UBS Group
FFSM icon

UBS Group’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

UBS Group’s Portfolio FFSM Stock Details FFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.13K Sell
223
-1,541
-87% -$50.5K ﹤0.01% 8620
2025
Q4 		$54.1K Buy
+1,764
New +$53K ﹤0.01% 7183
2025
Q3 		– Sell
-2,520
Closed -$68.5K – 11050
2025
Q2 		$68.5K Buy
+2,520
New +$64.3K ﹤0.01% 7527
2023
Q4 		– Sell
-153
Closed -$3.22K – 9979
2023
Q3 		$3.22K Sell
153
-753
-83% -$16.5K ﹤0.01% 7594
2023
Q2 		$19.7K Buy
+906
New +$18.7K ﹤0.01% 6877
2023
Q1 		– Sell
-478
Closed -$9.69K – 10519
2022
Q4 		$9.69K Sell
478
-183
-28% -$3.69K ﹤0.01% 8621
2022
Q3 		$12K Buy
661
+260
+65% +$5.24K ﹤0.01% 8191
2022
Q2 		$8K Sell
401
-1,581
-80% -$32.9K ﹤0.01% 8366
2022
Q1 		$45K Sell
1,982
-1,013
-34% -$23.1K ﹤0.01% 6612
2021
Q4 		$73K Sell
2,995
-257
-8% -$6.19K ﹤0.01% 6581
2021
Q3 		$75K Buy
3,252
+1,593
+96% +$36.7K ﹤0.01% 6037
2021
Q2 		$38K Buy
+1,659
New +$37.6K ﹤0.01% 6706

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
KL
Keenan LLC Boston, Massachusetts $119M AUM
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

UBS Group's FFSM Position: Q1 2026 in Review

UBS Group reduced its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 87% in Q1 2026, selling an estimated $50.5K and leaving 223 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #8620.

UBS Group first reported a position in FFSM in Q2 2021 and has held it in 12 quarters since. The position peaked at $75K in Q3 2021. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

  • UBS Group held 223 shares of Fidelity Fundamental Small-Mid Cap ETF worth $7.13K as of Q1 2026.
  • UBS Group sold 1,541 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $50.5K.
  • Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8620 holding.
  • UBS Group first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2021 and has held it in 12 quarters since.
  • UBS Group's Fidelity Fundamental Small-Mid Cap ETF position peaked at $75K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

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