UBS Group
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UBS Group’s Nuveen Municipal Income NMI Stock Holding History

UBS Group’s Portfolio NMI Stock Details NMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$467K Sell
44,655
-290
-0.6% -$2.91K ﹤0.01% 6128
2025
Q4 		$446K Sell
44,945
-344
-0.8% -$3.44K ﹤0.01% 6162
2025
Q3 		$449K Buy
45,289
+235
+0.5% +$2.32K ﹤0.01% 6175
2025
Q2 		$453K Buy
45,054
+5,609
+14% +$54.8K ﹤0.01% 6088
2025
Q1 		$388K Sell
39,445
-7,312
-16% -$71.5K ﹤0.01% 6053
2024
Q4 		$440K Buy
46,757
+17,537
+60% +$170K ﹤0.01% 5935
2024
Q3 		$293K Sell
29,220
-4,626
-14% -$46.6K ﹤0.01% 5585
2024
Q2 		$332K Buy
33,846
+6,958
+26% +$65.1K ﹤0.01% 5310
2024
Q1 		$254K Sell
26,888
-397
-1% -$3.69K ﹤0.01% 5689
2023
Q4 		$251K Buy
27,285
+8,750
+47% +$76.7K ﹤0.01% 5627
2023
Q3 		$159K Buy
18,535
+3,480
+23% +$32.3K ﹤0.01% 5523
2023
Q2 		$142K Buy
15,055
+754
+5% +$7.17K ﹤0.01% 5729
2023
Q1 		$134K Buy
14,301
+1,501
+12% +$14.3K ﹤0.01% 5685
2022
Q4 		$120K Buy
12,800
+3,100
+32% +$27.7K ﹤0.01% 5934
2022
Q3 		$84K Buy
9,700
+195
+2% +$1.81K ﹤0.01% 5862
2022
Q2 		$88K Sell
9,505
-6,375
-40% -$60.3K ﹤0.01% 5524
2022
Q1 		$159K Sell
15,880
-17,381
-52% -$184K ﹤0.01% 5541
2021
Q4 		$381K Buy
33,261
+1,073
+3% +$12.6K ﹤0.01% 5196
2021
Q3 		$386K Buy
32,188
+708
+2% +$8.41K ﹤0.01% 4892
2021
Q2 		$372K Buy
31,480
+2,900
+10% +$33.7K ﹤0.01% 4938
2021
Q1 		$327K Sell
28,580
-1,979
-6% -$22.5K ﹤0.01% 5163
2020
Q4 		$348K Buy
30,559
+3,185
+12% +$36K ﹤0.01% 4868
2020
Q3 		$325K Buy
27,374
+544
+2% +$6.23K ﹤0.01% 4487
2020
Q2 		$287K Hold
26,830
– – ﹤0.01% 4543
2020
Q1 		$303K Buy
26,830
+25,283
+1,634% +$285K ﹤0.01% 4390
2019
Q4 		$17K Buy
+1,547
New +$17.6K ﹤0.01% 6993
2019
Q3 		– Sell
-8,222
Closed -$92K – 8164
2019
Q2 		$92K Buy
8,222
+8,042
+4,468% +$89K ﹤0.01% 5437
2019
Q1 		$2K Buy
+180
New +$1.92K ﹤0.01% 7457
2018
Q2 		– Sell
-8,517
Closed -$99K – 8162
2018
Q1 		$99K Sell
8,517
-3,530
-29% -$39.9K ﹤0.01% 5226
2017
Q4 		$139K Sell
12,047
-5,315
-31% -$61.6K ﹤0.01% 5164
2017
Q3 		$200K Buy
17,362
+7,362
+74% +$86.1K ﹤0.01% 4845
2017
Q2 		$117K Buy
+10,000
New +$121K ﹤0.01% 5075
2017
Q1 		– Sell
-16,414
Closed -$184K – 7856
2016
Q4 		$184K Sell
16,414
-1,210
-7% -$14.3K ﹤0.01% 4853
2016
Q3 		$224K Buy
17,624
+15,101
+599% +$191K ﹤0.01% 4471
2016
Q2 		$33K Sell
2,523
-4,971
-66% -$62.7K ﹤0.01% 5863
2016
Q1 		$93K Buy
+7,494
New +$93K ﹤0.01% 5042
2015
Q4 		– Sell
-21
Closed – – 8495
2015
Q3 		$0 Sell
21
-4,295
-100% -$46.3K ﹤0.01% 8551
2015
Q2 		$48K Buy
4,316
+2,916
+208% +$34.4K ﹤0.01% 6042
2015
Q1 		$17K Sell
1,400
-400
-22% -$4.8K ﹤0.01% 7146
2014
Q4 		$21K Buy
+1,800
New +$20.5K ﹤0.01% 7605

Other funds holding NMI

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group's NMI Position: Q1 2026 in Review

UBS Group reduced its Nuveen Municipal Income (NMI) stake by 0.65% in Q1 2026, selling an estimated $2.91K and leaving 44,655 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #6128.

UBS Group first reported a position in NMI in Q4 2014 and has held it in 40 quarters since. 34 funds tracked by Wall St. Rank hold NMI as of Q1 2026.

  • UBS Group held 44,655 shares of Nuveen Municipal Income worth $467K as of Q1 2026.
  • UBS Group sold 290 Nuveen Municipal Income shares in Q1 2026, an estimated $2.91K.
  • Nuveen Municipal Income made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6128 holding.
  • UBS Group first reported a position in Nuveen Municipal Income in Q4 2014 and has held it in 40 quarters since.
  • 34 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q1 2026.

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