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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCP
Stamos Capital Partners Menlo Park, California $653M AUM 19.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group's FINX Position: Q2 2026 in Review

UBS Group increased its Global X FinTech ETF (FINX) stake by 1.5% in Q2 2026, buying an estimated $50.2K and bringing the position to 136,507 shares worth $3.37M. The position accounts for ﹤0.01% of the portfolio, ranked #4587.

UBS Group first reported a position in FINX in Q1 2018 and has held it in 34 quarters since. The position peaked at $69.4M in Q3 2021. 78 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

  • UBS Group held 136,507 shares of Global X FinTech ETF worth $3.37M as of Q2 2026.
  • UBS Group bought 2,015 Global X FinTech ETF shares in Q2 2026, an estimated $50.2K.
  • Global X FinTech ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4587 holding.
  • UBS Group first reported a position in Global X FinTech ETF in Q1 2018 and has held it in 34 quarters since.
  • UBS Group's Global X FinTech ETF position peaked at $69.4M in Q3 2021.
  • 78 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

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