UBS Group
NU icon

UBS Group’s Nu Holdings NU Stock Holding History

UBS Group’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$320M Buy
25,278,116
+14,298,116
+130% +$203M 0.04% 433
2026
Q2 		$147M Buy
10,980,000
+5,116,441
+87% +$69M 0.02% 867
2026
Q1 		$84.3M Sell
5,863,559
-3,135,924
-35% -$50.8M 0.01% 1186
2025
Q4 		$151M Sell
8,999,483
-62,444
-0.7% -$1M 0.02% 725
2025
Q3 		$145M Sell
9,061,927
-7,626,198
-46% -$106M 0.02% 771
2025
Q2 		$229M Buy
16,688,125
+2,993,644
+22% +$35.8M 0.04% 480
2025
Q1 		$140M Sell
13,694,481
-515,922
-4% -$6.1M 0.03% 694
2024
Q4 		$147M Buy
14,210,403
+10,985,147
+341% +$146M 0.03% 678
2024
Q3 		$44M Buy
3,225,256
+543,540
+20% +$7.31M 0.01% 1235
2024
Q2 		$34.6M Sell
2,681,716
-90,964
-3% -$1.06M 0.01% 1285
2024
Q1 		$33.1M Buy
2,772,680
+2,210,432
+393% +$22.6M 0.01% 1325
2023
Q4 		$4.68M Buy
562,248
+256,963
+84% +$2.08M ﹤0.01% 2860
2023
Q3 		$2.21M Buy
305,285
+14,530
+5% +$109K ﹤0.01% 3348
2023
Q2 		$2.29M Sell
290,755
-153,958
-35% -$946K ﹤0.01% 3393
2023
Q1 		$2.12M Buy
444,713
+241,596
+119% +$1.08M ﹤0.01% 3371
2022
Q4 		$827K Sell
203,117
-464,397
-70% -$2.02M ﹤0.01% 4257
2022
Q3 		$2.94M Sell
667,514
-552,892
-45% -$2.54M ﹤0.01% 2819
2022
Q2 		$4.56M Buy
1,220,406
+5,283
+0.4% +$26.8K ﹤0.01% 2455
2022
Q1 		$9.38M Buy
1,215,123
+1,203,176
+10,071% +$9.7M ﹤0.01% 1988
2021
Q4 		$112K Buy
+11,947
New +$117K ﹤0.01% 6215

Other funds holding NU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

UBS Group's NU Position: Q3 2026 in Review

UBS Group increased its Nu Holdings (NU) stake by 130% in Q3 2026, buying an estimated $203M and bringing the position to 25,278,116 shares worth $320M. The position accounts for 0.04% of the portfolio, ranked #433.

UBS Group first reported a position in NU in Q4 2021 and has held it in 20 quarters since. 452 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • UBS Group held 25,278,116 shares of Nu Holdings worth $320M as of Q3 2026.
  • UBS Group bought 14,298,116 Nu Holdings shares in Q3 2026, an estimated $203M.
  • Nu Holdings made up 0.04% of UBS Group's portfolio in Q3 2026, its #433 holding.
  • UBS Group first reported a position in Nu Holdings in Q4 2021 and has held it in 20 quarters since.
  • 452 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.