UBS Group
FLDR icon

UBS Group’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

UBS Group’s Portfolio FLDR Stock Details FLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.71M Sell
153,932
-7,693
-5% -$386K ﹤0.01% 3731
2026
Q1 		$8.09M Sell
161,625
-10,827
-6% -$544K ﹤0.01% 3574
2025
Q4 		$8.66M Sell
172,452
-224
-0.1% -$11.3K ﹤0.01% 3439
2025
Q3 		$8.67M Buy
172,676
+7,566
+5% +$380K ﹤0.01% 3468
2025
Q2 		$8.27M Sell
165,110
-7,639
-4% -$382K ﹤0.01% 3296
2025
Q1 		$8.66M Buy
172,749
+9,914
+6% +$497K ﹤0.01% 3204
2024
Q4 		$8.13M Sell
162,835
-31,898
-16% -$1.6M ﹤0.01% 3289
2024
Q3 		$9.78M Sell
194,733
-13,259
-6% -$666K ﹤0.01% 2387
2024
Q2 		$10.4M Sell
207,992
-13,157
-6% -$657K ﹤0.01% 2187
2024
Q1 		$11.1M Sell
221,149
-68,947
-24% -$3.45M ﹤0.01% 2191
2023
Q4 		$14.5M Sell
290,096
-143,863
-33% -$7.15M ﹤0.01% 1823
2023
Q3 		$21.5M Sell
433,959
-89,324
-17% -$4.45M 0.01% 1428
2023
Q2 		$26.1M Sell
523,283
-39,818
-7% -$1.98M 0.01% 1247
2023
Q1 		$28M Sell
563,101
-55,225
-9% -$2.75M 0.01% 1146
2022
Q4 		$30.6M Sell
618,326
-41,385
-6% -$2.04M 0.01% 1126
2022
Q3 		$32.6M Sell
659,711
-24,502
-4% -$1.22M 0.01% 950
2022
Q2 		$33.9M Buy
684,213
+9,467
+1% +$472K 0.01% 981
2022
Q1 		$33.8M Sell
674,746
-44,637
-6% -$2.25M 0.01% 1085
2021
Q4 		$36.5M Sell
719,383
-101,557
-12% -$5.16M 0.01% 1157
2021
Q3 		$41.7M Sell
820,940
-191,815
-19% -$9.77M 0.01% 978
2021
Q2 		$51.5M Buy
1,012,755
+141,899
+16% +$7.21M 0.02% 837
2021
Q1 		$44.2M Buy
870,856
+200,658
+30% +$10.2M 0.01% 914
2020
Q4 		$34.2M Buy
670,198
+238,845
+55% +$12.2M 0.01% 1001
2020
Q3 		$22M Buy
431,353
+231,467
+116% +$11.8M 0.01% 1115
2020
Q2 		$10.2M Buy
199,886
+199,329
+35,786% +$10M ﹤0.01% 1486
2020
Q1 		$27K Buy
557
+57
+11% +$2.86K ﹤0.01% 6290
2019
Q4 		$25K Buy
+500
New +$25.4K ﹤0.01% 6747

Other funds holding FLDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $134M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

UBS Group's FLDR Position: Q2 2026 in Review

UBS Group reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 4.8% in Q2 2026, selling an estimated $386K and leaving 153,932 shares worth $7.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3731.

UBS Group first reported a position in FLDR in Q4 2019 and has held it in 27 quarters since. The position peaked at $51.5M in Q2 2021. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • UBS Group held 153,932 shares of Fidelity Low Duration Bond Factor ETF worth $7.71M as of Q2 2026.
  • UBS Group sold 7,693 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $386K.
  • Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3731 holding.
  • UBS Group first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • UBS Group's Fidelity Low Duration Bond Factor ETF position peaked at $51.5M in Q2 2021.
  • 121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

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