UBS Group AG: NWBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on NWBI, newest first. How the timeline and the estimate are built.

UBS Group AG held 801,865 NWBI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 801,865 shares
Change vs previous 13F -744,345 shares
<0.01% of the 13F portfolio, value $12,156,273.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 267,960 shares
- UBS Group AG: 533,905 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,546,210 shares
Change vs previous 13F +228,461 shares
<0.01% of the 13F portfolio, value $19,621,405.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 229,755 shares
- UBS Group AG: 1,316,455 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,317,749 shares
Change vs previous 13F -61,677 shares
<0.01% of the 13F portfolio, value $15,812,988.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 252,659 shares
- UBS Group AG: 1,065,090 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,379,426 shares
Change vs previous 13F +543,561 shares
<0.01% of the 13F portfolio, value $17,091,089.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 249,084 shares
- UBS Group AG: 1,130,342 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 835,865 shares
Change vs previous 13F +271,767 shares
<0.01% of the 13F portfolio, value $10,682,353.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 421,322 shares
- UBS Group AG: 414,543 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 564,098 shares
Change vs previous 13F -141,006 shares
<0.01% of the 13F portfolio, value $6,780,457.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 292,530 shares
- UBS Group AG: 271,568 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 705,104 shares
Change vs previous 13F +266,347 shares
<0.01% of the 13F portfolio, value $9,300,323.
13F-HR 0000950123-25-002409 filed by UBS Group AG
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 278,146 shares
- UBS Group AG: 426,958 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 438,757 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $5,870,569.
13F-HR 0000950123-24-011557 filed by UBS Group AG
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 212,809 shares
- UBS Group AG: 225,948 shares
Acceptance time not in the bulk data set (spec §4.2).