Janney Capital Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $277K | Buy |
5,987
+397
| +7% | +$16K | 0.02% | 223 |
|
|
2025
Q3 | $229K | Sell |
5,590
-600
| -10% | -$23.3K | 0.01% | 232 |
|
|
2025
Q2 | $209K | Sell |
6,190
-432,337
| -99% | -$13.4M | 0.01% | 228 |
|
|
2025
Q1 | $13.4M | Sell |
438,527
-25,264
| -5% | -$843K | 0.92% | 32 |
|
|
2024
Q4 | $14.1M | Sell |
463,791
-8,020
| -2% | -$254K | 0.93% | 36 |
|
|
2024
Q3 | $14.6M | Sell |
471,811
-6,794
| -1% | -$204K | 0.98% | 36 |
|
|
2024
Q2 | $14.1M | Sell |
478,605
-28,735
| -6% | -$854K | 1% | 30 |
|
|
2024
Q1 | $15.6M | Sell |
507,340
-196,777
| -28% | -$5.81M | 1.04% | 27 |
|
|
2023
Q4 | $21.8M | Sell |
704,117
-21,901
| -3% | -$576K | 1.46% | 12 |
|
|
2023
Q3 | $17.9M | Sell |
726,018
-4,405
| -0.6% | -$103K | 1.38% | 16 |
|
|
2023
Q2 | $14.8M | Buy |
730,423
+6,803
| +0.9% | +$137K | 1.03% | 30 |
|
|
2023
Q1 | $15.4M | Sell |
723,620
-5,710
| -0.8% | -$119K | 1.16% | 25 |
|
|
2022
Q4 | $13.6M | Buy |
729,330
+9,559
| +1% | +$163K | 0.97% | 34 |
|
|
2022
Q3 | $10.4M | Buy |
719,771
+3,323
| +0.5% | +$53.2K | 0.85% | 40 |
|
|
2022
Q2 | $11.6M | Sell |
716,448
-314
| -0% | -$5.5K | 0.93% | 38 |
|
|
2022
Q1 | $14M | Buy |
716,762
+8,846
| +1% | +$167K | 1% | 32 |
|
|
2021
Q4 | $12.7M | Sell |
707,916
-3,877
| -0.5% | -$68.3K | 0.82% | 42 |
|
|
2021
Q3 | $11.3M | Sell |
711,793
-11,913
| -2% | -$193K | 0.76% | 49 |
|
|
2021
Q2 | $11.1M | Sell |
723,706
-4,568
| -0.6% | -$72.1K | 0.71% | 58 |
|
|
2021
Q1 | $11.3M | Buy |
728,274
+14,091
| +2% | +$217K | 0.75% | 50 |
|
|
2020
Q4 | $10.1M | Sell |
714,183
-53,233
| -7% | -$705K | 0.7% | 56 |
|
|
2020
Q3 | $8.56M | Sell |
767,416
-59,679
| -7% | -$715K | 0.58% | 73 |
|
|
2020
Q2 | $9.54M | Sell |
827,095
-45,425
| -5% | -$468K | 0.66% | 57 |
|
|
2020
Q1 | $8.08M | Sell |
872,520
-65,277
| -7% | -$752K | 0.62% | 60 |
|
|
2019
Q4 | $11.8M | Sell |
937,797
-132,343
| -12% | -$1.57M | 0.64% | 66 |
|
|
2019
Q3 | $12.1M | Sell |
1,070,140
-54,102
| -5% | -$609K | 0.68% | 62 |
|
|
2019
Q2 | $13.3M | Buy |
1,124,242
+252,723
| +29% | +$3.1M | 0.72% | 61 |
|
|
2019
Q1 | $10.6M | Buy |
871,519
+38,431
| +5% | +$487K | 0.55% | 75 |
|
|
2018
Q4 | $10.3M | Sell |
833,088
-86,529
| -9% | -$1.17M | 0.56% | 70 |
|
|
2018
Q3 | $14.5M | Sell |
919,617
-22,583
| -2% | -$355K | 0.63% | 66 |
|
|
2018
Q2 | $14.5M | Sell |
942,200
-18,757
| -2% | -$305K | 0.64% | 67 |
|
|
2018
Q1 | $17M | Buy |
960,957
+262,896
| +38% | +$5M | 0.74% | 50 |
|
|
2017
Q4 | $12.8M | Buy |
+698,061
| New | +$12.1M | 0.55% | 77 |
|
Other funds holding UBS
CCI
Janney Capital Management's UBS Position: Q4 2025 in Review
Janney Capital Management increased its UBS Group (UBS) stake by 7.1% in Q4 2025, buying an estimated $16K and bringing the position to 5,987 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #223.
Janney Capital Management first reported a position in UBS in Q4 2017 and has held it in 33 quarters since. The position peaked at $21.8M in Q4 2023. 690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.
- Janney Capital Management held 5,987 shares of UBS Group worth $277K as of Q4 2025.
- Janney Capital Management bought 397 UBS Group shares in Q4 2025, an estimated $16K.
- UBS Group made up 0.02% of Janney Capital Management's portfolio in Q4 2025, its #223 holding.
- Janney Capital Management first reported a position in UBS Group in Q4 2017 and has held it in 33 quarters since.
- Janney Capital Management's UBS Group position peaked at $21.8M in Q4 2023.
- 690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.
Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.