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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group's NLY Position: Q2 2026 in Review

UBS Group reduced its Annaly Capital Management (NLY) stake by 8.8% in Q2 2026, selling an estimated $4.28M and leaving 2,018,564 shares worth $45.1M. The position accounts for 0.01% of the portfolio, ranked #1853.

UBS Group first reported a position in NLY in Q4 2014 and has held it in 47 quarters since. The position peaked at $157M in Q1 2019. 790 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

UBS Group held 2,018,564 shares of Annaly Capital Management worth $45.1M as of Q2 2026.
UBS Group sold 193,805 Annaly Capital Management shares in Q2 2026, an estimated $4.28M.
Annaly Capital Management made up 0.01% of UBS Group's portfolio in Q2 2026, its #1853 holding.
UBS Group first reported a position in Annaly Capital Management in Q4 2014 and has held it in 47 quarters since.
UBS Group's Annaly Capital Management position peaked at $157M in Q1 2019.
790 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

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