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Disclosery

UBS Group AG: IYZ position timeline

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

UBS Group AG held 249,951 IYZ 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 249,951 shares
    Change vs previous 13F +66,785 shares

    <0.01% of the 13F portfolio, value $10,575,427.

    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: 100 shares
    • UBS Group AG: 249,851 shares

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

  2. period ended2026-03-31
    13F 183,166 shares
    Change vs previous 13F -41,816 shares

    <0.01% of the 13F portfolio, value $7,202,088.

    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: 100 shares
    • UBS Group AG: 183,066 shares

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

  3. period ended2025-12-31
    13F 224,982 shares
    Change vs previous 13F +79,153 shares

    <0.01% of the 13F portfolio, value $7,626,889.

    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 145,829 shares
    Change vs previous 13F +43,378 shares

    <0.01% of the 13F portfolio, value $4,704,443.

    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 102,451 shares
    Change vs previous 13F -26,655 shares

    <0.01% of the 13F portfolio, value $3,050,991.

    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 129,106 shares
    Change vs previous 13F +31,263 shares

    <0.01% of the 13F portfolio, value $3,536,214.

    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 97,843 shares
    Change vs previous 13F +3,619 shares

    <0.01% of the 13F portfolio, value $2,625,128.

    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 94,224 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,380,099.

    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).