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Disclosery

UBS Group AG: IFS position timeline

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

UBS Group AG held 131,931 IFS 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 131,931 shares
    Change vs previous 13F +110,250 shares

    <0.01% of the 13F portfolio, value $7,514,789.

    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 21,681 shares
    Change vs previous 13F +9,390 shares

    <0.01% of the 13F portfolio, value $1,088,386.

    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 12,291 shares
    Change vs previous 13F -22,368 shares

    <0.01% of the 13F portfolio, value $520,647.

    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 34,659 shares
    Change vs previous 13F -18,342 shares

    <0.01% of the 13F portfolio, value $1,398,144.

    13F-HR 0001193125-25-279802 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: 34,659 shares

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

  5. period ended2025-06-30
    13F 53,001 shares
    Change vs previous 13F -42,030 shares

    <0.01% of the 13F portfolio, value $2,020,929.

    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: 25,800 shares
    • UBS Group AG: 27,201 shares

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

  6. period ended2025-03-31
    13F 95,031 shares
    Change vs previous 13F -11,900 shares

    <0.01% of the 13F portfolio, value $3,148,378.

    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: 88,700 shares
    • UBS Group AG: 6,331 shares

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

  7. period ended2024-12-31
    13F 106,931 shares
    Change vs previous 13F +21,731 shares

    <0.01% of the 13F portfolio, value $3,137,356.

    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: 88,700 shares
    • UBS Group AG: 18,231 shares

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

  8. period ended2024-09-30
    13F 85,200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,226,276.

    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: 85,200 shares
    • UBS Group AG: 0 shares

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