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UBS Group AG: IBOC position timeline

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

UBS Group AG held 336,019 IBOC 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 336,019 shares
    Change vs previous 13F +55,646 shares

    <0.01% of the 13F portfolio, value $25,520,643.

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

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 98,945 shares
    • UBS Group AG: 237,074 shares

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

  2. period ended2026-03-31
    13F 280,373 shares
    Change vs previous 13F +54,378 shares

    <0.01% of the 13F portfolio, value $18,866,299.

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

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 107,679 shares
    • UBS Group AG: 172,694 shares

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

  3. period ended2025-12-31
    13F 225,995 shares
    Change vs previous 13F -11,368 shares

    <0.01% of the 13F portfolio, value $15,015,109.

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

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 99,363 shares
    • UBS Group AG: 126,632 shares

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

  4. period ended2025-09-30
    13F 237,363 shares
    Change vs previous 13F -33,119 shares

    <0.01% of the 13F portfolio, value $16,318,705.

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

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 98,764 shares
    • UBS Group AG: 138,599 shares

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

  5. period ended2025-06-30
    13F 270,482 shares
    Change vs previous 13F +9,360 shares

    <0.01% of the 13F portfolio, value $18,003,281.

    13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 176,782 shares
    • UBS Group AG: 93,700 shares

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

  6. period ended2025-03-31
    13F 261,122 shares
    Change vs previous 13F -61,095 shares

    <0.01% of the 13F portfolio, value $16,466,353.

    13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 167,376 shares
    • UBS Group AG: 93,746 shares

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

  7. period ended2024-12-31
    13F 322,217 shares
    Change vs previous 13F +150,660 shares

    <0.01% of the 13F portfolio, value $20,351,227.

    13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 163,687 shares
    • UBS Group AG: 158,530 shares

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

  8. period ended2024-09-30
    13F 171,557 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,257,394.

    13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 121,251 shares
    • UBS Group AG: 50,306 shares

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