UBS Group
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UBS Group’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

UBS Group’s Portfolio NPCT Stock Details NPCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$318K Buy
31,192
+3,674
+13% +$37.9K ﹤0.01% 6370
2025
Q4 		$280K Sell
27,518
-13,755
-33% -$145K ﹤0.01% 6405
2025
Q3 		$454K Sell
41,273
-55,289
-57% -$606K ﹤0.01% 6169
2025
Q2 		$1.08M Sell
96,562
-53,517
-36% -$558K ﹤0.01% 5391
2025
Q1 		$1.6M Sell
150,079
-72,489
-33% -$779K ﹤0.01% 4885
2024
Q4 		$2.34M Buy
222,568
+37,156
+20% +$418K ﹤0.01% 4577
2024
Q3 		$2.2M Buy
185,412
+12,174
+7% +$139K ﹤0.01% 3893
2024
Q2 		$1.88M Buy
173,238
+8,990
+5% +$94.1K ﹤0.01% 3829
2024
Q1 		$1.7M Sell
164,248
-24,060
-13% -$248K ﹤0.01% 4096
2023
Q4 		$1.9M Sell
188,308
-4,009
-2% -$38.1K ﹤0.01% 3872
2023
Q3 		$1.76M Buy
192,317
+87,984
+84% +$861K ﹤0.01% 3563
2023
Q2 		$1.04M Sell
104,333
-744
-0.7% -$7.51K ﹤0.01% 4205
2023
Q1 		$1.07M Sell
105,077
-35,239
-25% -$383K ﹤0.01% 4044
2022
Q4 		$1.45M Sell
140,316
-151,094
-52% -$1.58M ﹤0.01% 3709
2022
Q3 		$2.98M Buy
291,410
+26,781
+10% +$318K ﹤0.01% 2809
2022
Q2 		$3.1M Sell
264,629
-54,337
-17% -$701K ﹤0.01% 2773
2022
Q1 		$4.79M Sell
318,966
-120,311
-27% -$1.92M ﹤0.01% 2584
2021
Q4 		$8.04M Sell
439,277
-48,202
-10% -$889K ﹤0.01% 2346
2021
Q3 		$9.53M Buy
487,479
+104,925
+27% +$2.06M ﹤0.01% 2060
2021
Q2 		$7.42M Buy
+382,554
New +$7.45M ﹤0.01% 2295

Other funds holding NPCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

UBS Group's NPCT Position: Q1 2026 in Review

UBS Group increased its Nuveen Core Plus Impact Fund (NPCT) stake by 13% in Q1 2026, buying an estimated $37.9K and bringing the position to 31,192 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #6370.

UBS Group first reported a position in NPCT in Q2 2021 and has held it in 20 quarters since. The position peaked at $9.53M in Q3 2021. 46 funds tracked by Wall St. Rank hold NPCT as of Q1 2026.

  • UBS Group held 31,192 shares of Nuveen Core Plus Impact Fund worth $318K as of Q1 2026.
  • UBS Group bought 3,674 Nuveen Core Plus Impact Fund shares in Q1 2026, an estimated $37.9K.
  • Nuveen Core Plus Impact Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6370 holding.
  • UBS Group first reported a position in Nuveen Core Plus Impact Fund in Q2 2021 and has held it in 20 quarters since.
  • UBS Group's Nuveen Core Plus Impact Fund position peaked at $9.53M in Q3 2021.
  • 46 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q1 2026.

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