Janney Montgomery Scott’s UBS Group UBS Stock Holding History

Janney Montgomery Scott’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
2026 Q2	$638K	Sell	12,865 -2,191	-15%	-$99.8K	﹤0.01%	2230
2026 Q1	$588K	Buy	15,056 +5,257	+54%	+$225K	﹤0.01%	1947
2025 Q4	$454K	Buy	9,799 +3,353	+52%	+$135K	﹤0.01%	2267
2025 Q3	$264K	Sell	6,446 -8,956	-58%	-$348K	﹤0.01%	2565
2025 Q2	$521K	Sell	15,402 -2,162	-12%	-$66.9K	﹤0.01%	1974
2025 Q1	$538K	Sell	17,564 -5,677	-24%	-$189K	﹤0.01%	1940
2024 Q4	$705K	Sell	23,241 -9,352	-29%	-$296K	﹤0.01%	1779
2024 Q3	$1.01M	Sell	32,593 -2,106	-6%	-$63.3K	﹤0.01%	1491
2024 Q2	$1.02M	Buy	34,699 +1,732	+5%	+$51.5K	﹤0.01%	1430
2024 Q1	$1.01M	Buy	32,967 +8,458	+35%	+$250K	﹤0.01%	1520
2023 Q4	$757K	Buy	24,509 +1,354	+6%	+$35.6K	﹤0.01%	1625
2023 Q3	$571K	Sell	23,155 -4,223	-15%	-$98.6K	﹤0.01%	1681
2023 Q2	$555K	Sell	27,378 -17,760	-39%	-$357K	﹤0.01%	1781
2023 Q1	$963K	Buy	45,138 +23,513	+109%	+$491K	﹤0.01%	1335
2022 Q4	$404K	Buy	21,625 +1,529	+8%	+$26K	﹤0.01%	1914
2022 Q3	$292K	Sell	20,096 -13,743	-41%	-$220K	﹤0.01%	2028
2022 Q2	$560K	Buy	33,839 +1,065	+3%	+$18.7K	﹤0.01%	1557
2022 Q1	$640K	Sell	32,774 -34,642	-51%	-$655K	﹤0.01%	1491
2021 Q4	$1.21M	Sell	67,416 -83	-0.1%	-$1.46K	﹤0.01%	1221
2021 Q3	$1.08M	Buy	67,499 +6,699	+11%	+$108K	﹤0.01%	1239
2021 Q2	$933K	Buy	60,800 +4,385	+8%	+$69.3K	﹤0.01%	1302
2021 Q1	$876K	Buy	56,415 +3,482	+7%	+$53.5K	﹤0.01%	1265
2020 Q4	$748K	Buy	52,933 +15,286	+41%	+$202K	﹤0.01%	1332
2020 Q3	$420K	Buy	37,647 +2,367	+7%	+$28.4K	﹤0.01%	1520
2020 Q2	$407K	Sell	35,280 -30,014	-46%	-$309K	﹤0.01%	1466
2020 Q1	$605K	Buy	65,294 +31,626	+94%	+$364K	﹤0.01%	1131
2019 Q4	$424K	Buy	33,668 +3,679	+12%	+$43.8K	﹤0.01%	1513
2019 Q3	$339K	Sell	29,989 -4,757	-14%	-$53.5K	﹤0.01%	1618
2019 Q2	$412K	Sell	34,746 -4,051	-10%	-$49.6K	﹤0.01%	1534
2019 Q1	$470K	Sell	38,797 -7,506	-16%	-$95.1K	﹤0.01%	1426
2018 Q4	$573K	Sell	46,303 -7,462	-14%	-$101K	0.01%	1216
2018 Q3	$846K	Sell	53,765 -12,239	-19%	-$192K	0.01%	1130
2018 Q2	$1.01M	Sell	66,004 -10,245	-13%	-$167K	0.01%	974
2018 Q1	$1.35M	Buy	76,249 +23,892	+46%	+$454K	0.01%	833
2017 Q4	$963K	Buy	52,357 +4,550	+10%	+$79.1K	0.01%	963
2017 Q3	$820K	Buy	47,807 +658	+1%	+$11.3K	0.01%	1023
2017 Q2	$801K	Buy	47,149 +5,162	+12%	+$83.9K	0.01%	982
2017 Q1	$670K	Buy	41,987 +4,988	+13%	+$80.3K	0.01%	1031
2016 Q4	$580K	Sell	36,999 -7,216	-16%	-$109K	0.01%	1036
2016 Q3	$602K	Buy	+44,215	New	+$602K	0.01%	872
2016 Q2	–	Sell	-13,818	Closed	-$221K	–	1138
2016 Q1	$221K	Buy	+13,818	New	+$224K	0.01%	1099
2015 Q4	–	Sell	-36,136	Closed	-$669K	–	1448
2015 Q3	$669K	Buy	+36,136	New	+$766K	0.02%	691
2015 Q2	–	Sell	-19,321	Closed	-$363K	–	2142
2015 Q1	$363K	Sell	19,321 -7,102	-27%	-$124K	0.01%	1615
2014 Q4	$451K	Buy	+26,423	New	+$453K	0.01%	1391

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Janney Montgomery Scott's UBS Position: Q2 2026 in Review

Janney Montgomery Scott reduced its UBS Group (UBS) stake by 15% in Q2 2026, selling an estimated $99.8K and leaving 12,865 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

Janney Montgomery Scott first reported a position in UBS in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.35M in Q1 2018. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Janney Montgomery Scott held 12,865 shares of UBS Group worth $638K as of Q2 2026.
Janney Montgomery Scott sold 2,191 UBS Group shares in Q2 2026, an estimated $99.8K.
UBS Group made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2230 holding.
Janney Montgomery Scott first reported a position in UBS Group in Q4 2014 and has held it in 44 quarters since.
Janney Montgomery Scott's UBS Group position peaked at $1.35M in Q1 2018.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.