UBS Group AG: IBKR position timeline

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

UBS Group AG held 5,344,531 IBKR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 5,344,531 shares
Change vs previous 13F +955,527 shares
0.04% of the 13F portfolio, value $465,187,979.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 1,938,409 shares
- UBS Group AG: 3,406,122 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,389,004 shares
Change vs previous 13F -22,374 shares
0.03% of the 13F portfolio, value $294,370,498.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 2,125,652 shares
- UBS Group AG: 2,263,352 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 4,411,378 shares
Change vs previous 13F +1,283,010 shares
0.03% of the 13F portfolio, value $283,695,719.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 1,998,267 shares
- UBS Group AG: 2,413,111 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,128,368 shares
Change vs previous 13F -891,434 shares
0.02% of the 13F portfolio, value $215,263,002.
13F-HR 0001193125-25-282311 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 1,790,743 shares
- UBS Group AG: 1,337,625 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 4,019,802 shares
Change vs previous 13F +3,228,612 shares
0.02% of the 13F portfolio, value $222,737,227.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 2,021,143 shares
- UBS Group AG: 1,998,659 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 791,190 shares
Change vs previous 13F +105,440 shares
0.02% of the 13F portfolio, value $131,013,151.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 424,970 shares
- UBS Group AG: 366,220 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 685,750 shares
Change vs previous 13F +116,764 shares
0.01% of the 13F portfolio, value $121,151,453.
13F-HR 0000950123-25-002409 filed by UBS Group AG
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 306,854 shares
- UBS Group AG: 378,896 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 568,986 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $79,293,890.
13F-HR 0000950123-24-011557 filed by UBS Group AG
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 262,200 shares
- UBS Group AG: 306,786 shares
Acceptance time not in the bulk data set (spec §4.2).