UBS Group AG: INVX position timeline

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

UBS Group AG held 311,865 INVX 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 311,865 shares
Change vs previous 13F -134,117 shares
<0.01% of the 13F portfolio, value $7,734,251.
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: 78,982 shares
- UBS Group AG: 232,883 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 445,982 shares
Change vs previous 13F +249,401 shares
<0.01% of the 13F portfolio, value $10,877,500.
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: 97,185 shares
- UBS Group AG: 348,797 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 196,581 shares
Change vs previous 13F -24,293 shares
<0.01% of the 13F portfolio, value $4,299,227.
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: 95,619 shares
- UBS Group AG: 100,962 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 220,874 shares
Change vs previous 13F -103,119 shares
<0.01% of the 13F portfolio, value $4,095,003.
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: 89,304 shares
- UBS Group AG: 131,570 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 323,993 shares
Change vs previous 13F +80,412 shares
<0.01% of the 13F portfolio, value $5,060,770.
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: 135,586 shares
- UBS Group AG: 188,407 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 243,581 shares
Change vs previous 13F +1,646 shares
<0.01% of the 13F portfolio, value $4,374,714.
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: 98,225 shares
- UBS Group AG: 145,356 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 241,935 shares
Change vs previous 13F +76,054 shares
<0.01% of the 13F portfolio, value $3,379,831.
13F-HR 0000950123-25-002409 filed by UBS Group AG
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: 87,824 shares
- UBS Group AG: 154,111 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 165,881 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $2,435,131.
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: 97,265 shares
- UBS Group AG: 68,616 shares
Acceptance time not in the bulk data set (spec §4.2).