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
Q1 		$25.3M Buy
1,757,700
+1,003,200
+133% +$16.3M ﹤0.01% 2343
2025
Q4 		$12.6M Sell
754,500
-698,300
-48% -$11.2M ﹤0.01% 3048
2025
Q3 		$23.3M Buy
1,452,800
+697,500
+92% +$9.73M ﹤0.01% 2392
2025
Q2 		$10.4M Sell
755,300
-34,300
-4% -$411K ﹤0.01% 3053
2025
Q1 		$8.09M Buy
789,600
+169,600
+27% +$2M ﹤0.01% 3275
2024
Q4 		$6.42M Buy
620,000
+335,000
+118% +$4.46M ﹤0.01% 3545
2024
Q3 		$3.89M Sell
285,000
-337,500
-54% -$4.54M ﹤0.01% 3339
2024
Q2 		$8.02M Sell
622,500
-90,000
-13% -$1.05M ﹤0.01% 2418
2024
Q1 		$8.5M Buy
712,500
+342,000
+92% +$3.49M ﹤0.01% 2410
2023
Q4 		$3.09M Sell
370,500
-395,600
-52% -$3.2M ﹤0.01% 3326
2023
Q3 		$5.55M Buy
766,100
+395,600
+107% +$2.96M ﹤0.01% 2472
2023
Q2 		$2.92M Buy
+370,500
New +$2.28M ﹤0.01% 3137
2023
Q1 		– Sell
-528,000
Closed -$2.15M – 10121
2022
Q4 		$2.15M Sell
528,000
-1,900,100
-78% -$8.26M ﹤0.01% 3333
2022
Q3 		$10.7M Buy
2,428,100
+1,667,300
+219% +$7.65M ﹤0.01% 1730
2022
Q2 		$2.85M Buy
760,800
+308,100
+68% +$1.56M ﹤0.01% 2844
2022
Q1 		$3.5M Buy
+452,700
New +$3.63M ﹤0.01% 2904

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group's NU Position: Q1 2026 in Review

UBS Group reduced its Nu Holdings (NU) stake by 35% in Q1 2026, selling an estimated $50.8M and leaving 5,863,559 shares worth $84.3M. The position accounts for 0.01% of the portfolio, ranked #1186.

UBS Group first reported a position in NU in Q4 2021 and has held it in 18 quarters since. The position peaked at $229M in Q2 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • UBS Group held 5,863,559 shares of Nu Holdings worth $84.3M as of Q1 2026.
  • UBS Group sold 3,135,924 Nu Holdings shares in Q1 2026, an estimated $50.8M.
  • Nu Holdings made up 0.01% of UBS Group's portfolio in Q1 2026, its #1186 holding.
  • UBS Group first reported a position in Nu Holdings in Q4 2021 and has held it in 18 quarters since.
  • UBS Group's Nu Holdings position peaked at $229M in Q2 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

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