UBS Group’s Iron Mountain IRM Stock Holding History

UBS Group’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-47,100	Closed	-$1.23M	–	8203
2020 Q2	$1.23M	Buy	+47,100	New	+$1.19M	﹤0.01%	3328
2019 Q3	–	Sell	-50,000	Closed	-$1.56M	–	8122
2019 Q2	$1.56M	Sell	50,000 -8,800	-15%	-$288K	﹤0.01%	3370
2019 Q1	$2.08M	Buy	58,800 +50,000	+568%	+$1.77M	﹤0.01%	2953
2018 Q4	$285K	Sell	8,800 -32,600	-79%	-$1.07M	﹤0.01%	4669
2018 Q3	$1.43M	Buy	41,400 +4,400	+12%	+$157K	﹤0.01%	3510
2018 Q2	$1.29M	Buy	37,000 +18,800	+103%	+$635K	﹤0.01%	3554
2018 Q1	$598K	Buy	+18,200	New	+$613K	﹤0.01%	4090
2017 Q3	–	Sell	-18,300	Closed	-$629K	–	7853
2017 Q2	$629K	Buy	+18,300	New	+$640K	﹤0.01%	3957
2016 Q3	–	Sell	-6,100	Closed	-$243K	–	7793
2016 Q2	$243K	Buy	+6,100	New	+$222K	﹤0.01%	4424
2016 Q1	–	Sell	-56,300	Closed	-$1.52M	–	7881
2015 Q4	$1.52M	Buy	+56,300	New	+$1.65M	﹤0.01%	3056

Other funds holding IRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group's IRM Position: Q1 2026 in Review

UBS Group increased its Iron Mountain (IRM) stake by 0.69% in Q1 2026, buying an estimated $549K and bringing the position to 801,430 shares worth $81.9M. The position accounts for 0.01% of the portfolio, ranked #1207.

UBS Group first reported a position in IRM in Q4 2014 and has held it in 46 quarters since. The position peaked at $185M in Q2 2025. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

UBS Group held 801,430 shares of Iron Mountain worth $81.9M as of Q1 2026.
UBS Group bought 5,522 Iron Mountain shares in Q1 2026, an estimated $549K.
Iron Mountain made up 0.01% of UBS Group's portfolio in Q1 2026, its #1207 holding.
UBS Group first reported a position in Iron Mountain in Q4 2014 and has held it in 46 quarters since.
UBS Group's Iron Mountain position peaked at $185M in Q2 2025.
1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

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