UBS Group
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UBS Group’s IDEX IEX Stock Holding History

UBS Group’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.34M Hold
12,340
– – ﹤0.01% 4830
2025
Q4 		$2.2M Hold
12,340
– – ﹤0.01% 4892
2025
Q3 		$2.01M Hold
12,340
– – ﹤0.01% 4949
2025
Q2 		$2.17M Hold
12,340
– – ﹤0.01% 4737
2025
Q1 		$2.23M Hold
12,340
– – ﹤0.01% 4610
2024
Q4 		$2.58M Hold
12,340
– – ﹤0.01% 4477
2024
Q3 		$2.65M Hold
12,340
– – ﹤0.01% 3720
2024
Q2 		$2.48M Buy
+12,340
New +$2.7M ﹤0.01% 3541

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS Group's IEX Position: Q1 2026 in Review

UBS Group reduced its IDEX (IEX) stake by 28% in Q1 2026, selling an estimated $49.9M and leaving 641,700 shares worth $122M. The position accounts for 0.02% of the portfolio, ranked #913.

UBS Group first reported a position in IEX in Q4 2014 and has held it in 46 quarters since. The position peaked at $159M in Q4 2025. 672 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • UBS Group held 641,700 shares of IDEX worth $122M as of Q1 2026.
  • UBS Group sold 252,671 IDEX shares in Q1 2026, an estimated $49.9M.
  • IDEX made up 0.02% of UBS Group's portfolio in Q1 2026, its #913 holding.
  • UBS Group first reported a position in IDEX in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's IDEX position peaked at $159M in Q4 2025.
  • 672 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

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