UBS Group
FHN icon

UBS Group’s First Horizon FHN Stock Holding History

UBS Group’s Portfolio FHN Stock Details FHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-539,000
Closed -$5.94M – 9479
2023
Q3 		$5.94M Hold
539,000
– – ﹤0.01% 2413
2023
Q2 		$6.07M Hold
539,000
– – ﹤0.01% 2391
2023
Q1 		$9.58M Sell
539,000
-996,400
-65% -$22.1M ﹤0.01% 1921
2022
Q4 		$37.6M Buy
+1,535,400
New +$37.2M 0.01% 982

Other funds holding FHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group's FHN Position: Q2 2026 in Review

UBS Group increased its First Horizon (FHN) stake by 23% in Q2 2026, buying an estimated $17.5M and bringing the position to 3,884,397 shares worth $99.6M. The position accounts for 0.01% of the portfolio, ranked #1123.

UBS Group first reported a position in FHN in Q4 2014 and has held it in 47 quarters since. The position peaked at $123M in Q3 2025. 675 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • UBS Group held 3,884,397 shares of First Horizon worth $99.6M as of Q2 2026.
  • UBS Group bought 716,736 First Horizon shares in Q2 2026, an estimated $17.5M.
  • First Horizon made up 0.01% of UBS Group's portfolio in Q2 2026, its #1123 holding.
  • UBS Group first reported a position in First Horizon in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's First Horizon position peaked at $123M in Q3 2025.
  • 675 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

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