UB
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UMB Bank’s UBS Group UBS Stock Holding History

UMB Bank’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$173K Sell
3,493
-4
-0.1% -$182 ﹤0.01% 788
2026
Q1 		$137K Sell
3,497
-331
-9% -$14.2K ﹤0.01% 832
2025
Q4 		$177K Sell
3,828
-77
-2% -$3.11K ﹤0.01% 709
2025
Q3 		$160K Buy
3,905
+324
+9% +$12.6K ﹤0.01% 684
2025
Q2 		$121K Sell
3,581
-465
-11% -$14.4K ﹤0.01% 763
2025
Q1 		$124K Buy
4,046
+335
+9% +$11.2K ﹤0.01% 695
2024
Q4 		$113K Buy
3,711
+203
+6% +$6.43K ﹤0.01% 669
2024
Q3 		$108K Sell
3,508
-1,198
-25% -$36K ﹤0.01% 683
2024
Q2 		$139K Buy
4,706
+263
+6% +$7.82K ﹤0.01% 625
2024
Q1 		$136K Buy
4,443
+1,806
+68% +$53.4K ﹤0.01% 639
2023
Q4 		$81.5K Sell
2,637
-211
-7% -$5.55K ﹤0.01% 744
2023
Q3 		$70.2K Buy
2,848
+589
+26% +$13.8K ﹤0.01% 757
2023
Q2 		$45.8K Buy
2,259
+21
+0.9% +$422 ﹤0.01% 867
2023
Q1 		$47.8K Buy
2,238
+1,222
+120% +$25.5K ﹤0.01% 850
2022
Q4 		$19K Hold
1,016
– – ﹤0.01% 1129
2022
Q3 		$15K Sell
1,016
-1,455
-59% -$23.3K ﹤0.01% 1203
2022
Q2 		$40K Sell
2,471
-1,492
-38% -$26.2K ﹤0.01% 978
2022
Q1 		$77K Hold
3,963
– – ﹤0.01% 831
2021
Q4 		$71K Buy
+3,963
New +$69.8K ﹤0.01% 891

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

UMB Bank's UBS Position: Q2 2026 in Review

UMB Bank reduced its UBS Group (UBS) stake by 0.11% in Q2 2026, selling an estimated $182 and leaving 3,493 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

UMB Bank first reported a position in UBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $177K in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • UMB Bank held 3,493 shares of UBS Group worth $173K as of Q2 2026.
  • UMB Bank sold 4 UBS Group shares in Q2 2026, an estimated $182.
  • UBS Group made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #788 holding.
  • UMB Bank first reported a position in UBS Group in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's UBS Group position peaked at $177K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.