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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

UBS Group's IMO Position: Q2 2026 in Review

UBS Group increased its Imperial Oil (IMO) stake by 258% in Q2 2026, buying an estimated $324M and bringing the position to 3,592,655 shares worth $402M. The position accounts for 0.05% of the portfolio, ranked #378.

UBS Group first reported a position in IMO in Q4 2014 and has held it in 47 quarters since. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

UBS Group held 3,592,655 shares of Imperial Oil worth $402M as of Q2 2026.
UBS Group bought 2,589,141 Imperial Oil shares in Q2 2026, an estimated $324M.
Imperial Oil made up 0.05% of UBS Group's portfolio in Q2 2026, its #378 holding.
UBS Group first reported a position in Imperial Oil in Q4 2014 and has held it in 47 quarters since.
412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.