UBS Group
IBTX

UBS Group’s Independent Bank Group, Inc. IBTX Stock Holding History

UBS Group’s Portfolio IBTX Stock Details IBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-471,992
Closed -$28.6M – 11080
2024
Q4 		$28.6M Buy
471,992
+438,925
+1,327% +$27.2M 0.01% 1958
2024
Q3 		$1.91M Sell
33,067
-2,375
-7% -$130K ﹤0.01% 4040
2024
Q2 		$1.61M Buy
35,442
+4,622
+15% +$197K ﹤0.01% 3980
2024
Q1 		$1.41M Sell
30,820
-13,430
-30% -$626K ﹤0.01% 4293
2023
Q4 		$2.25M Buy
44,250
+13,049
+42% +$529K ﹤0.01% 3686
2023
Q3 		$1.23M Buy
31,201
+12,378
+66% +$505K ﹤0.01% 3891
2023
Q2 		$650K Sell
18,823
-3,858
-17% -$143K ﹤0.01% 4601
2023
Q1 		$1.05M Buy
22,681
+4,927
+28% +$280K ﹤0.01% 4059
2022
Q4 		$1.07M Buy
17,754
+1,001
+6% +$63.6K ﹤0.01% 4011
2022
Q3 		$1.03M Buy
16,753
+9,960
+147% +$687K ﹤0.01% 3735
2022
Q2 		$462K Sell
6,793
-12,819
-65% -$895K ﹤0.01% 4317
2022
Q1 		$1.4M Sell
19,612
-4,987
-20% -$379K ﹤0.01% 3775
2021
Q4 		$1.77M Buy
24,599
+9,217
+60% +$667K ﹤0.01% 3833
2021
Q3 		$1.09M Sell
15,382
-24,916
-62% -$1.74M ﹤0.01% 4129
2021
Q2 		$2.98M Buy
40,298
+5,293
+15% +$401K ﹤0.01% 3185
2021
Q1 		$2.53M Sell
35,005
-8,261
-19% -$579K ﹤0.01% 3323
2020
Q4 		$2.71M Buy
43,266
+9,794
+29% +$542K ﹤0.01% 3098
2020
Q3 		$1.48M Buy
33,472
+2,433
+8% +$108K ﹤0.01% 3345
2020
Q2 		$1.26M Buy
31,039
+9,110
+42% +$295K ﹤0.01% 3306
2020
Q1 		$519K Sell
21,929
-11,962
-35% -$549K ﹤0.01% 3928
2019
Q4 		$1.88M Sell
33,891
-396
-1% -$22K ﹤0.01% 3606
2019
Q3 		$1.8M Buy
34,287
+22,726
+197% +$1.2M ﹤0.01% 3397
2019
Q2 		$636K Buy
11,561
+9,201
+390% +$500K ﹤0.01% 4119
2019
Q1 		$121K Buy
2,360
+1,304
+123% +$70.1K ﹤0.01% 4938
2018
Q4 		$48K Sell
1,056
-73
-6% -$4.15K ﹤0.01% 6130
2018
Q3 		$75K Buy
1,129
+121
+12% +$8.26K ﹤0.01% 5833
2018
Q2 		$67K Sell
1,008
-1,551
-61% -$113K ﹤0.01% 5766
2018
Q1 		$181K Buy
2,559
+2,393
+1,442% +$172K ﹤0.01% 4850
2017
Q4 		$11K Sell
166
-11,050
-99% -$714K ﹤0.01% 6996
2017
Q3 		$676K Buy
11,216
+999
+10% +$58.1K ﹤0.01% 3995
2017
Q2 		$607K Sell
10,217
-2,777
-21% -$166K ﹤0.01% 3982
2017
Q1 		$835K Sell
12,994
-1,437
-10% -$90.5K ﹤0.01% 3681
2016
Q4 		$900K Buy
14,431
+1,278
+10% +$69K ﹤0.01% 3632
2016
Q3 		$581K Buy
13,153
+716
+6% +$30.8K ﹤0.01% 3816
2016
Q2 		$534K Buy
12,437
+418
+3% +$14.9K ﹤0.01% 3836
2016
Q1 		$329K Hold
12,019
– – ﹤0.01% 4114
2015
Q4 		$385K Hold
12,019
– – ﹤0.01% 4158
2015
Q3 		$462K Buy
12,019
+11,638
+3,055% +$491K ﹤0.01% 3956
2015
Q2 		$16K Buy
381
+281
+281% +$11.4K ﹤0.01% 7116
2015
Q1 		$4K Sell
100
-2,923
-97% -$104K ﹤0.01% 8291
2014
Q4 		$118K Buy
+3,023
New +$131K ﹤0.01% 5535

Other funds holding IBTX

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

UBS Group's IBTX Position: Q1 2025 in Review

UBS Group sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 471,992 shares — an estimated $28.6M sold.

UBS Group first reported a position in IBTX in Q4 2014 and held it in 41 quarters. The position peaked at $28.6M in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

  • UBS Group reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 471,992 Independent Bank Group, Inc. shares in Q1 2025, an estimated $28.6M.
  • UBS Group first reported a position in Independent Bank Group, Inc. in Q4 2014 and held it in 41 quarters.
  • UBS Group's Independent Bank Group, Inc. position peaked at $28.6M in Q4 2024.
  • 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.