
+2,331
+141% +$26.8K ﹤0.01% 6475
2021
Q1 		$17K Buy
1,658
+606
+58% +$5.9K ﹤0.01% 7524
2020
Q4 		$10K Hold
1,052
– – ﹤0.01% 7491
2020
Q3 		$8K Hold
1,052
– – ﹤0.01% 7022
2020
Q2 		$8K Hold
1,052
– – ﹤0.01% 7141
2020
Q1 		$7K Sell
1,052
-1,622
-61% -$17.1K ﹤0.01% 7147
2019
Q4 		$31K Buy
2,674
+1,250
+88% +$13.7K ﹤0.01% 6617
2019
Q3 		$15K Sell
1,424
-3,952
-74% -$41.2K ﹤0.01% 6912
2019
Q2 		$60K Buy
5,376
+3,782
+237% +$41.5K ﹤0.01% 5759
2019
Q1 		$17K Sell
1,594
-2,458
-61% -$26.5K ﹤0.01% 6438
2018
Q4 		$41K Buy
4,052
+584
+17% +$6.2K ﹤0.01% 6267
2018
Q3 		$43K Sell
3,468
-1,910
-36% -$21.6K ﹤0.01% 6266
2018
Q2 		$55K Buy
5,378
+3,144
+141% +$32.7K ﹤0.01% 5896
2018
Q1 		$24K Buy
2,234
+1,042
+87% +$11.4K ﹤0.01% 6279
2017
Q4 		$12K Sell
1,192
-1,346
-53% -$14.3K ﹤0.01% 6909
2017
Q3 		$30K Buy
2,538
+417
+20% +$4.96K ﹤0.01% 6164
2017
Q2 		$24K Buy
+2,121
New +$23.6K ﹤0.01% 6167
2017
Q1 		– Sell
-637
Closed -$6K – 7846
2016
Q4 		$6K Sell
637
-22,670
-97% -$225K ﹤0.01% 7158
2016
Q3 		$241K Buy
23,307
+21,136
+974% +$226K ﹤0.01% 4425
2016
Q2 		$24K Sell
2,171
-3,649
-63% -$39.9K ﹤0.01% 6150
2016
Q1 		$65K Buy
5,820
+4,938
+560% +$50.9K ﹤0.01% 5297
2015
Q4 		$9K Sell
882
-6,745
-88% -$78.2K ﹤0.01% 7361
2015
Q3 		$84K Sell
7,627
-1,565
-17% -$18.3K ﹤0.01% 5371
2015
Q2 		$113K Buy
9,192
+386
+4% +$4.85K ﹤0.01% 5299
2015
Q1 		$108K Buy
8,806
+1,943
+28% +$24.1K ﹤0.01% 5350
2014
Q4 		$87K Buy
+6,863
New +$106K ﹤0.01% 5840

Other funds holding MXE

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group's MXE Position: Q1 2026 in Review

UBS Group reduced its Mexico Equity and Income Fund (MXE) stake by 22% in Q1 2026, selling an estimated $3.2K and leaving 883 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #8313.

UBS Group first reported a position in MXE in Q4 2014 and has held it in 43 quarters since. The position peaked at $241K in Q3 2016. 20 funds tracked by Wall St. Rank hold MXE as of Q1 2026.

  • UBS Group held 883 shares of Mexico Equity and Income Fund worth $11.4K as of Q1 2026.
  • UBS Group sold 243 Mexico Equity and Income Fund shares in Q1 2026, an estimated $3.2K.
  • Mexico Equity and Income Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8313 holding.
  • UBS Group first reported a position in Mexico Equity and Income Fund in Q4 2014 and has held it in 43 quarters since.
  • UBS Group's Mexico Equity and Income Fund position peaked at $241K in Q3 2016.
  • 20 funds tracked by Wall St. Rank held Mexico Equity and Income Fund as of Q1 2026.

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