UBS Group’s Novartis NVS Stock Holding History

UBS Group’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-35,100	Closed	-$4.25M	–	10741
2025 Q2	$4.25M	Sell	35,100 -46,900	-57%	-$5.29M	﹤0.01%	4041
2025 Q1	$9.14M	Buy	+82,000	New	+$8.73M	﹤0.01%	3127
2024 Q3	–	Sell	-15,000	Closed	-$1.6M	–	9900
2024 Q2	$1.6M	Buy	+15,000	New	+$1.51M	﹤0.01%	3991
2022 Q2	–	Sell	-200	Closed	-$18K	–	10730
2022 Q1	$18K	Sell	200 -80,500	-100%	-$6.97M	﹤0.01%	7579
2021 Q4	$7.06M	Buy	+80,700	New	+$6.7M	﹤0.01%	2474
2020 Q2	–	Sell	-10,200	Closed	-$841K	–	8233
2020 Q1	$841K	Buy	+10,200	New	+$910K	﹤0.01%	3501
2019 Q1	–	Sell	-40,399	Closed	-$3.11M	–	8020
2018 Q4	$3.11M	Buy	40,399 +7,923	+24%	+$617K	﹤0.01%	2600
2018 Q3	$2.51M	Buy	+32,476	New	+$2.4M	﹤0.01%	3022
2018 Q1	–	Sell	-55,800	Closed	-$4.2M	–	8059
2017 Q4	$4.2M	Buy	+55,800	New	+$4.21M	﹤0.01%	2526
2016 Q4	–	Sell	-1,451	Closed	-$103K	–	7949
2016 Q3	$103K	Buy	+1,451	New	+$106K	﹤0.01%	4976
2016 Q2	–	Sell	-1,228	Closed	-$80K	–	7895
2016 Q1	$80K	Buy	+1,228	New	+$83.5K	﹤0.01%	5140
2015 Q4	–	Sell	-781	Closed	-$64K	–	8501
2015 Q3	$64K	Sell	781 -447	-36%	-$39.8K	﹤0.01%	5601
2015 Q2	$109K	Sell	1,228 -223	-15%	-$20.5K	﹤0.01%	5326
2015 Q1	$128K	Sell	1,451 -3,459	-70%	-$307K	﹤0.01%	5230
2014 Q4	$408K	Buy	+4,910	New	+$407K	﹤0.01%	4368

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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.