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Disclosery

UBS Group AG: IWV position timeline

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

UBS Group AG held 296,667 IWV 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 296,667 shares
    Change vs previous 13F -311 shares

    0.01% of the 13F portfolio, value $126,498,809.

    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: 777 shares
    • UBS Group AG: 295,890 shares

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

  2. period ended2026-03-31
    13F 296,978 shares
    Change vs previous 13F -85,122 shares

    0.01% of the 13F portfolio, value $110,083,805.

    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: 777 shares
    • UBS Group AG: 296,201 shares

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

  3. period ended2025-12-31
    13F 382,100 shares
    Change vs previous 13F -14,664 shares

    0.02% of the 13F portfolio, value $147,815,385.

    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: 19 shares
    • UBS Group AG: 382,081 shares

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

  4. period ended2025-09-30
    13F 396,764 shares
    Change vs previous 13F -29,014 shares

    0.03% of the 13F portfolio, value $150,349,750.

    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 425,778 shares
    Change vs previous 13F -12,553 shares

    0.03% of the 13F portfolio, value $149,448,078.

    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 438,331 shares
    Change vs previous 13F -4,771 shares

    0.03% of the 13F portfolio, value $139,231,459.

    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 443,102 shares
    Change vs previous 13F +12,980 shares

    0.03% of the 13F portfolio, value $148,106,844.

    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 430,122 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $140,533,761.

    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).