Neuberger Berman Group
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Neuberger Berman Group’s UBS Group UBS Stock Holding History

Neuberger Berman Group’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
Q1 		$11.4M Buy
295,357
+89,419
+43% +$3.83M 0.01% 785
2025
Q4 		$9.57M Buy
205,938
+14,719
+8% +$595K 0.01% 815
2025
Q3 		$7.83M Buy
191,219
+9,309
+5% +$362K 0.01% 859
2025
Q2 		$6.14M Buy
181,910
+23,627
+15% +$731K ﹤0.01% 911
2025
Q1 		$4.83M Sell
158,283
-24,072
-13% -$803K ﹤0.01% 937
2024
Q4 		$5.55M Sell
182,355
-504
-0.3% -$16K ﹤0.01% 934
2024
Q3 		$5.65M Sell
182,859
-513,717
-74% -$15.4M ﹤0.01% 919
2024
Q2 		$20.6M Buy
696,576
+461,083
+196% +$13.7M 0.02% 630
2024
Q1 		$7.25M Buy
235,493
+995
+0.4% +$29.4K 0.01% 855
2023
Q4 		$7.26M Buy
234,498
+56,098
+31% +$1.48M 0.01% 829
2023
Q3 		$4.41M Buy
178,400
+4,387
+3% +$102K ﹤0.01% 914
2023
Q2 		$3.52M Sell
174,013
-223,262
-56% -$4.49M ﹤0.01% 970
2023
Q1 		$8.41M Sell
397,275
-2,393,711
-86% -$49.9M 0.01% 780
2022
Q4 		$52M Sell
2,790,986
-841,309
-23% -$14.3M 0.05% 404
2022
Q3 		$53.4M Sell
3,632,295
-598,532
-14% -$9.58M 0.06% 402
2022
Q2 		$68.1M Buy
4,230,827
+166,152
+4% +$2.91M 0.07% 351
2022
Q1 		$80M Sell
4,064,675
-1,588,948
-28% -$30.1M 0.07% 361
2021
Q4 		$101M Sell
5,653,623
-80,828
-1% -$1.42M 0.08% 320
2021
Q3 		$91.4M Sell
5,734,451
-54,908
-0.9% -$889K 0.08% 323
2021
Q2 		$88.3M Buy
5,789,359
+120,846
+2% +$1.91M 0.08% 333
2021
Q1 		$88.1M Buy
5,668,513
+715,300
+14% +$11M 0.08% 321
2020
Q4 		$69.9M Sell
4,953,213
-170,055
-3% -$2.25M 0.07% 340
2020
Q3 		$57.4M Sell
5,123,268
-850,928
-14% -$10.2M 0.07% 341
2020
Q2 		$68.7M Sell
5,974,196
-136,285
-2% -$1.4M 0.09% 304
2020
Q1 		$57.1M Sell
6,110,481
-206,194
-3% -$2.38M 0.09% 301
2019
Q4 		$79.7M Sell
6,316,675
-54,849
-0.9% -$652K 0.09% 299
2019
Q3 		$72.4M Sell
6,371,524
-55,855
-0.9% -$629K 0.09% 313
2019
Q2 		$76.4M Sell
6,427,379
-22,440
-0.3% -$275K 0.09% 308
2019
Q1 		$78.1M Buy
6,449,819
+1,117,057
+21% +$14.1M 0.1% 299
2018
Q4 		$66.2M Sell
5,332,762
-140,301
-3% -$1.9M 0.09% 306
2018
Q3 		$86.8M Sell
5,473,063
-132,763
-2% -$2.09M 0.1% 292
2018
Q2 		$86.4M Buy
5,605,826
+895,462
+19% +$14.6M 0.1% 290
2018
Q1 		$82.6M Buy
4,710,364
+73,076
+2% +$1.39M 0.09% 293
2017
Q4 		$85.3M Buy
4,637,288
+4,120,405
+797% +$71.6M 0.1% 300
2017
Q3 		$8.87M Buy
516,883
+20,225
+4% +$346K 0.01% 770
2017
Q2 		$8.43M Sell
496,658
-5,595
-1% -$91K 0.01% 780
2017
Q1 		$8.01M Sell
502,253
-44,058
-8% -$709K 0.01% 782
2016
Q4 		$8.56M Sell
546,311
-92,794
-15% -$1.4M 0.01% 771
2016
Q3 		$8.71M Sell
639,105
-239,695
-27% -$3.26M 0.01% 759
2016
Q2 		$11.4M Sell
878,800
-882,563
-50% -$13.5M 0.02% 716
2016
Q1 		$28.2M Sell
1,761,363
-757,574
-30% -$12.3M 0.04% 502
2015
Q4 		$48.8M Buy
2,518,937
+185,659
+8% +$3.62M 0.06% 380
2015
Q3 		$43.2M Buy
2,333,278
+641,415
+38% +$13.6M 0.06% 412
2015
Q2 		$35.9M Buy
1,691,863
+991,831
+142% +$20.7M 0.04% 515
2015
Q1 		$13.1M Buy
700,032
+125,324
+22% +$2.18M 0.01% 784
2014
Q4 		$9.8M Buy
+574,708
New +$9.84M 0.01% 830

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Neuberger Berman Group's UBS Position: Q1 2026 in Review

Neuberger Berman Group increased its UBS Group (UBS) stake by 43% in Q1 2026, buying an estimated $3.83M and bringing the position to 295,357 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #785.

Neuberger Berman Group first reported a position in UBS in Q4 2014 and has held it in 46 quarters since. The position peaked at $101M in Q4 2021. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Neuberger Berman Group held 295,357 shares of UBS Group worth $11.4M as of Q1 2026.
  • Neuberger Berman Group bought 89,419 UBS Group shares in Q1 2026, an estimated $3.83M.
  • UBS Group made up 0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #785 holding.
  • Neuberger Berman Group first reported a position in UBS Group in Q4 2014 and has held it in 46 quarters since.
  • Neuberger Berman Group's UBS Group position peaked at $101M in Q4 2021.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.