UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in NU — Nu Holdings Ltd.
CIK 861177
NEW YORK, NY
Position in NU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$391,305,401
+$42,775,675 QoQ
Shares Held
27,230,717
+30.8% QoQ
Ownership
0.564%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,361,483,581 across 261 Banks - Regional names. NU ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,568,674 | $742,605,368 | |
| 2 | USB |
US Bancorp De
|
12,530,419 | $651,707,086 | |
| 3 | TFC |
Truist Financial Corp
|
9,106,421 | $418,622,168 | |
| 4 | NU |
Nu Holdings Ltd.
This page
|
27,230,717 | $391,305,401 | |
| 5 | BAP |
Credicorp Ltd
|
1,113,106 | $377,543,289 | |
| 6 | FHN |
First Horizon Corp
|
14,284,824 | $325,122,590 | |
| 7 | FITB |
Fifth Third Bancorp
|
6,334,567 | $294,303,977 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
16,373,151 | $256,239,809 |
All Filings in NU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $391,305,401 | 27,230,717 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $348,529,726 | 20,820,175 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $316,187,217 | 19,749,358 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $309,635,934 | 22,568,217 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $223,539,431 | 21,830,023 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $199,246,718 | 19,232,309 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $193,111,311 | 14,147,349 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $32,665,295 | 2,534,158 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $23,549,664 | 1,973,987 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $12,236,660 | 1,468,987 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,650,155 | 1,468,987 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||