UBS Group AG: IVT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on IVT, newest first. How the timeline and the estimate are built.
UBS Group AG held 588,767 IVT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 588,767 sharesChange vs previous 13F +462,978 shares
<0.01% of the 13F portfolio, value $20,842,351.
13F-HR 0000861177-26-000004 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed (acceptance time not in the bulk data set), ingested- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 471,366 shares
- UBS Group AG: 117,401 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 125,789 sharesChange vs previous 13F -91,601 shares
<0.01% of the 13F portfolio, value $3,831,533.
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: 2,402 shares
- UBS Group AG: 123,387 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 217,390 sharesChange vs previous 13F -372,745 shares
<0.01% of the 13F portfolio, value $6,132,571.
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: 442 shares
- UBS Group AG: 216,948 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 590,135 sharesChange vs previous 13F +384,233 shares
<0.01% of the 13F portfolio, value $16,889,663.
13F-HR 0001193125-25-282311 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed (acceptance time not in the bulk data set), ingested- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 530,820 shares
- UBS Group AG: 59,315 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 205,902 sharesChange vs previous 13F -478,371 shares
<0.01% of the 13F portfolio, value $5,641,714.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed (acceptance time not in the bulk data set), ingested- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 115,216 shares
- UBS Group AG: 90,686 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 684,273 sharesChange vs previous 13F +471,962 shares
<0.01% of the 13F portfolio, value $20,097,099.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed (acceptance time not in the bulk data set), ingested- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 586,825 shares
- UBS Group AG: 97,448 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 212,311 sharesChange vs previous 13F -303,573 shares
<0.01% of the 13F portfolio, value $6,396,930.
13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed (acceptance time not in the bulk data set), ingested- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 107,938 shares
- UBS Group AG: 104,373 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 515,884 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $14,635,629.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed (acceptance time not in the bulk data set), ingested- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 462,879 shares
- UBS Group AG: 53,005 shares
Acceptance time not in the bulk data set (spec §4.2).