UBS Group AG: ITRI position timeline

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

UBS Group AG held 811,928 ITRI 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 811,928 shares
Change vs previous 13F -33,655 shares
0.01% of the 13F portfolio, value $70,256,131.
13F-HR 0001610520-26-000103 filed by UBS Group AG
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: 289,766 shares
- UBS Group AG: 522,162 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 845,583 shares
Change vs previous 13F +42,353 shares
0.01% of the 13F portfolio, value $75,789,605.
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: 289,983 shares
- UBS Group AG: 555,600 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 803,230 shares
Change vs previous 13F -78,470 shares
0.01% of the 13F portfolio, value $74,587,937.
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: 283,764 shares
- UBS Group AG: 519,466 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 881,700 shares
Change vs previous 13F -107,805 shares
0.01% of the 13F portfolio, value $109,824,554.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (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: 417,764 shares
- UBS Group AG: 463,936 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 989,505 shares
Change vs previous 13F -388,819 shares
0.01% of the 13F portfolio, value $130,248,543.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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: 594,461 shares
- UBS Group AG: 395,044 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,378,324 shares
Change vs previous 13F +568,788 shares
0.02% of the 13F portfolio, value $144,393,224.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-05-19 (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: 732,274 shares
- UBS Group AG: 646,050 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 809,536 shares
Change vs previous 13F +121,406 shares
0.01% of the 13F portfolio, value $87,899,421.
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: 318,787 shares
- UBS Group AG: 490,749 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 688,130 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $73,499,164.
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: 370,020 shares
- UBS Group AG: 318,110 shares
Acceptance time not in the bulk data set (spec §4.2).