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Disclosery

UBS Group AG: IBTA position timeline

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

UBS Group AG held 194,916 IBTA 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 194,916 shares
    Change vs previous 13F -4,622 shares

    <0.01% of the 13F portfolio, value $6,658,330.

    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: 26,419 shares
    • UBS Group AG: 168,497 shares

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

  2. period ended2026-03-31
    13F 199,538 shares
    Change vs previous 13F +33,349 shares

    <0.01% of the 13F portfolio, value $5,980,154.

    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: 26,419 shares
    • UBS Group AG: 173,119 shares

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

  3. period ended2025-12-31
    13F 166,189 shares
    Change vs previous 13F -78,626 shares

    <0.01% of the 13F portfolio, value $3,777,477.

    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: 17,769 shares
    • UBS Group AG: 148,420 shares

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

  4. period ended2025-09-30
    13F 244,815 shares
    Change vs previous 13F -72,348 shares

    <0.01% of the 13F portfolio, value $6,818,098.

    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: 16,914 shares
    • UBS Group AG: 227,901 shares

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

  5. period ended2025-06-30
    13F 317,163 shares
    Change vs previous 13F +93,712 shares

    <0.01% of the 13F portfolio, value $11,608,166.

    13F-HR 0000950123-25-008111 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: 43,040 shares
    • UBS Group AG: 274,123 shares

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

  6. period ended2025-03-31
    13F 223,451 shares
    Change vs previous 13F -20,325 shares

    <0.01% of the 13F portfolio, value $9,429,633.

    13F-HR 0000950123-25-004922 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: 12,590 shares
    • UBS Group AG: 210,861 shares

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

  7. period ended2024-12-31
    13F 243,776 shares
    Change vs previous 13F +234,318 shares

    <0.01% of the 13F portfolio, value $15,864,943.

    13F-HR 0000950123-25-002409 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: 5,844 shares
    • UBS Group AG: 237,932 shares

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

  8. period ended2024-09-30
    13F 9,458 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $582,707.

    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: 5,007 shares
    • UBS Group AG: 4,451 shares

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