UBS Group AG: ROIV position timeline

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

UBS Group AG held 17,483,268 ROIV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 17,483,268 shares
Change vs previous 13F -6,877,684 shares
0.05% of the 13F portfolio, value $618,732,855.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 16,627 shares
- UBS Group AG: 17,466,641 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 24,360,952 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $674,798,370.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 1,741,480 shares
- UBS Group AG: 22,619,472 shares
Acceptance time not in the bulk data set (spec §4.2).