UBS Group
TMP icon

UBS Group’s Tompkins Financial TMP Stock Holding History

UBS Group’s Portfolio TMP Stock Details TMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.82M Buy
48,442
+5,225
+12% +$406K ﹤0.01% 4347
2025
Q4 		$3.13M Sell
43,217
-5,348
-11% -$367K ﹤0.01% 4517
2025
Q3 		$3.22M Buy
48,565
+2,860
+6% +$192K ﹤0.01% 4490
2025
Q2 		$2.87M Sell
45,705
-10,369
-18% -$631K ﹤0.01% 4441
2025
Q1 		$3.53M Buy
56,074
+10,349
+23% +$693K ﹤0.01% 4150
2024
Q4 		$3.1M Buy
45,725
+8,220
+22% +$570K ﹤0.01% 4295
2024
Q3 		$2.17M Buy
37,505
+2,892
+8% +$165K ﹤0.01% 3907
2024
Q2 		$1.69M Sell
34,613
-2,536
-7% -$117K ﹤0.01% 3943
2024
Q1 		$1.87M Sell
37,149
-776
-2% -$39.4K ﹤0.01% 4018
2023
Q4 		$2.28M Buy
37,925
+10,877
+40% +$591K ﹤0.01% 3665
2023
Q3 		$1.33M Sell
27,048
-6,847
-20% -$371K ﹤0.01% 3842
2023
Q2 		$1.89M Buy
33,895
+4,722
+16% +$271K ﹤0.01% 3584
2023
Q1 		$1.93M Buy
29,173
+5,102
+21% +$375K ﹤0.01% 3471
2022
Q4 		$1.87M Buy
24,071
+3,284
+16% +$262K ﹤0.01% 3455
2022
Q3 		$1.51M Buy
20,787
+4,189
+25% +$313K ﹤0.01% 3407
2022
Q2 		$1.2M Sell
16,598
-2,655
-14% -$197K ﹤0.01% 3587
2022
Q1 		$1.51M Sell
19,253
-1,277
-6% -$103K ﹤0.01% 3709
2021
Q4 		$1.72M Buy
20,530
+6,687
+48% +$549K ﹤0.01% 3875
2021
Q3 		$1.12M Sell
13,843
-6,823
-33% -$529K ﹤0.01% 4099
2021
Q2 		$1.6M Buy
20,666
+2,381
+13% +$192K ﹤0.01% 3773
2021
Q1 		$1.51M Sell
18,285
-1,601
-8% -$126K ﹤0.01% 3844
2020
Q4 		$1.4M Buy
19,886
+3,712
+23% +$235K ﹤0.01% 3731
2020
Q3 		$919K Sell
16,174
-1,272
-7% -$80.9K ﹤0.01% 3703
2020
Q2 		$1.13M Sell
17,446
-10,478
-38% -$684K ﹤0.01% 3406
2020
Q1 		$2M Sell
27,924
-19,468
-41% -$1.61M ﹤0.01% 2761
2019
Q4 		$4.34M Buy
47,392
+27,278
+136% +$2.36M ﹤0.01% 2732
2019
Q3 		$1.63M Buy
20,114
+8,187
+69% +$655K ﹤0.01% 3508
2019
Q2 		$973K Buy
11,927
+3,884
+48% +$308K ﹤0.01% 3771
2019
Q1 		$612K Sell
8,043
-5,386
-40% -$418K ﹤0.01% 3928
2018
Q4 		$1.01M Buy
13,429
+1,467
+12% +$112K ﹤0.01% 3686
2018
Q3 		$971K Buy
11,962
+1,779
+17% +$154K ﹤0.01% 3875
2018
Q2 		$874K Buy
10,183
+2,057
+25% +$169K ﹤0.01% 3887
2018
Q1 		$616K Buy
8,126
+80
+1% +$6.43K ﹤0.01% 4070
2017
Q4 		$655K Sell
8,046
-920
-10% -$78.1K ﹤0.01% 4098
2017
Q3 		$772K Buy
8,966
+1,374
+18% +$107K ﹤0.01% 3900
2017
Q2 		$598K Buy
7,592
+828
+12% +$66.7K ﹤0.01% 3994
2017
Q1 		$544K Sell
6,764
-2,075
-23% -$182K ﹤0.01% 3978
2016
Q4 		$835K Buy
8,839
+1,714
+24% +$144K ﹤0.01% 3696
2016
Q3 		$544K Buy
7,125
+253
+4% +$18.1K ﹤0.01% 3868
2016
Q2 		$447K Sell
6,872
-1,017
-13% -$66.7K ﹤0.01% 3981
2016
Q1 		$504K Buy
7,889
+1,286
+19% +$73.3K ﹤0.01% 3774
2015
Q4 		$371K Sell
6,603
-3,926
-37% -$226K ﹤0.01% 4183
2015
Q3 		$562K Buy
10,529
+2,209
+27% +$118K ﹤0.01% 3804
2015
Q2 		$447K Buy
8,320
+4,309
+107% +$228K ﹤0.01% 4221
2015
Q1 		$216K Sell
4,011
-29
-0.7% -$1.53K ﹤0.01% 4817
2014
Q4 		$223K Buy
+4,040
New +$199K ﹤0.01% 4939

Other funds holding TMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

UBS Group's TMP Position: Q1 2026 in Review

UBS Group increased its Tompkins Financial (TMP) stake by 12% in Q1 2026, buying an estimated $406K and bringing the position to 48,442 shares worth $3.82M. The position accounts for ﹤0.01% of the portfolio, ranked #4347.

UBS Group first reported a position in TMP in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.34M in Q4 2019. 206 funds tracked by Wall St. Rank hold TMP as of Q1 2026.

  • UBS Group held 48,442 shares of Tompkins Financial worth $3.82M as of Q1 2026.
  • UBS Group bought 5,225 Tompkins Financial shares in Q1 2026, an estimated $406K.
  • Tompkins Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4347 holding.
  • UBS Group first reported a position in Tompkins Financial in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Tompkins Financial position peaked at $4.34M in Q4 2019.
  • 206 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2026.

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