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Disclosery

UBS Group AG: ITOT position timeline

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

UBS Group AG held 980,247 ITOT 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 980,247 shares
    Change vs previous 13F -52,858 shares

    0.01% of the 13F portfolio, value $161,025,175.

    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: 8,502 shares
    • UBS Group AG: 971,745 shares

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

  2. period ended2026-03-31
    13F 1,033,105 shares
    Change vs previous 13F -6,338 shares

    0.01% of the 13F portfolio, value $147,145,145.

    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: 16,553 shares
    • UBS Group AG: 1,016,552 shares

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

  3. period ended2025-12-31
    13F 1,039,443 shares
    Change vs previous 13F -20,963 shares

    0.02% of the 13F portfolio, value $154,554,780.

    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: 2,152 shares
    • UBS Group AG: 1,037,291 shares

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

  4. period ended2025-09-30
    13F 1,060,406 shares
    Change vs previous 13F -49,171 shares

    0.03% of the 13F portfolio, value $154,448,134.

    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 1,109,577 shares
    Change vs previous 13F +40,752 shares

    0.03% of the 13F portfolio, value $149,837,278.

    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 1,068,825 shares
    Change vs previous 13F +17,812 shares

    0.03% of the 13F portfolio, value $130,407,338.

    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 1,051,013 shares
    Change vs previous 13F -116,462 shares

    0.03% of the 13F portfolio, value $135,181,292.

    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 1,167,475 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $146,658,209.

    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).