Skip to content
Disclosery

UBS Group AG: IRTC position timeline

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

UBS Group AG held 1,022,182 IRTC 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 1,022,182 shares
    Change vs previous 13F -117,173 shares

    0.01% of the 13F portfolio, value $121,588,549.

    13F-HR 0000861177-26-000004 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: 944,517 shares
    • UBS Group AG: 77,665 shares

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

  2. period ended2026-03-31
    13F 1,139,355 shares
    Change vs previous 13F +156,275 shares

    0.01% of the 13F portfolio, value $134,466,678.

    13F-HR 0000861177-26-000003 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: 1,047,452 shares
    • UBS Group AG: 91,903 shares

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

  3. period ended2025-12-31
    13F 983,080 shares
    Change vs previous 13F +360,235 shares

    0.02% of the 13F portfolio, value $174,437,717.

    13F-HR 0000861177-26-000001 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: 829,862 shares
    • UBS Group AG: 153,218 shares

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

  4. period ended2025-09-30
    13F 622,845 shares
    Change vs previous 13F -20,080 shares

    0.01% of the 13F portfolio, value $107,123,110.

    13F-HR 0001193125-25-282311 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: 570,062 shares
    • UBS Group AG: 52,783 shares

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

  5. period ended2025-06-30
    13F 642,925 shares
    Change vs previous 13F -443,265 shares

    0.01% of the 13F portfolio, value $98,984,733.

    13F-HR 0000950123-25-008300 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: 607,652 shares
    • UBS Group AG: 35,273 shares

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

  6. period ended2025-03-31
    13F 1,086,190 shares
    Change vs previous 13F +580,772 shares

    0.01% of the 13F portfolio, value $113,702,368.

    13F-HR 0000950123-25-005812 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: 903,084 shares
    • UBS Group AG: 183,106 shares

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

  7. period ended2024-12-31
    13F 505,418 shares
    Change vs previous 13F +100,253 shares

    0.01% of the 13F portfolio, value $45,573,542.

    13F-HR 0000950123-25-002466 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: 334,823 shares
    • UBS Group AG: 170,595 shares

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

  8. period ended2024-09-30
    13F 405,165 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $30,079,449.

    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: 363,526 shares
    • UBS Group AG: 41,639 shares

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