UBS Group
FORTY

UBS Group’s Formula Systems FORTY Stock Holding History

UBS Group’s Portfolio FORTY Stock Details FORTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14K Buy
127
+110
+647% +$14.6K ﹤0.01% 8196
2025
Q4 		$2.85K Sell
17
-106
-86% -$16.3K ﹤0.01% 9206
2025
Q3 		$17.3K Sell
123
-169
-58% -$21.8K ﹤0.01% 8253
2025
Q2 		$37.3K Sell
292
-122
-29% -$11.8K ﹤0.01% 8019
2025
Q1 		$36K Sell
414
-82
-17% -$7.63K ﹤0.01% 7828
2024
Q4 		$40.2K Buy
496
+246
+98% +$20.7K ﹤0.01% 7436
2024
Q3 		$20K Buy
250
+106
+74% +$8.11K ﹤0.01% 7372
2024
Q2 		$9.97K Buy
144
+128
+800% +$9.91K ﹤0.01% 7718
2024
Q1 		$1.24K Buy
16
+14
+700% +$1.01K ﹤0.01% 8184
2023
Q4 		$127 Sell
2
-16
-89% -$992 ﹤0.01% 8896
2023
Q3 		$1.35K Buy
18
+17
+1,700% +$1.26K ﹤0.01% 7973
2023
Q2 		$75 Sell
1
-619
-100% -$42.8K ﹤0.01% 8548
2023
Q1 		$40.7K Sell
620
-462
-43% -$33.4K ﹤0.01% 6594
2022
Q4 		$76.7K Sell
1,082
-361
-25% -$28.2K ﹤0.01% 6353
2022
Q3 		$119K Buy
+1,443
New +$140K ﹤0.01% 5554
2022
Q2 		– Sell
-128
Closed -$13K – 10518
2022
Q1 		$13K Buy
+128
New +$13.8K ﹤0.01% 8045
2021
Q4 		– Sell
-200
Closed -$20K – 10397
2021
Q3 		$20K Sell
200
-1
-0.5% -$93 ﹤0.01% 7154
2021
Q2 		$18K Sell
201
-48
-19% -$4.28K ﹤0.01% 7444
2021
Q1 		$22K Sell
249
-445
-64% -$39.3K ﹤0.01% 7284
2020
Q4 		$59K Buy
694
+28
+4% +$2.28K ﹤0.01% 6039
2020
Q3 		$56K Sell
666
-543
-45% -$47.9K ﹤0.01% 5562
2020
Q2 		$91K Buy
1,209
+693
+134% +$52K ﹤0.01% 5370
2020
Q1 		$28K Buy
516
+65
+14% +$3.91K ﹤0.01% 6268
2019
Q4 		$30K Sell
451
-478
-51% -$32.3K ﹤0.01% 6632
2019
Q3 		$59K Buy
929
+334
+56% +$19.4K ﹤0.01% 6102
2019
Q2 		$30K Hold
595
– – ﹤0.01% 6330
2019
Q1 		$27K Buy
595
+203
+52% +$8.08K ﹤0.01% 6036
2018
Q4 		$14K Buy
+392
New +$14.9K ﹤0.01% 7037
2018
Q1 		– Sell
-698
Closed -$28K – 7939
2017
Q4 		$28K Sell
698
-236
-25% -$9.69K ﹤0.01% 6298
2017
Q3 		$40K Sell
934
-23
-2% -$891 ﹤0.01% 5954
2017
Q2 		$35K Sell
957
-494
-34% -$19.9K ﹤0.01% 5905
2017
Q1 		$56K Buy
1,451
+518
+56% +$20.8K ﹤0.01% 5437
2016
Q4 		$37K Buy
933
+101
+12% +$4.03K ﹤0.01% 6056
2016
Q3 		$32K Sell
832
-357
-30% -$13.4K ﹤0.01% 5863
2016
Q2 		$38K Sell
1,189
-139
-10% -$4.44K ﹤0.01% 5737
2016
Q1 		$39K Buy
1,328
+121
+10% +$3.28K ﹤0.01% 5682
2015
Q4 		$32K Buy
1,207
+254
+27% +$7.05K ﹤0.01% 6268
2015
Q3 		$26K Buy
953
+303
+47% +$9.37K ﹤0.01% 6438
2015
Q2 		$18K Sell
650
-388
-37% -$10.7K ﹤0.01% 6968
2015
Q1 		$29K Sell
1,038
-445
-30% -$10.3K ﹤0.01% 6577
2014
Q4 		$33K Buy
+1,483
New +$35.3K ﹤0.01% 6997

Other funds holding FORTY

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

UBS Group's FORTY Position: Q1 2026 in Review

UBS Group increased its Formula Systems (FORTY) stake by 647% in Q1 2026, buying an estimated $14.6K and bringing the position to 127 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #8196.

UBS Group first reported a position in FORTY in Q4 2014 and has held it in 41 quarters since. The position peaked at $119K in Q3 2022. 14 funds tracked by Wall St. Rank hold FORTY as of Q1 2026.

  • UBS Group held 127 shares of Formula Systems worth $14K as of Q1 2026.
  • UBS Group bought 110 Formula Systems shares in Q1 2026, an estimated $14.6K.
  • Formula Systems made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8196 holding.
  • UBS Group first reported a position in Formula Systems in Q4 2014 and has held it in 41 quarters since.
  • UBS Group's Formula Systems position peaked at $119K in Q3 2022.
  • 14 funds tracked by Wall St. Rank held Formula Systems as of Q1 2026.

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