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Disclosery

UBS Group AG: IWM position timeline

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

UBS Group AG held 5,271,008 IWM 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 5,271,008 shares
    Change vs previous 13F -1,583,433 shares

    0.13% of the 13F portfolio, value $1,583,674,354.

    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: 143,441 shares
    • UBS Group AG: 5,127,567 shares

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

  2. period ended2026-03-31
    13F 6,854,441 shares
    Change vs previous 13F +2,027,441 shares

    0.16% of the 13F portfolio, value $1,699,901,368.

    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: 117,880 shares
    • UBS Group AG: 6,736,561 shares

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

  3. period ended2025-12-31
    13F 4,827,000 shares
    Change vs previous 13F +941,525 shares

    0.12% of the 13F portfolio, value $1,188,214,319.

    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: 2,108 shares
    • UBS Group AG: 4,824,892 shares

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

  4. period ended2025-09-30
    13F 3,885,475 shares
    Change vs previous 13F -208,086 shares

    0.18% of the 13F portfolio, value $940,129,531.

    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 4,093,561 shares
    Change vs previous 13F -632,417 shares

    0.18% of the 13F portfolio, value $883,349,528.

    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: 0 shares
    • UBS Group AG: 4,093,561 shares

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

  6. period ended2025-03-31
    13F 4,725,978 shares
    Change vs previous 13F -216,547 shares

    0.11% of the 13F portfolio, value $942,785,351.

    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: 9,300 shares
    • UBS Group AG: 4,716,678 shares

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

  7. period ended2024-12-31
    13F 4,942,525 shares
    Change vs previous 13F +1,656,737 shares

    0.12% of the 13F portfolio, value $1,092,100,325.

    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: 8,000 shares
    • UBS Group AG: 4,934,525 shares

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

  8. period ended2024-09-30
    13F 3,285,788 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $725,797,711.

    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: 9,970 shares
    • UBS Group AG: 3,275,818 shares

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