UBS Group’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $29.8M | Sell |
208,492
-84,335
| -29% | -$10.8M | ﹤0.01% | 2273 |
|
|
2026
Q1 | $33M | Sell |
292,827
-59,958
| -17% | -$7.22M | 0.01% | 2072 |
|
|
2025
Q4 | $40.6M | Sell |
352,785
-26,076
| -7% | -$2.95M | 0.01% | 1844 |
|
|
2025
Q3 | $44.8M | Buy |
378,861
+41,946
| +12% | +$4.83M | 0.01% | 1745 |
|
|
2025
Q2 | $35.4M | Sell |
336,915
-105,020
| -24% | -$10.5M | 0.01% | 1824 |
|
|
2025
Q1 | $44.7M | Buy |
441,935
+165,923
| +60% | +$18.3M | 0.01% | 1586 |
|
|
2024
Q4 | $31.2M | Buy |
276,012
+20,729
| +8% | +$2.4M | 0.01% | 1887 |
|
|
2024
Q3 | $26.8M | Buy |
255,283
+36,237
| +17% | +$3.53M | 0.01% | 1599 |
|
|
2024
Q2 | $18.3M | Buy |
219,046
+166,291
| +315% | +$13.6M | ﹤0.01% | 1759 |
|
|
2024
Q1 | $4.59M | Sell |
52,755
-16,903
| -24% | -$1.37M | ﹤0.01% | 3059 |
|
|
2023
Q4 | $5.82M | Buy |
69,658
+8,747
| +14% | +$615K | ﹤0.01% | 2638 |
|
|
2023
Q3 | $3.78M | Buy |
60,911
+40,479
| +198% | +$2.63M | ﹤0.01% | 2852 |
|
|
2023
Q2 | $1.24M | Sell |
20,432
-14,181
| -41% | -$846K | ﹤0.01% | 4025 |
|
|
2023
Q1 | $2M | Buy |
34,613
+6,120
| +21% | +$497K | ﹤0.01% | 3433 |
|
|
2022
Q4 | $2.38M | Buy |
28,493
+20,629
| +262% | +$1.73M | ﹤0.01% | 3224 |
|
|
2022
Q3 | $663K | Sell |
7,864
-8,257
| -51% | -$747K | ﹤0.01% | 4100 |
|
|
2022
Q2 | $1.39M | Sell |
16,121
-11,065
| -41% | -$1M | ﹤0.01% | 3432 |
|
|
2022
Q1 | $2.64M | Sell |
27,186
-153,177
| -85% | -$15.6M | ﹤0.01% | 3162 |
|
|
2021
Q4 | $19.1M | Buy |
180,363
+146,244
| +429% | +$15.1M | 0.01% | 1611 |
|
|
2021
Q3 | $3.3M | Buy |
34,119
+8,517
| +33% | +$777K | ﹤0.01% | 3125 |
|
|
2021
Q2 | $2.38M | Sell |
25,602
-8,545
| -25% | -$812K | ﹤0.01% | 3427 |
|
|
2021
Q1 | $3.15M | Sell |
34,147
-9,803
| -22% | -$810K | ﹤0.01% | 3081 |
|
|
2020
Q4 | $3.03M | Sell |
43,950
-4,647
| -10% | -$298K | ﹤0.01% | 2968 |
|
|
2020
Q3 | $2.38M | Buy |
48,597
+27,719
| +133% | +$1.4M | ﹤0.01% | 2890 |
|
|
2020
Q2 | $1.08M | Sell |
20,878
-4,486
| -18% | -$220K | ﹤0.01% | 3444 |
|
|
2020
Q1 | $1.18M | Sell |
25,364
-57,505
| -69% | -$3.5M | ﹤0.01% | 3221 |
|
|
2019
Q4 | $5.69M | Buy |
82,869
+36,504
| +79% | +$2.42M | ﹤0.01% | 2494 |
|
|
2019
Q3 | $2.99M | Buy |
46,365
+24,787
| +115% | +$1.6M | ﹤0.01% | 2893 |
|
|
2019
Q2 | $1.42M | Buy |
21,578
+15,410
| +250% | +$1.02M | ﹤0.01% | 3445 |
|
|
2019
Q1 | $395K | Sell |
6,168
-22,729
| -79% | -$1.5M | ﹤0.01% | 4198 |
|
|
2018
Q4 | $1.76M | Buy |
28,897
+2,788
| +11% | +$181K | ﹤0.01% | 3154 |
|
|
2018
Q3 | $1.85M | Buy |
26,109
+11,202
| +75% | +$841K | ﹤0.01% | 3284 |
|
|
2018
Q2 | $1.14M | Buy |
14,907
+10,706
| +255% | +$823K | ﹤0.01% | 3675 |
|
|
2018
Q1 | $304K | Sell |
4,201
-7
| -0.2% | -$524 | ﹤0.01% | 4509 |
|
|
2017
Q4 | $303K | Sell |
4,208
-2,265
| -35% | -$166K | ﹤0.01% | 4627 |
|
|
2017
Q3 | $482K | Buy |
6,473
+2,369
| +58% | +$166K | ﹤0.01% | 4242 |
|
|
2017
Q2 | $307K | Sell |
4,104
-5,608
| -58% | -$410K | ﹤0.01% | 4468 |
|
|
2017
Q1 | $732K | Sell |
9,712
-13,596
| -58% | -$1.04M | ﹤0.01% | 3766 |
|
|
2016
Q4 | $1.8M | Buy |
23,308
+19,057
| +448% | +$1.32M | ﹤0.01% | 3011 |
|
|
2016
Q3 | $253K | Sell |
4,251
-1,413
| -25% | -$80.9K | ﹤0.01% | 4384 |
|
|
2016
Q2 | $301K | Sell |
5,664
-142
| -2% | -$7.72K | ﹤0.01% | 4259 |
|
|
2016
Q1 | $300K | Sell |
5,806
-1,098
| -16% | -$52.8K | ﹤0.01% | 4184 |
|
|
2015
Q4 | $321K | Buy |
6,904
+971
| +16% | +$49K | ﹤0.01% | 4299 |
|
|
2015
Q3 | $301K | Sell |
5,933
-10,057
| -63% | -$531K | ﹤0.01% | 4302 |
|
|
2015
Q2 | $912K | Buy |
15,990
+11,397
| +248% | +$613K | ﹤0.01% | 3643 |
|
|
2015
Q1 | $242K | Sell |
4,593
-40
| -0.9% | -$2.08K | ﹤0.01% | 4728 |
|
|
2014
Q4 | $263K | Buy |
+4,633
| New | +$261K | ﹤0.01% | 4780 |
|
Other funds holding UMBF
UB
UBS Group's UMBF Position: Q2 2026 in Review
UBS Group reduced its UMB Financial (UMBF) stake by 29% in Q2 2026, selling an estimated $10.8M and leaving 208,492 shares worth $29.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2273.
UBS Group first reported a position in UMBF in Q4 2014 and has held it in 47 quarters since. The position peaked at $44.8M in Q3 2025. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.
- UBS Group held 208,492 shares of UMB Financial worth $29.8M as of Q2 2026.
- UBS Group sold 84,335 UMB Financial shares in Q2 2026, an estimated $10.8M.
- UMB Financial made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2273 holding.
- UBS Group first reported a position in UMB Financial in Q4 2014 and has held it in 47 quarters since.
- UBS Group's UMB Financial position peaked at $44.8M in Q3 2025.
- 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.