UBS Group
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UBS Group’s Fomento Económico Mexicano FMX Stock Holding History

UBS Group’s Portfolio FMX Stock Details FMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.78M Buy
25,037
+346
+1% +$37.2K ﹤0.01% 4667
2025
Q4 		$2.5M Sell
24,691
-23,342
-49% -$2.27M ﹤0.01% 4762
2025
Q3 		$4.74M Buy
48,033
+659
+1% +$61.2K ﹤0.01% 4095
2025
Q2 		$4.88M Buy
47,374
+563
+1% +$58.1K ﹤0.01% 3911
2025
Q1 		$4.57M Buy
46,811
+217
+0.5% +$19.6K ﹤0.01% 3875
2024
Q4 		$3.98M Buy
46,594
+188
+0.4% +$17.5K ﹤0.01% 4078
2024
Q3 		$4.58M Sell
46,406
-8,334
-15% -$898K ﹤0.01% 3167
2024
Q2 		$5.89M Sell
54,740
-2,997
-5% -$351K ﹤0.01% 2695
2024
Q1 		$7.52M Buy
57,737
+17,137
+42% +$2.24M ﹤0.01% 2539
2023
Q4 		$5.29M Buy
+40,600
New +$4.83M ﹤0.01% 2732
2018
Q1 		– Sell
-6,000
Closed -$563K – 7934
2017
Q4 		$563K Buy
6,000
+2,800
+88% +$255K ﹤0.01% 4207
2017
Q3 		$306K Buy
+3,200
New +$319K ﹤0.01% 4553
2017
Q1 		– Sell
-23,100
Closed -$1.76M – 7742
2016
Q4 		$1.76M Sell
23,100
-65,800
-74% -$5.63M ﹤0.01% 3028
2016
Q3 		$8.18M Sell
88,900
-11,800
-12% -$1.09M ﹤0.01% 1586
2016
Q2 		$9.31M Buy
+100,700
New +$9.21M 0.01% 1430
2015
Q1 		– Sell
-4,100
Closed -$361K – 8987
2014
Q4 		$361K Buy
+4,100
New +$375K ﹤0.01% 4490

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

UBS Group's FMX Position: Q1 2026 in Review

UBS Group reduced its Fomento Económico Mexicano (FMX) stake by 30% in Q1 2026, selling an estimated $7.33M and leaving 155,868 shares worth $17.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2748.

UBS Group first reported a position in FMX in Q4 2014 and has held it in 46 quarters since. The position peaked at $43.9M in Q1 2025. 307 funds tracked by Wall St. Rank hold FMX as of Q1 2026.

  • UBS Group held 155,868 shares of Fomento Económico Mexicano worth $17.3M as of Q1 2026.
  • UBS Group sold 68,095 Fomento Económico Mexicano shares in Q1 2026, an estimated $7.33M.
  • Fomento Económico Mexicano made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2748 holding.
  • UBS Group first reported a position in Fomento Económico Mexicano in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Fomento Económico Mexicano position peaked at $43.9M in Q1 2025.
  • 307 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2026.

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