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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-30,000
| Closed | -$3.45M | – | 10255 |
|
|
2024
Q3 | $3.45M | Sell |
30,000
-30,600
| -50% | -$3.47M | ﹤0.01% | 3445 |
|
|
2024
Q2 | $6.45M | Buy |
+60,600
| New | +$6.08M | ﹤0.01% | 2607 |
|
|
2023
Q4 | – | Sell |
-13,300
| Closed | -$1.35M | – | 9728 |
|
|
2023
Q3 | $1.35M | Sell |
13,300
-45,000
| -77% | -$4.57M | ﹤0.01% | 3823 |
|
|
2023
Q2 | $5.88M | Buy |
+58,300
| New | +$5.83M | ﹤0.01% | 2428 |
|
|
2023
Q1 | – | Sell |
-1,700
| Closed | -$154K | – | 10131 |
|
|
2022
Q4 | $154K | Hold |
1,700
| – | – | ﹤0.01% | 5707 |
|
|
2022
Q3 | $129K | Buy |
1,700
+1,100
| +183% | +$91.2K | ﹤0.01% | 5486 |
|
|
2022
Q2 | $51K | Buy |
+600
| New | +$52.6K | ﹤0.01% | 5892 |
|
|
2022
Q1 | – | Sell |
-2,200
| Closed | -$192K | – | 10695 |
|
|
2021
Q4 | $192K | Hold |
2,200
| – | – | ﹤0.01% | 5743 |
|
|
2021
Q3 | $180K | Hold |
2,200
| – | – | ﹤0.01% | 5396 |
|
|
2021
Q2 | $201K | Buy |
2,200
+800
| +57% | +$71.2K | ﹤0.01% | 5339 |
|
|
2021
Q1 | $120K | Sell |
1,400
-1,300
| -48% | -$117K | ﹤0.01% | 5826 |
|
|
2020
Q4 | $255K | Buy |
2,700
+700
| +35% | +$61.2K | ﹤0.01% | 5089 |
|
|
2020
Q3 | $174K | Buy |
2,000
+1,500
| +300% | +$130K | ﹤0.01% | 4870 |
|
|
2020
Q2 | $44K | Hold |
500
| – | – | ﹤0.01% | 5959 |
|
|
2020
Q1 | $41K | Sell |
500
-1,000
| -67% | -$89.2K | ﹤0.01% | 5986 |
|
|
2019
Q4 | $142K | Hold |
1,500
| – | – | ﹤0.01% | 5817 |
|
|
2019
Q3 | $130K | Sell |
1,500
-1,400
| -48% | -$126K | ﹤0.01% | 5594 |
|
|
2019
Q2 | $265K | Buy |
2,900
+1,449
| +100% | +$123K | ﹤0.01% | 4732 |
|
|
2019
Q1 | $125K | Sell |
1,451
-1,674
| -54% | -$134K | ﹤0.01% | 4920 |
|
|
2018
Q4 | $240K | Buy |
3,125
+1,451
| +87% | +$113K | ﹤0.01% | 4828 |
|
|
2018
Q3 | $129K | Buy |
1,674
+1,116
| +200% | +$82.5K | ﹤0.01% | 5364 |
|
|
2018
Q2 | $38K | Sell |
558
-5,803
| -91% | -$400K | ﹤0.01% | 6214 |
|
|
2018
Q1 | $461K | Buy |
6,361
+4,575
| +256% | +$348K | ﹤0.01% | 4265 |
|
|
2017
Q4 | $134K | Buy |
1,786
+112
| +7% | +$8.45K | ﹤0.01% | 5189 |
|
|
2017
Q3 | $129K | Sell |
1,674
-2,344
| -58% | -$177K | ﹤0.01% | 5160 |
|
|
2017
Q2 | $300K | Buy |
4,018
+3,125
| +350% | +$221K | ﹤0.01% | 4490 |
|
|
2017
Q1 | $59K | Buy |
+893
| New | +$59.5K | ﹤0.01% | 5401 |
|
|
2016
Q4 | – | Sell |
-335
| Closed | -$24K | – | 7950 |
|
|
2016
Q3 | $24K | Sell |
335
-781
| -70% | -$56.9K | ﹤0.01% | 6153 |
|
|
2016
Q2 | $83K | Buy |
+1,116
| New | +$77.1K | ﹤0.01% | 5160 |
|
|
2016
Q1 | – | Sell |
-781
| Closed | -$60K | – | 8006 |
|
|
2015
Q4 | $60K | Sell |
781
-2,679
| -77% | -$213K | ﹤0.01% | 5664 |
|
|
2015
Q3 | $285K | Sell |
3,460
-1,674
| -33% | -$149K | ﹤0.01% | 4357 |
|
|
2015
Q2 | $452K | Buy |
5,134
+1,005
| +24% | +$92.2K | ﹤0.01% | 4212 |
|
|
2015
Q1 | $365K | Sell |
4,129
-22,990
| -85% | -$2.04M | ﹤0.01% | 4393 |
|
|
2014
Q4 | $2.25M | Buy |
+27,119
| New | +$2.25M | ﹤0.01% | 2787 |
|
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.