UBS Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $274M | Buy |
1,793,153
+431,879
| +32% | +$66.2M | 0.04% | 469 |
|
|
2025
Q4 | $188M | Sell |
1,361,274
-240,859
| -15% | -$31.5M | 0.03% | 607 |
|
|
2025
Q3 | $205M | Buy |
1,602,133
+245,307
| +18% | +$29.9M | 0.03% | 570 |
|
|
2025
Q2 | $164M | Sell |
1,356,826
-346,876
| -20% | -$39.1M | 0.03% | 636 |
|
|
2025
Q1 | $190M | Buy |
1,703,702
+6,191
| +0.4% | +$659K | 0.03% | 529 |
|
|
2024
Q4 | $165M | Buy |
1,697,511
+327,690
| +24% | +$34.9M | 0.03% | 605 |
|
|
2024
Q3 | $158M | Sell |
1,369,821
-13,225
| -1% | -$1.5M | 0.03% | 511 |
|
|
2024
Q2 | $147M | Sell |
1,383,046
-163,692
| -11% | -$16.4M | 0.04% | 460 |
|
|
2024
Q1 | $150M | Sell |
1,546,738
-114,754
| -7% | -$11.8M | 0.04% | 463 |
|
|
2023
Q4 | $168M | Sell |
1,661,492
-195,165
| -11% | -$18.8M | 0.05% | 367 |
|
|
2023
Q3 | $189M | Buy |
1,856,657
+58,406
| +3% | +$5.93M | 0.07% | 300 |
|
|
2023
Q2 | $181M | Sell |
1,798,251
-86,831
| -5% | -$8.68M | 0.06% | 303 |
|
|
2023
Q1 | $173M | Sell |
1,885,082
-199,411
| -10% | -$17.4M | 0.06% | 296 |
|
|
2022
Q4 | $189M | Sell |
2,084,493
-258,530
| -11% | -$21.8M | 0.07% | 292 |
|
|
2022
Q3 | $178M | Sell |
2,343,023
-263,265
| -10% | -$21.8M | 0.08% | 265 |
|
|
2022
Q2 | $220M | Sell |
2,606,288
-570,793
| -18% | -$50.1M | 0.09% | 242 |
|
|
2022
Q1 | $279M | Sell |
3,177,081
-1,001,819
| -24% | -$86.7M | 0.09% | 224 |
|
|
2021
Q4 | $366M | Sell |
4,178,900
-331,179
| -7% | -$27.5M | 0.1% | 194 |
|
|
2021
Q3 | $369M | Sell |
4,510,079
-249,657
| -5% | -$22.5M | 0.12% | 177 |
|
|
2021
Q2 | $434M | Sell |
4,759,736
-271,730
| -5% | -$24.2M | 0.14% | 149 |
|
|
2021
Q1 | $430M | Sell |
5,031,466
-491,485
| -9% | -$44.1M | 0.14% | 149 |
|
|
2020
Q4 | $522M | Sell |
5,522,951
-1,129,253
| -17% | -$98.7M | 0.18% | 130 |
|
|
2020
Q3 | $578M | Sell |
6,652,204
-99,529
| -1% | -$8.62M | 0.22% | 112 |
|
|
2020
Q2 | $590M | Sell |
6,751,733
-649,131
| -9% | -$56M | 0.25% | 91 |
|
|
2020
Q1 | $610M | Sell |
7,400,864
-682,943
| -8% | -$60.9M | 0.29% | 74 |
|
|
2019
Q4 | $765M | Buy |
8,083,807
+467,073
| +6% | +$41.9M | 0.27% | 81 |
|
|
2019
Q3 | $662M | Sell |
7,616,734
-209,843
| -3% | -$18.8M | 0.25% | 87 |
|
|
2019
Q2 | $715M | Sell |
7,826,577
-89,549
| -1% | -$7.58M | 0.28% | 84 |
|
|
2019
Q1 | $682M | Buy |
7,916,126
+313,547
| +4% | +$25.2M | 0.28% | 84 |
|
|
2018
Q4 | $585M | Buy |
7,602,579
+153,591
| +2% | +$12M | 0.27% | 88 |
|
|
2018
Q3 | $575M | Buy |
7,448,988
+112,163
| +2% | +$8.29M | 0.23% | 97 |
|
|
2018
Q2 | $497M | Buy |
7,336,825
+57,406
| +0.8% | +$3.96M | 0.22% | 111 |
|
|
2018
Q1 | $527M | Buy |
7,279,419
+326,171
| +5% | +$24.8M | 0.23% | 103 |
|
|
2017
Q4 | $523M | Buy |
6,953,248
+90,153
| +1% | +$6.8M | 0.22% | 115 |
|
|
2017
Q3 | $528M | Sell |
6,863,095
-71,183
| -1% | -$5.38M | 0.24% | 95 |
|
|
2017
Q2 | $519M | Buy |
6,934,278
+241,513
| +4% | +$17.1M | 0.27% | 85 |
|
|
2017
Q1 | $445M | Buy |
6,692,765
+407,418
| +6% | +$27.1M | 0.24% | 89 |
|
|
2016
Q4 | $410M | Buy |
6,285,347
+97,243
| +2% | +$6.31M | 0.23% | 99 |
|
|
2016
Q3 | $438M | Buy |
6,188,104
+129,663
| +2% | +$9.45M | 0.26% | 76 |
|
|
2016
Q2 | $448M | Buy |
6,058,441
+243,562
| +4% | +$16.8M | 0.28% | 63 |
|
|
2016
Q1 | $377M | Buy |
5,814,879
+337,323
| +6% | +$22.9M | 0.25% | 78 |
|
|
2015
Q4 | $422M | Sell |
5,477,556
-80,740
| -1% | -$6.41M | 0.27% | 69 |
|
|
2015
Q3 | $458M | Sell |
5,558,296
-163,913
| -3% | -$14.6M | 0.32% | 50 |
|
|
2015
Q2 | $504M | Buy |
5,722,209
+91,688
| +2% | +$8.41M | 0.34% | 45 |
|
|
2015
Q1 | $498M | Buy |
5,630,521
+192,097
| +4% | +$17M | 0.34% | 46 |
|
|
2014
Q4 | $452M | Buy |
+5,438,424
| New | +$451M | 0.32% | 54 |
|
Other funds holding NVS
UBS Group's NVS Position: Q1 2026 in Review
UBS Group increased its Novartis (NVS) stake by 32% in Q1 2026, buying an estimated $66.2M and bringing the position to 1,793,153 shares worth $274M. The position accounts for 0.04% of the portfolio, ranked #469.
UBS Group first reported a position in NVS in Q4 2014 and has held it in 46 quarters since. The position peaked at $765M in Q4 2019. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- UBS Group held 1,793,153 shares of Novartis worth $274M as of Q1 2026.
- UBS Group bought 431,879 Novartis shares in Q1 2026, an estimated $66.2M.
- Novartis made up 0.04% of UBS Group's portfolio in Q1 2026, its #469 holding.
- UBS Group first reported a position in Novartis in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Novartis position peaked at $765M in Q4 2019.
- 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.