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Disclosery

UBS Group AG: IEF position timeline

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

UBS Group AG held 5,455,101 IEF 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 5,455,101 shares
    Change vs previous 13F +1,244,511 shares

    0.04% of the 13F portfolio, value $515,888,902.

    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: 34,691 shares
    • UBS Group AG: 5,420,410 shares

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

  2. period ended2026-03-31
    13F 4,210,590 shares
    Change vs previous 13F +37,792 shares

    0.04% of the 13F portfolio, value $401,858,709.

    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: 34,861 shares
    • UBS Group AG: 4,175,729 shares

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

  3. period ended2025-12-31
    13F 4,172,798 shares
    Change vs previous 13F -121,457 shares

    0.04% of the 13F portfolio, value $401,256,255.

    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: 1,334 shares
    • UBS Group AG: 4,171,464 shares

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

  4. period ended2025-09-30
    13F 4,294,255 shares
    Change vs previous 13F +82,389 shares

    0.08% of the 13F portfolio, value $414,223,836.

    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 4,211,866 shares
    Change vs previous 13F +403,027 shares

    0.08% of the 13F portfolio, value $403,370,407.

    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 3,808,839 shares
    Change vs previous 13F +150,546 shares

    0.08% of the 13F portfolio, value $363,248,975.

    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 3,658,293 shares
    Change vs previous 13F -425,586 shares

    0.08% of the 13F portfolio, value $338,209,188.

    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 4,083,879 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $400,710,207.

    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).