UBS Group
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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group's NI Position: Q2 2026 in Review

UBS Group reduced its NiSource (NI) stake by 65% in Q2 2026, selling an estimated $181M and leaving 2,046,373 shares worth $97.3M. The position accounts for 0.01% of the portfolio, ranked #1144.

UBS Group first reported a position in NI in Q4 2014 and has held it in 47 quarters since. The position peaked at $274M in Q1 2026. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • UBS Group held 2,046,373 shares of NiSource worth $97.3M as of Q2 2026.
  • UBS Group sold 3,827,420 NiSource shares in Q2 2026, an estimated $181M.
  • NiSource made up 0.01% of UBS Group's portfolio in Q2 2026, its #1144 holding.
  • UBS Group first reported a position in NiSource in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's NiSource position peaked at $274M in Q1 2026.
  • 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

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