Nisa Investment Advisors
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Nisa Investment Advisors’s UBS Group UBS Stock Holding History

Nisa Investment Advisors’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
Q2 		$79.5K Buy
1,604
+250
+18% +$11.4K ﹤0.01% 1656
2026
Q1 		$52.9K Buy
1,354
+354
+35% +$15.2K ﹤0.01% 1645
2025
Q4 		$46.3K Hold
1,000
– – ﹤0.01% 1641
2025
Q3 		$41K Hold
1,000
– – ﹤0.01% 1686
2025
Q2 		$33.8K Hold
1,000
– – ﹤0.01% 1713
2025
Q1 		$30.6K Hold
1,000
– – ﹤0.01% 1736
2024
Q4 		$30.3K Hold
1,000
– – ﹤0.01% 1806
2024
Q3 		$30.9K Sell
1,000
-400
-29% -$12K ﹤0.01% 1771
2024
Q2 		$41.4K Buy
+1,400
New +$41.6K ﹤0.01% 1720
2017
Q3 		– Sell
-114
Closed -$2K – 1862
2017
Q2 		$2K Sell
114
-446
-80% -$7.25K ﹤0.01% 1823
2017
Q1 		$9K Hold
560
– – ﹤0.01% 1714
2016
Q4 		$9K Hold
560
– – ﹤0.01% 1822
2016
Q3 		$8K Buy
560
+13
+2% +$177 ﹤0.01% 1811
2016
Q2 		$8K Buy
547
+81
+17% +$1.24K ﹤0.01% 1815
2016
Q1 		$7K Buy
+466
New +$7.57K ﹤0.01% 1820

Other funds holding UBS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nisa Investment Advisors's UBS Position: Q2 2026 in Review

Nisa Investment Advisors increased its UBS Group (UBS) stake by 18% in Q2 2026, buying an estimated $11.4K and bringing the position to 1,604 shares worth $79.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Nisa Investment Advisors first reported a position in UBS in Q1 2016 and has held it in 15 quarters since. 461 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Nisa Investment Advisors held 1,604 shares of UBS Group worth $79.5K as of Q2 2026.
  • Nisa Investment Advisors bought 250 UBS Group shares in Q2 2026, an estimated $11.4K.
  • UBS Group made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1656 holding.
  • Nisa Investment Advisors first reported a position in UBS Group in Q1 2016 and has held it in 15 quarters since.
  • 461 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.