UBS Group
IPM icon

UBS Group’s Intelligent Protection Management Corp IPM Stock Holding History

UBS Group’s Portfolio IPM Stock Details IPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$533 Sell
298
-556
-65% -$1.02K ﹤0.01% 10585
2026
Q2 		$1.49K Buy
854
+254
+42% +$461 ﹤0.01% 9540
2026
Q1 		$918 Buy
600
+83
+16% +$144 ﹤0.01% 9692
2025
Q4 		$889 Buy
+517
New +$987 ﹤0.01% 9774
2025
Q3 		– Sell
-32,944
Closed -$62.3K – 11263
2025
Q2 		$62.3K Buy
32,944
+13,622
+70% +$26.2K ﹤0.01% 7591
2025
Q1 		$33.6K Sell
19,322
-13,725
-42% -$27K ﹤0.01% 7866
2024
Q4 		$65.8K Sell
33,047
-4,855
-13% -$10.1K ﹤0.01% 7134
2024
Q3 		$122K Buy
37,902
+33,165
+700% +$128K ﹤0.01% 6214
2024
Q2 		$19K Buy
+4,737
New +$16.9K ﹤0.01% 7334
2023
Q4 		– Sell
-111
Closed -$201 – 10022
2023
Q3 		$201 Sell
111
-528
-83% -$1.01K ﹤0.01% 8710
2023
Q2 		$1.2K Buy
+639
New +$1.49K ﹤0.01% 7988
2023
Q1 		– Sell
-6,082
Closed -$8.03K – 10559
2022
Q4 		$8.03K Sell
6,082
-1,849
-23% -$2.76K ﹤0.01% 8828
2022
Q3 		$12K Buy
+7,931
New +$14.3K ﹤0.01% 8195
2022
Q1 		– Sell
-4,936
Closed -$14K – 11029
2021
Q4 		$14K Buy
4,936
+672
+16% +$3.32K ﹤0.01% 8360
2021
Q3 		$45K Buy
+4,264
New +$16.3K ﹤0.01% 6424

Other funds holding IPM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

UBS Group's IPM Position: Q3 2026 in Review

UBS Group reduced its Intelligent Protection Management Corp (IPM) stake by 65% in Q3 2026, selling an estimated $1.02K and leaving 298 shares worth $533. The position accounts for ﹤0.01% of the portfolio, ranked #10585.

UBS Group first reported a position in IPM in Q3 2021 and has held it in 15 quarters since. The position peaked at $122K in Q3 2024. 10 funds tracked by Wall St. Rank hold IPM as of Q3 2026.

  • UBS Group held 298 shares of Intelligent Protection Management Corp worth $533 as of Q3 2026.
  • UBS Group sold 556 Intelligent Protection Management Corp shares in Q3 2026, an estimated $1.02K.
  • Intelligent Protection Management Corp made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #10585 holding.
  • UBS Group first reported a position in Intelligent Protection Management Corp in Q3 2021 and has held it in 15 quarters since.
  • UBS Group's Intelligent Protection Management Corp position peaked at $122K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Intelligent Protection Management Corp as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.