iA Global Asset Management’s UGI UGI Stock Holding History

iA Global Asset Management’s Portfolio UGI Stock Details UGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$294K	Buy	+8,524	New	+$301K	﹤0.01%	410

Other funds holding UGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

iA Global Asset Management's UGI Position: Q2 2026 in Review

iA Global Asset Management opened a new position in UGI (UGI) in Q2 2026: 8,524 shares worth $294K. The stake represents ﹤0.01% of the portfolio and ranks #410 among its holdings.

619 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

iA Global Asset Management held 8,524 shares of UGI worth $294K as of Q2 2026.
UGI was a new iA Global Asset Management position in Q2 2026.
UGI made up ﹤0.01% of iA Global Asset Management's portfolio in Q2 2026, its #410 holding.
619 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on iA Global Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.