UBS Group

UBS Group’s F&G Annuities & Life FG Stock Holding History

UBS Group’s Portfolio FG Stock Details FG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.42M	Buy	253,719 +13,722	+6%	+$358K	﹤0.01%	3799
2025 Q4	$7.4M	Buy	239,997 +198,993	+485%	+$6.22M	﹤0.01%	3615
2025 Q3	$1.28M	Sell	41,004 -74,453	-64%	-$2.46M	﹤0.01%	5355
2025 Q2	$3.69M	Buy	115,457 +50,966	+79%	+$1.69M	﹤0.01%	4186
2025 Q1	$2.32M	Buy	64,491 +11,046	+21%	+$464K	﹤0.01%	4579
2024 Q4	$2.21M	Buy	53,445 +20,342	+61%	+$896K	﹤0.01%	4629
2024 Q3	$1.48M	Buy	33,103 +2,171	+7%	+$89.9K	﹤0.01%	4284
2024 Q2	$1.18M	Sell	30,932 -18,961	-38%	-$743K	﹤0.01%	4260
2024 Q1	$2.02M	Buy	49,893 +13,469	+37%	+$563K	﹤0.01%	3956
2023 Q4	$1.68M	Buy	36,424 +5,971	+20%	+$223K	﹤0.01%	4009
2023 Q3	$855K	Buy	30,453 +13,534	+80%	+$366K	﹤0.01%	4217
2023 Q2	$419K	Buy	16,919 +6,572	+64%	+$129K	﹤0.01%	4971
2023 Q1	$187K	Sell	10,347 -21,474	-67%	-$430K	﹤0.01%	5428
2022 Q4	$637K	Buy	+31,821	New	+$649K	﹤0.01%	4486

Other funds holding FG

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return