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
Q2 		$65.8M Buy
4,924,620
+3,166,920
+180% +$42.7M 0.01% 1483
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 $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

UBS Group's NU Position: Q2 2026 in Review

UBS Group increased its Nu Holdings (NU) stake by 87% in Q2 2026, buying an estimated $69M and bringing the position to 10,980,000 shares worth $147M. The position accounts for 0.02% of the portfolio, ranked #867.

UBS Group first reported a position in NU in Q4 2021 and has held it in 19 quarters since. The position peaked at $229M in Q2 2025. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • UBS Group held 10,980,000 shares of Nu Holdings worth $147M as of Q2 2026.
  • UBS Group bought 5,116,441 Nu Holdings shares in Q2 2026, an estimated $69M.
  • Nu Holdings made up 0.02% of UBS Group's portfolio in Q2 2026, its #867 holding.
  • UBS Group first reported a position in Nu Holdings in Q4 2021 and has held it in 19 quarters since.
  • UBS Group's Nu Holdings position peaked at $229M in Q2 2025.
  • 859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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