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
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

ECP
Electric Capital Partners Palo Alto, California $118M AUM
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's FRMM Position: Q1 2026 in Review

UBS Group increased its Forum Markets (FRMM) stake by 92% in Q1 2026, buying an estimated $601K and bringing the position to 327,794 shares worth $947K. The position accounts for ﹤0.01% of the portfolio, ranked #5591.

UBS Group first reported a position in FRMM in Q4 2021 and has held it in 9 quarters since. 45 funds tracked by Wall St. Rank hold FRMM as of Q1 2026.

  • UBS Group held 327,794 shares of Forum Markets worth $947K as of Q1 2026.
  • UBS Group bought 157,321 Forum Markets shares in Q1 2026, an estimated $601K.
  • Forum Markets made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5591 holding.
  • UBS Group first reported a position in Forum Markets in Q4 2021 and has held it in 9 quarters since.
  • 45 funds tracked by Wall St. Rank held Forum Markets as of Q1 2026.

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