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Disclosery

UBS Group AG: IRT position timeline

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

UBS Group AG held 2,504,853 IRT 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 2,504,853 shares
    Change vs previous 13F +950,561 shares

    <0.01% of the 13F portfolio, value $41,805,998.

    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: 1,247,662 shares
    • UBS Group AG: 1,257,191 shares

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

  2. period ended2026-03-31
    13F 1,554,292 shares
    Change vs previous 13F -6,142,319 shares

    <0.01% of the 13F portfolio, value $23,143,408.

    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: 4,307 shares
    • UBS Group AG: 1,549,985 shares

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

  3. period ended2025-12-31
    13F 7,696,611 shares
    Change vs previous 13F +4,708,778 shares

    0.01% of the 13F portfolio, value $134,536,760.

    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: 1,061 shares
    • UBS Group AG: 7,695,550 shares

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

  4. period ended2025-09-30
    13F 2,987,833 shares
    Change vs previous 13F +955,129 shares

    0.01% of the 13F portfolio, value $48,970,583.

    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: 1,312,613 shares
    • UBS Group AG: 1,675,220 shares

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

  5. period ended2025-06-30
    13F 2,032,704 shares
    Change vs previous 13F +233,718 shares

    <0.01% of the 13F portfolio, value $35,958,535.

    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: 232,338 shares
    • UBS Group AG: 1,800,366 shares

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

  6. period ended2025-03-31
    13F 1,798,986 shares
    Change vs previous 13F -67,397 shares

    <0.01% of the 13F portfolio, value $38,192,473.

    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: 242,404 shares
    • UBS Group AG: 1,556,582 shares

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

  7. period ended2024-12-31
    13F 1,866,383 shares
    Change vs previous 13F -675,234 shares

    <0.01% of the 13F portfolio, value $37,029,039.

    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: 246,528 shares
    • UBS Group AG: 1,619,855 shares

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

  8. period ended2024-09-30
    13F 2,541,617 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $52,103,151.

    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: 1,433,058 shares
    • UBS Group AG: 1,108,559 shares

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