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
2026
Q2 		$42.8K Buy
+1,491
New +$39.9K ﹤0.01% 7654
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 $150B AUM 40.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SHF
Stage Harbor Financial Westwood, Massachusetts $173M AUM 19.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's NBSM Position: Q2 2026 in Review

UBS Group opened a new position in Neuberger Small-Mid Cap ETF (NBSM) in Q2 2026: 1,491 shares worth $42.8K. The stake represents ﹤0.01% of the portfolio and ranks #7654 among its holdings. This is a return to the name: UBS Group previously reported a position in NBSM as recently as Q2 2024.

UBS Group first reported a position in NBSM in Q2 2024 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold NBSM as of Q2 2026.

  • UBS Group held 1,491 shares of Neuberger Small-Mid Cap ETF worth $42.8K as of Q2 2026.
  • Neuberger Small-Mid Cap ETF was a new UBS Group position in Q2 2026.
  • Neuberger Small-Mid Cap ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7654 holding.
  • UBS Group first reported a position in Neuberger Small-Mid Cap ETF in Q2 2024 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q2 2026.

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