UBS Group
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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 		$26.8M Buy
2,115,900
+527,900
+33% +$7.48M ﹤0.01% 2352
2026
Q2 		$21.2M Buy
1,588,000
+343,000
+28% +$4.62M ﹤0.01% 2616
2026
Q1 		$17.9M Sell
1,245,000
-256,400
-17% -$4.16M ﹤0.01% 2714
2025
Q4 		$25.1M Buy
1,501,400
+321,000
+27% +$5.16M ﹤0.01% 2361
2025
Q3 		$18.9M Buy
1,180,400
+793,000
+205% +$11.1M ﹤0.01% 2630
2025
Q2 		$5.32M Sell
387,400
-269,900
-41% -$3.23M ﹤0.01% 3815
2025
Q1 		$6.73M Buy
657,300
+139,200
+27% +$1.65M ﹤0.01% 3478
2024
Q4 		$5.37M Buy
518,100
+33,900
+7% +$451K ﹤0.01% 3770
2024
Q3 		$6.61M Sell
484,200
-150,000
-24% -$2.02M ﹤0.01% 2778
2024
Q2 		$8.17M Buy
634,200
+534,200
+534% +$6.22M ﹤0.01% 2404
2024
Q1 		$1.19M Sell
100,000
-425,000
-81% -$4.34M ﹤0.01% 4464
2023
Q4 		$4.37M Hold
525,000
– – ﹤0.01% 2921
2023
Q3 		$3.81M Hold
525,000
– – ﹤0.01% 2841
2023
Q2 		$4.14M Buy
+525,000
New +$3.23M ﹤0.01% 2776
2023
Q1 		– Sell
-528,000
Closed -$2.15M – 10122
2022
Q4 		$2.15M Sell
528,000
-1,272,000
-71% -$5.53M ﹤0.01% 3334
2022
Q3 		$7.92M Buy
1,800,000
+1,324,800
+279% +$6.08M ﹤0.01% 1979
2022
Q2 		$1.78M Buy
475,200
+132,600
+39% +$673K ﹤0.01% 3253
2022
Q1 		$2.64M Buy
+342,600
New +$2.75M ﹤0.01% 3161

Other funds holding NU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

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. 552 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.
  • 552 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.