UBS Group’s NiSource NI Stock Holding History

UBS Group’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,000	Closed	-$32K	–	10712
2022 Q1	$32K	Buy	+1,000	New	+$29K	﹤0.01%	6927
2015 Q2	–	Sell	-125,214	Closed	-$2.17M	–	8724
2015 Q1	$2.17M	Buy	+125,214	New	+$2.12M	﹤0.01%	2855

Other funds holding NI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group's NI Position: Q1 2026 in Review

UBS Group increased its NiSource (NI) stake by 20% in Q1 2026, buying an estimated $45M and bringing the position to 5,873,793 shares worth $274M. The position accounts for 0.04% of the portfolio, ranked #468.

UBS Group first reported a position in NI in Q4 2014 and has held it in 46 quarters since. 878 funds tracked by Wall St. Rank hold NI as of Q1 2026.

UBS Group held 5,873,793 shares of NiSource worth $274M as of Q1 2026.
UBS Group bought 998,526 NiSource shares in Q1 2026, an estimated $45M.
NiSource made up 0.04% of UBS Group's portfolio in Q1 2026, its #468 holding.
UBS Group first reported a position in NiSource in Q4 2014 and has held it in 46 quarters since.
878 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

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