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UBS Group AG: IBHF position timeline

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

UBS Group AG held 179,441 IBHF 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 179,441 shares
    Change vs previous 13F -17,382 shares

    <0.01% of the 13F portfolio, value $4,064,339.

    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 196,823 shares
    Change vs previous 13F -18,390 shares

    <0.01% of the 13F portfolio, value $4,517,088.

    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 215,213 shares
    Change vs previous 13F -52,524 shares

    <0.01% of the 13F portfolio, value $4,967,116.

    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 267,737 shares
    Change vs previous 13F +5,112 shares

    <0.01% of the 13F portfolio, value $6,262,368.

    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 262,625 shares
    Change vs previous 13F +4,608 shares

    <0.01% of the 13F portfolio, value $6,100,779.

    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 258,017 shares
    Change vs previous 13F +157,325 shares

    <0.01% of the 13F portfolio, value $5,991,155.

    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 100,692 shares
    Change vs previous 13F +88,253 shares

    <0.01% of the 13F portfolio, value $2,331,020.

    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 12,439 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $291,197.

    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).