UBS Group
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UBS Group’s Neuberger Small-Mid Cap ETF NBSM Stock Holding History

UBS Group’s Portfolio NBSM Stock Details NBSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-956
Closed -$23.8K – 10179
2024
Q2 		$23.8K Buy
+956
New +$24K ﹤0.01% 7194

Other funds holding NBSM

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $265M AUM 14.46% 1-Year Est. Return

UBS Group's NBSM Position: Q3 2024 in Review

UBS Group sold out of Neuberger Small-Mid Cap ETF (NBSM) in Q3 2024, closing a stake of 956 shares — an estimated $23.8K sold.

UBS Group first reported a position in NBSM in Q2 2024 and held it in 1 quarter. The position peaked at $23.8K in Q2 2024. 3 funds tracked by Wall St. Rank hold NBSM as of Q3 2024.

  • UBS Group reported no remaining Neuberger Small-Mid Cap ETF position as of Q3 2024 after selling out during the quarter.
  • UBS Group sold 956 Neuberger Small-Mid Cap ETF shares in Q3 2024, an estimated $23.8K.
  • UBS Group first reported a position in Neuberger Small-Mid Cap ETF in Q2 2024 and held it in 1 quarter.
  • UBS Group's Neuberger Small-Mid Cap ETF position peaked at $23.8K in Q2 2024.
  • 3 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q3 2024.

Based on UBS Group's 13F filing for Q3 2024, filed 14 Nov 2024.