Northwestern Mutual Wealth Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.13M | Buy |
80,207
+9,665
| +14% | +$414K | ﹤0.01% | 955 |
|
|
2025
Q4 | $3.27M | Buy |
70,542
+4,959
| +8% | +$200K | ﹤0.01% | 902 |
|
|
2025
Q3 | $2.69M | Buy |
65,583
+2,279
| +4% | +$88.5K | ﹤0.01% | 922 |
|
|
2025
Q2 | $2.14M | Buy |
63,304
+8,894
| +16% | +$275K | ﹤0.01% | 924 |
|
|
2025
Q1 | $1.67M | Buy |
54,410
+13,370
| +33% | +$446K | ﹤0.01% | 958 |
|
|
2024
Q4 | $1.24M | Buy |
41,040
+11,204
| +38% | +$355K | ﹤0.01% | 1001 |
|
|
2024
Q3 | $922K | Buy |
29,836
+811
| +3% | +$24.4K | ﹤0.01% | 1090 |
|
|
2024
Q2 | $857K | Buy |
29,025
+3,762
| +15% | +$112K | ﹤0.01% | 1077 |
|
|
2024
Q1 | $776K | Sell |
25,263
-4,606
| -15% | -$136K | ﹤0.01% | 1089 |
|
|
2023
Q4 | $923K | Sell |
29,869
-1,954
| -6% | -$51.4K | ﹤0.01% | 997 |
|
|
2023
Q3 | $784K | Buy |
31,823
+920
| +3% | +$21.5K | ﹤0.01% | 1024 |
|
|
2023
Q2 | $626K | Sell |
30,903
-5,687
| -16% | -$114K | ﹤0.01% | 1082 |
|
|
2023
Q1 | $781K | Sell |
36,590
-22,731
| -38% | -$474K | ﹤0.01% | 981 |
|
|
2022
Q4 | $1.11M | Sell |
59,321
-1,622
| -3% | -$27.6K | ﹤0.01% | 839 |
|
|
2022
Q3 | $884K | Sell |
60,943
-227,117
| -79% | -$3.64M | ﹤0.01% | 863 |
|
|
2022
Q2 | $4.67M | Buy |
288,060
+10,687
| +4% | +$187K | 0.01% | 432 |
|
|
2022
Q1 | $5.42M | Buy |
277,373
+261,002
| +1,594% | +$4.94M | 0.01% | 414 |
|
|
2021
Q4 | $293K | Buy |
16,371
+1,629
| +11% | +$28.7K | ﹤0.01% | 1289 |
|
|
2021
Q3 | $235K | Buy |
14,742
+3,359
| +30% | +$54.4K | ﹤0.01% | 1294 |
|
|
2021
Q2 | $174K | Sell |
11,383
-266,962
| -96% | -$4.22M | ﹤0.01% | 1368 |
|
|
2021
Q1 | $4.32M | Buy |
278,345
+5,516
| +2% | +$84.8K | 0.01% | 367 |
|
|
2020
Q4 | $3.85M | Buy |
272,829
+266,380
| +4,131% | +$3.53M | 0.01% | 363 |
|
|
2020
Q3 | $72K | Sell |
6,449
-695
| -10% | -$8.33K | ﹤0.01% | 1392 |
|
|
2020
Q2 | $82K | Buy |
7,144
+2,986
| +72% | +$30.8K | ﹤0.01% | 1286 |
|
|
2020
Q1 | $38K | Sell |
4,158
-1,745
| -30% | -$20.1K | ﹤0.01% | 1496 |
|
|
2019
Q4 | $74K | Buy |
5,903
+210
| +4% | +$2.5K | ﹤0.01% | 1307 |
|
|
2019
Q3 | $64K | Sell |
5,693
-1,202
| -17% | -$13.5K | ﹤0.01% | 1334 |
|
|
2019
Q2 | $81K | Sell |
6,895
-1,807
| -21% | -$22.1K | ﹤0.01% | 1214 |
|
|
2019
Q1 | $105K | Buy |
8,702
+4,386
| +102% | +$55.6K | ﹤0.01% | 1079 |
|
|
2018
Q4 | $53K | Sell |
4,316
-6,799
| -61% | -$92.2K | ﹤0.01% | 1230 |
|
|
2018
Q3 | $175K | Sell |
11,115
-2,969
| -21% | -$46.7K | ﹤0.01% | 844 |
|
|
2018
Q2 | $216K | Buy |
14,084
+2,857
| +25% | +$46.5K | ﹤0.01% | 751 |
|
|
2018
Q1 | $198K | Sell |
11,227
-2,409
| -18% | -$45.8K | ﹤0.01% | 745 |
|
|
2017
Q4 | $251K | Sell |
13,636
-457
| -3% | -$7.94K | ﹤0.01% | 660 |
|
|
2017
Q3 | $242K | Buy |
14,093
+3,625
| +35% | +$62K | ﹤0.01% | 639 |
|
|
2017
Q2 | $178K | Buy |
10,468
+2,809
| +37% | +$45.7K | ﹤0.01% | 705 |
|
|
2017
Q1 | $122K | Sell |
7,659
-1,836
| -19% | -$29.5K | ﹤0.01% | 772 |
|
|
2016
Q4 | $149K | Buy |
+9,495
| New | +$143K | ﹤0.01% | 711 |
|
|
2016
Q3 | – | Sell |
-11,646
| Closed | -$150K | – | 1443 |
|
|
2016
Q2 | $150K | Buy |
11,646
+3,182
| +38% | +$48.6K | ﹤0.01% | 633 |
|
|
2016
Q1 | $135K | Sell |
8,464
-203,879
| -96% | -$3.31M | ﹤0.01% | 636 |
|
|
2015
Q4 | $4.11M | Buy |
212,343
+210,914
| +14,760% | +$4.12M | 0.08% | 166 |
|
|
2015
Q3 | $26K | Buy |
+1,429
| New | +$30.3K | ﹤0.01% | 853 |
|
|
2015
Q1 | – | Sell |
-168
| Closed | -$3K | – | 1818 |
|
|
2014
Q4 | $3K | Buy |
+168
| New | +$2.88K | ﹤0.01% | 1439 |
|
Other funds holding UBS
VCM
CCI
Northwestern Mutual Wealth Management's UBS Position: Q1 2026 in Review
Northwestern Mutual Wealth Management increased its UBS Group (UBS) stake by 14% in Q1 2026, buying an estimated $414K and bringing the position to 80,207 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #955.
Northwestern Mutual Wealth Management first reported a position in UBS in Q4 2014 and has held it in 43 quarters since. The position peaked at $5.42M in Q1 2022. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.
- Northwestern Mutual Wealth Management held 80,207 shares of UBS Group worth $3.13M as of Q1 2026.
- Northwestern Mutual Wealth Management bought 9,665 UBS Group shares in Q1 2026, an estimated $414K.
- UBS Group made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #955 holding.
- Northwestern Mutual Wealth Management first reported a position in UBS Group in Q4 2014 and has held it in 43 quarters since.
- Northwestern Mutual Wealth Management's UBS Group position peaked at $5.42M in Q1 2022.
- 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.