UBS Group
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UBS Group’s NeoGenomics NEO Stock Holding History

UBS Group’s Portfolio NEO Stock Details NEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-46,100
Closed -$725K – 9912
2024
Q1 		$725K Buy
+46,100
New +$712K ﹤0.01% 4878

Other funds holding NEO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

UBS Group's NEO Position: Q1 2026 in Review

UBS Group reduced its NeoGenomics (NEO) stake by 45% in Q1 2026, selling an estimated $1.65M and leaving 190,456 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #5271.

UBS Group first reported a position in NEO in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.03M in Q4 2024. 253 funds tracked by Wall St. Rank hold NEO as of Q1 2026.

  • UBS Group held 190,456 shares of NeoGenomics worth $1.41M as of Q1 2026.
  • UBS Group sold 157,118 NeoGenomics shares in Q1 2026, an estimated $1.65M.
  • NeoGenomics made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5271 holding.
  • UBS Group first reported a position in NeoGenomics in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's NeoGenomics position peaked at $7.03M in Q4 2024.
  • 253 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2026.

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