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
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 $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return