Amerant Bancorp Inc.
US ˙ NYSE ˙ US0235761014

SecurityAMTB / Amerant Bancorp Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership875,721 shares
Latest Disclosed Value $ 19,300,891
UBS Group AG reports 568.84% increase in ownership of AMTB / Amerant Bancorp Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 875,721 shares of Amerant Bancorp Inc. (US:AMTB) valued at $19,300,891 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 130,932 shares of Amerant Bancorp Inc.. This represents a change in shares of 568.84% during the quarter. The current value of the position is $19,948,924 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F AMERANT BANCORP CL A 023576101 875,721 744,789 568.84 19,301 655.68 0.0005
2026-01-29 2025-12-31 13F AMERANT BANCORP CL A 023576101 130,932 33,935 34.99 2,554 36.65 0.0004
2025-11-13 2025-09-30 13F AMERANT BANCORP CL A 023576101 96,997 15,530 19.06 1,869 25.86 0.0003
2025-08-14 2025-06-30 13F AMERANT BANCORP CL A 023576101 81,467 -7,115 -8.03 1,485 -18.76 0.0003
2025-05-13 2025-03-31 13F AMERANT BANCORP CL A 023576101 88,582 39,853 81.78 1,828 67.40 0.0003
2025-02-14 2024-12-31 13F AMERANT BANCORP CL A 023576101 48,729 22,687 87.12 1,092 96.40 0.0002
2024-11-14 2024-09-30 13F AMERANT BANCORP CL A 023576101 26,042 11,483 78.87 557 68.48 0.0001
2024-08-14 2024-06-30 13F AMERANT BANCORP CL A 023576101 14,559 -15,777 -52.01 330 -53.26 0.0001
2024-05-13 2024-03-31 13F AMERANT BANCORP CL A 023576101 30,336 -5,238 -14.72 707 -19.22 0.0002
2024-02-09 2023-12-31 13F AMERANT BANCORP CL A 023576101 35,574 17,263 94.28 874 173.98 0.0003
2023-11-09 2023-09-30 13F AMERANT BANCORP CL A 023576101 18,311 3,885 26.93 319 29.15 0.0001
2023-08-11 2023-06-30 13F AMERANT BANCORP CL A 023576101 14,426 996 7.42 248 -15.41 0.0001
2023-05-12 2023-03-31 13F AMERANT BANCORP CL A 023576101 13,430 2,142 18.98 292 -3.31 0.0001
2023-02-08 2022-12-31 13F AMERANT BANCORP CL A 023576101 11,288 5,589 98.07 303 114.18 0.0001
2022-11-10 2022-09-30 13F AMERANT BANCORP CL A 023576101 5,699 -478 -7.74 141 -18.97 0.0001
2022-08-10 2022-06-30 13F AMERANT BANCORP CL A 023576101 6,177 -702 -10.20 174 -19.82 0.0001
2022-05-16 2022-03-31 13F AMERANT BANCORP CL A 023576101 6,879 -4,317 -38.56 217 -43.93 0.0001
2022-02-14 2021-12-31 13F AMERANT BANCORP CL A 023576101 11,196 10,778 2,578.47 387 3,770.00 0.0001
2021-11-15 2021-09-30 13F AMERANT BANCORP CL A 023576101 418 -1,089 -72.26 10 -65.52 0.0000
2021-11-15 2021-09-30 13F AMERANT BANCORP CL B 023576200 288 226 7 0.0000
2021-08-13 2021-06-30 13F AMERANT BANCORP CL B 023576200 1,507 1,468 3,764.10 29 2,800.00 0.0000
2021-08-13 2021-06-30 13F AMERANT BANCORP CL A 023576101 62 -6,356 1 0.0000
2021-05-12 2021-03-31 13F AMERANT BANCORP CL B 023576200 39 -61 -61.00 1 0.00 0.0000
2021-05-12 2021-03-31 13F AMERANT BANCORP CL A 023576101 6,418 257 119 0.0000
2021-02-11 2020-12-31 13F AMERANT BANCORP CL B 023576200 100 -919 -90.19 1 -87.50 0.0000
2021-02-11 2020-12-31 13F AMERANT BANCORP CL A 023576101 6,161 1,656 94 0.0000
2020-11-12 2020-09-30 13F AMERANT BANCORP CL B 023576200 1,019 -9,283 -90.11 8 -94.84 0.0000
2020-11-12 2020-09-30 13F AMERANT BANCORP CL A 023576101 4,505 -5,797 42 0.0000
2020-07-31 2020-06-30 13F AMERANT BANCORP CL A 023576101 10,302 8,860 614.42 155 1,092.31 0.0001
2020-05-01 2020-03-31 13F AMERANT BANCORP CL B 023576200 1,442 699 94.08 13 8.33 0.0000
2020-05-01 2020-03-31 13F AMERANT BANCORP CL A 023576101 11,217 -11,760 173 0.0001
2020-02-14 2019-12-31 13F AMERANT BANCORP CL B 023576200 743 48 6.91 12 9.09 0.0000
2020-02-14 2019-12-31 13F AMERANT BANCORP CL A 023576101 22,977 7,902 501 0.0002
2019-11-14 2019-09-30 13F AMERANT BANCORP CL B 023576200 695 -548 -44.09 11 -38.89 0.0000
2019-11-14 2019-09-30 13F AMERANT BANCORP CL A 023576101 15,075 10,656 316 0.0001
2019-08-14 2019-06-30 13F AMERANT BANCORP CL B 023576200 1,243 1,243 18 0.0000
2019-08-14 2019-06-30 13F AMERANT BANCORP CL A 023576101 4,419 4,419 87 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.