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
2022
Q1 		– Sell
-9,500
Closed -$148K – 10684
2021
Q4 		$148K Buy
+9,500
New +$186K ﹤0.01% 5944

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group's NRDS Position: Q2 2026 in Review

UBS Group reduced its NerdWallet (NRDS) stake by 13% in Q2 2026, selling an estimated $438K and leaving 320,124 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #4710.

UBS Group first reported a position in NRDS in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.63M in Q4 2025. 147 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • UBS Group held 320,124 shares of NerdWallet worth $2.96M as of Q2 2026.
  • UBS Group sold 46,848 NerdWallet shares in Q2 2026, an estimated $438K.
  • NerdWallet made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4710 holding.
  • UBS Group first reported a position in NerdWallet in Q4 2021 and has held it in 19 quarters since.
  • UBS Group's NerdWallet position peaked at $6.63M in Q4 2025.
  • 147 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

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