UBS Group
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UBS Group’s Flexible Solutions FSI Stock Holding History

UBS Group’s Portfolio FSI Stock Details FSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-481
Closed -$3.23K – 10726
2025
Q4 		$3.23K Buy
481
+462
+2,432% +$3.65K ﹤0.01% 9071
2025
Q3 		$183 Buy
+19
New +$144 ﹤0.01% 9835
2025
Q2 		– Sell
-700
Closed -$3.54K – 10456
2025
Q1 		$3.54K Sell
700
-26,707
-97% -$147K ﹤0.01% 9208
2024
Q4 		$98.9K Sell
27,407
-18,389
-40% -$70.2K ﹤0.01% 6883
2024
Q3 		$167K Sell
45,796
-2,269
-5% -$5.93K ﹤0.01% 6013
2024
Q2 		$84.1K Sell
48,065
-2,242
-4% -$4.63K ﹤0.01% 6310
2024
Q1 		$94.6K Sell
50,307
-3,094
-6% -$5.81K ﹤0.01% 6251
2023
Q4 		$102K Sell
53,401
-24,421
-31% -$46.7K ﹤0.01% 6153
2023
Q3 		$212K Sell
77,822
-4,415
-5% -$12K ﹤0.01% 5328
2023
Q2 		$220K Sell
82,237
-15,665
-16% -$45.9K ﹤0.01% 5414
2023
Q1 		$305K Sell
97,902
-534
-0.5% -$1.65K ﹤0.01% 5066
2022
Q4 		$305K Buy
98,436
+2,686
+3% +$8.32K ﹤0.01% 5109
2022
Q3 		$158K Sell
95,750
-7,223
-7% -$16K ﹤0.01% 5303
2022
Q2 		$253K Sell
102,973
-5,027
-5% -$14.1K ﹤0.01% 4736
2022
Q1 		$440K Sell
108,000
-1,139
-1% -$4.14K ﹤0.01% 4782
2021
Q4 		$424K Sell
109,139
-14,532
-12% -$52.9K ﹤0.01% 5110
2021
Q3 		$445K Sell
123,671
-2,637
-2% -$9.88K ﹤0.01% 4813
2021
Q2 		$494K Buy
126,308
+4,308
+4% +$14.7K ﹤0.01% 4745
2021
Q1 		$493K Buy
122,000
+118,941
+3,888% +$445K ﹤0.01% 4877
2020
Q4 		$8K Buy
+3,059
New +$7.59K ﹤0.01% 7617
2020
Q1 		– Sell
-4,789
Closed -$12K – 8093
2019
Q4 		$12K Buy
+4,789
New +$12.3K ﹤0.01% 7182
2019
Q3 		– Sell
-479
Closed -$2K – 8084
2019
Q2 		$2K Buy
+479
New +$1.51K ﹤0.01% 7614
2017
Q3 		– Sell
-3,292
Closed -$6K – 7813
2017
Q2 		$6K Buy
+3,292
New +$6.12K ﹤0.01% 7046
2017
Q1 		– Sell
-3,402
Closed -$5K – 7747
2016
Q4 		$5K Buy
3,402
+3,200
+1,584% +$5.28K ﹤0.01% 7236
2016
Q3 		$0 Sell
202
-7,299
-97% -$13.2K ﹤0.01% 7756
2016
Q2 		$10K Buy
7,501
+5,289
+239% +$6.93K ﹤0.01% 6781
2016
Q1 		$2K Buy
2,212
+1,916
+647% +$1.7K ﹤0.01% 7305
2015
Q4 		$0 Sell
296
-5,631
-95% -$4.71K ﹤0.01% 8424
2015
Q3 		$6K Buy
5,927
+828
+16% +$980 ﹤0.01% 7596
2015
Q2 		$10K Buy
+5,099
New +$9.34K ﹤0.01% 7452

Other funds holding FSI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
BCM
Beartown Capital Management Huntington Woods, Michigan $209M AUM
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

UBS Group's FSI Position: Q1 2026 in Review

UBS Group sold out of Flexible Solutions (FSI) in Q1 2026, closing a stake of 481 shares — an estimated $3.23K sold.

UBS Group first reported a position in FSI in Q2 2015 and held it in 30 quarters. The position peaked at $494K in Q2 2021. 31 funds tracked by Wall St. Rank hold FSI as of Q1 2026.

  • UBS Group reported no remaining Flexible Solutions position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 481 Flexible Solutions shares in Q1 2026, an estimated $3.23K.
  • UBS Group first reported a position in Flexible Solutions in Q2 2015 and held it in 30 quarters.
  • UBS Group's Flexible Solutions position peaked at $494K in Q2 2021.
  • 31 funds tracked by Wall St. Rank held Flexible Solutions as of Q1 2026.

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