UBS Group
ICLR icon

UBS Group’s Icon ICLR Stock Holding History

UBS Group’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,500
Closed -$1.37M – 10805
2025
Q4 		$1.37M Buy
+7,500
New +$1.34M ﹤0.01% 5303
2015
Q1 		– Sell
-200
Closed -$10K – 9030
2014
Q4 		$10K Buy
+200
New +$10.8K ﹤0.01% 8384

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

UBS Group's ICLR Position: Q2 2026 in Review

UBS Group reduced its Icon (ICLR) stake by 11% in Q2 2026, selling an estimated $8.38M and leaving 546,437 shares worth $94.9M. The position accounts for 0.01% of the portfolio, ranked #1160.

UBS Group first reported a position in ICLR in Q4 2014 and has held it in 47 quarters since. The position peaked at $142M in Q2 2025. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • UBS Group held 546,437 shares of Icon worth $94.9M as of Q2 2026.
  • UBS Group sold 65,828 Icon shares in Q2 2026, an estimated $8.38M.
  • Icon made up 0.01% of UBS Group's portfolio in Q2 2026, its #1160 holding.
  • UBS Group first reported a position in Icon in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Icon position peaked at $142M in Q2 2025.
  • 422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

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