UBS Group
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UBS Group’s ICU Medical ICUI Stock Holding History

UBS Group’s Portfolio ICUI Stock Details ICUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-20,400
Closed -$3.26M – 8246
2019
Q3 		$3.26M Buy
+20,400
New +$4.06M ﹤0.01% 2801

Other funds holding ICUI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group's ICUI Position: Q3 2026 in Review

UBS Group reduced its ICU Medical (ICUI) stake by 50% in Q3 2026, selling an estimated $8.25M and leaving 49,322 shares worth $7.92M. The position accounts for ﹤0.01% of the portfolio, ranked #3631.

UBS Group first reported a position in ICUI in Q4 2014 and has held it in 48 quarters since. The position peaked at $46.4M in Q3 2025. 165 funds tracked by Wall St. Rank hold ICUI as of Q3 2026.

  • UBS Group held 49,322 shares of ICU Medical worth $7.92M as of Q3 2026.
  • UBS Group sold 49,690 ICU Medical shares in Q3 2026, an estimated $8.25M.
  • ICU Medical made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #3631 holding.
  • UBS Group first reported a position in ICU Medical in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's ICU Medical position peaked at $46.4M in Q3 2025.
  • 165 funds tracked by Wall St. Rank held ICU Medical as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.