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Investors Research Corp’s UBS Group UBS Stock Holding History

Investors Research Corp’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$398K Hold
8,036
– – 0.07% 193
2026
Q1 		$314K Hold
8,036
– – 0.06% 217
2025
Q4 		$372K Sell
8,036
-2,275
-22% -$91.9K 0.07% 231
2025
Q3 		$423K Sell
10,311
-807
-7% -$31.3K 0.08% 219
2025
Q2 		$376K Hold
11,118
– – 0.07% 230
2025
Q1 		$341K Hold
11,118
– – 0.07% 235
2024
Q4 		$337K Hold
11,118
– – 0.07% 239
2024
Q3 		$344K Hold
11,118
– – 0.08% 250
2024
Q2 		$328K Hold
11,118
– – 0.08% 260
2024
Q1 		$342K Hold
11,118
– – 0.08% 263
2023
Q4 		$344K Hold
11,118
– – 0.08% 262
2023
Q3 		$274K Sell
11,118
-35,065
-76% -$819K 0.07% 277
2023
Q2 		$936K Buy
46,183
+149
+0.3% +$3K 0.24% 106
2023
Q1 		$982K Sell
46,034
-775
-2% -$16.2K 0.26% 103
2022
Q4 		$874K Sell
46,809
-450
-1% -$7.65K 0.24% 113
2022
Q3 		$686K Hold
47,259
– – 0.21% 131
2022
Q2 		$767K Hold
47,259
– – 0.23% 126
2022
Q1 		$923K Hold
47,259
– – 0.26% 107
2021
Q4 		$845K Hold
47,259
– – 0.26% 106
2021
Q3 		$753K Hold
47,259
– – 0.25% 117
2021
Q2 		$725K Hold
47,259
– – 0.25% 132
2021
Q1 		$734K Sell
47,259
-400
-0.8% -$6.15K 0.28% 126
2020
Q4 		$673K Sell
47,659
-550
-1% -$7.28K 0.26% 132
2020
Q3 		$538K Sell
48,209
-1,975
-4% -$23.7K 0.26% 117
2020
Q2 		$579K Hold
50,184
– – 0.29% 114
2020
Q1 		$465K Buy
50,184
+600
+1% +$6.92K 0.29% 113
2019
Q4 		$624K Sell
49,584
-1,125
-2% -$13.4K 0.29% 117
2019
Q3 		$574K Hold
50,709
– – 0.29% 120
2019
Q2 		$601K Sell
50,709
-400
-0.8% -$4.9K 0.31% 113
2019
Q1 		$619K Sell
51,109
-900
-2% -$11.4K 0.33% 100
2018
Q4 		$644K Buy
+52,009
New +$705K 0.45% 80

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return

Investors Research Corp's UBS Position: Q2 2026 in Review

Investors Research Corp held its UBS Group (UBS) position steady in Q2 2026 at 8,036 shares worth $398K. The position accounts for 0.07% of the portfolio, ranked #193.

Investors Research Corp first reported a position in UBS in Q4 2018 and has held it in 31 quarters since. The position peaked at $982K in Q1 2023. 103 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Investors Research Corp held 8,036 shares of UBS Group worth $398K as of Q2 2026.
  • Investors Research Corp left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up 0.07% of Investors Research Corp's portfolio in Q2 2026, its #193 holding.
  • Investors Research Corp first reported a position in UBS Group in Q4 2018 and has held it in 31 quarters since.
  • Investors Research Corp's UBS Group position peaked at $982K in Q1 2023.
  • 103 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.