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Manning & Napier Group’s UBS Holdings & Trades

First Buy
Q4 2025
Duration Held
2 Quarters
Largest Add
Q4 2025
+175 Shares
Current Position
160 Shares
$5,867 Value

Manning & Napier Group's UBS Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 160 shares of UBS Group AG (UBS) worth $5,867, representing 0.00% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.

Based on recent 13F filings, Manning & Napier Group has initiated a new position in UBS, representing a fresh investment thesis on this company. 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
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 2 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 Q1 2026, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 160 shares of UBS Group AG (UBS), valued at approximately $5,867.

As of the Q1 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.