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Disclosery

UBS Group AG: IVW position timeline

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

UBS Group AG held 8,314,324 IVW 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 8,314,324 shares
    Change vs previous 13F -400,624 shares

    0.1% of the 13F portfolio, value $1,143,468,979.

    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: 100,895 shares
    • UBS Group AG: 8,213,429 shares

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

  2. period ended2026-03-31
    13F 8,714,948 shares
    Change vs previous 13F -6,839 shares

    0.09% of the 13F portfolio, value $985,747,767.

    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: 136,302 shares
    • UBS Group AG: 8,578,646 shares

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

  3. period ended2025-12-31
    13F 8,721,787 shares
    Change vs previous 13F -189,495 shares

    0.11% of the 13F portfolio, value $1,075,047,466.

    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: 33,506 shares
    • UBS Group AG: 8,688,281 shares

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

  4. period ended2025-09-30
    13F 8,911,282 shares
    Change vs previous 13F +76,602 shares

    0.21% of the 13F portfolio, value $1,075,769,964.

    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 8,834,680 shares
    Change vs previous 13F -114,464 shares

    0.2% of the 13F portfolio, value $972,698,268.

    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 8,949,144 shares
    Change vs previous 13F -298,805 shares

    0.18% of the 13F portfolio, value $830,749,037.

    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 9,247,949 shares
    Change vs previous 13F +35,355 shares

    0.21% of the 13F portfolio, value $938,944,262.

    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 9,212,594 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $882,105,875.

    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).