UBS Group
NBOS icon

UBS Group’s Neuberger Option Strategy ETF NBOS Stock Holding History

UBS Group’s Portfolio NBOS Stock Details NBOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.45M Buy
91,437
+11,930
+15% +$326K ﹤0.01% 4787
2025
Q4 		$2.17M Sell
79,507
-5,756
-7% -$156K ﹤0.01% 4909
2025
Q3 		$2.29M Sell
85,263
-49,623
-37% -$1.31M ﹤0.01% 4821
2025
Q2 		$3.51M Buy
134,886
+8,075
+6% +$204K ﹤0.01% 4235
2025
Q1 		$3.24M Sell
126,811
-42,333
-25% -$1.12M ﹤0.01% 4237
2024
Q4 		$4.46M Sell
169,144
-10,548
-6% -$280K ﹤0.01% 3962
2024
Q3 		$4.74M Buy
179,692
+114,091
+174% +$2.96M ﹤0.01% 3130
2024
Q2 		$1.73M Buy
65,601
+5,089
+8% +$132K ﹤0.01% 3915
2024
Q1 		$1.58M Buy
+60,512
New +$1.56M ﹤0.01% 4180

Other funds holding NBOS

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MA
Marquette Associates Chicago, Illinois $91.9M AUM 13.47% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group's NBOS Position: Q1 2026 in Review

UBS Group increased its Neuberger Option Strategy ETF (NBOS) stake by 15% in Q1 2026, buying an estimated $326K and bringing the position to 91,437 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #4787.

UBS Group first reported a position in NBOS in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.74M in Q3 2024. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • UBS Group held 91,437 shares of Neuberger Option Strategy ETF worth $2.45M as of Q1 2026.
  • UBS Group bought 11,930 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $326K.
  • Neuberger Option Strategy ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4787 holding.
  • UBS Group first reported a position in Neuberger Option Strategy ETF in Q1 2024 and has held it in 9 quarters since.
  • UBS Group's Neuberger Option Strategy ETF position peaked at $4.74M in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

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