UBS Group’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

UBS Group’s Portfolio FFLC Stock Details FFLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$97.9K	Buy	+1,908	New	+$102K	﹤0.01%	7006
2025 Q2	–	Sell	-5,168	Closed	-$225K	–	10934
2025 Q1	$225K	Buy	5,168 +3,456	+202%	+$159K	﹤0.01%	6472
2024 Q4	$78.6K	Buy	+1,712	New	+$79.9K	﹤0.01%	7025
2024 Q2	–	Sell	-149	Closed	-$6.22K	–	10215
2024 Q1	$6.22K	Sell	149 -456	-75%	-$17.7K	﹤0.01%	7477
2023 Q4	$21.9K	Buy	+605	New	+$20.5K	﹤0.01%	7054
2023 Q3	–	Sell	-1,335	Closed	-$44.7K	–	10049
2023 Q2	$44.7K	Buy	1,335 +94	+8%	+$2.96K	﹤0.01%	6538
2023 Q1	$38.2K	Sell	1,241 -1,270	-51%	-$38.5K	﹤0.01%	6630
2022 Q4	$73.1K	Buy	+2,511	New	+$72.6K	﹤0.01%	6397
2022 Q3	–	Sell	-453	Closed	-$12K	–	11028
2022 Q2	$12K	Sell	453 -4	-0.9%	-$116	﹤0.01%	7689
2022 Q1	$14K	Sell	457 -1,464	-76%	-$43.7K	﹤0.01%	7968
2021 Q4	$57K	Buy	+1,921	New	+$56.7K	﹤0.01%	6783
2021 Q3	–	Sell	-569	Closed	-$17K	–	10166
2021 Q2	$17K	Buy	+569	New	+$16.5K	﹤0.01%	7528
2020 Q4	–	Sell	-1,304	Closed	-$27K	–	8832
2020 Q3	$27K	Buy	+1,304	New	+$26.8K	﹤0.01%	6081

Other funds holding FFLC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SFG

Socha Financial Group Corning, New York $197M AUM 21.75% 1-Year Est. Return

Novem Group Rochester, New York $873M AUM 16.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return

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

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return

UBS Group's FFLC Position: Q1 2026 in Review

UBS Group opened a new position in Fidelity Fundamental Large Cap Core ETF (FFLC) in Q1 2026: 1,908 shares worth $97.9K. The stake represents ﹤0.01% of the portfolio and ranks #7006 among its holdings. This is a return to the name: UBS Group previously reported a position in FFLC as recently as Q1 2025.

UBS Group first reported a position in FFLC in Q3 2020 and has held it in 13 quarters since. The position peaked at $225K in Q1 2025. 107 funds tracked by Wall St. Rank hold FFLC as of Q1 2026.

UBS Group held 1,908 shares of Fidelity Fundamental Large Cap Core ETF worth $97.9K as of Q1 2026.
Fidelity Fundamental Large Cap Core ETF was a new UBS Group position in Q1 2026.
Fidelity Fundamental Large Cap Core ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7006 holding.
UBS Group first reported a position in Fidelity Fundamental Large Cap Core ETF in Q3 2020 and has held it in 13 quarters since.
UBS Group's Fidelity Fundamental Large Cap Core ETF position peaked at $225K in Q1 2025.
107 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q1 2026.

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