UBS AM
IFS icon

UBS AM’s Intercorp Financial Services IFS Stock Holding History

UBS AM’s Portfolio IFS Stock Details IFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-25,800
Closed -$984K – 2428
2025
Q2 		$984K Sell
25,800
-62,900
-71% -$2.16M ﹤0.01% 2387
2025
Q1 		$2.94M Hold
88,700
– – ﹤0.01% 1818
2024
Q4 		$2.6M Buy
88,700
+3,500
+4% +$97.7K ﹤0.01% 1915
2024
Q3 		$2.23M Hold
85,200
– – ﹤0.01% 1982
2024
Q2 		$1.91M Buy
+85,200
New +$1.92M ﹤0.01% 2026
2021
Q4 		– Sell
-11,068
Closed -$247K – 2878
2021
Q3 		$247K Hold
11,068
– – ﹤0.01% 2657
2021
Q2 		$278K Buy
+11,068
New +$305K ﹤0.01% 2659

Other funds holding IFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

UBS AM's IFS Position: Q3 2025 in Review

UBS AM sold out of Intercorp Financial Services (IFS) in Q3 2025, closing a stake of 25,800 shares — an estimated $984K sold.

UBS AM first reported a position in IFS in Q2 2021 and held it in 7 quarters. The position peaked at $2.94M in Q1 2025. 99 funds tracked by Wall St. Rank hold IFS as of Q3 2025.

  • UBS AM reported no remaining Intercorp Financial Services position as of Q3 2025 after selling out during the quarter.
  • UBS AM sold 25,800 Intercorp Financial Services shares in Q3 2025, an estimated $984K.
  • UBS AM first reported a position in Intercorp Financial Services in Q2 2021 and held it in 7 quarters.
  • UBS AM's Intercorp Financial Services position peaked at $2.94M in Q1 2025.
  • 99 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q3 2025.

Based on UBS AM's 13F filing for Q3 2025, filed 14 Nov 2025.