UBS Group
FPRO icon

UBS Group’s Fidelity Real Estate Investment ETF FPRO Stock Holding History

UBS Group’s Portfolio FPRO Stock Details FPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.56K Buy
156
+135
+643% +$3.15K ﹤0.01% 9067
2025
Q4 		$468 Sell
21
-3,014
-99% -$67.8K ﹤0.01% 9944
2025
Q3 		$68.5K Buy
3,035
+320
+12% +$7.24K ﹤0.01% 7343
2025
Q2 		$61.2K Sell
2,715
-395
-13% -$8.86K ﹤0.01% 7606
2025
Q1 		$71.4K Buy
3,110
+2,738
+736% +$62.4K ﹤0.01% 7312
2024
Q4 		$8.3K Buy
+372
New +$8.73K ﹤0.01% 8419
2024
Q3 		– Sell
-30
Closed -$624 – 9683
2024
Q2 		$624 Buy
+30
New +$606 ﹤0.01% 8842
2024
Q1 		– Sell
-166
Closed -$3.6K – 9541
2023
Q4 		$3.6K Sell
166
-1,260
-88% -$24.7K ﹤0.01% 7948
2023
Q3 		$26.6K Buy
+1,426
New +$28.8K ﹤0.01% 6653
2023
Q1 		– Sell
-2,482
Closed -$50K – 9841
2022
Q4 		$50K Buy
2,482
+1,229
+98% +$24.6K ﹤0.01% 6777
2022
Q3 		$24K Sell
1,253
-175
-12% -$3.95K ﹤0.01% 7141
2022
Q2 		$31K Buy
1,428
+446
+45% +$10.7K ﹤0.01% 6357
2022
Q1 		$25K Buy
982
+844
+612% +$21K ﹤0.01% 7189
2021
Q4 		$4K Buy
+138
New +$3.52K ﹤0.01% 9514
2021
Q3 		– Sell
-412
Closed -$10K – 9723
2021
Q2 		$10K Buy
+412
New +$9.4K ﹤0.01% 8037

Other funds holding FPRO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

UBS Group's FPRO Position: Q1 2026 in Review

UBS Group increased its Fidelity Real Estate Investment ETF (FPRO) stake by 643% in Q1 2026, buying an estimated $3.15K and bringing the position to 156 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #9067.

UBS Group first reported a position in FPRO in Q2 2021 and has held it in 15 quarters since. The position peaked at $71.4K in Q1 2025. 7 funds tracked by Wall St. Rank hold FPRO as of Q1 2026.

  • UBS Group held 156 shares of Fidelity Real Estate Investment ETF worth $3.56K as of Q1 2026.
  • UBS Group bought 135 Fidelity Real Estate Investment ETF shares in Q1 2026, an estimated $3.15K.
  • Fidelity Real Estate Investment ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9067 holding.
  • UBS Group first reported a position in Fidelity Real Estate Investment ETF in Q2 2021 and has held it in 15 quarters since.
  • UBS Group's Fidelity Real Estate Investment ETF position peaked at $71.4K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Fidelity Real Estate Investment ETF as of Q1 2026.

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