UBS Group’s Neuberger Energy Transition & Infrastructure ETF NBET Stock Holding History

UBS Group’s Portfolio NBET Stock Details NBET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.8K	Sell	337 -22	-6%	-$821	﹤0.01%	8202
2025 Q4	$11.7K	Buy	+359	New	+$11.7K	﹤0.01%	8148
2024 Q4	–	Sell	-42	Closed	-$1.29K	–	10569
2024 Q3	$1.29K	Buy	+42	New	+$1.2K	﹤0.01%	8669
2024 Q2	–	Sell	-25	Closed	-$668	–	10247
2024 Q1	$668	Sell	25 -1,805	-99%	-$44.7K	﹤0.01%	8425
2023 Q4	$45.7K	Buy	1,830 +1,726	+1,660%	+$39.7K	﹤0.01%	6587
2023 Q3	$2.35K	Hold	104	–	–	﹤0.01%	7722
2023 Q2	$2.62K	Buy	+104	New	+$2.54K	﹤0.01%	7722
2023 Q1	–	Sell	-51	Closed	-$1.2K	–	10550
2022 Q4	$1.2K	Buy	51 +34	+200%	+$800	﹤0.01%	9924
2022 Q3	$0	Sell	17 -4	-19%	-$95	﹤0.01%	11049
2022 Q2	$0	Buy	+21	New	+$481	﹤0.01%	11067

Other funds holding NBET

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group's NBET Position: Q1 2026 in Review

UBS Group reduced its Neuberger Energy Transition & Infrastructure ETF (NBET) stake by 6.1% in Q1 2026, selling an estimated $821 and leaving 337 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #8202.

UBS Group first reported a position in NBET in Q2 2022 and has held it in 10 quarters since. The position peaked at $45.7K in Q4 2023. 15 funds tracked by Wall St. Rank hold NBET as of Q1 2026.

UBS Group held 337 shares of Neuberger Energy Transition & Infrastructure ETF worth $13.8K as of Q1 2026.
UBS Group sold 22 Neuberger Energy Transition & Infrastructure ETF shares in Q1 2026, an estimated $821.
Neuberger Energy Transition & Infrastructure ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8202 holding.
UBS Group first reported a position in Neuberger Energy Transition & Infrastructure ETF in Q2 2022 and has held it in 10 quarters since.
UBS Group's Neuberger Energy Transition & Infrastructure ETF position peaked at $45.7K in Q4 2023.
15 funds tracked by Wall St. Rank held Neuberger Energy Transition & Infrastructure ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.