UBS Group
FBCV

UBS Group’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

UBS Group’s Portfolio FBCV Stock Details FBCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.4K Buy
+612
New +$23.5K ﹤0.01% 8041
2026
Q1 		– Sell
-540
Closed -$19.3K – 10692
2025
Q4 		$19.3K Sell
540
-2,464
-82% -$86.1K ﹤0.01% 7812
2025
Q3 		$102K Buy
3,004
+876
+41% +$29.3K ﹤0.01% 7111
2025
Q2 		$69.7K Buy
+2,128
New +$67.3K ﹤0.01% 7518
2025
Q1 		– Sell
-1
Closed -$32 – 10355
2024
Q4 		$32 Sell
1
-548
-100% -$18K ﹤0.01% 9746
2024
Q3 		$17.9K Sell
549
-1,565
-74% -$49.2K ﹤0.01% 7427
2024
Q2 		$63.5K Buy
2,114
+2,086
+7,450% +$63.2K ﹤0.01% 6500
2024
Q1 		$874 Buy
+28
New +$830 ﹤0.01% 8326
2023
Q3 		– Sell
-612
Closed -$17.1K – 9599
2023
Q2 		$17.1K Sell
612
-10,039
-94% -$277K ﹤0.01% 6943
2023
Q1 		$290K Sell
10,651
-2,200
-17% -$61.3K ﹤0.01% 5109
2022
Q4 		$362K Sell
12,851
-383
-3% -$10.6K ﹤0.01% 4968
2022
Q3 		$335K Buy
13,234
+13,057
+7,377% +$359K ﹤0.01% 4683
2022
Q2 		$5K Buy
+177
New +$5K ﹤0.01% 8866
2021
Q3 		– Sell
-2,405
Closed -$68K – 9696
2021
Q2 		$68K Buy
+2,405
New +$68K ﹤0.01% 6163
2021
Q1 		– Sell
-2,037
Closed -$49K – 9118
2020
Q4 		$49K Buy
2,037
+386
+23% +$8.75K ﹤0.01% 6196
2020
Q3 		$34K Buy
1,651
+475
+40% +$9.77K ﹤0.01% 5907
2020
Q2 		$23K Buy
+1,176
New +$23.7K ﹤0.01% 6460

Other funds holding FBCV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

UBS Group's FBCV Position: Q2 2026 in Review

UBS Group opened a new position in Fidelity Blue Chip Value ETF (FBCV) in Q2 2026: 612 shares worth $24.4K. The stake represents ﹤0.01% of the portfolio and ranks #8041 among its holdings. This is a return to the name: UBS Group previously reported a position in FBCV as recently as Q4 2025.

UBS Group first reported a position in FBCV in Q2 2020 and has held it in 17 quarters since. The position peaked at $362K in Q4 2022. 40 funds tracked by Wall St. Rank hold FBCV as of Q2 2026.

  • UBS Group held 612 shares of Fidelity Blue Chip Value ETF worth $24.4K as of Q2 2026.
  • Fidelity Blue Chip Value ETF was a new UBS Group position in Q2 2026.
  • Fidelity Blue Chip Value ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8041 holding.
  • UBS Group first reported a position in Fidelity Blue Chip Value ETF in Q2 2020 and has held it in 17 quarters since.
  • UBS Group's Fidelity Blue Chip Value ETF position peaked at $362K in Q4 2022.
  • 40 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.