UBS Group AG: IIIV position timeline

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

UBS Group AG held 442,961 IIIV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 442,961 shares
Change vs previous 13F -9,061 shares
<0.01% of the 13F portfolio, value $9,461,648.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 31,046 shares
- UBS Group AG: 411,915 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 452,022 shares
Change vs previous 13F +38,311 shares
<0.01% of the 13F portfolio, value $10,107,213.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 31,835 shares
- UBS Group AG: 420,187 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 413,711 shares
Change vs previous 13F +179,562 shares
<0.01% of the 13F portfolio, value $10,421,380.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 44,576 shares
- UBS Group AG: 369,135 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 234,149 shares
Change vs previous 13F -35,777 shares
<0.01% of the 13F portfolio, value $7,600,477.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 41,195 shares
- UBS Group AG: 192,954 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 269,926 shares
Change vs previous 13F +108,091 shares
<0.01% of the 13F portfolio, value $7,417,565.
13F-HR 0000950123-25-008111 filed by UBS Group AG
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 79,250 shares
- UBS Group AG: 190,676 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 161,835 shares
Change vs previous 13F +75,971 shares
<0.01% of the 13F portfolio, value $3,992,469.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 57,539 shares
- UBS Group AG: 104,296 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 85,864 shares
Change vs previous 13F +14,345 shares
<0.01% of the 13F portfolio, value $1,978,306.
13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 58,298 shares
- UBS Group AG: 27,566 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 71,519 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $1,524,071.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 52,280 shares
- UBS Group AG: 19,239 shares
Acceptance time not in the bulk data set (spec §4.2).