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Disclosery

UBS Group AG: IYH position timeline

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

UBS Group AG held 2,582,363 IYH 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 2,582,363 shares
    Change vs previous 13F +51,574 shares

    0.01% of the 13F portfolio, value $173,044,144.

    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: 4,610 shares
    • UBS Group AG: 2,577,753 shares

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

  2. period ended2026-03-31
    13F 2,530,789 shares
    Change vs previous 13F +1,330,109 shares

    0.01% of the 13F portfolio, value $155,997,834.

    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: 5,405 shares
    • UBS Group AG: 2,525,384 shares

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

  3. period ended2025-12-31
    13F 1,200,680 shares
    Change vs previous 13F -42,691 shares

    0.01% of the 13F portfolio, value $78,164,268.

    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: 334 shares
    • UBS Group AG: 1,200,346 shares

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

  4. period ended2025-09-30
    13F 1,243,371 shares
    Change vs previous 13F +122,982 shares

    0.01% of the 13F portfolio, value $73,010,745.

    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 1,120,389 shares
    Change vs previous 13F -193,111 shares

    0.01% of the 13F portfolio, value $63,279,571.

    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 1,313,500 shares
    Change vs previous 13F -58,534 shares

    0.02% of the 13F portfolio, value $79,979,015.

    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 1,372,034 shares
    Change vs previous 13F -104,678 shares

    0.02% of the 13F portfolio, value $79,948,421.

    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 1,476,712 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $95,986,280.

    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).