UBS Group
FLQM icon

UBS Group’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

UBS Group’s Portfolio FLQM Stock Details FLQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.88K Buy
+67
New +$3.8K ﹤0.01% 9134
2026
Q1 		– Sell
-848
Closed -$47.7K – 10712
2025
Q4 		$47.7K Buy
848
+316
+59% +$17.7K ﹤0.01% 7244
2025
Q3 		$30K Hold
532
– – ﹤0.01% 7899
2025
Q2 		$28.9K Hold
532
– – ﹤0.01% 8189
2025
Q1 		$28.2K Hold
532
– – ﹤0.01% 7987
2024
Q4 		$28.9K Buy
+532
New +$29.9K ﹤0.01% 7631
2024
Q3 		– Sell
-682
Closed -$35K – 9669
2024
Q2 		$35K Buy
+682
New +$35.1K ﹤0.01% 6962
2023
Q4 		– Sell
-2,467
Closed -$106K – 9491
2023
Q3 		$106K Buy
2,467
+1,813
+277% +$81.4K ﹤0.01% 5798
2023
Q2 		$29.4K Buy
654
+551
+535% +$23.8K ﹤0.01% 6728
2023
Q1 		$4.46K Sell
103
-2,034
-95% -$87.9K ﹤0.01% 8186
2022
Q4 		$88.8K Buy
+2,137
New +$88K ﹤0.01% 6217
2022
Q2 		– Sell
-2,587
Closed -$116K – 10509
2022
Q1 		$116K Buy
+2,587
New +$115K ﹤0.01% 5792
2021
Q1 		– Sell
-125
Closed -$5K – 9139
2020
Q4 		$5K Buy
+125
New +$4.48K ﹤0.01% 7827
2020
Q3 		– Sell
-205
Closed -$6K – 8127
2020
Q2 		$6K Sell
205
-395
-66% -$11.3K ﹤0.01% 7291
2020
Q1 		$15K Buy
+600
New +$18.5K ﹤0.01% 6675
2019
Q2 		– Sell
-573
Closed -$17K – 7960
2019
Q1 		$17K Sell
573
-277
-33% -$8.01K ﹤0.01% 6427
2018
Q4 		$22K Buy
+850
New +$24.1K ﹤0.01% 6699

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group's FLQM Position: Q2 2026 in Review

UBS Group opened a new position in Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q2 2026: 67 shares worth $3.88K. The stake represents ﹤0.01% of the portfolio and ranks #9134 among its holdings. This is a return to the name: UBS Group previously reported a position in FLQM as recently as Q4 2025.

UBS Group first reported a position in FLQM in Q4 2018 and has held it in 17 quarters since. The position peaked at $116K in Q1 2022. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • UBS Group held 67 shares of Franklin US Mid Cap Multifactor Index ETF worth $3.88K as of Q2 2026.
  • Franklin US Mid Cap Multifactor Index ETF was a new UBS Group position in Q2 2026.
  • Franklin US Mid Cap Multifactor Index ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9134 holding.
  • UBS Group first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2018 and has held it in 17 quarters since.
  • UBS Group's Franklin US Mid Cap Multifactor Index ETF position peaked at $116K in Q1 2022.
  • 167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

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