UBS Group
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UBS Group’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

UBS Group’s Portfolio NVBW Stock Details NVBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.51K Buy
267
+87
+48% +$3.04K ﹤0.01% 8599
2026
Q1 		$5.99K Buy
+180
New +$6.09K ﹤0.01% 8726
2025
Q4 		– Sell
-1,759
Closed -$58.5K – 10974
2025
Q3 		$58.5K Sell
1,759
-2,445
-58% -$80.1K ﹤0.01% 7455
2025
Q2 		$135K Buy
4,204
+2,424
+136% +$75.1K ﹤0.01% 6990
2025
Q1 		$54.5K Buy
1,780
+1,743
+4,711% +$54.2K ﹤0.01% 7525
2024
Q4 		$1.15K Sell
37
-6,733
-99% -$207K ﹤0.01% 9301
2024
Q3 		$205K Buy
6,770
+2,186
+48% +$65.6K ﹤0.01% 5854
2024
Q2 		$137K Buy
4,584
+3,264
+247% +$96.1K ﹤0.01% 5943
2024
Q1 		$38.6K Buy
1,320
+1,208
+1,079% +$34.8K ﹤0.01% 6631
2023
Q4 		$3.18K Sell
112
-295
-72% -$8.18K ﹤0.01% 8002
2023
Q3 		$11.2K Sell
407
-2,814
-87% -$78.8K ﹤0.01% 7070
2023
Q2 		$89.7K Buy
3,221
+1,422
+79% +$38.2K ﹤0.01% 6102
2023
Q1 		$47.5K Buy
1,799
+1,399
+350% +$36.2K ﹤0.01% 6497
2022
Q4 		$10.1K Buy
+400
New +$10.1K ﹤0.01% 8575

Other funds holding NVBW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

UBS Group's NVBW Position: Q2 2026 in Review

UBS Group increased its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) stake by 48% in Q2 2026, buying an estimated $3.04K and bringing the position to 267 shares worth $9.51K. The position accounts for ﹤0.01% of the portfolio, ranked #8599.

UBS Group first reported a position in NVBW in Q4 2022 and has held it in 14 quarters since. The position peaked at $205K in Q3 2024. 50 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

  • UBS Group held 267 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $9.51K as of Q2 2026.
  • UBS Group bought 87 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q2 2026, an estimated $3.04K.
  • AllianzIM U.S. Equity Buffer20 Nov ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8599 holding.
  • UBS Group first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2022 and has held it in 14 quarters since.
  • UBS Group's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $205K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

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