Skip to content
Disclosery

UBS Group AG: IVZ position timeline

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

UBS Group AG held 2,906,761 IVZ 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 2,906,761 shares
    Change vs previous 13F -978,901 shares

    0.01% of the 13F portfolio, value $76,709,423.

    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: 57,770 shares
    • UBS Group AG: 2,848,991 shares

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

  2. period ended2026-03-31
    13F 3,885,662 shares
    Change vs previous 13F +97,402 shares

    0.01% of the 13F portfolio, value $94,382,731.

    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: 1,005,401 shares
    • UBS Group AG: 2,880,261 shares

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

  3. period ended2025-12-31
    13F 3,788,260 shares
    Change vs previous 13F -598,632 shares

    0.01% of the 13F portfolio, value $99,517,589.

    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: 946,430 shares
    • UBS Group AG: 2,841,830 shares

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

  4. period ended2025-09-30
    13F 4,386,892 shares
    Change vs previous 13F -2,802,083 shares

    0.01% of the 13F portfolio, value $100,635,302.

    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: 979,285 shares
    • UBS Group AG: 3,407,607 shares

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

  5. period ended2025-06-30
    13F 7,188,975 shares
    Change vs previous 13F +14,603 shares

    0.01% of the 13F portfolio, value $113,370,137.

    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: 1,448,947 shares
    • UBS Group AG: 5,740,028 shares

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

  6. period ended2025-03-31
    13F 7,174,372 shares
    Change vs previous 13F +2,507,939 shares

    0.01% of the 13F portfolio, value $108,835,223.

    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: 1,046,667 shares
    • UBS Group AG: 6,127,705 shares

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

  7. period ended2024-12-31
    13F 4,666,433 shares
    Change vs previous 13F +2,194,649 shares

    0.01% of the 13F portfolio, value $81,569,250.

    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: 1,033,982 shares
    • UBS Group AG: 3,632,451 shares

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

  8. period ended2024-09-30
    13F 2,471,784 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $43,404,525.

    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: 910,156 shares
    • UBS Group AG: 1,561,628 shares

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