UBS Group
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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
Q2 		$669K Sell
22,017
-41,732
-65% -$1.24M ﹤0.01% 6051
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 $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group's IBEX Position: Q2 2026 in Review

UBS Group reduced its IBEX (IBEX) stake by 65% in Q2 2026, selling an estimated $1.24M and leaving 22,017 shares worth $669K. The position accounts for ﹤0.01% of the portfolio, ranked #6051.

UBS Group first reported a position in IBEX in Q3 2020 and has held it in 22 quarters since. The position peaked at $3.28M in Q3 2025. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • UBS Group held 22,017 shares of IBEX worth $669K as of Q2 2026.
  • UBS Group sold 41,732 IBEX shares in Q2 2026, an estimated $1.24M.
  • IBEX made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6051 holding.
  • UBS Group first reported a position in IBEX in Q3 2020 and has held it in 22 quarters since.
  • UBS Group's IBEX position peaked at $3.28M in Q3 2025.
  • 153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

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