UBS AM
NRDS icon

UBS AM’s NerdWallet NRDS Stock Holding History

UBS AM’s Portfolio NRDS Stock Details NRDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$643K Buy
61,951
+12,445
+25% +$140K ﹤0.01% 2483
2025
Q4 		$671K Buy
49,506
+17,190
+53% +$225K ﹤0.01% 2260
2025
Q3 		$348K Sell
32,316
-59,367
-65% -$633K ﹤0.01% 2194
2025
Q2 		$1.01M Buy
91,683
+6,527
+8% +$65.5K ﹤0.01% 2384
2025
Q1 		$771K Sell
85,156
-7,946
-9% -$95.2K ﹤0.01% 2403
2024
Q4 		$1.24M Buy
93,102
+38,070
+69% +$508K ﹤0.01% 2281
2024
Q3 		$699K Sell
55,032
-6,371
-10% -$84.3K ﹤0.01% 2537
2024
Q2 		$896K Buy
61,403
+51,403
+514% +$705K ﹤0.01% 2432
2024
Q1 		$147K Hold
10,000
– – ﹤0.01% 2483
2023
Q4 		$147K Hold
10,000
– – ﹤0.01% 2511
2023
Q3 		$88.9K Buy
+10,000
New +$93.5K ﹤0.01% 2570

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.9B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return