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Disclosery

UBS Group AG: IVV position timeline

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

UBS Group AG held 3,746,200 IVV 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 3,746,200 shares
    Change vs previous 13F -1,026,757 shares

    0.24% of the 13F portfolio, value $2,805,491,718.

    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: 92,602 shares
    • UBS Group AG: 3,653,598 shares

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

  2. period ended2026-03-31
    13F 4,772,957 shares
    Change vs previous 13F +1,509,963 shares

    0.3% of the 13F portfolio, value $3,117,743,241.

    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: 91,039 shares
    • UBS Group AG: 4,681,918 shares

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

  3. period ended2025-12-31
    13F 3,262,994 shares
    Change vs previous 13F -1,516,864 shares

    0.23% of the 13F portfolio, value $2,234,955,111.

    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: 14,020 shares
    • UBS Group AG: 3,248,974 shares

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

  4. period ended2025-09-30
    13F 4,779,858 shares
    Change vs previous 13F +350,566 shares

    0.33% of the 13F portfolio, value $3,199,158,959.

    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: 7,657 shares
    • UBS Group AG: 4,772,201 shares

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

  5. period ended2025-06-30
    13F 4,429,292 shares
    Change vs previous 13F -805,483 shares

    0.28% of the 13F portfolio, value $2,750,147,402.

    13F-HR 0000950123-25-008111 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: 1,328,806 shares
    • UBS Group AG: 3,100,486 shares

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

  6. period ended2025-03-31
    13F 5,234,775 shares
    Change vs previous 13F +127,955 shares

    0.35% of the 13F portfolio, value $2,941,420,073.

    13F-HR 0000950123-25-004922 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: 1,420,607 shares
    • UBS Group AG: 3,814,168 shares

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

  7. period ended2024-12-31
    13F 5,106,820 shares
    Change vs previous 13F +261,886 shares

    0.34% of the 13F portfolio, value $3,006,282,798.

    13F-HR 0000950123-25-002409 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: 1,230,000 shares
    • UBS Group AG: 3,876,820 shares

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

  8. period ended2024-09-30
    13F 4,844,934 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,794,654,829.

    13F-HR 0000950123-24-011557 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: 1,540,937 shares
    • UBS Group AG: 3,303,997 shares

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