UBS Group
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UBS Group’s Icahn Enterprises IEP Stock Holding History

UBS Group’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-113,600
Closed -$3.3M – 9689
2023
Q2 		$3.3M Buy
+113,600
New +$4.13M ﹤0.01% 3005
2015
Q2 		– Sell
-100
Closed -$9K – 8653
2015
Q1 		$9K Sell
100
-3,200
-97% -$302K ﹤0.01% 7719
2014
Q4 		$305K Buy
+3,300
New +$333K ﹤0.01% 4639

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

UBS Group's IEP Position: Q1 2026 in Review

UBS Group increased its Icahn Enterprises (IEP) stake by 8.9% in Q1 2026, buying an estimated $38.7K and bringing the position to 60,205 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #6148.

UBS Group first reported a position in IEP in Q4 2014 and has held it in 46 quarters since. The position peaked at $19.5M in Q2 2015. 111 funds tracked by Wall St. Rank hold IEP as of Q1 2026.

  • UBS Group held 60,205 shares of Icahn Enterprises worth $455K as of Q1 2026.
  • UBS Group bought 4,936 Icahn Enterprises shares in Q1 2026, an estimated $38.7K.
  • Icahn Enterprises made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6148 holding.
  • UBS Group first reported a position in Icahn Enterprises in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Icahn Enterprises position peaked at $19.5M in Q2 2015.
  • 111 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2026.

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