UBS Group
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UBS Group’s Global X FinTech ETF FINX Stock Holding History

UBS Group’s Portfolio FINX Stock Details FINX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-34,800
Closed -$1.39M – 10437
2021
Q4 		$1.39M Buy
+34,800
New +$1.65M ﹤0.01% 4080

Other funds holding FINX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
SCP
Stamos Capital Partners Menlo Park, California $640M AUM 15.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group's FINX Position: Q1 2026 in Review

UBS Group reduced its Global X FinTech ETF (FINX) stake by 5.2% in Q1 2026, selling an estimated $192K and leaving 134,492 shares worth $3.11M. The position accounts for ﹤0.01% of the portfolio, ranked #4561.

UBS Group first reported a position in FINX in Q1 2018 and has held it in 33 quarters since. The position peaked at $69.4M in Q3 2021. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

  • UBS Group held 134,492 shares of Global X FinTech ETF worth $3.11M as of Q1 2026.
  • UBS Group sold 7,408 Global X FinTech ETF shares in Q1 2026, an estimated $192K.
  • Global X FinTech ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4561 holding.
  • UBS Group first reported a position in Global X FinTech ETF in Q1 2018 and has held it in 33 quarters since.
  • UBS Group's Global X FinTech ETF position peaked at $69.4M in Q3 2021.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

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