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UBS Group AG: IGM position timeline

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

UBS Group AG held 557,195 IGM 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 557,195 shares
    Change vs previous 13F -25,908 shares

    0.01% of the 13F portfolio, value $91,145,958.

    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: 16,111 shares
    • UBS Group AG: 541,084 shares

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

  2. period ended2026-03-31
    13F 583,103 shares
    Change vs previous 13F +69,849 shares

    0.01% of the 13F portfolio, value $69,103,537.

    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: 18,818 shares
    • UBS Group AG: 564,285 shares

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

  3. period ended2025-12-31
    13F 513,254 shares
    Change vs previous 13F -14,997 shares

    0.01% of the 13F portfolio, value $66,291,887.

    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: 367 shares
    • UBS Group AG: 512,887 shares

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

  4. period ended2025-09-30
    13F 528,251 shares
    Change vs previous 13F -27,961 shares

    0.01% of the 13F portfolio, value $66,533,214.

    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 556,212 shares
    Change vs previous 13F +107,007 shares

    0.01% of the 13F portfolio, value $62,484,856.

    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 449,205 shares
    Change vs previous 13F +25,059 shares

    0.01% of the 13F portfolio, value $40,729,418.

    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 424,146 shares
    Change vs previous 13F +15,088 shares

    0.01% of the 13F portfolio, value $43,301,065.

    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 409,058 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $39,245,025.

    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).