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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

UBS Group's NJR Position: Q2 2026 in Review

UBS Group increased its New Jersey Resources (NJR) stake by 2% in Q2 2026, buying an estimated $530K and bringing the position to 471,597 shares worth $26.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

UBS Group first reported a position in NJR in Q4 2014 and has held it in 47 quarters since. The position peaked at $29M in Q3 2025. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • UBS Group held 471,597 shares of New Jersey Resources worth $26.4M as of Q2 2026.
  • UBS Group bought 9,467 New Jersey Resources shares in Q2 2026, an estimated $530K.
  • New Jersey Resources made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2403 holding.
  • UBS Group first reported a position in New Jersey Resources in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's New Jersey Resources position peaked at $29M in Q3 2025.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

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