UBS Group
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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
Q2 		$1.33M Sell
50,056
-203,663
-80% -$5.57M ﹤0.01% 5479
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

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $3.11B AUM 56.77% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

UBS Group's FG Position: Q2 2026 in Review

UBS Group reduced its F&G Annuities & Life (FG) stake by 80% in Q2 2026, selling an estimated $5.57M and leaving 50,056 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #5479.

UBS Group first reported a position in FG in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.4M in Q4 2025. 322 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • UBS Group held 50,056 shares of F&G Annuities & Life worth $1.33M as of Q2 2026.
  • UBS Group sold 203,663 F&G Annuities & Life shares in Q2 2026, an estimated $5.57M.
  • F&G Annuities & Life made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5479 holding.
  • UBS Group first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 15 quarters since.
  • UBS Group's F&G Annuities & Life position peaked at $7.4M in Q4 2025.
  • 322 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

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