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Disclosery

UBS Group AG: IJR position timeline

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

UBS Group AG held 10,338,126 IJR 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 10,338,126 shares
    Change vs previous 13F -7,634 shares

    0.13% of the 13F portfolio, value $1,533,247,467.

    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: 107,197 shares
    • UBS Group AG: 10,230,929 shares

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

  2. period ended2026-03-31
    13F 10,345,760 shares
    Change vs previous 13F +671,304 shares

    0.12% of the 13F portfolio, value $1,286,081,426.

    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: 191,168 shares
    • UBS Group AG: 10,154,592 shares

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

  3. period ended2025-12-31
    13F 9,674,456 shares
    Change vs previous 13F -706,838 shares

    0.12% of the 13F portfolio, value $1,162,676,122.

    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: 97,188 shares
    • UBS Group AG: 9,577,268 shares

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

  4. period ended2025-09-30
    13F 10,381,294 shares
    Change vs previous 13F +224,619 shares

    0.24% of the 13F portfolio, value $1,233,609,166.

    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: 10,381,294 shares

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

  5. period ended2025-06-30
    13F 10,156,675 shares
    Change vs previous 13F -2,363,481 shares

    0.11% of the 13F portfolio, value $1,110,023,011.

    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: 150,000 shares
    • UBS Group AG: 10,006,675 shares

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

  6. period ended2025-03-31
    13F 12,520,156 shares
    Change vs previous 13F +471,618 shares

    0.16% of the 13F portfolio, value $1,309,232,713.

    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: 1,912,735 shares
    • UBS Group AG: 10,607,421 shares

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

  7. period ended2024-12-31
    13F 12,048,538 shares
    Change vs previous 13F +564,830 shares

    0.16% of the 13F portfolio, value $1,388,232,548.

    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: 150,000 shares
    • UBS Group AG: 11,898,538 shares

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

  8. period ended2024-09-30
    13F 11,483,708 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,343,134,488.

    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: 150,000 shares
    • UBS Group AG: 11,333,708 shares

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