UBS Group’s Neuberger Core Equity ETF NBCR Stock Holding History

UBS Group’s Portfolio NBCR Stock Details NBCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.4K	Buy	850 +326	+62%	+$10.7K	﹤0.01%	7928
2026 Q1	$15.5K	Buy	524 +310	+145%	+$9.67K	﹤0.01%	8118
2025 Q4	$6.74K	Buy	214 +47	+28%	+$1.47K	﹤0.01%	8516
2025 Q3	$5.17K	Sell	167 -340	-67%	-$10.1K	﹤0.01%	8893
2025 Q2	$14.6K	Sell	507 -2,120	-81%	-$56.1K	﹤0.01%	8646
2025 Q1	$67.8K	Buy	2,627 +321	+14%	+$8.66K	﹤0.01%	7346
2024 Q4	$61.5K	Buy	2,306 +1,677	+267%	+$45.4K	﹤0.01%	7173
2024 Q3	$16.7K	Buy	+629	New	+$16.1K	﹤0.01%	7472

Other funds holding NBCR

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group's NBCR Position: Q2 2026 in Review

UBS Group increased its Neuberger Core Equity ETF (NBCR) stake by 62% in Q2 2026, buying an estimated $10.7K and bringing the position to 850 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #7928.

UBS Group first reported a position in NBCR in Q3 2024 and has held it in 8 quarters since. The position peaked at $67.8K in Q1 2025. 16 funds tracked by Wall St. Rank hold NBCR as of Q2 2026.

UBS Group held 850 shares of Neuberger Core Equity ETF worth $28.4K as of Q2 2026.
UBS Group bought 326 Neuberger Core Equity ETF shares in Q2 2026, an estimated $10.7K.
Neuberger Core Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7928 holding.
UBS Group first reported a position in Neuberger Core Equity ETF in Q3 2024 and has held it in 8 quarters since.
UBS Group's Neuberger Core Equity ETF position peaked at $67.8K in Q1 2025.
16 funds tracked by Wall St. Rank held Neuberger Core Equity ETF as of Q2 2026.

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