UBS Group’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

UBS Group’s Portfolio NUSA Stock Details NUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$185	Buy	+8	New	+$186	﹤0.01%	10016
2026 Q1	–	Sell	-196	Closed	-$4.58K	–	10964
2025 Q4	$4.58K	Sell	196 -143	-42%	-$3.35K	﹤0.01%	8807
2025 Q3	$7.95K	Buy	339 +235	+226%	+$5.49K	﹤0.01%	8690
2025 Q2	$2.43K	Buy	+104	New	+$2.42K	﹤0.01%	9471
2025 Q1	–	Sell	-130	Closed	-$2.98K	–	10566
2024 Q4	$2.98K	Sell	130 -1,375	-91%	-$31.7K	﹤0.01%	8955
2024 Q3	$35.3K	Buy	1,505 +190	+14%	+$4.42K	﹤0.01%	7044
2024 Q2	$30.1K	Buy	1,315 +1,314	+131,400%	+$29.9K	﹤0.01%	7052
2024 Q1	$23	Sell	1 -249	-100%	-$5.71K	﹤0.01%	9020
2023 Q4	$5.76K	Buy	+250	New	+$5.68K	﹤0.01%	7758
2023 Q2	–	Sell	-548	Closed	-$12.6K	–	9416
2023 Q1	$12.6K	Sell	548 -2,062	-79%	-$47.2K	﹤0.01%	7432
2022 Q4	$59.3K	Buy	2,610 +454	+21%	+$10.3K	﹤0.01%	6596
2022 Q3	$49K	Sell	2,156 -56,739	-96%	-$1.31M	﹤0.01%	6369
2022 Q2	$1.37M	Buy	58,895 +56,555	+2,417%	+$1.32M	﹤0.01%	3451
2022 Q1	$56K	Buy	2,340 +595	+34%	+$14.4K	﹤0.01%	6383
2021 Q4	$44K	Sell	1,745 -1,070	-38%	-$26.6K	﹤0.01%	7032
2021 Q3	$71K	Sell	2,815 -1,517	-35%	-$38.3K	﹤0.01%	6080
2021 Q2	$109K	Buy	4,332 +1,057	+32%	+$26.7K	﹤0.01%	5812
2021 Q1	$83K	Sell	3,275 -6,315	-66%	-$161K	﹤0.01%	6110
2020 Q4	$245K	Buy	9,590 +7,923	+475%	+$202K	﹤0.01%	5111
2020 Q3	$43K	Buy	1,667 +250	+18%	+$6.4K	﹤0.01%	5754
2020 Q2	$36K	Buy	1,417 +262	+23%	+$6.63K	﹤0.01%	6139
2020 Q1	$29K	Buy	1,155 +834	+260%	+$20.8K	﹤0.01%	6240
2019 Q4	$8K	Sell	321 -1,624	-83%	-$40.6K	﹤0.01%	7393
2019 Q3	$49K	Buy	1,945 +1,624	+506%	+$40.6K	﹤0.01%	6213
2019 Q2	$8K	Buy	+321	New	+$7.93K	﹤0.01%	7190
2019 Q1	–	Sell	-2,000	Closed	-$49K	–	8018
2018 Q4	$49K	Buy	+2,000	New	+$48.4K	﹤0.01%	6107
2018 Q3	–	Sell	-1,500	Closed	-$37K	–	8166
2018 Q2	$37K	Buy	+1,500	New	+$36.6K	﹤0.01%	6233

Other funds holding NUSA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group's NUSA Position: Q2 2026 in Review

UBS Group opened a new position in Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) in Q2 2026: 8 shares worth $185. The stake represents ﹤0.01% of the portfolio and ranks #10016 among its holdings. This is a return to the name: UBS Group previously reported a position in NUSA as recently as Q4 2025.

UBS Group first reported a position in NUSA in Q2 2018 and has held it in 27 quarters since. The position peaked at $1.37M in Q2 2022. 23 funds tracked by Wall St. Rank hold NUSA as of Q2 2026.

UBS Group held 8 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $185 as of Q2 2026.
Nuveen ESG 1-5 Year US Aggregate Bond ETF was a new UBS Group position in Q2 2026.
Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #10016 holding.
UBS Group first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q2 2018 and has held it in 27 quarters since.
UBS Group's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $1.37M in Q2 2022.
23 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q2 2026.

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