UBS Group
IBEX icon

UBS Group’s IBEX IBEX Stock Holding History

UBS Group’s Portfolio IBEX Stock Details IBEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.71M Sell
63,749
-1,032
-2% -$33.4K ﹤0.01% 5104
2025
Q4 		$2.47M Sell
64,781
-16,212
-20% -$600K ﹤0.01% 4765
2025
Q3 		$3.28M Buy
80,993
+12,124
+18% +$385K ﹤0.01% 4469
2025
Q2 		$2M Sell
68,869
-10,935
-14% -$292K ﹤0.01% 4817
2025
Q1 		$1.94M Buy
79,804
+46,058
+136% +$1.1M ﹤0.01% 4727
2024
Q4 		$725K Buy
33,746
+24,939
+283% +$490K ﹤0.01% 5580
2024
Q3 		$176K Sell
8,807
-13,023
-60% -$224K ﹤0.01% 5967
2024
Q2 		$353K Buy
21,830
+12,644
+138% +$187K ﹤0.01% 5265
2024
Q1 		$142K Buy
9,186
+267
+3% +$4.38K ﹤0.01% 6059
2023
Q4 		$170K Buy
8,919
+3,344
+60% +$58.1K ﹤0.01% 5878
2023
Q3 		$86.1K Sell
5,575
-765
-12% -$14.3K ﹤0.01% 5932
2023
Q2 		$135K Sell
6,340
-36,005
-85% -$770K ﹤0.01% 5780
2023
Q1 		$1.03M Buy
42,345
+1,824
+5% +$48.8K ﹤0.01% 4070
2022
Q4 		$1.01M Buy
+40,521
New +$914K ﹤0.01% 4065
2022
Q3 		– Sell
-195
Closed -$3K – 10596
2022
Q2 		$3K Sell
195
-1,210
-86% -$19.7K ﹤0.01% 9322
2022
Q1 		$22K Sell
1,405
-457
-25% -$6.82K ﹤0.01% 7343
2021
Q4 		$24K Buy
1,862
+1,842
+9,210% +$29.2K ﹤0.01% 7628
2021
Q3 		$0 Buy
+20
New +$387 ﹤0.01% 9774
2021
Q2 		– Sell
-2,390
Closed -$53K – 9562
2021
Q1 		$53K Buy
2,390
+57
+2% +$1.17K ﹤0.01% 6482
2020
Q4 		$44K Buy
2,333
+28
+1% +$498 ﹤0.01% 6297
2020
Q3 		$35K Buy
+2,305
New +$31.3K ﹤0.01% 5885

Other funds holding IBEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS Group's IBEX Position: Q1 2026 in Review

UBS Group reduced its IBEX (IBEX) stake by 1.6% in Q1 2026, selling an estimated $33.4K and leaving 63,749 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #5104.

UBS Group first reported a position in IBEX in Q3 2020 and has held it in 21 quarters since. The position peaked at $3.28M in Q3 2025. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

  • UBS Group held 63,749 shares of IBEX worth $1.71M as of Q1 2026.
  • UBS Group sold 1,032 IBEX shares in Q1 2026, an estimated $33.4K.
  • IBEX made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5104 holding.
  • UBS Group first reported a position in IBEX in Q3 2020 and has held it in 21 quarters since.
  • UBS Group's IBEX position peaked at $3.28M in Q3 2025.
  • 167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

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