UBS Group
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UBS Group’s New Jersey Resources NJR Stock Holding History

UBS Group’s Portfolio NJR Stock Details NJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-13,100
Closed -$518K – 9889
2021
Q2 		$518K Hold
13,100
– – ﹤0.01% 4708
2021
Q1 		$522K Buy
+13,100
New +$499K ﹤0.01% 4832
2017
Q4 		– Sell
-10,000
Closed -$422K – 8006
2017
Q3 		$422K Buy
+10,000
New +$423K ﹤0.01% 4348
2015
Q3 		– Sell
-40,000
Closed -$1.1M – 8549
2015
Q2 		$1.1M Buy
+40,000
New +$1.2M ﹤0.01% 3490

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's NJR Position: Q1 2026 in Review

UBS Group reduced its New Jersey Resources (NJR) stake by 13% in Q1 2026, selling an estimated $3.47M and leaving 462,130 shares worth $25.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2339.

UBS Group first reported a position in NJR in Q4 2014 and has held it in 46 quarters since. The position peaked at $29M in Q3 2025. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • UBS Group held 462,130 shares of New Jersey Resources worth $25.4M as of Q1 2026.
  • UBS Group sold 67,039 New Jersey Resources shares in Q1 2026, an estimated $3.47M.
  • New Jersey Resources made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2339 holding.
  • UBS Group first reported a position in New Jersey Resources in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's New Jersey Resources position peaked at $29M in Q3 2025.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

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