UBS Group
FMAG icon

UBS Group’s Fidelity Magellan ETF FMAG Stock Holding History

UBS Group’s Portfolio FMAG Stock Details FMAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.83M Sell
57,768
-7,093
-11% -$238K ﹤0.01% 5059
2025
Q4 		$2.21M Buy
64,861
+12,467
+24% +$430K ﹤0.01% 4881
2025
Q3 		$1.84M Buy
52,394
+8,377
+19% +$292K ﹤0.01% 5031
2025
Q2 		$1.51M Sell
44,017
-26,947
-38% -$839K ﹤0.01% 5092
2025
Q1 		$2.06M Sell
70,964
-87,392
-55% -$2.72M ﹤0.01% 4677
2024
Q4 		$4.9M Sell
158,356
-473
-0.3% -$14.8K ﹤0.01% 3875
2024
Q3 		$4.86M Buy
158,829
+31,263
+25% +$925K ﹤0.01% 3100
2024
Q2 		$3.78M Buy
127,566
+86,835
+213% +$2.45M ﹤0.01% 3128
2024
Q1 		$1.14M Buy
40,731
+39,703
+3,862% +$1.04M ﹤0.01% 4489
2023
Q4 		$24.8K Sell
1,028
-91
-8% -$2.05K ﹤0.01% 6973
2023
Q3 		$23.8K Buy
1,119
+319
+40% +$7.01K ﹤0.01% 6711
2023
Q2 		$17.5K Sell
800
-1,078
-57% -$22.1K ﹤0.01% 6935
2023
Q1 		$37.6K Buy
1,878
+187
+11% +$3.63K ﹤0.01% 6639
2022
Q4 		$31.2K Buy
1,691
+793
+88% +$14.8K ﹤0.01% 7202
2022
Q3 		$16K Buy
898
+318
+55% +$6.3K ﹤0.01% 7683
2022
Q2 		$11K Sell
580
-4,000
-87% -$79.7K ﹤0.01% 7801
2022
Q1 		$103K Buy
4,580
+3,309
+260% +$73.2K ﹤0.01% 5890
2021
Q4 		$32K Buy
+1,271
New +$31.2K ﹤0.01% 7325

Other funds holding FMAG

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UBS Group's FMAG Position: Q1 2026 in Review

UBS Group reduced its Fidelity Magellan ETF (FMAG) stake by 11% in Q1 2026, selling an estimated $238K and leaving 57,768 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #5059.

UBS Group first reported a position in FMAG in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.9M in Q4 2024. 32 funds tracked by Wall St. Rank hold FMAG as of Q1 2026.

  • UBS Group held 57,768 shares of Fidelity Magellan ETF worth $1.83M as of Q1 2026.
  • UBS Group sold 7,093 Fidelity Magellan ETF shares in Q1 2026, an estimated $238K.
  • Fidelity Magellan ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5059 holding.
  • UBS Group first reported a position in Fidelity Magellan ETF in Q4 2021 and has held it in 18 quarters since.
  • UBS Group's Fidelity Magellan ETF position peaked at $4.9M in Q4 2024.
  • 32 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q1 2026.

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