UBS AM
NU icon

UBS AM’s Nu Holdings NU Stock Holding History

UBS AM’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Sell
108,010
-27,122,707
-100% -$366M ﹤0.01% 2204
2026
Q1 		$391M Buy
27,230,717
+6,410,542
+31% +$104M 0.08% 218
2025
Q4 		$349M Buy
20,820,175
+1,070,817
+5% +$17.2M 0.07% 233
2025
Q3 		$316M Sell
19,749,358
-2,818,859
-12% -$39.3M 0.07% 261
2025
Q2 		$310M Buy
22,568,217
+738,194
+3% +$8.84M 0.06% 287
2025
Q1 		$224M Buy
21,830,023
+2,597,714
+14% +$30.7M 0.06% 334
2024
Q4 		$199M Buy
19,232,309
+5,084,960
+36% +$67.6M 0.05% 361
2024
Q3 		$193M Buy
14,147,349
+11,613,191
+458% +$156M 0.05% 361
2024
Q2 		$32.7M Buy
2,534,158
+560,171
+28% +$6.52M 0.01% 717
2024
Q1 		$23.5M Buy
1,973,987
+505,000
+34% +$5.16M 0.01% 751
2023
Q4 		$12.2M Hold
1,468,987
– – ﹤0.01% 920
2023
Q3 		$10.7M Buy
+1,468,987
New +$11M ﹤0.01% 931

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

UBS AM's NU Position: Q2 2026 in Review

UBS AM reduced its Nu Holdings (NU) stake by 100% in Q2 2026, selling an estimated $366M and leaving 108,010 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2204.

UBS AM first reported a position in NU in Q3 2023 and has held it in 12 quarters since. The position peaked at $391M in Q1 2026. 855 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • UBS AM held 108,010 shares of Nu Holdings worth $1.44M as of Q2 2026.
  • UBS AM sold 27,122,707 Nu Holdings shares in Q2 2026, an estimated $366M.
  • Nu Holdings made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2204 holding.
  • UBS AM first reported a position in Nu Holdings in Q3 2023 and has held it in 12 quarters since.
  • UBS AM's Nu Holdings position peaked at $391M in Q1 2026.
  • 855 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.