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
Q2 		$16.1M Buy
318,934
+2,889
+0.9% +$147K ﹤0.01% 2916
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $776M AUM 39.53% 1-Year Est. Return

UBS Group's NBSD Position: Q2 2026 in Review

UBS Group increased its Neuberger Short Duration Income ETF (NBSD) stake by 0.91% in Q2 2026, buying an estimated $147K and bringing the position to 318,934 shares worth $16.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2916.

UBS Group first reported a position in NBSD in Q2 2024 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

  • UBS Group held 318,934 shares of Neuberger Short Duration Income ETF worth $16.1M as of Q2 2026.
  • UBS Group bought 2,889 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $147K.
  • Neuberger Short Duration Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2916 holding.
  • UBS Group first reported a position in Neuberger Short Duration Income ETF in Q2 2024 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

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