UBS Group
IDE

UBS Group’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

UBS Group’s Portfolio IDE Stock Details IDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$989K Buy
79,279
+5,255
+7% +$69.3K ﹤0.01% 5565
2025
Q4 		$910K Sell
74,024
-3,336
-4% -$40.1K ﹤0.01% 5656
2025
Q3 		$938K Buy
77,360
+3,540
+5% +$42.7K ﹤0.01% 5628
2025
Q2 		$863K Buy
73,820
+12,637
+21% +$137K ﹤0.01% 5572
2025
Q1 		$647K Sell
61,183
-12,272
-17% -$128K ﹤0.01% 5650
2024
Q4 		$746K Sell
73,455
-61,300
-45% -$680K ﹤0.01% 5545
2024
Q3 		$1.53M Buy
134,755
+21,621
+19% +$229K ﹤0.01% 4255
2024
Q2 		$1.16M Buy
113,134
+7,982
+8% +$82K ﹤0.01% 4283
2024
Q1 		$1.11M Buy
105,152
+19,908
+23% +$201K ﹤0.01% 4521
2023
Q4 		$868K Buy
85,244
+3,032
+4% +$28.7K ﹤0.01% 4631
2023
Q3 		$775K Buy
82,212
+19,034
+30% +$186K ﹤0.01% 4309
2023
Q2 		$624K Buy
63,178
+7,401
+13% +$70.9K ﹤0.01% 4647
2023
Q1 		$538K Buy
55,777
+8,016
+17% +$77.8K ﹤0.01% 4626
2022
Q4 		$438K Buy
47,761
+9,980
+26% +$92.1K ﹤0.01% 4822
2022
Q3 		$334K Buy
37,781
+16,882
+81% +$166K ﹤0.01% 4686
2022
Q2 		$204K Buy
20,899
+11,342
+119% +$118K ﹤0.01% 4891
2022
Q1 		$111K Buy
9,557
+268
+3% +$3.03K ﹤0.01% 5833
2021
Q4 		$112K Buy
9,289
+2,452
+36% +$29.7K ﹤0.01% 6211
2021
Q3 		$86K Sell
6,837
-6,042
-47% -$78.5K ﹤0.01% 5931
2021
Q2 		$165K Sell
12,879
-31,468
-71% -$397K ﹤0.01% 5498
2021
Q1 		$549K Sell
44,347
-1,975
-4% -$22.4K ﹤0.01% 4793
2020
Q4 		$477K Sell
46,322
-18,390
-28% -$184K ﹤0.01% 4639
2020
Q3 		$615K Sell
64,712
-16,722
-21% -$155K ﹤0.01% 4013
2020
Q2 		$734K Sell
81,434
-497
-0.6% -$4.32K ﹤0.01% 3799
2020
Q1 		$666K Buy
81,931
+1,806
+2% +$18.8K ﹤0.01% 3709
2019
Q4 		$922K Buy
80,125
+6,750
+9% +$76.3K ﹤0.01% 4294
2019
Q3 		$840K Sell
73,375
-37,187
-34% -$428K ﹤0.01% 4110
2019
Q2 		$1.38M Buy
110,562
+27,590
+33% +$334K ﹤0.01% 3474
2019
Q1 		$1.05M Buy
82,972
+22,147
+36% +$273K ﹤0.01% 3546
2018
Q4 		$673K Sell
60,825
-75,911
-56% -$985K ﹤0.01% 4029
2018
Q3 		$2.15M Sell
136,736
-81,079
-37% -$1.22M ﹤0.01% 3159
2018
Q2 		$3.39M Sell
217,815
-54,190
-20% -$829K ﹤0.01% 2692
2018
Q1 		$4.13M Sell
272,005
-50,410
-16% -$810K ﹤0.01% 2485
2017
Q4 		$5.43M Sell
322,415
-16,048
-5% -$260K ﹤0.01% 2271
2017
Q3 		$5.56M Buy
338,463
+6,794
+2% +$105K ﹤0.01% 2108
2017
Q2 		$5.18M Sell
331,669
-45,355
-12% -$680K ﹤0.01% 2117
2017
Q1 		$5.71M Sell
377,024
-10,246
-3% -$142K ﹤0.01% 1978
2016
Q4 		$5.03M Buy
387,270
+95,059
+33% +$1.24M ﹤0.01% 2083
2016
Q3 		$3.94M Sell
292,211
-15,343
-5% -$195K ﹤0.01% 2246
2016
Q2 		$3.8M Sell
307,554
-61,835
-17% -$750K ﹤0.01% 2203
2016
Q1 		$4.61M Sell
369,389
-25,210
-6% -$293K ﹤0.01% 1938
2015
Q4 		$4.84M Sell
394,599
-92,215
-19% -$1.16M ﹤0.01% 1992
2015
Q3 		$5.97M Sell
486,814
-14,433
-3% -$192K ﹤0.01% 1766
2015
Q2 		$7.33M Buy
501,247
+9,011
+2% +$137K ﹤0.01% 1733
2015
Q1 		$7.6M Buy
492,236
+53,326
+12% +$823K 0.01% 1700
2014
Q4 		$6.87M Buy
+438,910
New +$7.13M ﹤0.01% 1818

Other funds holding IDE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

UBS Group's IDE Position: Q1 2026 in Review

UBS Group increased its Voya Infrastructure, Industrials and Materials Fund (IDE) stake by 7.1% in Q1 2026, buying an estimated $69.3K and bringing the position to 79,279 shares worth $989K. The position accounts for ﹤0.01% of the portfolio, ranked #5565.

UBS Group first reported a position in IDE in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.6M in Q1 2015. 40 funds tracked by Wall St. Rank hold IDE as of Q1 2026.

  • UBS Group held 79,279 shares of Voya Infrastructure, Industrials and Materials Fund worth $989K as of Q1 2026.
  • UBS Group bought 5,255 Voya Infrastructure, Industrials and Materials Fund shares in Q1 2026, an estimated $69.3K.
  • Voya Infrastructure, Industrials and Materials Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5565 holding.
  • UBS Group first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Voya Infrastructure, Industrials and Materials Fund position peaked at $7.6M in Q1 2015.
  • 40 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q1 2026.

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