UBS Group’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

UBS Group’s Portfolio FBCG Stock Details FBCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$41.4M	Buy	825,993 +20,350	+3%	+$1.08M	0.01%	1837
2025 Q4	$44.2M	Buy	805,643 +19,819	+3%	+$1.08M	0.01%	1740
2025 Q3	$42.2M	Sell	785,824 -88,650	-10%	-$4.51M	0.01%	1807
2025 Q2	$42.2M	Sell	874,474 -58,532	-6%	-$2.5M	0.01%	1667
2025 Q1	$37.3M	Buy	933,006 +47,545	+5%	+$2.15M	0.01%	1741
2024 Q4	$41M	Buy	885,461 +346,109	+64%	+$15.7M	0.01%	1627
2024 Q3	$23.1M	Buy	539,352 +45,140	+9%	+$1.87M	0.01%	1712
2024 Q2	$21M	Buy	494,212 +274,926	+125%	+$10.9M	0.01%	1639
2024 Q1	$8.44M	Buy	219,286 +36,505	+20%	+$1.32M	﹤0.01%	2422
2023 Q4	$6.09M	Buy	182,781 +84,218	+85%	+$2.59M	﹤0.01%	2565
2023 Q3	$2.85M	Buy	98,563 +25,882	+36%	+$779K	﹤0.01%	3101
2023 Q2	$2.16M	Buy	72,681 +24,810	+52%	+$666K	﹤0.01%	3451
2023 Q1	$1.22M	Buy	47,871 +27,749	+138%	+$656K	﹤0.01%	3928
2022 Q4	$424K	Buy	20,122 +19,981	+14,171%	+$441K	﹤0.01%	4844
2022 Q3	$3K	Hold	141	–	–	﹤0.01%	9530
2022 Q2	$3K	Hold	141	–	–	﹤0.01%	9300
2022 Q1	$4K	Hold	141	–	–	﹤0.01%	9289
2021 Q4	$5K	Sell	141 -235	-63%	-$8.13K	﹤0.01%	9390
2021 Q3	$12K	Buy	+376	New	+$12.5K	﹤0.01%	7750
2021 Q1	–	Sell	-2,018	Closed	-$58K	–	9119
2020 Q4	$58K	Buy	+2,018	New	+$53.4K	﹤0.01%	6059

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group's FBCG Position: Q1 2026 in Review

UBS Group increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 2.5% in Q1 2026, buying an estimated $1.08M and bringing the position to 825,993 shares worth $41.4M. The position accounts for 0.01% of the portfolio, ranked #1837.

UBS Group first reported a position in FBCG in Q4 2020 and has held it in 20 quarters since. The position peaked at $44.2M in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

UBS Group held 825,993 shares of Fidelity Blue Chip Growth ETF worth $41.4M as of Q1 2026.
UBS Group bought 20,350 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $1.08M.
Fidelity Blue Chip Growth ETF made up 0.01% of UBS Group's portfolio in Q1 2026, its #1837 holding.
UBS Group first reported a position in Fidelity Blue Chip Growth ETF in Q4 2020 and has held it in 20 quarters since.
UBS Group's Fidelity Blue Chip Growth ETF position peaked at $44.2M in Q4 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

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