UBS Group
FXF icon

UBS Group’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

UBS Group’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-5,000,000
Closed -$477M – 8087
2020
Q1 		$477M Buy
+5,000,000
New +$476M 0.22% 103

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CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FFO
Fiduciary Family Office Boca Raton, Florida $400M AUM 34.3% 1-Year Est. Return

UBS Group's FXF Position: Q2 2026 in Review

UBS Group reduced its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 8.6% in Q2 2026, selling an estimated $250K and leaving 23,838 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #4868.

UBS Group first reported a position in FXF in Q4 2014 and has held it in 46 quarters since. The position peaked at $10.3M in Q2 2022. 87 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

  • UBS Group held 23,838 shares of Invesco CurrencyShares Swiss Franc Trust worth $2.6M as of Q2 2026.
  • UBS Group sold 2,241 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $250K.
  • Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4868 holding.
  • UBS Group first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco CurrencyShares Swiss Franc Trust position peaked at $10.3M in Q2 2022.
  • 87 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

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