UBS Group
FREL icon

UBS Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

UBS Group’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.9M Buy
145,021
+63,594
+78% +$1.77M ﹤0.01% 4328
2025
Q4 		$2.19M Sell
81,427
-19,152
-19% -$523K ﹤0.01% 4896
2025
Q3 		$2.8M Buy
100,579
+2,287
+2% +$63K ﹤0.01% 4647
2025
Q2 		$2.66M Sell
98,292
-29,999
-23% -$802K ﹤0.01% 4525
2025
Q1 		$3.52M Buy
128,291
+29,747
+30% +$818K ﹤0.01% 4154
2024
Q4 		$2.66M Buy
98,544
+19,454
+25% +$557K ﹤0.01% 4439
2024
Q3 		$2.33M Buy
79,090
+10,800
+16% +$300K ﹤0.01% 3845
2024
Q2 		$1.73M Sell
68,290
-167
-0.2% -$4.16K ﹤0.01% 3913
2024
Q1 		$1.79M Buy
68,457
+1,456
+2% +$37.5K ﹤0.01% 4059
2023
Q4 		$1.79M Sell
67,001
-883
-1% -$21K ﹤0.01% 3952
2023
Q3 		$1.54M Sell
67,884
-19,205
-22% -$475K ﹤0.01% 3699
2023
Q2 		$2.19M Sell
87,089
-3,611
-4% -$88.6K ﹤0.01% 3442
2023
Q1 		$2.26M Buy
90,700
+9,355
+12% +$242K ﹤0.01% 3286
2022
Q4 		$2.02M Sell
81,345
-6,371
-7% -$158K ﹤0.01% 3387
2022
Q3 		$2.1M Buy
87,716
+2,247
+3% +$62.6K ﹤0.01% 3112
2022
Q2 		$2.32M Buy
85,469
+14,082
+20% +$419K ﹤0.01% 3029
2022
Q1 		$2.31M Sell
71,387
-2,111
-3% -$66.9K ﹤0.01% 3301
2021
Q4 		$2.55M Buy
73,498
+13,737
+23% +$448K ﹤0.01% 3518
2021
Q3 		$1.82M Sell
59,761
-1,022
-2% -$32.4K ﹤0.01% 3655
2021
Q2 		$1.85M Buy
60,783
+2,826
+5% +$83.8K ﹤0.01% 3643
2021
Q1 		$1.59M Sell
57,957
-146
-0.3% -$3.84K ﹤0.01% 3792
2020
Q4 		$1.47M Buy
58,103
+5,274
+10% +$130K ﹤0.01% 3678
2020
Q3 		$1.24M Buy
52,829
+572
+1% +$13.7K ﹤0.01% 3485
2020
Q2 		$1.22M Sell
52,257
-3,960
-7% -$89.2K ﹤0.01% 3331
2020
Q1 		$1.17M Buy
56,217
+2,885
+5% +$76K ﹤0.01% 3226
2019
Q4 		$1.49M Buy
53,332
+3,976
+8% +$110K ﹤0.01% 3846
2019
Q3 		$1.38M Sell
49,356
-590
-1% -$16K ﹤0.01% 3669
2019
Q2 		$1.31M Sell
49,946
-930
-2% -$24.3K ﹤0.01% 3528
2019
Q1 		$1.32M Buy
50,876
+2,187
+4% +$54.1K ﹤0.01% 3344
2018
Q4 		$1.09M Buy
48,689
+40,208
+474% +$948K ﹤0.01% 3602
2018
Q3 		$204K Buy
8,481
+5,100
+151% +$126K ﹤0.01% 5043
2018
Q2 		$83K Sell
3,381
-13,416
-80% -$314K ﹤0.01% 5584
2018
Q1 		$384K Sell
16,797
-734
-4% -$17K ﹤0.01% 4369
2017
Q4 		$433K Buy
17,531
+500
+3% +$12.4K ﹤0.01% 4393
2017
Q3 		$413K Hold
17,031
– – ﹤0.01% 4366
2017
Q2 		$412K Sell
17,031
-3,000
-15% -$72.5K ﹤0.01% 4248
2017
Q1 		$478K Buy
20,031
+2,500
+14% +$59.3K ﹤0.01% 4074
2016
Q4 		$411K Buy
17,531
+700
+4% +$16.1K ﹤0.01% 4263
2016
Q3 		$412K Hold
16,831
– – ﹤0.01% 4045
2016
Q2 		$418K Hold
16,831
– – ﹤0.01% 4024
2016
Q1 		$395K Sell
16,831
-3,000
-15% -$65.5K ﹤0.01% 3948
2015
Q4 		$449K Sell
19,831
-7,344
-27% -$165K ﹤0.01% 4038
2015
Q3 		$580K Buy
27,175
+25,775
+1,841% +$565K ﹤0.01% 3773
2015
Q2 		$30K Buy
+1,400
New +$32K ﹤0.01% 6481

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group's FREL Position: Q1 2026 in Review

UBS Group increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 78% in Q1 2026, buying an estimated $1.77M and bringing the position to 145,021 shares worth $3.9M. The position accounts for ﹤0.01% of the portfolio, ranked #4328.

UBS Group first reported a position in FREL in Q2 2015 and has held it in 44 quarters since. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • UBS Group held 145,021 shares of Fidelity MSCI Real Estate Index ETF worth $3.9M as of Q1 2026.
  • UBS Group bought 63,594 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $1.77M.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4328 holding.
  • UBS Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2015 and has held it in 44 quarters since.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

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