UBS Group
NCPL icon

UBS Group’s Netcapital NCPL Stock Holding History

UBS Group’s Portfolio NCPL Stock Details NCPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,195
Closed -$386 – 10832
2026
Q1 		$386 Sell
1,195
-5,515
-82% -$3.21K ﹤0.01% 9923
2025
Q4 		$4.43K Sell
6,710
-883
-12% -$1.43K ﹤0.01% 8839
2025
Q3 		$18.2K Buy
7,593
+3,424
+82% +$10.9K ﹤0.01% 8215
2025
Q2 		$28.6K Sell
4,169
-20,921
-83% -$51.9K ﹤0.01% 8200
2025
Q1 		$42.7K Sell
25,090
-3,130
-11% -$6.25K ﹤0.01% 7700
2024
Q4 		$58.7K Buy
28,220
+27,817
+6,902% +$49.5K ﹤0.01% 7198
2024
Q3 		$641 Sell
403
-84
-17% -$348 ﹤0.01% 8859
2024
Q2 		$3.71K Buy
+487
New +$4.34K ﹤0.01% 8183
2023
Q3 		– Sell
-24
Closed -$1.89K – 9799
2023
Q2 		$1.89K Buy
+24
New +$2.26K ﹤0.01% 7841
2022
Q4 		– Sell
-90
Closed -$12K – 10999
2022
Q3 		$12K Buy
+90
New +$18.7K ﹤0.01% 8169

Other funds holding NCPL

HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

UBS Group's NCPL Position: Q2 2026 in Review

UBS Group sold out of Netcapital (NCPL) in Q2 2026, closing a stake of 1,195 shares — an estimated $386 sold.

UBS Group first reported a position in NCPL in Q3 2022 and held it in 10 quarters. The position peaked at $58.7K in Q4 2024. 12 funds tracked by Wall St. Rank hold NCPL as of Q2 2026.

  • UBS Group reported no remaining Netcapital position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 1,195 Netcapital shares in Q2 2026, an estimated $386.
  • UBS Group first reported a position in Netcapital in Q3 2022 and held it in 10 quarters.
  • UBS Group's Netcapital position peaked at $58.7K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Netcapital as of Q2 2026.

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