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Calamos Wealth Management’s UBS Group UBS Stock Holding History

Calamos Wealth Management’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,053
Closed -$453K – 499
2025
Q3 		$453K Buy
11,053
+1,357
+14% +$52.7K 0.02% 278
2025
Q2 		$328K Buy
9,696
+1
+0% +$31 0.01% 276
2025
Q1 		$297K Hold
9,695
– – 0.01% 258
2024
Q4 		$294K Hold
9,695
– – 0.01% 258
2024
Q3 		$300K Hold
9,695
– – 0.02% 266
2024
Q2 		$286K Sell
9,695
-320
-3% -$9.51K 0.02% 256
2024
Q1 		$308K Hold
10,015
– – 0.02% 250
2023
Q4 		$309K Sell
10,015
-133
-1% -$3.5K 0.02% 238
2023
Q3 		$250K Buy
+10,148
New +$237K 0.02% 280
2023
Q2 		– Sell
-9,695
Closed -$207K – 322
2023
Q1 		$207K Buy
+9,695
New +$202K 0.02% 294
2022
Q4 		– Sell
-74,700
Closed -$1.08M – 335
2022
Q3 		$1.08M Sell
74,700
-25,050
-25% -$401K 0.09% 130
2022
Q2 		$1.62M Sell
99,750
-33,335
-25% -$584K 0.14% 109
2022
Q1 		$2.6M Sell
133,085
-4,790
-3% -$90.6K 0.19% 97
2021
Q4 		$2.46M Buy
137,875
+5,765
+4% +$101K 0.18% 100
2021
Q3 		$2.11M Sell
132,110
-668
-0.5% -$10.8K 0.17% 102
2021
Q2 		$2.04M Buy
132,778
+7,915
+6% +$125K 0.16% 107
2021
Q1 		$1.94M Buy
124,863
+14,229
+13% +$219K 0.16% 109
2020
Q4 		$1.56M Buy
110,634
+32,738
+42% +$433K 0.14% 102
2020
Q3 		$869K Buy
77,896
+16,506
+27% +$198K 0.1% 138
2020
Q2 		$708K Buy
+61,390
New +$632K 0.09% 146

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Calamos Wealth Management's UBS Position: Q4 2025 in Review

Calamos Wealth Management sold out of UBS Group (UBS) in Q4 2025, closing a stake of 11,053 shares — an estimated $453K sold.

Calamos Wealth Management first reported a position in UBS in Q2 2020 and held it in 20 quarters. The position peaked at $2.6M in Q1 2022. 691 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

  • Calamos Wealth Management reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
  • Calamos Wealth Management sold 11,053 UBS Group shares in Q4 2025, an estimated $453K.
  • Calamos Wealth Management first reported a position in UBS Group in Q2 2020 and held it in 20 quarters.
  • Calamos Wealth Management's UBS Group position peaked at $2.6M in Q1 2022.
  • 691 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Calamos Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.