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 Q2	$2.8M	Hold	12,340	–	–	﹤0.01%	4777
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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. 690 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.
690 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.