UBS Group
IAF

UBS Group’s abrdn Australia Equity Fund IAF Stock Holding History

UBS Group’s Portfolio IAF Stock Details IAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.1K Buy
1,082
+58
+6% +$772 ﹤0.01% 8227
2025
Q4 		$13.2K Sell
1,024
-2,609
-72% -$34.4K ﹤0.01% 8062
2025
Q3 		$50K Sell
3,633
-674
-16% -$9.21K ﹤0.01% 7567
2025
Q2 		$57.8K Buy
4,307
+917
+27% +$11.6K ﹤0.01% 7662
2025
Q1 		$41K Sell
3,390
-462
-12% -$5.89K ﹤0.01% 7725
2024
Q4 		$48.4K Sell
3,852
-5,880
-60% -$79K ﹤0.01% 7321
2024
Q3 		$138K Sell
9,732
-1,610
-14% -$21.5K ﹤0.01% 6129
2024
Q2 		$147K Sell
11,342
-487
-4% -$6.27K ﹤0.01% 5883
2024
Q1 		$151K Buy
11,829
+2,203
+23% +$27.7K ﹤0.01% 6031
2023
Q4 		$125K Sell
9,626
-5,440
-36% -$64.5K ﹤0.01% 6054
2023
Q3 		$179K Buy
15,066
+42
+0.3% +$529 ﹤0.01% 5432
2023
Q2 		$194K Buy
15,024
+14,750
+5,383% +$193K ﹤0.01% 5496
2023
Q1 		$3.61K Sell
274
-781
-74% -$11K ﹤0.01% 8296
2022
Q4 		$13.9K Buy
1,055
+19
+2% +$247 ﹤0.01% 8124
2022
Q3 		$13K Sell
1,036
-221
-18% -$3.13K ﹤0.01% 8035
2022
Q2 		$18K Sell
1,257
-3,939
-76% -$65K ﹤0.01% 7012
2022
Q1 		$98K Sell
5,196
-1,016
-16% -$17.6K ﹤0.01% 5936
2021
Q4 		$112K Buy
6,212
+609
+11% +$11K ﹤0.01% 6210
2021
Q3 		$99K Buy
5,603
+4,828
+623% +$91.4K ﹤0.01% 5839
2021
Q2 		$15K Sell
775
-2,955
-79% -$56.4K ﹤0.01% 7640
2021
Q1 		$65K Buy
3,730
+27
+0.7% +$450 ﹤0.01% 6293
2020
Q4 		$59K Sell
3,703
-6,102
-62% -$90.3K ﹤0.01% 6043
2020
Q3 		$131K Sell
9,805
-2,241
-19% -$31.3K ﹤0.01% 5038
2020
Q2 		$161K Buy
12,046
+59
+0.5% +$738 ﹤0.01% 4955
2020
Q1 		$141K Buy
11,987
+4,857
+68% +$71.9K ﹤0.01% 4992
2019
Q4 		$115K Sell
7,130
-1,107
-13% -$17.5K ﹤0.01% 5930
2019
Q3 		$129K Buy
8,237
+90
+1% +$1.43K ﹤0.01% 5601
2019
Q2 		$134K Buy
8,147
+1,802
+28% +$29.1K ﹤0.01% 5182
2019
Q1 		$103K Sell
6,345
-2,121
-25% -$33.5K ﹤0.01% 5047
2018
Q4 		$121K Buy
8,466
+2,085
+33% +$32.7K ﹤0.01% 5368
2018
Q3 		$114K Sell
6,381
-369
-5% -$6.71K ﹤0.01% 5486
2018
Q2 		$127K Sell
6,750
-471
-7% -$8.59K ﹤0.01% 5275
2018
Q1 		$131K Buy
7,221
+2,584
+56% +$49.5K ﹤0.01% 5054
2017
Q4 		$89K Buy
4,637
+998
+27% +$18.9K ﹤0.01% 5442
2017
Q3 		$67K Buy
3,639
+274
+8% +$5.11K ﹤0.01% 5591
2017
Q2 		$62K Sell
3,365
-291
-8% -$5.35K ﹤0.01% 5503
2017
Q1 		$66K Sell
3,656
-514
-12% -$9.14K ﹤0.01% 5323
2016
Q4 		$68K Sell
4,170
-6,466
-61% -$109K ﹤0.01% 5583
2016
Q3 		$186K Sell
10,636
-1,030
-9% -$17.9K ﹤0.01% 4594
2016
Q2 		$197K Buy
11,666
+756
+7% +$12.8K ﹤0.01% 4543
2016
Q1 		$182K Sell
10,910
-454
-4% -$7.06K ﹤0.01% 4555
2015
Q4 		$185K Buy
11,364
+1,181
+12% +$19.6K ﹤0.01% 4729
2015
Q3 		$164K Sell
10,183
-5,099
-33% -$89.2K ﹤0.01% 4799
2015
Q2 		$295K Buy
15,282
+3,892
+34% +$81.4K ﹤0.01% 4533
2015
Q1 		$244K Sell
11,390
-2,937
-20% -$62.9K ﹤0.01% 4718
2014
Q4 		$295K Buy
+14,327
New +$324K ﹤0.01% 4672

Other funds holding IAF

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group's IAF Position: Q1 2026 in Review

UBS Group increased its abrdn Australia Equity Fund (IAF) stake by 5.7% in Q1 2026, buying an estimated $772 and bringing the position to 1,082 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #8227.

UBS Group first reported a position in IAF in Q4 2014 and has held it in 46 quarters since. The position peaked at $295K in Q2 2015. 28 funds tracked by Wall St. Rank hold IAF as of Q1 2026.

  • UBS Group held 1,082 shares of abrdn Australia Equity Fund worth $13.1K as of Q1 2026.
  • UBS Group bought 58 abrdn Australia Equity Fund shares in Q1 2026, an estimated $772.
  • abrdn Australia Equity Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8227 holding.
  • UBS Group first reported a position in abrdn Australia Equity Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's abrdn Australia Equity Fund position peaked at $295K in Q2 2015.
  • 28 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.