MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

UBS Group AG's Holding History (CIK: 0001610520)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 295,347 Value ($000) $64,182 Avg Close $216.57 Range $202.89 - $233.46

Q3 2025

Shares 156,742 Value ($000) $36,366 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 57,707 Value ($000) $18,116 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

Shares 105,250 Value ($000) $31,561 Avg Close $314.89 Range $278.64 - $338.50

Q4 2024

Shares 107,885 Value ($000) $36,331 Avg Close $341.38 Range $312.59 - $365.00

Q3 2024

Shares 17,764 Value ($000) $5,669 Avg Close $310.75 Range $294.45 - $330.22

Q2 2024

Shares 11,168 Value ($000) $3,304 Avg Close $295.99 Range $281.37 - $316.06

Q1 2024

Shares 19,446 Value ($000) $5,997 Avg Close $288.05 Range $269.51 - $316.05

Q4 2023

Shares 11,303 Value ($000) $3,235 Avg Close $260.56 Range $219.45 - $289.17

Q3 2023

Shares 2,647 Value ($000) $620 Avg Close $225.76 Range $188.97 - $257.28

Q2 2023

Shares 8,987 Value ($000) $1,762 Avg Close $198.02 Range $163.28 - $210.95

Q1 2023

Shares 6,659 Value ($000) $1,352 Avg Close $219.87 Range $180.99 - $259.28

Q4 2022

Shares 3,596 Value ($000) $779 Avg Close $227.96 Range $207.11 - $252.04

Q3 2022

Shares 6,295 Value ($000) $1,337 Avg Close $237.81 Range $208.48 - $261.16

Q2 2022

Shares 13,959 Value ($000) $3,376 Avg Close $252.01 Range $218.25 - $293.64

Q1 2022

Shares 11,240 Value ($000) $3,072 Avg Close $282.62 Range $251.56 - $343.54

Q4 2021

Shares 16,526 Value ($000) $5,652 Avg Close $309.54 Range $253.81 - $350.21

Q3 2021

Shares 7,225 Value ($000) $1,872 Avg Close $262.72 Range $242.31 - $288.54

Q2 2021

Shares 11,813 Value ($000) $3,037 Avg Close $242.63 Range $224.56 - $270.08

Q1 2021

Shares 9,386 Value ($000) $2,112 Avg Close $234.34 Range $213.55 - $255.75

Q4 2020

Shares 18,931 Value ($000) $4,384 Avg Close $198.64 Range $159.23 - $232.06

Q3 2020

Shares 32,660 Value ($000) $5,245 Avg Close $157.98 Range $140.37 - $178.57

Q2 2020

Shares 28,946 Value ($000) $4,081 Avg Close $141.17 Range $109.25 - $165.19

Q1 2020

Shares 8,165 Value ($000) $949 Avg Close $144.90 Range $102.59 - $166.59

Q4 2019

Shares 13,938 Value ($000) $2,109 Avg Close $153.53 Range $141.94 - $163.94

Q3 2019

Shares 12,473 Value ($000) $1,823 Avg Close $153.95 Range $144.37 - $162.53

Q2 2019

Shares 13,711 Value ($000) $1,983 Avg Close $138.03 Range $126.26 - $149.70

Q1 2019

Shares 15,229 Value ($000) $1,919 Avg Close $120.22 Range $99.67 - $129.99

Q4 2018

Shares 12,201 Value ($000) $1,340 Avg Close $117.21 Range $104.56 - $133.74

Q3 2018

Shares 9,789 Value ($000) $1,233 Avg Close $134.79 Range $125.47 - $144.34

Q2 2018

Shares 11,594 Value ($000) $1,487 Avg Close $114.36 Range $93.30 - $134.95

Q1 2018

Shares 20,852 Value ($000) $1,991 Avg Close $96.16 Range $90.00 - $103.46

Q4 2017

Shares 21,661 Value ($000) $2,100 Avg Close $90.03 Range $82.64 - $99.11

Q3 2017

Shares 69,590 Value ($000) $5,915 Avg Close $81.52 Range $77.46 - $85.58

Q2 2017

Shares 66,464 Value ($000) $5,207 Avg Close $75.47 Range $68.43 - $79.55

Q1 2017

Shares 12,100 Value ($000) $951 Avg Close $77.78 Range $72.85 - $81.97

Q4 2016

Shares 18,951 Value ($000) $1,394 Avg Close $73.51 Range $67.74 - $79.30

Q3 2016

Shares 13,977 Value ($000) $1,108 Avg Close $82.20 Range $73.84 - $85.49

Q2 2016

Shares 11,390 Value ($000) $932 Avg Close $83.58 Range $76.57 - $89.44

Q1 2016

Shares 9,348 Value ($000) $825 Avg Close $79.71 Range $74.78 - $88.66

Q4 2015

Shares 29,601 Value ($000) $2,380 Avg Close $81.02 Range $77.61 - $84.99

Q3 2015

Shares 8,474 Value ($000) $680 Avg Close $81.64 Range $76.60 - $86.88

Q2 2015

Shares 14,866 Value ($000) $1,183 Avg Close $76.58 Range $71.89 - $80.93

Q1 2015

Shares 75,183 Value ($000) $5,632 Avg Close $70.94 Range $62.14 - $78.51

Q4 2014

Shares 72,815 Value ($000) $4,712 Avg Close $66.23 Range $61.03 - $71.08

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	295,347	$64,182	$216.57	$202.89 - $233.46
Q3 2025	156,742	$36,366	$266.56	$230.09 - $313.40
Q2 2025	57,707	$18,116	$296.03	$250.34 - $316.71
Q1 2025	105,250	$31,561	$314.89	$278.64 - $338.50
Q4 2024	107,885	$36,331	$341.38	$312.59 - $365.00
Q3 2024	17,764	$5,669	$310.75	$294.45 - $330.22
Q2 2024	11,168	$3,304	$295.99	$281.37 - $316.06
Q1 2024	19,446	$5,997	$288.05	$269.51 - $316.05
Q4 2023	11,303	$3,235	$260.56	$219.45 - $289.17
Q3 2023	2,647	$620	$225.76	$188.97 - $257.28
Q2 2023	8,987	$1,762	$198.02	$163.28 - $210.95
Q1 2023	6,659	$1,352	$219.87	$180.99 - $259.28
Q4 2022	3,596	$779	$227.96	$207.11 - $252.04
Q3 2022	6,295	$1,337	$237.81	$208.48 - $261.16
Q2 2022	13,959	$3,376	$252.01	$218.25 - $293.64
Q1 2022	11,240	$3,072	$282.62	$251.56 - $343.54
Q4 2021	16,526	$5,652	$309.54	$253.81 - $350.21
Q3 2021	7,225	$1,872	$262.72	$242.31 - $288.54
Q2 2021	11,813	$3,037	$242.63	$224.56 - $270.08
Q1 2021	9,386	$2,112	$234.34	$213.55 - $255.75
Q4 2020	18,931	$4,384	$198.64	$159.23 - $232.06
Q3 2020	32,660	$5,245	$157.98	$140.37 - $178.57
Q2 2020	28,946	$4,081	$141.17	$109.25 - $165.19
Q1 2020	8,165	$949	$144.90	$102.59 - $166.59
Q4 2019	13,938	$2,109	$153.53	$141.94 - $163.94
Q3 2019	12,473	$1,823	$153.95	$144.37 - $162.53
Q2 2019	13,711	$1,983	$138.03	$126.26 - $149.70
Q1 2019	15,229	$1,919	$120.22	$99.67 - $129.99
Q4 2018	12,201	$1,340	$117.21	$104.56 - $133.74
Q3 2018	9,789	$1,233	$134.79	$125.47 - $144.34
Q2 2018	11,594	$1,487	$114.36	$93.30 - $134.95
Q1 2018	20,852	$1,991	$96.16	$90.00 - $103.46
Q4 2017	21,661	$2,100	$90.03	$82.64 - $99.11
Q3 2017	69,590	$5,915	$81.52	$77.46 - $85.58
Q2 2017	66,464	$5,207	$75.47	$68.43 - $79.55
Q1 2017	12,100	$951	$77.78	$72.85 - $81.97
Q4 2016	18,951	$1,394	$73.51	$67.74 - $79.30
Q3 2016	13,977	$1,108	$82.20	$73.84 - $85.49
Q2 2016	11,390	$932	$83.58	$76.57 - $89.44
Q1 2016	9,348	$825	$79.71	$74.78 - $88.66
Q4 2015	29,601	$2,380	$81.02	$77.61 - $84.99
Q3 2015	8,474	$680	$81.64	$76.60 - $86.88
Q2 2015	14,866	$1,183	$76.58	$71.89 - $80.93
Q1 2015	75,183	$5,632	$70.94	$62.14 - $78.51
Q4 2014	72,815	$4,712	$66.23	$61.03 - $71.08