Position in IBG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,334
-$4,613 QoQ
Shares Held
1,213
-77.2% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 6 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBG Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026UBS Group AG holds $152,010,771 across 9 Beverages - Wineries & Distilleries names. IBG ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
|
4,283,239 | $114,199,119 | |
| 2 | DEO |
Diageo PLC
|
456,625 | $36,703,516 | |
| 3 | MGPI |
Mgp Ingredients Inc
|
43,044 | $754,130 | |
| 4 | SNDL |
SNDL Inc.
|
229,480 | $309,795 | |
| 5 | AGCC |
Agencia Comercial Spirits Ltd.
|
2,133 | $32,293 | |
| 6 | YHC |
LQR House Inc.
|
712 | $5,626 | |
| 7 | WVVI |
Willamette Valley Vineyards Inc
|
1,869 | $4,690 | |
| 8 | IBG |
Innovation Beverage Group Ltd
This page
|
1,213 | $1,334 |
All Filings in IBG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,334 | 1,213 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,947 | 5,310 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,813 | 945 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $23,267 | 5,300 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $49,194 | 86,306 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $24,794 | 49,888 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,516 | 2,330 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,017 | 2,515 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||