UBS Group
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UBS Group’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

UBS Group’s Portfolio FSEC Stock Details FSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$249K Buy
+5,965
New +$258K ﹤0.01% 6613
2026
Q2 		– Sell
-542
Closed -$23.8K – 10643
2026
Q1 		$23.8K Buy
542
+393
+264% +$17.4K ﹤0.01% 7821
2025
Q4 		$6.58K Sell
149
-3,314
-96% -$147K ﹤0.01% 8538
2025
Q3 		$153K Sell
3,463
-3,757
-52% -$164K ﹤0.01% 6830
2025
Q2 		$315K Buy
7,220
+5,596
+345% +$241K ﹤0.01% 6402
2025
Q1 		$70.7K Buy
+1,624
New +$69.7K ﹤0.01% 7321
2024
Q2 		– Sell
-1
Closed -$42 – 9704
2024
Q1 		$42 Hold
1
– – ﹤0.01% 8949
2023
Q4 		$43 Buy
+1
New +$41 ﹤0.01% 9007
2023
Q2 		– Sell
-82
Closed -$3.52K – 9144
2023
Q1 		$3.52K Buy
82
+74
+925% +$3.18K ﹤0.01% 8312
2022
Q4 		$338 Hold
8
– – ﹤0.01% 10238
2022
Q3 		$0 Buy
+8
New +$354 ﹤0.01% 10529

Other funds holding FSEC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Global Wealth Strategies & Associates
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Midwest Financial Network
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group's FSEC Position: Q3 2026 in Review

UBS Group opened a new position in Fidelity Investment Grade Securitized ETF (FSEC) in Q3 2026: 5,965 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #6613 among its holdings. This is a return to the name: UBS Group previously reported a position in FSEC as recently as Q1 2026.

UBS Group first reported a position in FSEC in Q3 2022 and has held it in 11 quarters since. The position peaked at $315K in Q2 2025. 31 funds tracked by Wall St. Rank hold FSEC as of Q3 2026.

  • UBS Group held 5,965 shares of Fidelity Investment Grade Securitized ETF worth $249K as of Q3 2026.
  • Fidelity Investment Grade Securitized ETF was a new UBS Group position in Q3 2026.
  • Fidelity Investment Grade Securitized ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #6613 holding.
  • UBS Group first reported a position in Fidelity Investment Grade Securitized ETF in Q3 2022 and has held it in 11 quarters since.
  • UBS Group's Fidelity Investment Grade Securitized ETF position peaked at $315K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.