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Disclosery

UBS Group AG: IDT position timeline

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

UBS Group AG held 171,099 IDT 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 171,099 shares
    Change vs previous 13F +34,725 shares

    <0.01% of the 13F portfolio, value $9,951,118.

    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: 28,806 shares
    • UBS Group AG: 142,293 shares

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

  2. period ended2026-03-31
    13F 136,374 shares
    Change vs previous 13F -15,402 shares

    <0.01% of the 13F portfolio, value $6,695,964.

    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: 29,104 shares
    • UBS Group AG: 107,270 shares

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

  3. period ended2025-12-31
    13F 151,776 shares
    Change vs previous 13F +105,613 shares

    <0.01% of the 13F portfolio, value $7,772,449.

    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: 27,271 shares
    • UBS Group AG: 124,505 shares

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

  4. period ended2025-09-30
    13F 46,163 shares
    Change vs previous 13F -17,451 shares

    <0.01% of the 13F portfolio, value $2,414,786.

    13F-HR 0001193125-25-282311 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: 26,323 shares
    • UBS Group AG: 19,840 shares

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

  5. period ended2025-06-30
    13F 63,614 shares
    Change vs previous 13F +23,926 shares

    <0.01% of the 13F portfolio, value $4,346,109.

    13F-HR 0000950123-25-008300 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: 53,187 shares
    • UBS Group AG: 10,427 shares

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

  6. period ended2025-03-31
    13F 39,688 shares
    Change vs previous 13F -408 shares

    <0.01% of the 13F portfolio, value $2,036,391.

    13F-HR 0000950123-25-005812 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: 31,162 shares
    • UBS Group AG: 8,526 shares

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

  7. period ended2024-12-31
    13F 40,096 shares
    Change vs previous 13F +7,751 shares

    <0.01% of the 13F portfolio, value $1,905,362.

    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: 29,361 shares
    • UBS Group AG: 10,735 shares

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

  8. period ended2024-09-30
    13F 32,345 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,234,608.

    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: 21,243 shares
    • UBS Group AG: 11,102 shares

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