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Disclosery

UBS Group AG: IEI position timeline

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

UBS Group AG held 1,877,498 IEI 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 1,877,498 shares
    Change vs previous 13F -1,108,663 shares

    0.02% of the 13F portfolio, value $220,512,140.

    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: 226 shares
    • UBS Group AG: 1,877,272 shares

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

  2. period ended2026-03-31
    13F 2,986,161 shares
    Change vs previous 13F +713,916 shares

    0.03% of the 13F portfolio, value $354,158,694.

    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: 1,034 shares
    • UBS Group AG: 2,985,127 shares

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

  3. period ended2025-12-31
    13F 2,272,245 shares
    Change vs previous 13F +171,988 shares

    0.03% of the 13F portfolio, value $271,192,440.

    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: 481 shares
    • UBS Group AG: 2,271,764 shares

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

  4. period ended2025-09-30
    13F 2,100,257 shares
    Change vs previous 13F -91,241 shares

    0.05% of the 13F portfolio, value $251,001,714.

    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 2,191,498 shares
    Change vs previous 13F +480,254 shares

    0.05% of the 13F portfolio, value $260,985,497.

    13F-HR 0000950123-25-008111 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: 0 shares
    • UBS Group AG: 2,191,498 shares

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

  6. period ended2025-03-31
    13F 1,711,244 shares
    Change vs previous 13F -26,190 shares

    0.02% of the 13F portfolio, value $202,157,810.

    13F-HR 0000950123-25-004922 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: 5,701 shares
    • UBS Group AG: 1,705,543 shares

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

  7. period ended2024-12-31
    13F 1,737,434 shares
    Change vs previous 13F +93,918 shares

    0.05% of the 13F portfolio, value $200,760,498.

    13F-HR 0000950123-25-002409 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: 0 shares
    • UBS Group AG: 1,737,434 shares

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

  8. period ended2024-09-30
    13F 1,643,516 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $196,572,731.

    13F-HR 0000950123-24-011557 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: 5,701 shares
    • UBS Group AG: 1,637,815 shares

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