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UBS Group AG: IQDG position timeline

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

UBS Group AG held 437,033 IQDG 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 437,033 shares
    Change vs previous 13F -216,058 shares

    <0.01% of the 13F portfolio, value $18,827,381.

    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: 16,415 shares
    • UBS Group AG: 420,618 shares

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

  2. period ended2026-03-31
    13F 653,091 shares
    Change vs previous 13F +48,712 shares

    <0.01% of the 13F portfolio, value $26,215,072.

    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: 16,415 shares
    • UBS Group AG: 636,676 shares

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

  3. period ended2025-12-31
    13F 604,379 shares
    Change vs previous 13F +18,300 shares

    <0.01% of the 13F portfolio, value $25,069,641.

    13F-HR 0001610520-26-000004 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).

  4. period ended2025-09-30
    13F 586,079 shares
    Change vs previous 13F +17,034 shares

    <0.01% of the 13F portfolio, value $23,372,831.

    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 569,045 shares
    Change vs previous 13F +5,457 shares

    <0.01% of the 13F portfolio, value $22,556,944.

    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 563,588 shares
    Change vs previous 13F +12,521 shares

    <0.01% of the 13F portfolio, value $20,108,820.

    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 551,067 shares
    Change vs previous 13F +18,580 shares

    <0.01% of the 13F portfolio, value $18,852,002.

    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 532,487 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $20,846,866.

    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).