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Manning & Napier Group’s UBS Holdings & Trades

First Buy
Q4 2025
Duration Held
3 Quarters
Largest Add
Q4 2025
+175 Shares
Current Position
162 Shares
$8,017 Value

Manning & Napier Group's UBS Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 162 shares of UBS Group AG (UBS) worth $8,017, representing 0.00% of the portfolio. First purchased in 2025-Q4, this short-term holding has been held for 3 quarters.

Based on 13F filings, Manning & Napier Group has maintained this position in UBS for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 2 shares. Largest reduction occurred in Q1 2026, reducing 15 shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group's UBS Group (UBS) Holding Value Over Time

Track share changes against reported price movement

Quarterly UBS Group (UBS) Trades by Manning & Napier Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2026 +2 Add 1.25% 162 $49.49
Q1 2026 -15 Reduce 8.57% 160 $36.67
Q4 2025 +175 New Buy 175 $46.52

Manning & Napier Group's UBS Group Investment FAQs

Manning & Napier Group first purchased UBS Group AG (UBS) in Q4 2025, acquiring 175 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held UBS Group AG (UBS) for 3 quarters since Q4 2025.

Manning & Napier Group's largest addition to UBS Group AG (UBS) was in Q4 2025, adding 175 shares worth $8,141.

According to the latest 13F filing for Q2 2026, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 162 shares of UBS Group AG (UBS), valued at approximately $8,017.

As of the Q2 2026 filing, UBS Group AG (UBS) represents approximately 0.00% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.

Manning & Napier Group's peak holding in UBS Group AG (UBS) was 175 shares, as reported at the end of Q4 2025.