UBS Group
JHI

UBS Group’s John Hancock Investors Trust JHI Stock Holding History

UBS Group’s Portfolio JHI Stock Details JHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$170K Buy
13,190
+559
+4% +$7.6K ﹤0.01% 6724
2025
Q4 		$173K Sell
12,631
-13
-0.1% -$179 ﹤0.01% 6653
2025
Q3 		$177K Buy
12,644
+1,374
+12% +$19.3K ﹤0.01% 6739
2025
Q2 		$156K Buy
11,270
+814
+8% +$10.8K ﹤0.01% 6897
2025
Q1 		$142K Buy
10,456
+1,277
+14% +$17.8K ﹤0.01% 6777
2024
Q4 		$126K Sell
9,179
-2,297
-20% -$32.4K ﹤0.01% 6733
2024
Q3 		$161K Sell
11,476
-10,865
-49% -$147K ﹤0.01% 6031
2024
Q2 		$297K Buy
22,341
+4,384
+24% +$58.4K ﹤0.01% 5398
2024
Q1 		$237K Buy
17,957
+6,964
+63% +$91.2K ﹤0.01% 5736
2023
Q4 		$142K Sell
10,993
-1,314
-11% -$16.3K ﹤0.01% 5982
2023
Q3 		$150K Sell
12,307
-2,946
-19% -$37.4K ﹤0.01% 5572
2023
Q2 		$193K Sell
15,253
-977
-6% -$12.3K ﹤0.01% 5504
2023
Q1 		$206K Buy
16,230
+1,070
+7% +$13.9K ﹤0.01% 5366
2022
Q4 		$190K Buy
15,160
+1,850
+14% +$23.3K ﹤0.01% 5501
2022
Q3 		$161K Sell
13,310
-5,080
-28% -$69.7K ﹤0.01% 5279
2022
Q2 		$242K Sell
18,390
-18,005
-49% -$269K ﹤0.01% 4769
2022
Q1 		$611K Sell
36,395
-51,414
-59% -$871K ﹤0.01% 4549
2021
Q4 		$1.7M Buy
87,809
+9,348
+12% +$175K ﹤0.01% 3885
2021
Q3 		$1.46M Buy
78,461
+36,377
+86% +$687K ﹤0.01% 3854
2021
Q2 		$793K Buy
42,084
+20,349
+94% +$376K ﹤0.01% 4374
2021
Q1 		$391K Sell
21,735
-3,257
-13% -$57.9K ﹤0.01% 5051
2020
Q4 		$431K Buy
24,992
+2,657
+12% +$44K ﹤0.01% 4711
2020
Q3 		$354K Sell
22,335
-400
-2% -$6.42K ﹤0.01% 4422
2020
Q2 		$353K Sell
22,735
-6,497
-22% -$93K ﹤0.01% 4402
2020
Q1 		$368K Buy
29,232
+534
+2% +$8.7K ﹤0.01% 4234
2019
Q4 		$510K Buy
28,698
+2,909
+11% +$50.1K ﹤0.01% 4819
2019
Q3 		$439K Buy
25,789
+2,625
+11% +$44.4K ﹤0.01% 4673
2019
Q2 		$380K Buy
23,164
+1,017
+5% +$16.4K ﹤0.01% 4491
2019
Q1 		$349K Sell
22,147
-440
-2% -$6.79K ﹤0.01% 4286
2018
Q4 		$319K Sell
22,587
-2,914
-11% -$44.4K ﹤0.01% 4583
2018
Q3 		$411K Sell
25,501
-1,290
-5% -$21K ﹤0.01% 4550
2018
Q2 		$427K Buy
26,791
+1,220
+5% +$19.9K ﹤0.01% 4436
2018
Q1 		$425K Sell
25,571
-1,987
-7% -$34.1K ﹤0.01% 4314
2017
Q4 		$482K Sell
27,558
-1,367
-5% -$24.2K ﹤0.01% 4316
2017
Q3 		$525K Buy
28,925
+9,321
+48% +$169K ﹤0.01% 4179
2017
Q2 		$336K Sell
19,604
-3,868
-16% -$67.6K ﹤0.01% 4407
2017
Q1 		$400K Sell
23,472
-4,709
-17% -$80.2K ﹤0.01% 4196
2016
Q4 		$467K Sell
28,181
-653
-2% -$10.8K ﹤0.01% 4172
2016
Q3 		$482K Buy
28,834
+5,487
+24% +$93.7K ﹤0.01% 3942
2016
Q2 		$376K Buy
23,347
+12,765
+121% +$199K ﹤0.01% 4111
2016
Q1 		$163K Sell
10,582
-6,199
-37% -$89.1K ﹤0.01% 4638
2015
Q4 		$241K Sell
16,781
-116
-0.7% -$1.7K ﹤0.01% 4525
2015
Q3 		$247K Buy
16,897
+870
+5% +$13.4K ﹤0.01% 4464
2015
Q2 		$257K Buy
16,027
+1,982
+14% +$34.4K ﹤0.01% 4660
2015
Q1 		$247K Buy
14,045
+1,000
+8% +$17.8K ﹤0.01% 4709
2014
Q4 		$231K Buy
+13,045
New +$239K ﹤0.01% 4904

Other funds holding JHI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UBS Group's JHI Position: Q1 2026 in Review

UBS Group increased its John Hancock Investors Trust (JHI) stake by 4.4% in Q1 2026, buying an estimated $7.6K and bringing the position to 13,190 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #6724.

UBS Group first reported a position in JHI in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.7M in Q4 2021. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2026.

  • UBS Group held 13,190 shares of John Hancock Investors Trust worth $170K as of Q1 2026.
  • UBS Group bought 559 John Hancock Investors Trust shares in Q1 2026, an estimated $7.6K.
  • John Hancock Investors Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6724 holding.
  • UBS Group first reported a position in John Hancock Investors Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's John Hancock Investors Trust position peaked at $1.7M in Q4 2021.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2026.

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