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UBS Group AG: IBTG position timeline

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

UBS Group AG held 1,477,091 IBTG 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 1,477,091 shares
    Change vs previous 13F -129,565 shares

    0.01% of the 13F portfolio, value $33,810,613.

    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 1,606,656 shares
    Change vs previous 13F +17,314 shares

    0.01% of the 13F portfolio, value $36,816,522.

    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: 0 shares
    • UBS Group AG: 1,606,656 shares

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

  3. period ended2025-12-31
    13F 1,589,342 shares
    Change vs previous 13F +86,155 shares

    <0.01% of the 13F portfolio, value $36,356,198.

    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: 3,518 shares
    • UBS Group AG: 1,585,824 shares

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

  4. period ended2025-09-30
    13F 1,503,187 shares
    Change vs previous 13F -10,674 shares

    0.01% of the 13F portfolio, value $34,498,142.

    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 1,513,861 shares
    Change vs previous 13F -65,190 shares

    0.01% of the 13F portfolio, value $34,712,833.

    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 1,579,051 shares
    Change vs previous 13F +406,795 shares

    0.01% of the 13F portfolio, value $36,223,430.

    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 1,172,256 shares
    Change vs previous 13F +71,950 shares

    0.01% of the 13F portfolio, value $26,739,160.

    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 1,100,306 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $25,378,558.

    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).