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Disclosery

UBS Group AG: IVLU position timeline

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

UBS Group AG held 380,907 IVLU 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 380,907 shares
    Change vs previous 13F -101,548 shares

    <0.01% of the 13F portfolio, value $15,929,531.

    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: 0 shares
    • UBS Group AG: 380,907 shares

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

  2. period ended2026-03-31
    13F 482,455 shares
    Change vs previous 13F +184,084 shares

    <0.01% of the 13F portfolio, value $19,143,815.

    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: 314 shares
    • UBS Group AG: 482,141 shares

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

  3. period ended2025-12-31
    13F 298,371 shares
    Change vs previous 13F +156,715 shares

    <0.01% of the 13F portfolio, value $11,353,016.

    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: 276 shares
    • UBS Group AG: 298,095 shares

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

  4. period ended2025-09-30
    13F 141,656 shares
    Change vs previous 13F +24,110 shares

    <0.01% of the 13F portfolio, value $5,025,955.

    13F-HR 0001193125-25-279802 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: 1,624 shares
    • UBS Group AG: 140,032 shares

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

  5. period ended2025-06-30
    13F 117,546 shares
    Change vs previous 13F +8,727 shares

    <0.01% of the 13F portfolio, value $3,866,088.

    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 108,819 shares
    Change vs previous 13F -463,025 shares

    <0.01% of the 13F portfolio, value $3,298,304.

    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 571,844 shares
    Change vs previous 13F +470,125 shares

    <0.01% of the 13F portfolio, value $15,502,691.

    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 101,719 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,003,762.

    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).