UBS Group AG: IRM position timeline

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

UBS Group AG held 4,108,661 IRM 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 4,108,661 shares
Change vs previous 13F +3,296,505 shares
0.04% of the 13F portfolio, value $518,964,971.
13F-HR 0000861177-26-000004 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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: 3,193,560 shares
- UBS Group AG: 915,101 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 812,156 shares
Change vs previous 13F +14,168 shares
0.01% of the 13F portfolio, value $82,953,614.
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: 10,726 shares
- UBS Group AG: 801,430 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 797,988 shares
Change vs previous 13F -3,799,902 shares
0.01% of the 13F portfolio, value $66,193,104.
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: 2,080 shares
- UBS Group AG: 795,908 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,597,890 shares
Change vs previous 13F +2,344,634 shares
0.05% of the 13F portfolio, value $468,708,906.
13F-HR 0001193125-25-282311 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-11-14 (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: 3,161,589 shares
- UBS Group AG: 1,436,301 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,253,256 shares
Change vs previous 13F +685,547 shares
0.02% of the 13F portfolio, value $231,116,468.
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: 453,029 shares
- UBS Group AG: 1,800,227 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,567,709 shares
Change vs previous 13F +238,222 shares
0.02% of the 13F portfolio, value $134,885,682.
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: 422,423 shares
- UBS Group AG: 1,145,286 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,329,487 shares
Change vs previous 13F -2,902,197 shares
0.02% of the 13F portfolio, value $139,742,379.
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: 426,223 shares
- UBS Group AG: 903,264 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 4,231,684 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $502,851,010.
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: 3,170,550 shares
- UBS Group AG: 1,061,134 shares
Acceptance time not in the bulk data set (spec §4.2).