UBS Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $187M | Buy |
825,098
+183,398
| +29% | +$38.8M | 0.02% | 707 |
|
|
2026
Q1 | $122M | Sell |
641,700
-252,671
| -28% | -$49.9M | 0.02% | 913 |
|
|
2025
Q4 | $159M | Buy |
894,371
+286,075
| +47% | +$48.9M | 0.03% | 694 |
|
|
2025
Q3 | $99M | Sell |
608,296
-89,624
| -13% | -$15.1M | 0.02% | 1037 |
|
|
2025
Q2 | $123M | Buy |
697,920
+326,086
| +88% | +$57.8M | 0.02% | 818 |
|
|
2025
Q1 | $67.3M | Sell |
371,834
-48,998
| -12% | -$9.75M | 0.01% | 1208 |
|
|
2024
Q4 | $88.1M | Buy |
420,832
+146,929
| +54% | +$32.2M | 0.02% | 1001 |
|
|
2024
Q3 | $58.8M | Buy |
273,903
+68,993
| +34% | +$13.9M | 0.01% | 1049 |
|
|
2024
Q2 | $41.2M | Sell |
204,910
-21,830
| -10% | -$4.77M | 0.01% | 1166 |
|
|
2024
Q1 | $55.3M | Buy |
226,740
+169,485
| +296% | +$38.3M | 0.01% | 985 |
|
|
2023
Q4 | $12.4M | Buy |
57,255
+36,606
| +177% | +$7.38M | ﹤0.01% | 1921 |
|
|
2023
Q3 | $4.3M | Sell |
20,649
-93,461
| -82% | -$20.3M | ﹤0.01% | 2722 |
|
|
2023
Q2 | $24.6M | Buy |
114,110
+56,597
| +98% | +$11.9M | 0.01% | 1294 |
|
|
2023
Q1 | $13.3M | Buy |
57,513
+27,725
| +93% | +$6.29M | ﹤0.01% | 1689 |
|
|
2022
Q4 | $6.8M | Sell |
29,788
-6,937
| -19% | -$1.55M | ﹤0.01% | 2212 |
|
|
2022
Q3 | $7.34M | Buy |
36,725
+20,211
| +122% | +$4.09M | ﹤0.01% | 2038 |
|
|
2022
Q2 | $3M | Buy |
16,514
+100
| +0.6% | +$18.8K | ﹤0.01% | 2800 |
|
|
2022
Q1 | $3.15M | Sell |
16,414
-73,210
| -82% | -$14.9M | ﹤0.01% | 3016 |
|
|
2021
Q4 | $21.2M | Sell |
89,624
-37,625
| -30% | -$8.55M | 0.01% | 1540 |
|
|
2021
Q3 | $26.3M | Sell |
127,249
-10,741
| -8% | -$2.38M | 0.01% | 1290 |
|
|
2021
Q2 | $30.4M | Sell |
137,990
-80,234
| -37% | -$17.7M | 0.01% | 1159 |
|
|
2021
Q1 | $45.7M | Buy |
218,224
+5,054
| +2% | +$1M | 0.02% | 889 |
|
|
2020
Q4 | $42.5M | Buy |
213,170
+13,993
| +7% | +$2.66M | 0.01% | 877 |
|
|
2020
Q3 | $36.3M | Buy |
199,177
+156,657
| +368% | +$27.1M | 0.01% | 820 |
|
|
2020
Q2 | $6.72M | Buy |
42,520
+4,339
| +11% | +$663K | ﹤0.01% | 1823 |
|
|
2020
Q1 | $5.27M | Sell |
38,181
-81,164
| -68% | -$12.7M | ﹤0.01% | 1873 |
|
|
2019
Q4 | $20.5M | Buy |
119,345
+48,028
| +67% | +$7.77M | 0.01% | 1360 |
|
|
2019
Q3 | $11.7M | Buy |
71,317
+10,110
| +17% | +$1.68M | ﹤0.01% | 1647 |
|
|
2019
Q2 | $10.5M | Sell |
61,207
-6,838
| -10% | -$1.07M | ﹤0.01% | 1709 |
|
|
2019
Q1 | $10.3M | Buy |
68,045
+23,212
| +52% | +$3.28M | ﹤0.01% | 1654 |
|
|
2018
Q4 | $5.66M | Buy |
44,833
+12,293
| +38% | +$1.65M | ﹤0.01% | 2038 |
|
|
2018
Q3 | $4.9M | Sell |
32,540
-23,906
| -42% | -$3.56M | ﹤0.01% | 2361 |
|
|
2018
Q2 | $7.7M | Buy |
56,446
+3,929
| +7% | +$549K | ﹤0.01% | 1957 |
|
|
2018
Q1 | $7.48M | Sell |
52,517
-7,138
| -12% | -$996K | ﹤0.01% | 1941 |
|
|
2017
Q4 | $7.87M | Buy |
59,655
+3,719
| +7% | +$479K | ﹤0.01% | 1929 |
|
|
2017
Q3 | $6.79M | Buy |
55,936
+1,091
| +2% | +$127K | ﹤0.01% | 1918 |
|
|
2017
Q2 | $6.2M | Sell |
54,845
-19,027
| -26% | -$2M | ﹤0.01% | 1947 |
|
|
2017
Q1 | $6.91M | Buy |
73,872
+31,044
| +72% | +$2.85M | ﹤0.01% | 1801 |
|
|
2016
Q4 | $3.86M | Buy |
42,828
+15,931
| +59% | +$1.44M | ﹤0.01% | 2324 |
|
|
2016
Q3 | $2.52M | Sell |
26,897
-810
| -3% | -$73.1K | ﹤0.01% | 2632 |
|
|
2016
Q2 | $2.27M | Sell |
27,707
-1,290
| -4% | -$107K | ﹤0.01% | 2670 |
|
|
2016
Q1 | $2.4M | Sell |
28,997
-1,396
| -5% | -$105K | ﹤0.01% | 2513 |
|
|
2015
Q4 | $2.33M | Sell |
30,393
-6,151
| -17% | -$471K | ﹤0.01% | 2655 |
|
|
2015
Q3 | $2.6M | Buy |
36,544
+6,672
| +22% | +$492K | ﹤0.01% | 2503 |
|
|
2015
Q2 | $2.35M | Buy |
29,872
+10,977
| +58% | +$850K | ﹤0.01% | 2820 |
|
|
2015
Q1 | $1.43M | Sell |
18,895
-72,273
| -79% | -$5.44M | ﹤0.01% | 3237 |
|
|
2014
Q4 | $7.1M | Buy |
+91,168
| New | +$6.79M | 0.01% | 1791 |
|
Other funds holding IEX
UBS Group's IEX Position: Q2 2026 in Review
UBS Group increased its IDEX (IEX) stake by 29% in Q2 2026, buying an estimated $38.8M and bringing the position to 825,098 shares worth $187M. The position accounts for 0.02% of the portfolio, ranked #707.
UBS Group first reported a position in IEX in Q4 2014 and has held it in 47 quarters since. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- UBS Group held 825,098 shares of IDEX worth $187M as of Q2 2026.
- UBS Group bought 183,398 IDEX shares in Q2 2026, an estimated $38.8M.
- IDEX made up 0.02% of UBS Group's portfolio in Q2 2026, its #707 holding.
- UBS Group first reported a position in IDEX in Q4 2014 and has held it in 47 quarters since.
- 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.