UBS Group AG NBCR β€” NEUBERGER BERMAN ETF TRUST

Ownership history in UBS Group AG  Β·  7 quarters on record

AI Ownership Summary

UBS Group AG reported NEUBERGER BERMAN ETF TRUST (NBCR) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows NBCR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NBCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in NEUBERGER BERMAN ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NBCR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How UBS Group AG held NBCR β€” position size vs. price
% of Fund (quarterly)    NBCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 524 +310 +144.9% 0.00% $16K 2026-05-05 $32.72
2025 Q4 ADDED β€” β€” β€” 214 +47 +28.1% 0.00% $7K 2026-01-29 $31.90
2025 Q3 REDUCED 67.1% +3.2% ❌ 167 -340 -67.1% 0.00% $5K 2025-11-13 $30.95
2025 Q2 REDUCED 80.7% +7.3% ❌ 507 -2,120 -80.7% 0.00% $15K 2025-08-14 $29.80
2025 Q1 ADDED β€” β€” β€” 2,627 +321 +13.9% 0.00% $68K 2025-05-13 $27.08
2024 Q4 ADDED β€” β€” β€” 2,306 +1,677 +266.6% 0.00% $62K 2025-02-14 $27.77
2024 Q3 INITIATED β€” β€” β€” 629 β€” β€” 0.00% $17K 2024-11-14 $27.10

🏒 Other funds also holding NBCR

As of 2026 Q1 β€” sorted by position size

IBEX WEALTH ADVISORS 3Y 7Y 0.04% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0%

FAQ About UBS Group AG and NBCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning NBCR?

UBS Group AG reported NBCR across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported NBCR position in UBS Group AG's portfolio?

The largest reported portfolio weight for NBCR was 0.00% in 2025 Q1.

What is the latest reported NBCR position on this page?

The most recent filing on this page is 2026 Q1, when UBS Group AG reported 524 shares, equal to 0.00% of portfolio, with an estimated market value of $16K.

What does the chart on this NBCR ownership page compare?

The chart compares UBS Group AG's quarterly NBCR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did UBS Group AG time their NBCR position?

Based on 13F filing dates vs. subsequent NBCR price moves, UBS Group AG correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on NBCR relative to SPY over the holding period was -1.9%.

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