UBS Group
FTEC icon

UBS Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

UBS Group’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-200
Closed -$9K – 7814
2017
Q2 		$9K Buy
+200
New +$8.55K ﹤0.01% 6839

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's FTEC Position: Q1 2026 in Review

UBS Group reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.22% in Q1 2026, selling an estimated $54.7K and leaving 112,118 shares worth $23.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

UBS Group first reported a position in FTEC in Q4 2014 and has held it in 46 quarters since. The position peaked at $25.2M in Q4 2025. 605 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • UBS Group held 112,118 shares of Fidelity MSCI Information Technology Index ETF worth $23.3M as of Q1 2026.
  • UBS Group sold 249 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $54.7K.
  • Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2418 holding.
  • UBS Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Fidelity MSCI Information Technology Index ETF position peaked at $25.2M in Q4 2025.
  • 605 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

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