UBS Group AG: AIV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on AIV, newest first. How the timeline and the estimate are built.
UBS Group AG held 442,930 AIV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 442,930 sharesChange vs previous 13F -752,363 shares
<0.01% of the 13F portfolio, value $1,315,502.
13F-HR 0000861177-26-000004 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed (acceptance time not in the bulk data set), ingested- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 351,334 shares
- UBS Group AG: 91,596 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,195,293 sharesChange vs previous 13F +178,122 shares
<0.01% of the 13F portfolio, value $4,864,843.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed (acceptance time not in the bulk data set), ingested- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 336,824 shares
- UBS Group AG: 858,469 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,017,171 sharesChange vs previous 13F +478,109 shares
<0.01% of the 13F portfolio, value $6,041,997.
13F-HR 0000861177-26-000001 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed (acceptance time not in the bulk data set), ingested- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 711,262 shares
- UBS Group AG: 305,909 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 539,062 sharesChange vs previous 13F -692,219 shares
<0.01% of the 13F portfolio, value $4,274,762.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed (acceptance time not in the bulk data set), ingested- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 0 shares
- UBS Group AG: 539,062 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,231,281 sharesChange vs previous 13F +986,763 shares
<0.01% of the 13F portfolio, value $10,650,581.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed (acceptance time not in the bulk data set), ingested- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 974,983 shares
- UBS Group AG: 256,298 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 244,518 sharesChange vs previous 13F -683,522 shares
<0.01% of the 13F portfolio, value $2,151,759.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed (acceptance time not in the bulk data set), ingested- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 171,826 shares
- UBS Group AG: 72,692 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 928,040 sharesChange vs previous 13F -3,159 shares
<0.01% of the 13F portfolio, value $8,435,882.
13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed (acceptance time not in the bulk data set), ingested- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 826,464 shares
- UBS Group AG: 101,576 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 931,199 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $8,418,038.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed (acceptance time not in the bulk data set), ingested- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 829,121 shares
- UBS Group AG: 102,078 shares
Acceptance time not in the bulk data set (spec §4.2).