UBS · NI Holdings Trend
NiSource · SEC 13F
UBS Holdings of NI by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 2.5M | $69M | — |
| 2024Q2 | 3.1M | $90M | +31.3% |
| 2024Q3 | 4.5M | $155M | +71.1% |
| 2024Q4 | 6.0M | $219M | +41.3% |
| 2025Q1 | 6.5M | $262M | +19.6% |
| 2025Q2 | 9.0M | $362M | +38.4% |
| 2025Q3 | 7.6M | $329M | -9.2% |
| 2025Q4 | 8.9M | $373M | +13.4% |
| 2026Q1 | 10.1M | $470M | +26.1% |
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Data source: SEC EDGAR Form 13F