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Disclosery

UBS Group AG: IWB position timeline

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

UBS Group AG held 1,139,646 IWB 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 1,139,646 shares
    Change vs previous 13F -74 shares

    0.04% of the 13F portfolio, value $466,685,039.

    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: 1,065 shares
    • UBS Group AG: 1,138,581 shares

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

  2. period ended2026-03-31
    13F 1,139,720 shares
    Change vs previous 13F +229,391 shares

    0.04% of the 13F portfolio, value $406,378,565.

    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: 1,337 shares
    • UBS Group AG: 1,138,383 shares

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

  3. period ended2025-12-31
    13F 910,329 shares
    Change vs previous 13F -34,882 shares

    0.03% of the 13F portfolio, value $339,953,261.

    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: 698 shares
    • UBS Group AG: 909,631 shares

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

  4. period ended2025-09-30
    13F 945,211 shares
    Change vs previous 13F -50,661 shares

    0.07% of the 13F portfolio, value $345,455,716.

    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 995,872 shares
    Change vs previous 13F +20,504 shares

    0.07% of the 13F portfolio, value $338,168,255.

    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 975,368 shares
    Change vs previous 13F +10,037 shares

    0.07% of the 13F portfolio, value $299,184,380.

    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 965,331 shares
    Change vs previous 13F +30,003 shares

    0.07% of the 13F portfolio, value $310,991,034.

    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: 0 shares
    • UBS Group AG: 965,331 shares

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

  8. period ended2024-09-30
    13F 935,328 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $294,057,770.

    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: 11,665 shares
    • UBS Group AG: 923,663 shares

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