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Disclosery

UBS Group AG: IVE position timeline

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

UBS Group AG held 3,600,453 IVE 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 3,600,453 shares
    Change vs previous 13F -77,206 shares

    0.07% of the 13F portfolio, value $817,518,858.

    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: 16,259 shares
    • UBS Group AG: 3,584,194 shares

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

  2. period ended2026-03-31
    13F 3,677,659 shares
    Change vs previous 13F +130,523 shares

    0.07% of the 13F portfolio, value $776,537,699.

    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: 34,158 shares
    • UBS Group AG: 3,643,501 shares

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

  3. period ended2025-12-31
    13F 3,547,136 shares
    Change vs previous 13F -57,642 shares

    0.08% of the 13F portfolio, value $752,241,131.

    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: 12,246 shares
    • UBS Group AG: 3,534,890 shares

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

  4. period ended2025-09-30
    13F 3,604,778 shares
    Change vs previous 13F +37,372 shares

    0.15% of the 13F portfolio, value $744,422,704.

    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 3,567,406 shares
    Change vs previous 13F +8,662 shares

    0.15% of the 13F portfolio, value $697,142,481.

    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 3,558,744 shares
    Change vs previous 13F -41,864 shares

    0.15% of the 13F portfolio, value $678,225,431.

    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 3,600,608 shares
    Change vs previous 13F +81,217 shares

    0.15% of the 13F portfolio, value $687,284,054.

    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 3,519,391 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $693,918,324.

    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).