UBS Group’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

UBS Group’s Portfolio FRDM Stock Details FRDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$312K	Sell	4,285 -19,315	-82%	-$1.29M	﹤0.01%	6517
2026 Q1	$1.29M	Buy	23,600 +21,100	+844%	+$1.21M	﹤0.01%	5346
2025 Q4	$128K	Buy	2,500 +1,687	+208%	+$80.6K	﹤0.01%	6784
2025 Q3	$36K	Hold	813	–	–	﹤0.01%	7785
2025 Q2	$32.8K	Buy	+813	New	+$30.2K	﹤0.01%	8098
2025 Q1	–	Sell	-8,344	Closed	-$273K	–	10390
2024 Q4	$273K	Buy	+8,344	New	+$289K	﹤0.01%	6261
2024 Q1	–	Sell	-15	Closed	-$494	–	9542
2023 Q4	$494	Buy	+15	New	+$453	﹤0.01%	8631
2023 Q2	–	Sell	-146	Closed	-$4.29K	–	9142
2023 Q1	$4.29K	Buy	+146	New	+$4.28K	﹤0.01%	8207
2022 Q3	–	Sell	-1,687	Closed	-$46K	–	10527
2022 Q2	$46K	Buy	+1,687	New	+$52K	﹤0.01%	5980
2022 Q1	–	Sell	-389	Closed	-$13K	–	10455
2021 Q4	$13K	Sell	389 -198	-34%	-$6.57K	﹤0.01%	8446
2021 Q3	$19K	Buy	+587	New	+$19.9K	﹤0.01%	7205
2020 Q4	–	Sell	-698	Closed	-$18K	–	8509
2020 Q3	$18K	Buy	698 +685	+5,269%	+$17.5K	﹤0.01%	6388
2020 Q2	$0	Sell	13 -574	-98%	-$12.5K	﹤0.01%	8077
2020 Q1	$11K	Buy	+587	New	+$14.5K	﹤0.01%	6864

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's FRDM Position: Q2 2026 in Review

UBS Group reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 82% in Q2 2026, selling an estimated $1.29M and leaving 4,285 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #6517.

UBS Group first reported a position in FRDM in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.29M in Q1 2026. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

UBS Group held 4,285 shares of Freedom 100 Emerging Markets ETF worth $312K as of Q2 2026.
UBS Group sold 19,315 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $1.29M.
Freedom 100 Emerging Markets ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6517 holding.
UBS Group first reported a position in Freedom 100 Emerging Markets ETF in Q1 2020 and has held it in 14 quarters since.
UBS Group's Freedom 100 Emerging Markets ETF position peaked at $1.29M in Q1 2026.
318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.