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Disclosery

UBS Group AG: IQ position timeline

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

UBS Group AG held 15,862,051 IQ 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 15,862,051 shares
    Change vs previous 13F +5,417,542 shares

    <0.01% of the 13F portfolio, value $16,496,533.

    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: 440,538 shares
    • UBS Group AG: 15,421,513 shares

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

  2. period ended2026-03-31
    13F 10,444,509 shares
    Change vs previous 13F +2,001,702 shares

    <0.01% of the 13F portfolio, value $14,100,088.

    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 8,442,807 shares
    Change vs previous 13F -748,407 shares

    <0.01% of the 13F portfolio, value $16,210,189.

    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: 0 shares
    • UBS Group AG: 8,442,807 shares

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

  4. period ended2025-09-30
    13F 9,191,214 shares
    Change vs previous 13F -1,283,992 shares

    <0.01% of the 13F portfolio, value $23,529,508.

    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: 591,590 shares
    • UBS Group AG: 8,599,624 shares

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

  5. period ended2025-06-30
    13F 10,475,206 shares
    Change vs previous 13F -138,575 shares

    <0.01% of the 13F portfolio, value $18,541,115.

    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: 3,716,938 shares
    • UBS Group AG: 6,758,268 shares

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

  6. period ended2025-03-31
    13F 10,613,781 shares
    Change vs previous 13F +2,293,111 shares

    <0.01% of the 13F portfolio, value $23,987,145.

    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: 2,152,263 shares
    • UBS Group AG: 8,461,518 shares

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

  7. period ended2024-12-31
    13F 8,320,670 shares
    Change vs previous 13F +4,982,296 shares

    <0.01% of the 13F portfolio, value $16,724,548.

    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: 436,252 shares
    • UBS Group AG: 7,884,418 shares

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

  8. period ended2024-09-30
    13F 3,338,374 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,547,748.

    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: 1,955,745 shares
    • UBS Group AG: 1,382,629 shares

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