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Disclosery

UBS Group AG: IUSG position timeline

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

UBS Group AG held 1,323,751 IUSG 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 1,323,751 shares
    Change vs previous 13F -62,291 shares

    0.02% of the 13F portfolio, value $248,984,325.

    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: 16,405 shares
    • UBS Group AG: 1,307,346 shares

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

  2. period ended2026-03-31
    13F 1,386,042 shares
    Change vs previous 13F +182,866 shares

    0.02% of the 13F portfolio, value $214,988,975.

    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: 18,254 shares
    • UBS Group AG: 1,367,788 shares

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

  3. period ended2025-12-31
    13F 1,203,176 shares
    Change vs previous 13F +6,876 shares

    0.02% of the 13F portfolio, value $202,061,377.

    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: 4,935 shares
    • UBS Group AG: 1,198,241 shares

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

  4. period ended2025-09-30
    13F 1,196,300 shares
    Change vs previous 13F -66,361 shares

    0.04% of the 13F portfolio, value $196,839,202.

    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 1,262,661 shares
    Change vs previous 13F -7,787 shares

    0.04% of the 13F portfolio, value $189,904,214.

    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 1,270,448 shares
    Change vs previous 13F -22,078 shares

    0.04% of the 13F portfolio, value $161,448,533.

    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 1,292,526 shares
    Change vs previous 13F -13,889 shares

    0.04% of the 13F portfolio, value $180,113,498.

    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 1,306,415 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $172,329,203.

    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).