NVDS β€” INVESTMENT MANAGERS SER TR I

Ownership history in UBS Group AG  Β·  4 quarters on record

AI Ownership Summary

UBS Group AG reported INVESTMENT MANAGERS SER TR I (NVDS) in 4 quarterly 13F filings from 2024 Q2 through 2025 Q4. The latest visible filing shows NVDS 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 NVDS 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 INVESTMENT MANAGERS SER TR I, 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
2025 Q4

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

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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 NVDS β€” position size vs. price
% of Fund (quarterly)    NVDS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,237 +699 +129.9% 0.00% $35K 2026-02-14 (Est.) $28.26
2025 Q3 REDUCED 538 -464 -46.3% 0.00% $6K 2025-11-13 $28.23
2025 Q2 REDUCED 1,002 -20,321 -95.3% 0.00% $14K 2025-08-14 $30.59
2024 Q2 INITIATED 21,323 β€” β€” 0.00% $855K 2024-08-14 $89.74

FAQ About UBS Group AG and NVDS

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 NVDS?

UBS Group AG reported NVDS across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

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

The largest reported portfolio weight for NVDS was 0.00% in 2024 Q2.

What is the latest reported NVDS position on this page?

The most recent filing on this page is 2025 Q4, when UBS Group AG reported 1,237 shares, equal to 0.00% of portfolio, with an estimated market value of $35K.

What does the chart on this NVDS ownership page compare?

The chart compares UBS Group AG's quarterly NVDS 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.

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