UBS Group
INTR icon

UBS Group’s Inter&Co INTR Stock Holding History

UBS Group’s Portfolio INTR Stock Details INTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.75M Buy
1,099,386
+275,959
+34% +$2.4M ﹤0.01% 3505
2025
Q4 		$6.98M Sell
823,427
-54,996
-6% -$486K ﹤0.01% 3682
2025
Q3 		$8.11M Sell
878,423
-196,047
-18% -$1.54M ﹤0.01% 3528
2025
Q2 		$7.98M Buy
1,074,470
+645,411
+150% +$4.29M ﹤0.01% 3341
2025
Q1 		$2.35M Sell
429,059
-483,907
-53% -$2.51M ﹤0.01% 4570
2024
Q4 		$3.85M Buy
912,966
+796,461
+684% +$4.47M ﹤0.01% 4106
2024
Q3 		$776K Buy
116,505
+110,364
+1,797% +$763K ﹤0.01% 4879
2024
Q2 		$37.8K Sell
6,141
-14,850
-71% -$85.5K ﹤0.01% 6901
2024
Q1 		$120K Buy
20,991
+17,558
+511% +$96.2K ﹤0.01% 6137
2023
Q4 		$19.1K Buy
+3,433
New +$16.7K ﹤0.01% 7131
2023
Q3 		– Sell
-4,741
Closed -$14.8K – 9700
2023
Q2 		$14.8K Buy
+4,741
New +$11.3K ﹤0.01% 7003
2022
Q3 		– Sell
-476
Closed -$1K – 10613
2022
Q2 		$1K Buy
+476
New +$1.43K ﹤0.01% 9885

Other funds holding INTR

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return