UBS Group
FRMM

UBS Group’s Forum Markets FRMM Stock Holding History

UBS Group’s Portfolio FRMM Stock Details FRMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$921K Sell
169,656
-158,138
-48% -$691K ﹤0.01% 5804
2026
Q1 		$947K Buy
327,794
+157,321
+92% +$601K ﹤0.01% 5591
2025
Q4 		$835K Buy
170,473
+152,629
+855% +$2.15M ﹤0.01% 5724
2025
Q3 		$430K Buy
17,844
+17,809
+50,883% +$533K ﹤0.01% 6208
2025
Q2 		$326 Buy
+35
New +$342 ﹤0.01% 9870
2025
Q1 		– Sell
-716
Closed -$9.44K – 10148
2024
Q4 		$13K Buy
716
+31
+5% +$812 ﹤0.01% 8167
2024
Q3 		$11.4K Buy
+685
New +$13.5K ﹤0.01% 7677
2024
Q1 		– Sell
-34
Closed -$1.38K – 9282
2023
Q4 		$1.38K Buy
+34
New +$2.39K ﹤0.01% 8318
2023
Q1 		– Sell
-31
Closed -$19.9K – 9587
2022
Q4 		$19.9K Buy
+31
New +$46.5K ﹤0.01% 7656
2022
Q3 		– Hold
0
– -$1K – 10311
2022
Q2 		– Hold
0
– – – 9815
2022
Q1 		– Sell
-5
Closed -$71K – 10224
2021
Q4 		$71K Buy
+5
New +$89.2K ﹤0.01% 6605
2021
Q2 		– Hold
0
– -$8K – 9368
2021
Q1 		– Hold
0
– – – 8070
2020
Q3 		– Hold
0
– -$5K – 7964
2020
Q2 		– Hold
0
– – – 7358
2020
Q1 		– Hold
0
– – – 6977
2019
Q4 		– Hold
0
– – – 7272
2019
Q3 		– Hold
0
– – – 7150
2019
Q2 		– Hold
0
– – – 7054
2019
Q1 		– Hold
0
– – – 6864
2018
Q4 		– Hold
0
– – – 7270
2018
Q3 		– Hold
0
– – – 7393
2018
Q2 		– Hold
0
– – – 7803
2018
Q1 		– Hold
0
– – – 6924
2017
Q4 		– Hold
0
– – – 7075
2017
Q3 		– Hold
0
– – – 6936

Other funds holding FRMM

SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group's FRMM Position: Q2 2026 in Review

UBS Group reduced its Forum Markets (FRMM) stake by 48% in Q2 2026, selling an estimated $691K and leaving 169,656 shares worth $921K. The position accounts for ﹤0.01% of the portfolio, ranked #5804.

UBS Group first reported a position in FRMM in Q4 2021 and has held it in 10 quarters since. The position peaked at $947K in Q1 2026. 39 funds tracked by Wall St. Rank hold FRMM as of Q2 2026.

  • UBS Group held 169,656 shares of Forum Markets worth $921K as of Q2 2026.
  • UBS Group sold 158,138 Forum Markets shares in Q2 2026, an estimated $691K.
  • Forum Markets made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5804 holding.
  • UBS Group first reported a position in Forum Markets in Q4 2021 and has held it in 10 quarters since.
  • UBS Group's Forum Markets position peaked at $947K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Forum Markets as of Q2 2026.

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