UBS Group
IPX icon

UBS Group’s IperionX IPX Stock Holding History

UBS Group’s Portfolio IPX Stock Details IPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.94M Buy
293,477
+196,751
+203% +$4.4M ﹤0.01% 4116
2026
Q2 		$2.88M Buy
96,726
+32,854
+51% +$1.12M ﹤0.01% 4756
2026
Q1 		$1.66M Buy
63,872
+33,917
+113% +$1.44M ﹤0.01% 5132
2025
Q4 		$1.08M Sell
29,955
-9,593
-24% -$393K ﹤0.01% 5494
2025
Q3 		$1.95M Sell
39,548
-10,233
-21% -$415K ﹤0.01% 4973
2025
Q2 		$1.57M Sell
49,781
-812
-2% -$18.3K ﹤0.01% 5052
2025
Q1 		$910K Buy
+50,593
New +$1.26M ﹤0.01% 5364
2024
Q4 		– Sell
-431
Closed -$9.6K – 10160
2024
Q3 		$9.6K Buy
+431
New +$7.06K ﹤0.01% 7784
2023
Q2 		– Sell
-216
Closed -$1.11K – 9249
2023
Q1 		$1.11K Buy
+216
New +$1.26K ﹤0.01% 8810

Other funds holding IPX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Legacy Capital Group California
Legacy Capital Group California Los Gatos, California $335M AUM 33.2% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group's IPX Position: Q3 2026 in Review

UBS Group increased its IperionX (IPX) stake by 203% in Q3 2026, buying an estimated $4.4M and bringing the position to 293,477 shares worth $4.94M. The position accounts for ﹤0.01% of the portfolio, ranked #4116.

UBS Group first reported a position in IPX in Q1 2023 and has held it in 9 quarters since. 30 funds tracked by Wall St. Rank hold IPX as of Q3 2026.

  • UBS Group held 293,477 shares of IperionX worth $4.94M as of Q3 2026.
  • UBS Group bought 196,751 IperionX shares in Q3 2026, an estimated $4.4M.
  • IperionX made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #4116 holding.
  • UBS Group first reported a position in IperionX in Q1 2023 and has held it in 9 quarters since.
  • 30 funds tracked by Wall St. Rank held IperionX as of Q3 2026.

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