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Disclosery

UBS Group AG: IYJ position timeline

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

UBS Group AG held 179,456 IYJ 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 179,456 shares
    Change vs previous 13F -78,441 shares

    <0.01% of the 13F portfolio, value $29,906,342.

    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: 1,002 shares
    • UBS Group AG: 178,454 shares

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

  2. period ended2026-03-31
    13F 257,897 shares
    Change vs previous 13F -15,683 shares

    <0.01% of the 13F portfolio, value $38,050,124.

    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: 1,879 shares
    • UBS Group AG: 256,018 shares

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

  3. period ended2025-12-31
    13F 273,580 shares
    Change vs previous 13F -3,361 shares

    <0.01% of the 13F portfolio, value $40,536,349.

    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: 610 shares
    • UBS Group AG: 272,970 shares

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

  4. period ended2025-09-30
    13F 276,941 shares
    Change vs previous 13F +5,715 shares

    0.01% of the 13F portfolio, value $40,398,768.

    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 271,226 shares
    Change vs previous 13F -3,205 shares

    0.01% of the 13F portfolio, value $38,598,172.

    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 274,431 shares
    Change vs previous 13F +2,347 shares

    0.01% of the 13F portfolio, value $35,725,427.

    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 272,084 shares
    Change vs previous 13F +2,498 shares

    0.01% of the 13F portfolio, value $36,328,656.

    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 269,586 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $36,035,560.

    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).