UBS Group
IONR

UBS Group’s Ioneer IONR Stock Holding History

UBS Group’s Portfolio IONR Stock Details IONR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$466K Buy
109,608
+107,458
+4,998% +$480K ﹤0.01% 6129
2025
Q4 		$10.3K Buy
2,150
+1,907
+785% +$9.35K ﹤0.01% 8229
2025
Q3 		$1.09K Sell
243
-704
-74% -$2.36K ﹤0.01% 9439
2025
Q2 		$2.47K Sell
947
-17,499
-95% -$59.2K ﹤0.01% 9460
2025
Q1 		$72.1K Buy
18,446
+18,418
+65,779% +$77.8K ﹤0.01% 7307
2024
Q4 		$112 Sell
28
-1,355
-98% -$7.77K ﹤0.01% 9638
2024
Q3 		$9.2K Buy
+1,383
New +$5.62K ﹤0.01% 7796
2023
Q4 		– Sell
-130
Closed -$770 – 9588
2023
Q3 		$770 Buy
+130
New +$953 ﹤0.01% 8289

Other funds holding IONR

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 IONR Position: Q1 2026 in Review

UBS Group increased its Ioneer (IONR) stake by 4,998% in Q1 2026, buying an estimated $480K and bringing the position to 109,608 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #6129.

UBS Group first reported a position in IONR in Q3 2023 and has held it in 8 quarters since. 22 funds tracked by Wall St. Rank hold IONR as of Q1 2026.

  • UBS Group held 109,608 shares of Ioneer worth $466K as of Q1 2026.
  • UBS Group bought 107,458 Ioneer shares in Q1 2026, an estimated $480K.
  • Ioneer made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6129 holding.
  • UBS Group first reported a position in Ioneer in Q3 2023 and has held it in 8 quarters since.
  • 22 funds tracked by Wall St. Rank held Ioneer as of Q1 2026.

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