Skip to content
Disclosery

UBS Group AG: IBHG position timeline

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

UBS Group AG held 1,807,096 IBHG 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 1,807,096 shares
    Change vs previous 13F +1,472,206 shares

    0.01% of the 13F portfolio, value $39,900,680.

    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 334,890 shares
    Change vs previous 13F +124,380 shares

    <0.01% of the 13F portfolio, value $7,411,116.

    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 210,510 shares
    Change vs previous 13F +183,712 shares

    <0.01% of the 13F portfolio, value $4,698,583.

    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 26,798 shares
    Change vs previous 13F -1,274 shares

    <0.01% of the 13F portfolio, value $602,687.

    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 28,072 shares
    Change vs previous 13F -42,868 shares

    <0.01% of the 13F portfolio, value $632,743.

    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 70,940 shares
    Change vs previous 13F +48,275 shares

    <0.01% of the 13F portfolio, value $1,583,735.

    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 22,665 shares
    Change vs previous 13F +22,385 shares

    <0.01% of the 13F portfolio, value $504,070.

    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 280 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,328.

    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).