UBS Group
NVNI

UBS Group’s Nvni Group NVNI Stock Holding History

UBS Group’s Portfolio NVNI Stock Details NVNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38K Buy
40,034
+31,279
+357% +$36K ﹤0.01% 7737
2026
Q1 		$10.1K Sell
8,755
-15,214
-63% -$27.1K ﹤0.01% 8391
2025
Q4 		$63.5K Buy
23,969
+11,605
+94% +$39.3K ﹤0.01% 7112
2025
Q3 		$103K Buy
12,364
+908
+8% +$5.64K ﹤0.01% 7108
2025
Q2 		$33.9K Buy
11,456
+3,733
+48% +$11.8K ﹤0.01% 8076
2025
Q1 		$16.5K Buy
7,723
+5,003
+184% +$108K ﹤0.01% 8351
2024
Q4 		$66.6K Buy
2,720
+283
+12% +$3.57K ﹤0.01% 7116
2024
Q3 		$20.6K Buy
+2,437
New +$29.8K ﹤0.01% 7359

Other funds holding NVNI

DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group's NVNI Position: Q2 2026 in Review

UBS Group increased its Nvni Group (NVNI) stake by 357% in Q2 2026, buying an estimated $36K and bringing the position to 40,034 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #7737.

UBS Group first reported a position in NVNI in Q3 2024 and has held it in 8 quarters since. The position peaked at $103K in Q3 2025. 12 funds tracked by Wall St. Rank hold NVNI as of Q2 2026.

  • UBS Group held 40,034 shares of Nvni Group worth $38K as of Q2 2026.
  • UBS Group bought 31,279 Nvni Group shares in Q2 2026, an estimated $36K.
  • Nvni Group made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7737 holding.
  • UBS Group first reported a position in Nvni Group in Q3 2024 and has held it in 8 quarters since.
  • UBS Group's Nvni Group position peaked at $103K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Nvni Group as of Q2 2026.

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