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 – 10685
2021
Q4 		$148K Buy
+9,500
New +$186K ﹤0.01% 5945

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.