UBS Group
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UBS Group’s Imperial Oil IMO Stock Holding History

UBS Group’s Portfolio IMO Stock Details IMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,000
Closed -$86K – 9039
2014
Q4 		$86K Buy
+2,000
New +$91K ﹤0.01% 5857

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's IMO Position: Q1 2026 in Review

UBS Group reduced its Imperial Oil (IMO) stake by 41% in Q1 2026, selling an estimated $79.3M and leaving 1,003,514 shares worth $131M. The position accounts for 0.02% of the portfolio, ranked #851.

UBS Group first reported a position in IMO in Q4 2014 and has held it in 46 quarters since. The position peaked at $148M in Q4 2025. 405 funds tracked by Wall St. Rank hold IMO as of Q1 2026.

  • UBS Group held 1,003,514 shares of Imperial Oil worth $131M as of Q1 2026.
  • UBS Group sold 706,396 Imperial Oil shares in Q1 2026, an estimated $79.3M.
  • Imperial Oil made up 0.02% of UBS Group's portfolio in Q1 2026, its #851 holding.
  • UBS Group first reported a position in Imperial Oil in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Imperial Oil position peaked at $148M in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2026.

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