UBS Group
FPAG icon

UBS Group’s FPA Global Equity ETF FPAG Stock Holding History

UBS Group’s Portfolio FPAG Stock Details FPAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-427
Closed -$15.3K – 10727
2025
Q3 		$15.3K Buy
+427
New +$15K ﹤0.01% 8325
2024
Q3 		– Sell
-7,974
Closed -$236K – 9682
2024
Q2 		$236K Buy
+7,974
New +$231K ﹤0.01% 5550
2023
Q4 		– Sell
-755
Closed -$17.9K – 9504
2023
Q3 		$17.9K Buy
+755
New +$18.6K ﹤0.01% 6861
2023
Q2 		– Sell
-2,551
Closed -$57.8K – 9141
2023
Q1 		$57.8K Buy
+2,551
New +$57K ﹤0.01% 6339

Other funds holding FPAG

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $247M AUM 14.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

UBS Group's FPAG Position: Q4 2025 in Review

UBS Group sold out of FPA Global Equity ETF (FPAG) in Q4 2025, closing a stake of 427 shares — an estimated $15.3K sold.

UBS Group first reported a position in FPAG in Q1 2023 and held it in 4 quarters. The position peaked at $236K in Q2 2024. 34 funds tracked by Wall St. Rank hold FPAG as of Q4 2025.

  • UBS Group reported no remaining FPA Global Equity ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 427 FPA Global Equity ETF shares in Q4 2025, an estimated $15.3K.
  • UBS Group first reported a position in FPA Global Equity ETF in Q1 2023 and held it in 4 quarters.
  • UBS Group's FPA Global Equity ETF position peaked at $236K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held FPA Global Equity ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.