UBS Group
NBSD

UBS Group’s Neuberger Short Duration Income ETF NBSD Stock Holding History

UBS Group’s Portfolio NBSD Stock Details NBSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16M Buy
+316,045
New +$16.2M ﹤0.01% 2836
2024
Q3 		– Sell
-1,054
Closed -$52.7K – 10213
2024
Q2 		$52.7K Buy
+1,054
New +$52.9K ﹤0.01% 6651

Other funds holding NBSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

UBS Group's NBSD Position: Q1 2026 in Review

UBS Group opened a new position in Neuberger Short Duration Income ETF (NBSD) in Q1 2026: 316,045 shares worth $16M. The stake represents ﹤0.01% of the portfolio and ranks #2836 among its holdings. This is a return to the name: UBS Group previously reported a position in NBSD as recently as Q2 2024.

UBS Group first reported a position in NBSD in Q2 2024 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold NBSD as of Q1 2026.

  • UBS Group held 316,045 shares of Neuberger Short Duration Income ETF worth $16M as of Q1 2026.
  • Neuberger Short Duration Income ETF was a new UBS Group position in Q1 2026.
  • Neuberger Short Duration Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2836 holding.
  • UBS Group first reported a position in Neuberger Short Duration Income ETF in Q2 2024 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q1 2026.

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