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Nuveen’s UBS Group UBS Stock Holding History

Nuveen’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 		$432M Sell
11,227,404
-180,782
-2% -$7.74M 0.12% 142
2025
Q4 		$531M Buy
11,408,186
+712,516
+7% +$28.8M 0.14% 127
2025
Q3 		$437M Sell
10,695,670
-700,523
-6% -$27.2M 0.12% 150
2025
Q2 		$385M Sell
11,396,193
-48,926
-0.4% -$1.51M 0.11% 160
2025
Q1 		$348M Sell
11,445,119
-446,851
-4% -$14.9M 0.11% 175
2024
Q4 		$363M Buy
11,891,970
+816,082
+7% +$25.9M 0.1% 167
2024
Q3 		$342M Sell
11,075,888
-1,224,833
-10% -$36.8M 0.1% 179
2024
Q2 		$362M Sell
12,300,721
-2,018,262
-14% -$60M 0.11% 153
2024
Q1 		$441M Buy
14,318,983
+2,227,442
+18% +$65.8M 0.13% 139
2023
Q4 		$375M Buy
12,091,541
+11,736,501
+3,306% +$309M 0.12% 150
2023
Q3 		$8.75M Buy
355,040
+3,084
+0.9% +$72K ﹤0.01% 1565
2023
Q2 		$7.13M Buy
351,956
+3,666
+1% +$73.7K ﹤0.01% 1713
2023
Q1 		$7.43M Buy
348,290
+225,651
+184% +$4.71M ﹤0.01% 1659
2022
Q4 		$2.29M Sell
122,639
-4,799
-4% -$81.6K ﹤0.01% 2329
2022
Q3 		$1.85M Hold
127,438
– – ﹤0.01% 2433
2022
Q2 		$2.07M Sell
127,438
-2,079,057
-94% -$36.4M ﹤0.01% 2422
2022
Q1 		$41.4M Buy
2,206,495
+1,565,545
+244% +$29.6M 0.01% 725
2021
Q4 		$11.5M Sell
640,950
-9,939
-2% -$175K ﹤0.01% 1608
2021
Q3 		$10.4M Sell
650,889
-16,352
-2% -$265K ﹤0.01% 1753
2021
Q2 		$10.2M Sell
667,241
-24,652
-4% -$389K ﹤0.01% 1847
2021
Q1 		$10.7M Sell
691,893
-1,307,105
-65% -$20.1M ﹤0.01% 1747
2020
Q4 		$28.2M Buy
+1,998,998
New +$26.5M 0.01% 1017
2017
Q2 		– Sell
-284,497
Closed -$4.54M – 1312
2017
Q1 		$4.54M Sell
284,497
-553,528
-66% -$8.91M 0.03% 528
2016
Q4 		$13.1M Buy
+838,025
New +$12.6M 0.07% 375

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 $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Nuveen's UBS Position: Q1 2026 in Review

Nuveen reduced its UBS Group (UBS) stake by 1.6% in Q1 2026, selling an estimated $7.74M and leaving 11,227,404 shares worth $432M. The position accounts for 0.12% of the portfolio, ranked #142.

Nuveen first reported a position in UBS in Q4 2016 and has held it in 24 quarters since. The position peaked at $531M in Q4 2025. 682 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Nuveen held 11,227,404 shares of UBS Group worth $432M as of Q1 2026.
  • Nuveen sold 180,782 UBS Group shares in Q1 2026, an estimated $7.74M.
  • UBS Group made up 0.12% of Nuveen's portfolio in Q1 2026, its #142 holding.
  • Nuveen first reported a position in UBS Group in Q4 2016 and has held it in 24 quarters since.
  • Nuveen's UBS Group position peaked at $531M in Q4 2025.
  • 682 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.