UBS Group’s Idacorp IDA Stock Holding History

UBS Group’s Portfolio IDA Stock Details IDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-1,000	Closed	-$66K	–	9032
2014 Q4	$66K	Buy	+1,000	New	+$61.3K	﹤0.01%	6143

Other funds holding IDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group's IDA Position: Q1 2026 in Review

UBS Group increased its Idacorp (IDA) stake by 31% in Q1 2026, buying an estimated $13.1M and bringing the position to 399,631 shares worth $57.1M. The position accounts for 0.01% of the portfolio, ranked #1518.

UBS Group first reported a position in IDA in Q4 2014 and has held it in 46 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

UBS Group held 399,631 shares of Idacorp worth $57.1M as of Q1 2026.
UBS Group bought 95,470 Idacorp shares in Q1 2026, an estimated $13.1M.
Idacorp made up 0.01% of UBS Group's portfolio in Q1 2026, its #1518 holding.
UBS Group first reported a position in Idacorp in Q4 2014 and has held it in 46 quarters since.
549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

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