UBS Group
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UBS Group’s NACCO Industries NC Stock Holding History

UBS Group’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$174K Buy
3,341
+803
+32% +$41.5K ﹤0.01% 6711
2025
Q4 		$124K Sell
2,538
-1,110
-30% -$51K ﹤0.01% 6799
2025
Q3 		$154K Buy
3,648
+1
+0% +$40 ﹤0.01% 6824
2025
Q2 		$162K Sell
3,647
-493
-12% -$17.9K ﹤0.01% 6869
2025
Q1 		$140K Sell
4,140
-523
-11% -$16.9K ﹤0.01% 6789
2024
Q4 		$139K Sell
4,663
-156
-3% -$4.63K ﹤0.01% 6674
2024
Q3 		$137K Buy
4,819
+494
+11% +$13.9K ﹤0.01% 6135
2024
Q2 		$120K Sell
4,325
-1,973
-31% -$59.9K ﹤0.01% 6049
2024
Q1 		$190K Sell
6,298
-36,933
-85% -$1.25M ﹤0.01% 5887
2023
Q4 		$1.58M Buy
43,231
+2,715
+7% +$95.1K ﹤0.01% 4055
2023
Q3 		$1.42M Buy
40,516
+845
+2% +$28.7K ﹤0.01% 3779
2023
Q2 		$1.37M Buy
39,671
+2,791
+8% +$95.4K ﹤0.01% 3923
2023
Q1 		$1.33M Buy
36,880
+1,364
+4% +$51.1K ﹤0.01% 3849
2022
Q4 		$1.35M Buy
35,516
+2,180
+7% +$102K ﹤0.01% 3781
2022
Q3 		$1.57M Sell
33,336
-205
-0.6% -$8.94K ﹤0.01% 3374
2022
Q2 		$1.27M Buy
33,541
+3,331
+11% +$159K ﹤0.01% 3524
2022
Q1 		$1.19M Buy
30,210
+3,721
+14% +$122K ﹤0.01% 3933
2021
Q4 		$961K Buy
26,489
+20
+0.1% +$647 ﹤0.01% 4423
2021
Q3 		$790K Buy
26,469
+4,358
+20% +$114K ﹤0.01% 4381
2021
Q2 		$576K Sell
22,111
-245
-1% -$6.09K ﹤0.01% 4621
2021
Q1 		$558K Buy
22,356
+686
+3% +$16.8K ﹤0.01% 4784
2020
Q4 		$570K Buy
21,670
+2,506
+13% +$59.4K ﹤0.01% 4502
2020
Q3 		$349K Sell
19,164
-1,167
-6% -$25.3K ﹤0.01% 4440
2020
Q2 		$474K Sell
20,331
-12,191
-37% -$328K ﹤0.01% 4186
2020
Q1 		$910K Buy
32,522
+17,320
+114% +$713K ﹤0.01% 3436
2019
Q4 		$712K Buy
15,202
+1,411
+10% +$74.9K ﹤0.01% 4525
2019
Q3 		$881K Buy
13,791
+1,276
+10% +$66.7K ﹤0.01% 4074
2019
Q2 		$650K Buy
12,515
+292
+2% +$13.6K ﹤0.01% 4096
2019
Q1 		$468K Sell
12,223
-19,152
-61% -$699K ﹤0.01% 4106
2018
Q4 		$1.06M Buy
31,375
+2,112
+7% +$69.7K ﹤0.01% 3616
2018
Q3 		$958K Buy
29,263
+1,953
+7% +$66.3K ﹤0.01% 3888
2018
Q2 		$921K Buy
27,310
+1,473
+6% +$53.3K ﹤0.01% 3841
2018
Q1 		$849K Buy
25,837
+13,549
+110% +$546K ﹤0.01% 3848
2017
Q4 		$463K Sell
12,288
-45,112
-79% -$1.81M ﹤0.01% 4347
2017
Q3 		$1.13M Buy
57,400
+7,314
+15% +$121K ﹤0.01% 3613
2017
Q2 		$811K Buy
50,086
+2,617
+6% +$43.7K ﹤0.01% 3785
2017
Q1 		$757K Buy
47,469
+2,403
+5% +$40.1K ﹤0.01% 3746
2016
Q4 		$932K Buy
45,066
+8,829
+24% +$168K ﹤0.01% 3600
2016
Q3 		$563K Buy
36,237
+468
+1% +$6.71K ﹤0.01% 3844
2016
Q2 		$458K Sell
35,769
-1,291
-3% -$16.6K ﹤0.01% 3961
2016
Q1 		$486K Buy
37,060
+8,251
+29% +$91.5K ﹤0.01% 3799
2015
Q4 		$278K Sell
28,809
-68,312
-70% -$695K ﹤0.01% 4417
2015
Q3 		$1.05M Buy
97,121
+51,377
+112% +$632K ﹤0.01% 3294
2015
Q2 		$635K Buy
45,744
+5,493
+14% +$70.3K ﹤0.01% 3913
2015
Q1 		$487K Sell
40,251
-13,792
-26% -$176K ﹤0.01% 4173
2014
Q4 		$733K Buy
+54,043
New +$695K ﹤0.01% 3835

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group's NC Position: Q1 2026 in Review

UBS Group increased its NACCO Industries (NC) stake by 32% in Q1 2026, buying an estimated $41.5K and bringing the position to 3,341 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #6711.

UBS Group first reported a position in NC in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.58M in Q4 2023. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

  • UBS Group held 3,341 shares of NACCO Industries worth $174K as of Q1 2026.
  • UBS Group bought 803 NACCO Industries shares in Q1 2026, an estimated $41.5K.
  • NACCO Industries made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6711 holding.
  • UBS Group first reported a position in NACCO Industries in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's NACCO Industries position peaked at $1.58M in Q4 2023.
  • 94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

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