UBS AM
IEX icon

UBS AM’s IDEX IEX Stock Holding History

UBS AM’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$174M Buy
767,472
+43,883
+6% +$9.28M 0.03% 406
2026
Q1 		$137M Buy
723,589
+16,599
+2% +$3.28M 0.03% 452
2025
Q4 		$126M Buy
706,990
+13,923
+2% +$2.38M 0.03% 443
2025
Q3 		$113M Sell
693,067
-157,068
-18% -$26.5M 0.02% 452
2025
Q2 		$149M Buy
850,135
+80,794
+11% +$14.3M 0.03% 453
2025
Q1 		$139M Buy
769,341
+21,787
+3% +$4.34M 0.04% 450
2024
Q4 		$156M Buy
747,554
+102,129
+16% +$22.3M 0.04% 422
2024
Q3 		$138M Sell
645,425
-2,962
-0.5% -$597K 0.04% 439
2024
Q2 		$130M Buy
648,387
+132,412
+26% +$28.9M 0.04% 397
2024
Q1 		$126M Buy
515,975
+2,342
+0.5% +$529K 0.04% 382
2023
Q4 		$112M Buy
513,633
+96,262
+23% +$19.4M 0.04% 407
2023
Q3 		$86.8M Buy
417,371
+17,876
+4% +$3.88M 0.04% 432
2023
Q2 		$92.3M Hold
399,495
– – 0.04% 405
2023
Q1 		$92.3M Buy
399,495
+1,227
+0.3% +$279K 0.04% 405
2022
Q4 		$90.9M Buy
398,268
+18,770
+5% +$4.19M 0.05% 409
2022
Q3 		$75.8M Sell
379,498
-11,307
-3% -$2.29M 0.04% 443
2022
Q2 		$71M Sell
390,805
-43,438
-10% -$8.19M 0.04% 466
2022
Q1 		$83.3M Buy
434,243
+14,754
+4% +$2.99M 0.04% 487
2021
Q4 		$99.1M Sell
419,489
-338
-0.1% -$76.8K 0.04% 466
2021
Q3 		$86.9M Buy
419,827
+6,596
+2% +$1.46M 0.04% 478
2021
Q2 		$90.9M Sell
413,231
-1,943
-0.5% -$429K 0.04% 462
2021
Q1 		$86.9M Buy
415,174
+6,329
+2% +$1.25M 0.04% 458
2020
Q4 		$81.4M Buy
408,845
+35,787
+10% +$6.8M 0.04% 457
2020
Q3 		$68M Buy
373,058
+3,059
+0.8% +$530K 0.04% 438
2020
Q2 		$58.5M Buy
369,999
+2,209
+0.6% +$338K 0.04% 449
2020
Q1 		$50.8M Buy
367,790
+20,401
+6% +$3.2M 0.04% 431
2019
Q4 		$59.8M Buy
347,389
+25,759
+8% +$4.17M 0.04% 480
2019
Q3 		$52.7M Buy
321,630
+40,410
+14% +$6.71M 0.04% 497
2019
Q2 		$48.4M Buy
281,220
+51,560
+22% +$8.1M 0.03% 531
2019
Q1 		$34.8M Sell
229,660
-750
-0.3% -$106K 0.03% 596
2018
Q4 		$29.1M Sell
230,410
-814
-0.4% -$109K 0.03% 619
2018
Q3 		$34.8M Buy
231,224
+6,850
+3% +$1.02M 0.03% 612
2018
Q2 		$30.6M Sell
224,374
-12,964
-5% -$1.81M 0.02% 663
2018
Q1 		$33.8M Buy
237,338
+20,038
+9% +$2.8M 0.03% 626
2017
Q4 		$28.7M Buy
217,300
+16,025
+8% +$2.06M 0.02% 642
2017
Q3 		$24.4M Buy
201,275
+14,273
+8% +$1.67M 0.02% 689
2017
Q2 		$21.1M Buy
187,002
+105,480
+129% +$11.1M 0.02% 722
2017
Q1 		$7.62M Buy
81,522
+4,432
+6% +$407K 0.01% 946
2016
Q4 		$6.94M Sell
77,090
-16,069
-17% -$1.45M 0.01% 930
2016
Q3 		$8.72M Sell
93,159
-2,024
-2% -$183K 0.01% 907
2016
Q2 		$7.81M Buy
95,183
+481
+0.5% +$40K 0.01% 924
2016
Q1 		$7.85M Sell
94,702
-12,761
-12% -$957K 0.01% 904
2015
Q4 		$8.23M Buy
107,463
+693
+0.6% +$53.1K 0.01% 909
2015
Q3 		$7.61M Buy
106,770
+5,376
+5% +$396K 0.01% 934
2015
Q2 		$7.97M Buy
101,394
+4,693
+5% +$363K 0.01% 951
2015
Q1 		$7.33M Buy
96,701
+10,600
+12% +$798K 0.01% 960
2014
Q4 		$6.7M Sell
86,101
-1,300
-1% -$96.8K 0.01% 973
2014
Q3 		$6.33M Buy
87,401
+673
+0.8% +$51.9K 0.01% 983
2014
Q2 		$7M Sell
86,728
-700
-0.8% -$52.9K 0.01% 958
2014
Q1 		$6.37M Buy
87,428
+5,600
+7% +$408K 0.01% 980
2013
Q4 		$6.04M Sell
81,828
-108,984
-57% -$7.57M 0.01% 965
2013
Q3 		$12.5M Hold
190,812
– – 0.02% 739
2013
Q2 		$10.3M Buy
+190,812
New +$10.2M 0.01% 755

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM's IEX Position: Q2 2026 in Review

UBS AM increased its IDEX (IEX) stake by 6.1% in Q2 2026, buying an estimated $9.28M and bringing the position to 767,472 shares worth $174M. The position accounts for 0.03% of the portfolio, ranked #406.

UBS AM first reported a position in IEX in Q2 2013 and has held it in 53 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • UBS AM held 767,472 shares of IDEX worth $174M as of Q2 2026.
  • UBS AM bought 43,883 IDEX shares in Q2 2026, an estimated $9.28M.
  • IDEX made up 0.03% of UBS AM's portfolio in Q2 2026, its #406 holding.
  • UBS AM first reported a position in IDEX in Q2 2013 and has held it in 53 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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