UBS Group
NVBU

UBS Group’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

UBS Group’s Portfolio NVBU Stock Details NVBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.53K Buy
161
+59
+58% +$1.71K ﹤0.01% 8926
2025
Q4 		$2.95K Sell
102
-147
-59% -$4.22K ﹤0.01% 9178
2025
Q3 		$7.05K Buy
+249
New +$6.81K ﹤0.01% 8749
2025
Q2 		– Sell
-34
Closed -$843 – 11057
2025
Q1 		$843 Sell
34
-67
-66% -$1.72K ﹤0.01% 9642
2024
Q4 		$2.58K Buy
+101
New +$2.62K ﹤0.01% 9022

Other funds holding NVBU

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group's NVBU Position: Q1 2026 in Review

UBS Group increased its AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) stake by 58% in Q1 2026, buying an estimated $1.71K and bringing the position to 161 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #8926.

UBS Group first reported a position in NVBU in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.05K in Q3 2025. 32 funds tracked by Wall St. Rank hold NVBU as of Q1 2026.

  • UBS Group held 161 shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF worth $4.53K as of Q1 2026.
  • UBS Group bought 59 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q1 2026, an estimated $1.71K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8926 holding.
  • UBS Group first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q4 2024 and has held it in 5 quarters since.
  • UBS Group's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $7.05K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q1 2026.

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