UBS Group
IDR icon

UBS Group’s Idaho Strategic Resources IDR Stock Holding History

UBS Group’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.62M Buy
50,534
+13,437
+36% +$522K ﹤0.01% 5159
2025
Q4 		$1.5M Buy
37,097
+1,929
+5% +$73.7K ﹤0.01% 5223
2025
Q3 		$1.19M Sell
35,168
-101,671
-74% -$2.4M ﹤0.01% 5416
2025
Q2 		$1.79M Buy
136,839
+86,499
+172% +$1.27M ﹤0.01% 4935
2025
Q1 		$720K Buy
50,340
+49,418
+5,360% +$608K ﹤0.01% 5563
2024
Q4 		$9.39K Buy
922
+61
+7% +$822 ﹤0.01% 8362
2024
Q3 		$13.8K Buy
861
+697
+425% +$8.34K ﹤0.01% 7568
2024
Q2 		$1.62K Buy
+164
New +$1.53K ﹤0.01% 8541
2023
Q4 		– Sell
-1,574
Closed -$7.93K – 9570
2023
Q3 		$7.93K Buy
1,574
+1,528
+3,322% +$8.32K ﹤0.01% 7203
2023
Q2 		$246 Sell
46
-4,019
-99% -$21.3K ﹤0.01% 8354
2023
Q1 		$19.8K Buy
4,065
+3,231
+387% +$17.3K ﹤0.01% 7093
2022
Q4 		$4.75K Sell
834
-18,131
-96% -$102K ﹤0.01% 9281
2022
Q3 		$90K Buy
18,965
+18,742
+8,404% +$114K ﹤0.01% 5797
2022
Q2 		$2K Buy
+223
New +$1.84K ﹤0.01% 9565

Other funds holding IDR

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return