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
2024 Q3	–	Sell	-8,500	Closed	-$915K	–	9674
2024 Q2	$915K	Sell	8,500 -26,500	-76%	-$3.1M	﹤0.01%	4490
2024 Q1	$4.56M	Buy	35,000 +10,000	+40%	+$1.31M	﹤0.01%	3073
2023 Q4	$3.26M	Buy	+25,000	New	+$2.97M	﹤0.01%	3262
2017 Q4	–	Sell	-145,000	Closed	-$13.9M	–	7927
2017 Q3	$13.9M	Hold	145,000	–	–	0.01%	1363
2017 Q2	$14.3M	Buy	+145,000	New	+$13.5M	0.01%	1270
2016 Q4	–	Sell	-175,000	Closed	-$16.1M	–	7849
2016 Q3	$16.1M	Hold	175,000	–	–	0.01%	1105
2016 Q2	$16.2M	Buy	+175,000	New	+$16M	0.01%	1073

Other funds holding FMX

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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.