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UBS Group AG: IDE position timeline

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

UBS Group AG held 83,262 IDE 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 83,262 shares
    Change vs previous 13F +3,983 shares

    <0.01% of the 13F portfolio, value $1,152,346.

    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 79,279 shares
    Change vs previous 13F +5,255 shares

    <0.01% of the 13F portfolio, value $989,402.

    13F-HR 0001610520-26-000057 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).

  3. period ended2025-12-31
    13F 74,024 shares
    Change vs previous 13F -3,336 shares

    <0.01% of the 13F portfolio, value $910,495.

    13F-HR 0001610520-26-000004 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).

  4. period ended2025-09-30
    13F 77,360 shares
    Change vs previous 13F +3,540 shares

    <0.01% of the 13F portfolio, value $938,377.

    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 73,820 shares
    Change vs previous 13F +12,637 shares

    <0.01% of the 13F portfolio, value $862,956.

    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 61,183 shares
    Change vs previous 13F -12,272 shares

    <0.01% of the 13F portfolio, value $647,316.

    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 73,455 shares
    Change vs previous 13F -61,300 shares

    <0.01% of the 13F portfolio, value $745,568.

    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 134,755 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,530,817.

    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).