UBS Group
FT

UBS Group’s Franklin Universal Trust FT Stock Holding History

UBS Group’s Portfolio FT Stock Details FT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$972K Sell
121,324
-2,588
-2% -$21K ﹤0.01% 5582
2025
Q4 		$991K Buy
123,912
+8,683
+8% +$69.5K ﹤0.01% 5584
2025
Q3 		$926K Sell
115,229
-36,901
-24% -$290K ﹤0.01% 5640
2025
Q2 		$1.16M Buy
152,130
+18,306
+14% +$135K ﹤0.01% 5315
2025
Q1 		$1.01M Buy
133,824
+15,078
+13% +$113K ﹤0.01% 5280
2024
Q4 		$868K Buy
118,746
+11,614
+11% +$87.4K ﹤0.01% 5426
2024
Q3 		$810K Sell
107,132
-687
-0.6% -$4.91K ﹤0.01% 4836
2024
Q2 		$734K Buy
107,819
+28,420
+36% +$191K ﹤0.01% 4697
2024
Q1 		$527K Sell
79,399
-18,925
-19% -$124K ﹤0.01% 5172
2023
Q4 		$654K Sell
98,324
-9,177
-9% -$58.8K ﹤0.01% 4866
2023
Q3 		$683K Buy
107,501
+4,736
+5% +$32.1K ﹤0.01% 4409
2023
Q2 		$692K Buy
102,765
+1,375
+1% +$9.38K ﹤0.01% 4546
2023
Q1 		$723K Buy
101,390
+12,855
+15% +$90.5K ﹤0.01% 4390
2022
Q4 		$596K Sell
88,535
-8,155
-8% -$54.4K ﹤0.01% 4555
2022
Q3 		$612K Sell
96,690
-406
-0.4% -$3.09K ﹤0.01% 4161
2022
Q2 		$723K Buy
97,096
+818
+0.8% +$6.25K ﹤0.01% 3993
2022
Q1 		$780K Buy
96,278
+15,368
+19% +$126K ﹤0.01% 4343
2021
Q4 		$684K Buy
80,910
+10,344
+15% +$85.3K ﹤0.01% 4722
2021
Q3 		$572K Buy
70,566
+6,926
+11% +$58.6K ﹤0.01% 4640
2021
Q2 		$527K Buy
63,640
+2,903
+5% +$22.9K ﹤0.01% 4688
2021
Q1 		$456K Buy
60,737
+3,097
+5% +$23.1K ﹤0.01% 4944
2020
Q4 		$432K Buy
57,640
+24,576
+74% +$175K ﹤0.01% 4708
2020
Q3 		$225K Buy
33,064
+2,433
+8% +$16.9K ﹤0.01% 4727
2020
Q2 		$204K Sell
30,631
-246
-0.8% -$1.61K ﹤0.01% 4783
2020
Q1 		$189K Buy
30,877
+4,631
+18% +$34.2K ﹤0.01% 4765
2019
Q4 		$204K Hold
26,246
– – ﹤0.01% 5598
2019
Q3 		$198K Buy
26,246
+22,243
+556% +$164K ﹤0.01% 5258
2019
Q2 		$29K Sell
4,003
-1,886
-32% -$13.3K ﹤0.01% 6353
2019
Q1 		$41K Sell
5,889
-7,294
-55% -$49.4K ﹤0.01% 5702
2018
Q4 		$84K Buy
13,183
+7,967
+153% +$52K ﹤0.01% 5677
2018
Q3 		$34K Sell
5,216
-9,678
-65% -$65.2K ﹤0.01% 6450
2018
Q2 		$100K Buy
14,894
+7,327
+97% +$49K ﹤0.01% 5441
2018
Q1 		$51K Sell
7,567
-6,636
-47% -$45.8K ﹤0.01% 5697
2017
Q4 		$102K Buy
14,203
+4,816
+51% +$34.9K ﹤0.01% 5331
2017
Q3 		$68K Buy
9,387
+4,368
+87% +$31.6K ﹤0.01% 5581
2017
Q2 		$36K Sell
5,019
-5,216
-51% -$37.5K ﹤0.01% 5880
2017
Q1 		$71K Buy
10,235
+2,819
+38% +$19.5K ﹤0.01% 5279
2016
Q4 		$50K Sell
7,416
-6,470
-47% -$42.5K ﹤0.01% 5834
2016
Q3 		$95K Buy
13,886
+3,557
+34% +$24.5K ﹤0.01% 5026
2016
Q2 		$71K Sell
10,329
-15,025
-59% -$97.9K ﹤0.01% 5268
2016
Q1 		$158K Sell
25,354
-29,964
-54% -$175K ﹤0.01% 4658
2015
Q4 		$317K Sell
55,318
-3,864
-7% -$22.9K ﹤0.01% 4308
2015
Q3 		$350K Buy
59,182
+795
+1% +$4.96K ﹤0.01% 4189
2015
Q2 		$377K Sell
58,387
-1,832
-3% -$12.8K ﹤0.01% 4354
2015
Q1 		$435K Buy
60,219
+3,218
+6% +$23.1K ﹤0.01% 4252
2014
Q4 		$405K Buy
+57,001
New +$407K ﹤0.01% 4373

Other funds holding FT

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM

UBS Group's FT Position: Q1 2026 in Review

UBS Group reduced its Franklin Universal Trust (FT) stake by 2.1% in Q1 2026, selling an estimated $21K and leaving 121,324 shares worth $972K. The position accounts for ﹤0.01% of the portfolio, ranked #5582.

UBS Group first reported a position in FT in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.16M in Q2 2025. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

  • UBS Group held 121,324 shares of Franklin Universal Trust worth $972K as of Q1 2026.
  • UBS Group sold 2,588 Franklin Universal Trust shares in Q1 2026, an estimated $21K.
  • Franklin Universal Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5582 holding.
  • UBS Group first reported a position in Franklin Universal Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Franklin Universal Trust position peaked at $1.16M in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.