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UBS Group AG: IQI position timeline

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

UBS Group AG held 235,938 IQI 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 235,938 shares
    Change vs previous 13F +10,855 shares

    <0.01% of the 13F portfolio, value $2,387,689.

    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: 1 shares
    • UBS Group AG: 235,937 shares

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

  2. period ended2026-03-31
    13F 225,083 shares
    Change vs previous 13F -28,513 shares

    <0.01% of the 13F portfolio, value $2,165,302.

    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: 1 shares
    • UBS Group AG: 225,082 shares

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

  3. period ended2025-12-31
    13F 253,596 shares
    Change vs previous 13F +6,036 shares

    <0.01% of the 13F portfolio, value $2,525,819.

    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: 1 shares
    • UBS Group AG: 253,595 shares

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

  4. period ended2025-09-30
    13F 247,560 shares
    Change vs previous 13F +5,328 shares

    <0.01% of the 13F portfolio, value $2,438,469.

    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 242,232 shares
    Change vs previous 13F -521 shares

    <0.01% of the 13F portfolio, value $2,272,139.

    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 242,753 shares
    Change vs previous 13F -9,172 shares

    <0.01% of the 13F portfolio, value $2,349,846.

    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 251,925 shares
    Change vs previous 13F -4,557 shares

    <0.01% of the 13F portfolio, value $2,483,981.

    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 256,482 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,677,667.

    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).