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Disclosery

UBS Group AG: IDV position timeline

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

UBS Group AG held 4,063,333 IDV 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 4,063,333 shares
    Change vs previous 13F +123,400 shares

    0.01% of the 13F portfolio, value $168,343,886.

    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: 213,805 shares
    • UBS Group AG: 3,849,528 shares

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

  2. period ended2026-03-31
    13F 3,939,933 shares
    Change vs previous 13F +972,487 shares

    0.02% of the 13F portfolio, value $167,683,548.

    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: 214,838 shares
    • UBS Group AG: 3,725,095 shares

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

  3. period ended2025-12-31
    13F 2,967,446 shares
    Change vs previous 13F +45,053 shares

    0.01% of the 13F portfolio, value $117,065,745.

    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: 45,520 shares
    • UBS Group AG: 2,921,926 shares

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

  4. period ended2025-09-30
    13F 2,922,393 shares
    Change vs previous 13F +87,493 shares

    0.02% of the 13F portfolio, value $106,813,464.

    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 2,834,900 shares
    Change vs previous 13F +151,725 shares

    0.02% of the 13F portfolio, value $97,832,399.

    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 2,683,175 shares
    Change vs previous 13F -21,924 shares

    0.02% of the 13F portfolio, value $83,232,088.

    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 2,705,099 shares
    Change vs previous 13F +44,794 shares

    0.02% of the 13F portfolio, value $74,065,611.

    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 2,660,305 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $80,421,020.

    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).