UBS Group
IFS icon

UBS Group’s Intercorp Financial Services IFS Stock Holding History

UBS Group’s Portfolio IFS Stock Details IFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.09M Buy
21,681
+9,390
+76% +$446K ﹤0.01% 5492
2025
Q4 		$521K Sell
12,291
-22,368
-65% -$920K ﹤0.01% 6056
2025
Q3 		$1.4M Buy
34,659
+7,458
+27% +$288K ﹤0.01% 5289
2025
Q2 		$1.04M Buy
27,201
+20,870
+330% +$716K ﹤0.01% 5425
2025
Q1 		$210K Sell
6,331
-11,900
-65% -$374K ﹤0.01% 6532
2024
Q4 		$535K Buy
+18,231
New +$509K ﹤0.01% 5790
2024
Q3 		– Sell
-6
Closed -$134 – 9759
2024
Q2 		$134 Sell
6
-432
-99% -$9.74K ﹤0.01% 9120
2024
Q1 		$10.4K Buy
438
+336
+329% +$8.5K ﹤0.01% 7231
2023
Q4 		$2.24K Buy
+102
New +$2.01K ﹤0.01% 8142
2023
Q3 		– Sell
-463
Closed -$11.5K – 9690
2023
Q2 		$11.5K Buy
463
+2
+0.4% +$46 ﹤0.01% 7104
2023
Q1 		$10.5K Sell
461
-468
-50% -$11K ﹤0.01% 7573
2022
Q4 		$21.8K Buy
929
+228
+33% +$5.29K ﹤0.01% 7563
2022
Q3 		$14K Buy
701
+15
+2% +$341 ﹤0.01% 7908
2022
Q2 		$16K Buy
+686
New +$18.9K ﹤0.01% 7195
2022
Q1 		– Sell
-927
Closed -$24K – 10528
2021
Q4 		$24K Sell
927
-154
-14% -$3.93K ﹤0.01% 7629
2021
Q3 		$24K Sell
1,081
-43
-4% -$937 ﹤0.01% 6967
2021
Q2 		$28K Sell
1,124
-2,100
-65% -$57.8K ﹤0.01% 7004
2021
Q1 		$96K Buy
+3,224
New +$104K ﹤0.01% 5997
2020
Q4 		– Sell
-425
Closed -$10K – 8550
2020
Q3 		$10K Buy
425
+318
+297% +$7.99K ﹤0.01% 6848
2020
Q2 		$3K Buy
+107
New +$2.81K ﹤0.01% 7538
2020
Q1 		– Sell
-1,122
Closed -$46K – 8158
2019
Q4 		$46K Buy
1,122
+161
+17% +$6.47K ﹤0.01% 6394
2019
Q3 		$40K Buy
+961
New +$39.4K ﹤0.01% 6321

Other funds holding IFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's IFS Position: Q1 2026 in Review

UBS Group increased its Intercorp Financial Services (IFS) stake by 76% in Q1 2026, buying an estimated $446K and bringing the position to 21,681 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #5492.

UBS Group first reported a position in IFS in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.4M in Q3 2025. 101 funds tracked by Wall St. Rank hold IFS as of Q1 2026.

  • UBS Group held 21,681 shares of Intercorp Financial Services worth $1.09M as of Q1 2026.
  • UBS Group bought 9,390 Intercorp Financial Services shares in Q1 2026, an estimated $446K.
  • Intercorp Financial Services made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5492 holding.
  • UBS Group first reported a position in Intercorp Financial Services in Q3 2019 and has held it in 22 quarters since.
  • UBS Group's Intercorp Financial Services position peaked at $1.4M in Q3 2025.
  • 101 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2026.

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