UBS Group’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.4M | Sell |
462,130
-67,039
| -13% | -$3.47M | ﹤0.01% | 2339 |
|
|
2025
Q4 | $24.4M | Sell |
529,169
-73,211
| -12% | -$3.38M | ﹤0.01% | 2395 |
|
|
2025
Q3 | $29M | Sell |
602,380
-5,736
| -0.9% | -$267K | ﹤0.01% | 2166 |
|
|
2025
Q2 | $27.3M | Buy |
608,116
+130,395
| +27% | +$6.11M | ﹤0.01% | 2063 |
|
|
2025
Q1 | $23.4M | Buy |
477,721
+177,112
| +59% | +$8.4M | ﹤0.01% | 2173 |
|
|
2024
Q4 | $14M | Buy |
300,609
+132,561
| +79% | +$6.28M | ﹤0.01% | 2705 |
|
|
2024
Q3 | $7.93M | Buy |
168,048
+57,968
| +53% | +$2.65M | ﹤0.01% | 2594 |
|
|
2024
Q2 | $4.7M | Sell |
110,080
-51,790
| -32% | -$2.23M | ﹤0.01% | 2936 |
|
|
2024
Q1 | $6.95M | Sell |
161,870
-39,531
| -20% | -$1.67M | ﹤0.01% | 2608 |
|
|
2023
Q4 | $8.98M | Buy |
201,401
+80,219
| +66% | +$3.42M | ﹤0.01% | 2190 |
|
|
2023
Q3 | $4.92M | Buy |
121,182
+72,585
| +149% | +$3.18M | ﹤0.01% | 2579 |
|
|
2023
Q2 | $2.29M | Sell |
48,597
-46,108
| -49% | -$2.32M | ﹤0.01% | 3394 |
|
|
2023
Q1 | $5.04M | Sell |
94,705
-21,196
| -18% | -$1.08M | ﹤0.01% | 2513 |
|
|
2022
Q4 | $5.75M | Buy |
115,901
+63,851
| +123% | +$2.92M | ﹤0.01% | 2365 |
|
|
2022
Q3 | $2.01M | Buy |
52,050
+242
| +0.5% | +$10.8K | ﹤0.01% | 3157 |
|
|
2022
Q2 | $2.31M | Sell |
51,808
-25,964
| -33% | -$1.17M | ﹤0.01% | 3038 |
|
|
2022
Q1 | $3.57M | Sell |
77,772
-55,836
| -42% | -$2.32M | ﹤0.01% | 2883 |
|
|
2021
Q4 | $5.49M | Buy |
133,608
+67,645
| +103% | +$2.62M | ﹤0.01% | 2726 |
|
|
2021
Q3 | $2.3M | Buy |
65,963
+15,002
| +29% | +$568K | ﹤0.01% | 3461 |
|
|
2021
Q2 | $2.02M | Sell |
50,961
-11,793
| -19% | -$498K | ﹤0.01% | 3575 |
|
|
2021
Q1 | $2.5M | Buy |
62,754
+25,151
| +67% | +$959K | ﹤0.01% | 3335 |
|
|
2020
Q4 | $1.34M | Sell |
37,603
-1,402
| -4% | -$45.6K | ﹤0.01% | 3773 |
|
|
2020
Q3 | $1.05M | Buy |
39,005
+14,005
| +56% | +$426K | ﹤0.01% | 3601 |
|
|
2020
Q2 | $816K | Buy |
25,000
+209
| +0.8% | +$6.92K | ﹤0.01% | 3684 |
|
|
2020
Q1 | $842K | Sell |
24,791
-185,464
| -88% | -$7.24M | ﹤0.01% | 3499 |
|
|
2019
Q4 | $9.37M | Buy |
210,255
+111,265
| +112% | +$4.81M | ﹤0.01% | 2017 |
|
|
2019
Q3 | $4.48M | Buy |
98,990
+48,128
| +95% | +$2.26M | ﹤0.01% | 2491 |
|
|
2019
Q2 | $2.53M | Buy |
50,862
+9,513
| +23% | +$469K | ﹤0.01% | 2933 |
|
|
2019
Q1 | $2.06M | Sell |
41,349
-72,186
| -64% | -$3.44M | ﹤0.01% | 2969 |
|
|
2018
Q4 | $5.18M | Buy |
113,535
+59,579
| +110% | +$2.81M | ﹤0.01% | 2113 |
|
|
2018
Q3 | $2.49M | Sell |
53,956
-16,700
| -24% | -$770K | ﹤0.01% | 3028 |
|
|
2018
Q2 | $3.16M | Sell |
70,656
-9,028
| -11% | -$381K | ﹤0.01% | 2746 |
|
|
2018
Q1 | $3.19M | Buy |
79,684
+1,078
| +1% | +$42K | ﹤0.01% | 2717 |
|
|
2017
Q4 | $3.16M | Sell |
78,606
-1,097
| -1% | -$47.1K | ﹤0.01% | 2789 |
|
|
2017
Q3 | $3.36M | Buy |
79,703
+9,440
| +13% | +$399K | ﹤0.01% | 2592 |
|
|
2017
Q2 | $2.79M | Buy |
70,263
+8,478
| +14% | +$348K | ﹤0.01% | 2699 |
|
|
2017
Q1 | $2.45M | Sell |
61,785
-26,039
| -30% | -$982K | ﹤0.01% | 2750 |
|
|
2016
Q4 | $3.12M | Buy |
87,824
+26,827
| +44% | +$911K | ﹤0.01% | 2515 |
|
|
2016
Q3 | $2M | Sell |
60,997
-274
| -0.4% | -$9.7K | ﹤0.01% | 2843 |
|
|
2016
Q2 | $2.36M | Buy |
61,271
+791
| +1% | +$28.5K | ﹤0.01% | 2634 |
|
|
2016
Q1 | $2.2M | Sell |
60,480
-30,917
| -34% | -$1.07M | ﹤0.01% | 2590 |
|
|
2015
Q4 | $3.01M | Buy |
91,397
+32,392
| +55% | +$993K | ﹤0.01% | 2424 |
|
|
2015
Q3 | $1.77M | Sell |
59,005
-324
| -0.5% | -$9.21K | ﹤0.01% | 2849 |
|
|
2015
Q2 | $1.63M | Sell |
59,329
-4,895
| -8% | -$146K | ﹤0.01% | 3168 |
|
|
2015
Q1 | $2M | Sell |
64,224
-18,616
| -22% | -$584K | ﹤0.01% | 2927 |
|
|
2014
Q4 | $2.54M | Buy |
+82,840
| New | +$2.35M | ﹤0.01% | 2672 |
|
Other funds holding NJR
VPM
VCM
EIP
UBS Group's NJR Position: Q1 2026 in Review
UBS Group reduced its New Jersey Resources (NJR) stake by 13% in Q1 2026, selling an estimated $3.47M and leaving 462,130 shares worth $25.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2339.
UBS Group first reported a position in NJR in Q4 2014 and has held it in 46 quarters since. The position peaked at $29M in Q3 2025. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.
- UBS Group held 462,130 shares of New Jersey Resources worth $25.4M as of Q1 2026.
- UBS Group sold 67,039 New Jersey Resources shares in Q1 2026, an estimated $3.47M.
- New Jersey Resources made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2339 holding.
- UBS Group first reported a position in New Jersey Resources in Q4 2014 and has held it in 46 quarters since.
- UBS Group's New Jersey Resources position peaked at $29M in Q3 2025.
- 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.