UBS Group AG: IDCC position timeline

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

UBS Group AG held 304,407 IDCC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 304,407 shares
Change vs previous 13F +97,087 shares
0.01% of the 13F portfolio, value $86,186,754.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 72,086 shares
- UBS Group AG: 232,321 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 207,320 shares
Change vs previous 13F +89,480 shares
0.01% of the 13F portfolio, value $62,610,640.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 73,081 shares
- UBS Group AG: 134,239 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 117,840 shares
Change vs previous 13F -233 shares
<0.01% of the 13F portfolio, value $37,517,900.
13F-HR 0000861177-26-000001 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 71,190 shares
- UBS Group AG: 46,650 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 118,073 shares
Change vs previous 13F -88,311 shares
<0.01% of the 13F portfolio, value $40,762,342.
13F-HR 0001193125-25-282311 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 67,739 shares
- UBS Group AG: 50,334 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 206,384 shares
Change vs previous 13F -74,303 shares
<0.01% of the 13F portfolio, value $46,277,485.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 108,084 shares
- UBS Group AG: 98,300 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 280,687 shares
Change vs previous 13F +16,499 shares
0.01% of the 13F portfolio, value $58,032,038.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 77,066 shares
- UBS Group AG: 203,621 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 264,188 shares
Change vs previous 13F +91,726 shares
0.01% of the 13F portfolio, value $51,178,501.
13F-HR 0000950123-25-002409 filed by UBS Group AG
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 72,961 shares
- UBS Group AG: 191,227 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 172,462 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $24,425,792.
13F-HR 0000950123-24-011557 filed by UBS Group AG
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 57,979 shares
- UBS Group AG: 114,483 shares
Acceptance time not in the bulk data set (spec §4.2).