UBS Group
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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
2026
Q1 		– Sell
-3,900
Closed -$93.2K – 10701
2025
Q4 		$93.2K Hold
3,900
– – ﹤0.01% 6945
2025
Q3 		$88.2K Buy
+3,900
New +$86.7K ﹤0.01% 7211
2024
Q4 		– Sell
-158,600
Closed -$2.46M – 10065
2024
Q3 		$2.46M Buy
+158,600
New +$2.52M ﹤0.01% 3795
2023
Q4 		– Sell
-400
Closed -$4.41K – 9480
2023
Q3 		$4.41K Hold
400
– – ﹤0.01% 7444
2023
Q2 		$4.51K Sell
400
-200
-33% -$2.68K ﹤0.01% 7523
2023
Q1 		$10.7K Buy
+600
New +$13.3K ﹤0.01% 7560

Other funds holding FHN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

UBS Group's FHN Position: Q3 2026 in Review

UBS Group increased its First Horizon (FHN) stake by 26% in Q3 2026, buying an estimated $25.3M and bringing the position to 4,897,729 shares worth $113M. The position accounts for 0.01% of the portfolio, ranked #1013.

UBS Group first reported a position in FHN in Q4 2014 and has held it in 48 quarters since. The position peaked at $123M in Q3 2025. 380 funds tracked by Wall St. Rank hold FHN as of Q3 2026.

  • UBS Group held 4,897,729 shares of First Horizon worth $113M as of Q3 2026.
  • UBS Group bought 1,013,332 First Horizon shares in Q3 2026, an estimated $25.3M.
  • First Horizon made up 0.01% of UBS Group's portfolio in Q3 2026, its #1013 holding.
  • UBS Group first reported a position in First Horizon in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's First Horizon position peaked at $123M in Q3 2025.
  • 380 funds tracked by Wall St. Rank held First Horizon as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.