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UBS Group AG: IBDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on IBDV, newest first. How the timeline and the estimate are built.

UBS Group AG held 3,026,804 IBDV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,026,804 shares
    Change vs previous 13F +909,716 shares

    0.01% of the 13F portfolio, value $65,984,327.

    13F-HR 0001610520-26-000103 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,117,088 shares
    Change vs previous 13F +244,081 shares

    0.01% of the 13F portfolio, value $46,343,056.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,873,007 shares
    Change vs previous 13F +474,845 shares

    0.01% of the 13F portfolio, value $41,337,264.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,398,162 shares
    Change vs previous 13F +177,806 shares

    0.01% of the 13F portfolio, value $30,969,288.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,220,356 shares
    Change vs previous 13F +12,520 shares

    0.01% of the 13F portfolio, value $26,823,425.

    13F-HR 0000950123-25-008111 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,207,836 shares
    Change vs previous 13F +213,537 shares

    0.01% of the 13F portfolio, value $26,234,198.

    13F-HR 0000950123-25-004922 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 994,299 shares
    Change vs previous 13F -7,616 shares

    <0.01% of the 13F portfolio, value $21,238,227.

    13F-HR 0000950123-25-002409 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,001,915 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $22,212,456.

    13F-HR 0000950123-24-011557 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).