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Disclosery

UBS Group AG: IVOO position timeline

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

UBS Group AG held 826,334 IVOO 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 826,334 shares
    Change vs previous 13F -20,788 shares

    0.01% of the 13F portfolio, value $107,753,954.

    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: 4,870 shares
    • UBS Group AG: 821,464 shares

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

  2. period ended2026-03-31
    13F 847,122 shares
    Change vs previous 13F -21,603 shares

    0.01% of the 13F portfolio, value $96,842,987.

    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: 5,205 shares
    • UBS Group AG: 841,917 shares

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

  3. period ended2025-12-31
    13F 868,725 shares
    Change vs previous 13F +1,547 shares

    0.02% of the 13F portfolio, value $97,123,455.

    13F-HR 0001610520-26-000004 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).

  4. period ended2025-09-30
    13F 867,178 shares
    Change vs previous 13F -115,364 shares

    0.02% of the 13F portfolio, value $95,719,108.

    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 982,542 shares
    Change vs previous 13F +127,743 shares

    0.02% of the 13F portfolio, value $103,147,260.

    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 854,799 shares
    Change vs previous 13F +109,166 shares

    0.02% of the 13F portfolio, value $84,368,661.

    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 745,633 shares
    Change vs previous 13F +133,779 shares

    0.02% of the 13F portfolio, value $78,664,282.

    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 611,854 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $64,630,138.

    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).