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Equibles

UBS Group AG

Position in NU — Nu Holdings Ltd.

CIK 1610520 ZURICH, V8
Back to NU Full portfolio

Position in NU

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$146,692,798
+$62,433,459 QoQ
Shares Held
10,980,000
+87.3% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#50
of 854 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 96% Shared 0% None 4%

Common Shares in NU Over Time

Shares Held

Position Value (USD)

Derivatives in NU

reported options exposure · as of Jun 30, 2026
CallValue
$65,792,923
CallShares
4,924,620
PutValue
$21,215,680
PutShares
1,588,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

UBS Group AG holds $6,482,651,189 across 311 Banks - Regional names. NU ranks #10 (2.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DB
Deutsche Bank Aktiengesellschaft
 28,999,073 $979,008,699
2 PNC
Pnc Financial Services Group, Inc.
 2,515,431 $619,349,419
3 TFC
Truist Financial Corp
 6,545,833 $326,113,398
4 USB
US Bancorp \De\
 5,381,171 $325,022,727
5 FITB
Fifth Third Bancorp
 5,705,460 $321,616,778
6 CFG
Citizens Financial Group Inc/Ri
 4,166,727 $291,962,558
7 HBAN
Huntington Bancshares Inc /Md/
 11,958,250 $212,019,770
8 MTB
M&T Bank Corp
 868,700 $206,759,285

All Filings in NU

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $65,792,923 4,924,620
2026-06-30 $21,215,680 1,588,000
2026-06-30 $146,692,798 10,980,000
2026-03-31 $25,258,149 1,757,700
2026-03-31 $84,259,339 5,863,559
2026-03-31 $17,890,650 1,245,000
2025-12-31 $25,133,436 1,501,400
2025-12-31 $12,630,330 754,500
2025-12-31 $150,651,343 8,999,483
2025-09-30 $18,898,204 1,180,400
2025-09-30 $145,081,449 9,061,927
2025-09-30 $23,259,328 1,452,800
2025-06-30 $5,315,128 387,400
2025-06-30 $10,362,716 755,300
2025-06-30 $228,961,073 16,688,125
2025-03-31 $140,231,483 13,694,481
2025-03-31 $6,730,752 657,300
2025-03-31 $8,085,504 789,600
2024-12-31 $147,219,773 14,210,403
2024-12-31 $5,367,516 518,100
2024-12-31 $6,423,200 620,000
2024-09-30 $44,024,743 3,225,256
2024-09-30 $3,890,250 285,000
2024-09-30 $6,609,330 484,200
2024-06-30 $8,174,838 634,200
2024-06-30 $8,024,025 622,500
2024-06-30 $34,567,318 2,681,716
2024-03-31 $33,078,071 2,772,680
2024-03-31 $1,193,000 100,000
2024-03-31 $8,500,125 712,500
2023-12-31 $3,086,265 370,500
2023-12-31 $4,683,524 562,248
2023-12-31 $4,373,250 525,000
2023-09-30 $2,213,315 305,285
2023-09-30 $3,806,250 525,000
2023-09-30 $5,554,225 766,100
2023-06-30 $2,294,056 290,755
2023-06-30 $2,923,245 370,500
2023-06-30 $4,142,250 525,000
2023-03-31 $2,116,832 444,713
2022-12-31 $2,148,960 528,000
2022-12-31 $2,148,960 528,000
2022-12-31 $826,684 203,117
2022-09-30 $10,683,640 2,428,100
2022-09-30 $7,920,000 1,800,000
2022-09-30 $2,937,060 667,514
2022-06-30 $2,845,392 760,800
2022-06-30 $4,564,317 1,220,406
2022-06-30 $1,777,248 475,200
2022-03-31 $3,494,844 452,700