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UBS Group AG: IBMO position timeline

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

UBS Group AG held 312,081 IBMO 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 312,081 shares
    Change vs previous 13F -69,227 shares

    <0.01% of the 13F portfolio, value $8,001,757.

    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 381,308 shares
    Change vs previous 13F -40,138 shares

    <0.01% of the 13F portfolio, value $9,772,924.

    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 421,446 shares
    Change vs previous 13F -19,592 shares

    <0.01% of the 13F portfolio, value $10,804,611.

    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 441,038 shares
    Change vs previous 13F -6,431 shares

    <0.01% of the 13F portfolio, value $11,317,035.

    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 447,469 shares
    Change vs previous 13F -21,451 shares

    <0.01% of the 13F portfolio, value $11,465,498.

    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 468,920 shares
    Change vs previous 13F -184,787 shares

    <0.01% of the 13F portfolio, value $11,985,595.

    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 653,707 shares
    Change vs previous 13F -98,341 shares

    <0.01% of the 13F portfolio, value $16,643,380.

    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 752,048 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,293,791.

    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).