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Disclosery

UBS Group AG: IYY position timeline

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

UBS Group AG held 56,490 IYY 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 56,490 shares
    Change vs previous 13F -1,825 shares

    <0.01% of the 13F portfolio, value $10,296,997.

    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: 1,787 shares
    • UBS Group AG: 54,703 shares

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

  2. period ended2026-03-31
    13F 58,315 shares
    Change vs previous 13F -4,522 shares

    <0.01% of the 13F portfolio, value $9,240,012.

    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: 1,787 shares
    • UBS Group AG: 56,528 shares

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

  3. period ended2025-12-31
    13F 62,837 shares
    Change vs previous 13F -4,181 shares

    <0.01% of the 13F portfolio, value $10,419,003.

    13F-HR 0001610520-26-000004 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).

  4. period ended2025-09-30
    13F 67,018 shares
    Change vs previous 13F -352 shares

    <0.01% of the 13F portfolio, value $10,888,950.

    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 67,370 shares
    Change vs previous 13F +1,754 shares

    <0.01% of the 13F portfolio, value $10,164,381.

    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 65,616 shares
    Change vs previous 13F -6,584 shares

    <0.01% of the 13F portfolio, value $8,930,338.

    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 72,200 shares
    Change vs previous 13F +6,550 shares

    <0.01% of the 13F portfolio, value $10,331,098.

    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 65,650 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,164,084.

    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).