UBS Group
TY icon

UBS Group’s TRI-Continental Corp TY Stock Holding History

UBS Group’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.74M Sell
213,270
-48,927
-19% -$1.6M ﹤0.01% 3760
2025
Q4 		$8.56M Sell
262,197
-31,601
-11% -$1.07M ﹤0.01% 3453
2025
Q3 		$9.99M Sell
293,798
-47,074
-14% -$1.55M ﹤0.01% 3288
2025
Q2 		$10.8M Buy
340,872
+4,562
+1% +$138K ﹤0.01% 3010
2025
Q1 		$10.3M Buy
336,310
+23,915
+8% +$761K ﹤0.01% 3005
2024
Q4 		$9.9M Buy
312,395
+56,431
+22% +$1.87M ﹤0.01% 3056
2024
Q3 		$8.46M Sell
255,964
-14,288
-5% -$453K ﹤0.01% 2527
2024
Q2 		$8.37M Buy
270,252
+26,904
+11% +$816K ﹤0.01% 2369
2024
Q1 		$7.5M Sell
243,348
-8,029
-3% -$236K ﹤0.01% 2547
2023
Q4 		$7.25M Sell
251,377
-148
-0.1% -$4.02K ﹤0.01% 2374
2023
Q3 		$6.69M Sell
251,525
-1,743
-0.7% -$48K ﹤0.01% 2302
2023
Q2 		$6.94M Buy
253,268
+929
+0.4% +$24.7K ﹤0.01% 2268
2023
Q1 		$6.7M Buy
252,339
+87,518
+53% +$2.34M ﹤0.01% 2240
2022
Q4 		$4.22M Buy
164,821
+13,178
+9% +$352K ﹤0.01% 2669
2022
Q3 		$3.88M Buy
151,643
+3,363
+2% +$93K ﹤0.01% 2586
2022
Q2 		$3.88M Buy
148,280
+691
+0.5% +$19.8K ﹤0.01% 2591
2022
Q1 		$4.55M Sell
147,589
-3,836
-3% -$119K ﹤0.01% 2622
2021
Q4 		$5.03M Buy
151,425
+5,360
+4% +$184K ﹤0.01% 2809
2021
Q3 		$4.88M Sell
146,065
-4,193
-3% -$144K ﹤0.01% 2698
2021
Q2 		$5.12M Buy
150,258
+508
+0.3% +$17.2K ﹤0.01% 2655
2021
Q1 		$4.86M Sell
149,750
-1,036
-0.7% -$32K ﹤0.01% 2627
2020
Q4 		$4.44M Sell
150,786
-23,556
-14% -$659K ﹤0.01% 2579
2020
Q3 		$4.52M Sell
174,342
-38,274
-18% -$996K ﹤0.01% 2296
2020
Q2 		$5.25M Sell
212,616
-67,689
-24% -$1.6M ﹤0.01% 2014
2020
Q1 		$5.86M Sell
280,305
-9,013
-3% -$235K ﹤0.01% 1794
2019
Q4 		$8.16M Buy
289,318
+10,812
+4% +$300K ﹤0.01% 2139
2019
Q3 		$7.59M Sell
278,506
-5,664
-2% -$153K ﹤0.01% 1999
2019
Q2 		$7.66M Buy
284,170
+16,066
+6% +$430K ﹤0.01% 1974
2019
Q1 		$7.05M Buy
268,104
+116,939
+77% +$3M ﹤0.01% 1942
2018
Q4 		$3.56M Buy
151,165
+21,796
+17% +$561K ﹤0.01% 2479
2018
Q3 		$3.61M Buy
129,369
+7,685
+6% +$211K ﹤0.01% 2658
2018
Q2 		$3.23M Buy
121,684
+17,637
+17% +$474K ﹤0.01% 2729
2018
Q1 		$2.74M Buy
104,047
+33,574
+48% +$911K ﹤0.01% 2858
2017
Q4 		$1.9M Buy
70,473
+15,794
+29% +$414K ﹤0.01% 3249
2017
Q3 		$1.4M Buy
54,679
+5,564
+11% +$139K ﹤0.01% 3426
2017
Q2 		$1.2M Buy
49,115
+3,352
+7% +$79.8K ﹤0.01% 3456
2017
Q1 		$1.06M Buy
45,763
+1,244
+3% +$28.5K ﹤0.01% 3481
2016
Q4 		$982K Buy
44,519
+7,557
+20% +$162K ﹤0.01% 3553
2016
Q3 		$790K Buy
36,962
+3,912
+12% +$83.1K ﹤0.01% 3588
2016
Q2 		$679K Sell
33,050
-10,024
-23% -$203K ﹤0.01% 3671
2016
Q1 		$859K Buy
43,074
+8,291
+24% +$157K ﹤0.01% 3388
2015
Q4 		$696K Sell
34,783
-259
-0.7% -$5.24K ﹤0.01% 3687
2015
Q3 		$683K Buy
35,042
+1,386
+4% +$28.5K ﹤0.01% 3652
2015
Q2 		$713K Sell
33,656
-5,829
-15% -$127K ﹤0.01% 3835
2015
Q1 		$857K Sell
39,485
-12,877
-25% -$277K ﹤0.01% 3704
2014
Q4 		$1.12M Buy
+52,362
New +$1.1M ﹤0.01% 3484

Other funds holding TY

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return

UBS Group's TY Position: Q1 2026 in Review

UBS Group reduced its TRI-Continental Corp (TY) stake by 19% in Q1 2026, selling an estimated $1.6M and leaving 213,270 shares worth $6.74M. The position accounts for ﹤0.01% of the portfolio, ranked #3760.

UBS Group first reported a position in TY in Q4 2014 and has held it in 46 quarters since. The position peaked at $10.8M in Q2 2025. 153 funds tracked by Wall St. Rank hold TY as of Q1 2026.

  • UBS Group held 213,270 shares of TRI-Continental Corp worth $6.74M as of Q1 2026.
  • UBS Group sold 48,927 TRI-Continental Corp shares in Q1 2026, an estimated $1.6M.
  • TRI-Continental Corp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3760 holding.
  • UBS Group first reported a position in TRI-Continental Corp in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's TRI-Continental Corp position peaked at $10.8M in Q2 2025.
  • 153 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2026.

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