UBS Group
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UBS Group’s Nuveen ESG Dividend ETF NUDV Stock Holding History

UBS Group’s Portfolio NUDV Stock Details NUDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-29
Closed -$865 – 10963
2025
Q4 		$865 Buy
+29
New +$852 ﹤0.01% 9785
2025
Q2 		– Sell
-1,506
Closed -$42K – 10662
2025
Q1 		$42K Buy
1,506
+1,100
+271% +$31.2K ﹤0.01% 7710
2024
Q4 		$11.2K Buy
+406
New +$12K ﹤0.01% 8249
2024
Q3 		– Sell
-632
Closed -$16.9K – 9892
2024
Q2 		$16.9K Buy
+632
New +$16.8K ﹤0.01% 7411
2024
Q1 		– Sell
-331
Closed -$8.5K – 9808
2023
Q4 		$8.5K Buy
+331
New +$7.87K ﹤0.01% 7549
2023
Q2 		– Sell
-5,497
Closed -$131K – 9413
2023
Q1 		$131K Buy
5,497
+4,951
+907% +$120K ﹤0.01% 5704
2022
Q4 		$13.1K Buy
+546
New +$12.9K ﹤0.01% 8201
2022
Q3 		– Sell
-110
Closed -$3K – 10733
2022
Q2 		$3K Buy
+110
New +$2.72K ﹤0.01% 9345
2022
Q1 		– Sell
-520
Closed -$14K – 10692
2021
Q4 		$14K Buy
+520
New +$13.4K ﹤0.01% 8346

Other funds holding NUDV

CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

UBS Group's NUDV Position: Q1 2026 in Review

UBS Group sold out of Nuveen ESG Dividend ETF (NUDV) in Q1 2026, closing a stake of 29 shares — an estimated $865 sold.

UBS Group first reported a position in NUDV in Q4 2021 and held it in 9 quarters. The position peaked at $131K in Q1 2023. 24 funds tracked by Wall St. Rank hold NUDV as of Q1 2026.

  • UBS Group reported no remaining Nuveen ESG Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 29 Nuveen ESG Dividend ETF shares in Q1 2026, an estimated $865.
  • UBS Group first reported a position in Nuveen ESG Dividend ETF in Q4 2021 and held it in 9 quarters.
  • UBS Group's Nuveen ESG Dividend ETF position peaked at $131K in Q1 2023.
  • 24 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q1 2026.

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