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
2023 Q3	–	Sell	-26,500	Closed	-$530K	–	9807
2023 Q2	$530K	Sell	26,500 -88,700	-77%	-$1.72M	﹤0.01%	4775
2023 Q1	$2.2M	Sell	115,200 -1,061,500	-90%	-$22.4M	﹤0.01%	3317
2022 Q4	$24.8M	Buy	+1,176,700	New	+$23.2M	0.01%	1264
2021 Q3	–	Sell	-50,000	Closed	-$1.78M	–	9891
2021 Q2	$1.78M	Buy	+50,000	New	+$1.82M	﹤0.01%	3684
2021 Q1	–	Sell	-228,225	Closed	-$7.71M	–	9318
2020 Q4	$7.71M	Sell	228,225 -146,775	-39%	-$4.54M	﹤0.01%	2056
2020 Q3	$10.7M	Buy	375,000 +50,000	+15%	+$1.45M	﹤0.01%	1597
2020 Q2	$8.53M	Buy	+325,000	New	+$8.03M	﹤0.01%	1633
2019 Q1	–	Sell	-75	Closed	-$3K	–	8010
2018 Q4	$3K	Hold	75	–	–	﹤0.01%	7725
2018 Q3	$3K	Buy	+75	New	+$3.14K	﹤0.01%	7657
2017 Q1	–	Sell	-25	Closed	-$1K	–	7855
2016 Q4	$1K	Hold	25	–	–	﹤0.01%	7635
2016 Q3	$1K	Hold	25	–	–	﹤0.01%	7529
2016 Q2	$1K	Hold	25	–	–	﹤0.01%	7564
2016 Q1	$1K	Sell	25 -1,000	-98%	-$39.2K	﹤0.01%	7438
2015 Q4	$38K	Hold	1,025	–	–	﹤0.01%	6085
2015 Q3	$40K	Hold	1,025	–	–	﹤0.01%	6025
2015 Q2	$38K	Hold	1,025	–	–	﹤0.01%	6248
2015 Q1	$43K	Sell	1,025 -1,000	-49%	-$42.5K	﹤0.01%	6198
2014 Q4	$88K	Buy	+2,025	New	+$91.6K	﹤0.01%	5831

Other funds holding NLY

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.