UBS Group
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UBS Group’s Fidelity US Multifactor ETF FLRG Stock Holding History

UBS Group’s Portfolio FLRG Stock Details FLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63.5K Buy
1,726
+789
+84% +$30K ﹤0.01% 7237
2025
Q4 		$35.6K Sell
937
-219
-19% -$8.33K ﹤0.01% 7416
2025
Q3 		$44.4K Buy
+1,156
New +$42.7K ﹤0.01% 7649
2025
Q2 		– Sell
-7
Closed -$232 – 10437
2025
Q1 		$232 Buy
+7
New +$241 ﹤0.01% 9870
2024
Q4 		– Sell
-2,186
Closed -$74K – 10080
2024
Q3 		$74K Buy
2,186
+2,166
+10,830% +$70.4K ﹤0.01% 6565
2024
Q2 		$631 Buy
+20
New +$608 ﹤0.01% 8837
2023
Q4 		– Sell
-265
Closed -$6.77K – 9493
2023
Q3 		$6.77K Buy
265
+179
+208% +$4.7K ﹤0.01% 7273
2023
Q2 		$2.24K Sell
86
-1,797
-95% -$45.2K ﹤0.01% 7784
2023
Q1 		$46.5K Buy
1,883
+1,226
+187% +$29.9K ﹤0.01% 6507
2022
Q4 		$15.7K Sell
657
-65
-9% -$1.54K ﹤0.01% 7959
2022
Q3 		$16K Sell
722
-273
-27% -$6.47K ﹤0.01% 7682
2022
Q2 		$22K Buy
995
+158
+19% +$3.82K ﹤0.01% 6753
2022
Q1 		$22K Buy
+837
New +$21.5K ﹤0.01% 7339
2021
Q4 		– Sell
-202
Closed -$5K – 10391
2021
Q3 		$5K Buy
202
+199
+6,633% +$5.08K ﹤0.01% 8530
2021
Q2 		$0 Buy
+3
New +$72 ﹤0.01% 9502
2021
Q1 		– Sell
-700
Closed -$15K – 9141
2020
Q4 		$15K Buy
+700
New +$14.5K ﹤0.01% 7158

Other funds holding FLRG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's FLRG Position: Q1 2026 in Review

UBS Group increased its Fidelity US Multifactor ETF (FLRG) stake by 84% in Q1 2026, buying an estimated $30K and bringing the position to 1,726 shares worth $63.5K. The position accounts for ﹤0.01% of the portfolio, ranked #7237.

UBS Group first reported a position in FLRG in Q4 2020 and has held it in 16 quarters since. The position peaked at $74K in Q3 2024. 45 funds tracked by Wall St. Rank hold FLRG as of Q1 2026.

  • UBS Group held 1,726 shares of Fidelity US Multifactor ETF worth $63.5K as of Q1 2026.
  • UBS Group bought 789 Fidelity US Multifactor ETF shares in Q1 2026, an estimated $30K.
  • Fidelity US Multifactor ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7237 holding.
  • UBS Group first reported a position in Fidelity US Multifactor ETF in Q4 2020 and has held it in 16 quarters since.
  • UBS Group's Fidelity US Multifactor ETF position peaked at $74K in Q3 2024.
  • 45 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q1 2026.

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