How many shares of FRI does UBS Group AG own?

As of 2026-Q2, UBS Group AG holds 279,866 shares of FRI (FIRST TRUST S&P REIT INDEX FUND).

What is UBS Group AG's FRI position worth?

As of 2026-Q2, UBS Group AG's FRI position is worth $8.9M.

In 2026-Q2, UBS Group AG increased their FRI position (+132.9% change in shares).

Based on available 13F filings, UBS Group AG first reported a position in FRI in 2019-Q1. They have held the position across 30 quarters.

Position history for UBS Group AG's holdings in FIRST TRUST S&P REIT INDEX FUND

Current Value

$8.9M

Current Shares

279,866

Total Value Change

+$7.2M

Total Shares Change

+210,788

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	279,866	+132.9%	$8.9M	0.0%	$31.70	44
2026-Q1	Decreased	120,158	-1.3%	$3.4M	0.0%	$30.13	0
2025-Q4	Decreased	121,773	-1.8%	$3.3M	0.0%	$27.55	0
2025-Q3	Decreased	124,003	-0.7%	$3.5M	0.0%	$27.57	0
2025-Q2	Decreased	124,886	-6.1%	$3.4M	0.0%	$26.41	0
2025-Q1	Decreased	133,059	-36.9%	$3.7M	0.0%	$26.51	0
2024-Q4	Decreased	210,762	-37.4%	$5.8M	0.0%	$26.30	0
2024-Q3	Increased	336,564	+132.6%	$10M	0.0%	$28.17	45
2024-Q2	Decreased	144,681	-40.1%	$3.7M	0.0%	$24.46	0
2024-Q1	Increased	241,392	+99.7%	$6.3M	0.0%	$24.49	44
2023-Q4	Decreased	120,886	-10.5%	$3.2M	0.0%	$24.63	0
2023-Q3	Decreased	135,026	-4.1%	$3.1M	0.0%	$21.22	0
2023-Q2	Decreased	140,805	-6.1%	$3.5M	0.0%	$22.75	0
2023-Q1	Decreased	149,953	-6.2%	$3.7M	0.0%	$21.78	0
2022-Q4	Increased	159,836	+2.7%	$3.8M	0.0%	$21.74	27
2022-Q3	Decreased	155,598	-6.5%	$3.6M	0.0%	$20.41	0
2022-Q2	Increased	166,425	+24.7%	$4.3M	0.0%	$23.08	33
2022-Q1	Decreased	133,459	-5.9%	$4.2M	0.0%	$28.05	0
2021-Q4	Decreased	141,812	-3.3%	$4.6M	0.0%	$28.79	0
2021-Q3	Increased	146,662	+477.6%	$4.1M	0.0%	$25.25	43
2021-Q2	Decreased	25,393	-2.8%	$712,000	0.0%	$24.68	0
2021-Q1	Decreased	26,111	-29.3%	$658,000	0.0%	$22.17	0
2020-Q4	Decreased	36,923	-12.3%	$858,000	0.0%	$20.03	0
2020-Q3	Decreased	42,108	-15.8%	$889,000	0.0%	$18.15	0
2020-Q2	Decreased	50,033	-6.0%	$1M	0.0%	$17.71	0
2020-Q1	Decreased	53,236	-62.5%	$1M	0.0%	$16.37	0
2019-Q4	Increased	142,007	+94.8%	$3.7M	0.0%	$21.82	42
2019-Q3	Decreased	72,891	-11.3%	$1.9M	0.0%	$22.19	0
2019-Q2	Increased	82,218	+19.0%	$2.1M	0.0%	$20.66	31
2019-Q1	New	69,078	-	$1.7M	0.0%	$20.56	36