UBS Group AG: IWF position timeline

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

UBS Group AG held 18,878,407 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 18,878,407 shares
Change vs previous 13F +13,913,777 shares
0.2% of the 13F portfolio, value $2,344,131,798.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 148,758 shares
- UBS Group AG: 18,729,649 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,964,630 shares
Change vs previous 13F not available
0.2% of the 13F portfolio, value $2,116,918,232.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 143,313 shares
- UBS Group AG: 4,821,317 shares
Acceptance time not in the bulk data set (spec §4.2).