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UBS Group AG: ITM position timeline

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

UBS Group AG held 279,442 ITM 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 279,442 shares
    Change vs previous 13F -39,557 shares

    <0.01% of the 13F portfolio, value $13,130,980.

    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: 489 shares
    • UBS Group AG: 278,953 shares

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

  2. period ended2026-03-31
    13F 318,999 shares
    Change vs previous 13F +13,343 shares

    <0.01% of the 13F portfolio, value $14,811,124.

    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: 12,192 shares
    • UBS Group AG: 306,807 shares

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

  3. period ended2025-12-31
    13F 305,656 shares
    Change vs previous 13F +5,447 shares

    <0.01% of the 13F portfolio, value $14,414,737.

    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: 7,123 shares
    • UBS Group AG: 298,533 shares

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

  4. period ended2025-09-30
    13F 300,209 shares
    Change vs previous 13F -17,208 shares

    <0.01% of the 13F portfolio, value $13,989,739.

    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 317,417 shares
    Change vs previous 13F -7,629 shares

    <0.01% of the 13F portfolio, value $14,432,951.

    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 325,046 shares
    Change vs previous 13F -44,082 shares

    <0.01% of the 13F portfolio, value $14,792,843.

    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 369,128 shares
    Change vs previous 13F -1,762 shares

    <0.01% of the 13F portfolio, value $17,016,801.

    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 370,890 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,413,286.

    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).