UBS Group
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UBS Group’s NerdWallet NRDS Stock Holding History

UBS Group’s Portfolio NRDS Stock Details NRDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.81M Sell
366,972
-122,619
-25% -$1.38M ﹤0.01% 4349
2025
Q4 		$6.63M Buy
489,591
+167,954
+52% +$2.2M ﹤0.01% 3734
2025
Q3 		$3.46M Buy
321,637
+154,055
+92% +$1.64M ﹤0.01% 4420
2025
Q2 		$1.84M Sell
167,582
-139,840
-45% -$1.4M ﹤0.01% 4910
2025
Q1 		$2.78M Buy
307,422
+195,163
+174% +$2.34M ﹤0.01% 4397
2024
Q4 		$1.49M Buy
112,259
+8,680
+8% +$116K ﹤0.01% 4991
2024
Q3 		$1.32M Buy
103,579
+63,882
+161% +$845K ﹤0.01% 4391
2024
Q2 		$580K Sell
39,697
-1,473
-4% -$20.2K ﹤0.01% 4895
2024
Q1 		$605K Sell
41,170
-8,436
-17% -$130K ﹤0.01% 5037
2023
Q4 		$730K Buy
49,606
+21,417
+76% +$236K ﹤0.01% 4768
2023
Q3 		$251K Sell
28,189
-5,249
-16% -$49.1K ﹤0.01% 5206
2023
Q2 		$315K Buy
33,438
+16,173
+94% +$183K ﹤0.01% 5181
2023
Q1 		$279K Buy
17,265
+4,182
+32% +$63K ﹤0.01% 5137
2022
Q4 		$126K Buy
13,083
+3,902
+43% +$43.8K ﹤0.01% 5890
2022
Q3 		$82K Sell
9,181
-4,880
-35% -$47.9K ﹤0.01% 5883
2022
Q2 		$111K Buy
14,061
+12,431
+763% +$126K ﹤0.01% 5348
2022
Q1 		$19K Sell
1,630
-962
-37% -$12.3K ﹤0.01% 7517
2021
Q4 		$40K Buy
+2,592
New +$50.7K ﹤0.01% 7119

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group's NRDS Position: Q1 2026 in Review

UBS Group reduced its NerdWallet (NRDS) stake by 25% in Q1 2026, selling an estimated $1.38M and leaving 366,972 shares worth $3.81M. The position accounts for ﹤0.01% of the portfolio, ranked #4349.

UBS Group first reported a position in NRDS in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.63M in Q4 2025. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • UBS Group held 366,972 shares of NerdWallet worth $3.81M as of Q1 2026.
  • UBS Group sold 122,619 NerdWallet shares in Q1 2026, an estimated $1.38M.
  • NerdWallet made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4349 holding.
  • UBS Group first reported a position in NerdWallet in Q4 2021 and has held it in 18 quarters since.
  • UBS Group's NerdWallet position peaked at $6.63M in Q4 2025.
  • 158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

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