UBS Group’s Foundations Dynamic Growth ETF FDGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-944
Closed -$12.1K 10416
2025
Q1
$12.1K Sell
944
-56
-6% -$767 ﹤0.01% 8517
2024
Q4
$13.8K Buy
1,000
+988
+8,233% +$13.4K ﹤0.01% 8120
2024
Q3
$155 Buy
+12
New +$151 ﹤0.01% 9105
2024
Q1
Sell
-84
Closed -$935 9510
2023
Q4
$935 Buy
+84
New +$881 ﹤0.01% 8469

UBS Group's FDGR Position: Q2 2025 in Review

UBS Group sold out of Foundations Dynamic Growth ETF (FDGR) in Q2 2025, closing a stake of 944 shares — an estimated $12.1K sold.

UBS Group first reported a position in FDGR in Q4 2023 and held it in 4 quarters. The position peaked at $13.8K in Q4 2024. 0 funds tracked by Wall St. Rank hold FDGR as of Q2 2025.

  • UBS Group reported no remaining Foundations Dynamic Growth ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 944 Foundations Dynamic Growth ETF shares in Q2 2025, an estimated $12.1K.
  • UBS Group first reported a position in Foundations Dynamic Growth ETF in Q4 2023 and held it in 4 quarters.
  • UBS Group's Foundations Dynamic Growth ETF position peaked at $13.8K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held Foundations Dynamic Growth ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.