UBS Group
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UBS Group’s Annaly Capital Management NLY Stock Holding History

UBS Group’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-104,918
Closed -$1.97M – 10731
2025
Q2 		$1.97M Buy
+104,918
New +$1.99M ﹤0.01% 4836
2024
Q1 		– Sell
-85,000
Closed -$1.65M – 9796
2023
Q4 		$1.65M Hold
85,000
– – ﹤0.01% 4026
2023
Q3 		$1.6M Sell
85,000
-1,000
-1% -$19.9K ﹤0.01% 3669
2023
Q2 		$1.72M Sell
86,000
-42,200
-33% -$820K ﹤0.01% 3679
2023
Q1 		$2.45M Sell
128,200
-165,800
-56% -$3.5M ﹤0.01% 3215
2022
Q4 		$6.2M Buy
+294,000
New +$5.78M ﹤0.01% 2293
2020
Q1 		– Sell
-1,861,750
Closed -$70.2M – 8248
2019
Q4 		$70.2M Buy
+1,861,750
New +$67.9M 0.02% 588
2018
Q1 		– Sell
-29,825
Closed -$1.42M – 8046
2017
Q4 		$1.42M Buy
+29,825
New +$1.42M ﹤0.01% 3483
2017
Q1 		– Sell
-262,975
Closed -$10.5M – 7854
2016
Q4 		$10.5M Buy
262,975
+262,250
+36,172% +$10.7M 0.01% 1454
2016
Q3 		$30K Hold
725
– – ﹤0.01% 5928
2016
Q2 		$32K Hold
725
– – ﹤0.01% 5880
2016
Q1 		$30K Sell
725
-3,250
-82% -$128K ﹤0.01% 5891
2015
Q4 		$149K Hold
3,975
– – ﹤0.01% 4904
2015
Q3 		$157K Hold
3,975
– – ﹤0.01% 4831
2015
Q2 		$146K Sell
3,975
-100
-2% -$4.04K ﹤0.01% 5119
2015
Q1 		$170K Sell
4,075
-27,125
-87% -$1.15M ﹤0.01% 5002
2014
Q4 		$1.35M Buy
+31,200
New +$1.41M ﹤0.01% 3317

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group's NLY Position: Q1 2026 in Review

UBS Group increased its Annaly Capital Management (NLY) stake by 9.3% in Q1 2026, buying an estimated $4.27M and bringing the position to 2,212,369 shares worth $46.8M. The position accounts for 0.01% of the portfolio, ranked #1710.

UBS Group first reported a position in NLY in Q4 2014 and has held it in 46 quarters since. The position peaked at $157M in Q1 2019. 770 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • UBS Group held 2,212,369 shares of Annaly Capital Management worth $46.8M as of Q1 2026.
  • UBS Group bought 187,680 Annaly Capital Management shares in Q1 2026, an estimated $4.27M.
  • Annaly Capital Management made up 0.01% of UBS Group's portfolio in Q1 2026, its #1710 holding.
  • UBS Group first reported a position in Annaly Capital Management in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Annaly Capital Management position peaked at $157M in Q1 2019.
  • 770 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

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