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Disclosery

UBS Group AG: IDA position timeline

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

UBS Group AG held 633,380 IDA 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 633,380 shares
    Change vs previous 13F +117,601 shares

    0.01% of the 13F portfolio, value $95,830,394.

    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: 114,626 shares
    • UBS Group AG: 518,754 shares

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

  2. period ended2026-03-31
    13F 515,779 shares
    Change vs previous 13F +95,582 shares

    0.01% of the 13F portfolio, value $73,740,922.

    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: 116,148 shares
    • UBS Group AG: 399,631 shares

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

  3. period ended2025-12-31
    13F 420,197 shares
    Change vs previous 13F -8,537 shares

    0.01% of the 13F portfolio, value $53,180,131.

    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: 116,036 shares
    • UBS Group AG: 304,161 shares

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

  4. period ended2025-09-30
    13F 428,734 shares
    Change vs previous 13F -23,085 shares

    0.01% of the 13F portfolio, value $56,657,198.

    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: 133,226 shares
    • UBS Group AG: 295,508 shares

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

  5. period ended2025-06-30
    13F 451,819 shares
    Change vs previous 13F +23,262 shares

    0.01% of the 13F portfolio, value $52,162,506.

    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: 200,718 shares
    • UBS Group AG: 251,101 shares

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

  6. period ended2025-03-31
    13F 428,557 shares
    Change vs previous 13F +181,431 shares

    0.01% of the 13F portfolio, value $49,806,895.

    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: 143,677 shares
    • UBS Group AG: 284,880 shares

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

  7. period ended2024-12-31
    13F 247,126 shares
    Change vs previous 13F +41,930 shares

    <0.01% of the 13F portfolio, value $27,005,929.

    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: 132,822 shares
    • UBS Group AG: 114,304 shares

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

  8. period ended2024-09-30
    13F 205,196 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $21,153,658.

    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: 121,236 shares
    • UBS Group AG: 83,960 shares

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