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
2015
Q1 		– Sell
-700
Closed -$65K – 9034
2014
Q4 		$65K Buy
+700
New +$70.7K ﹤0.01% 6163

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

UBS Group's IEP Position: Q2 2026 in Review

UBS Group reduced its Icahn Enterprises (IEP) stake by 36% in Q2 2026, selling an estimated $165K and leaving 38,745 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #6589.

UBS Group first reported a position in IEP in Q4 2014 and has held it in 47 quarters since. The position peaked at $19.5M in Q2 2015. 117 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • UBS Group held 38,745 shares of Icahn Enterprises worth $279K as of Q2 2026.
  • UBS Group sold 21,460 Icahn Enterprises shares in Q2 2026, an estimated $165K.
  • Icahn Enterprises made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6589 holding.
  • UBS Group first reported a position in Icahn Enterprises in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Icahn Enterprises position peaked at $19.5M in Q2 2015.
  • 117 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.