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UBS Group AG: IYR position timeline

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

UBS Group AG held 2,101,521 IYR 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 2,101,521 shares
    Change vs previous 13F +709,870 shares

    0.02% of the 13F portfolio, value $214,880,524.

    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: 946 shares
    • UBS Group AG: 2,100,575 shares

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

  2. period ended2026-03-31
    13F 1,391,651 shares
    Change vs previous 13F -303,487 shares

    0.01% of the 13F portfolio, value $131,594,519.

    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: 946 shares
    • UBS Group AG: 1,390,705 shares

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

  3. period ended2025-12-31
    13F 1,695,138 shares
    Change vs previous 13F -934,097 shares

    0.02% of the 13F portfolio, value $159,156,507.

    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: 45 shares
    • UBS Group AG: 1,695,093 shares

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

  4. period ended2025-09-30
    13F 2,629,235 shares
    Change vs previous 13F +874,441 shares

    0.05% of the 13F portfolio, value $255,246,133.

    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 1,754,794 shares
    Change vs previous 13F +241,368 shares

    0.03% of the 13F portfolio, value $166,301,827.

    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 1,513,426 shares
    Change vs previous 13F -372,417 shares

    0.03% of the 13F portfolio, value $144,910,540.

    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 1,885,843 shares
    Change vs previous 13F -643,593 shares

    0.04% of the 13F portfolio, value $175,496,550.

    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 2,529,436 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $257,673,645.

    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: 0 shares
    • UBS Group AG: 2,529,436 shares

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