Position in IMKTA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$10,649,986
+$6,048,501 QoQ
Shares Held
118,478
+76.5% QoQ
Ownership
0.624%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 59.412717972957005.ToString("F0")%
Shared 0.ToString("F0")%
None 40.587282027042995.ToString("F0")%
Common Shares in IMKTA Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Mar 31, 2026UBS Group AG holds $364,418,222 across 12 Grocery Stores names. IMKTA ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
3,437,171 | $248,713,692 | |
| 2 | ACI |
Albertsons Companies, Inc.
|
3,016,860 | $51,407,293 | |
| 3 | SFM |
Sprouts Farmers Market, Inc.
|
389,932 | $30,075,453 | |
| 4 | IMKTA |
Ingles Markets Inc
This page
|
118,478 | $10,649,986 | |
| 5 | WMK |
Weis Markets Inc
|
117,103 | $8,008,673 | |
| 6 | GO |
Grocery Outlet Holding Corp.
|
1,046,271 | $7,376,210 | |
| 7 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
|
160,496 | $4,148,821 | |
| 8 | DNUT |
Krispy Kreme, Inc.
|
545,396 | $1,848,891 |
All Filings in IMKTA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,649,986 | 118,478 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $4,601,485 | 67,126 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $7,118,282 | 102,333 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,426,438 | 38,284 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,354,810 | 128,279 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $7,275,661 | 112,906 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $547,936 | 7,345 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $694,126 | 10,117 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,812,023 | 23,631 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,340,540 | 27,099 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,756,393 | 23,316 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,315,456 | 15,916 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,331,478 | 26,285 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,326,903 | 24,123 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $865,764 | 10,930 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $233,704 | 2,694 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $199,115 | 2,236 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,003,010 | 11,617 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $496,478 | 7,519 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $507,181 | 8,704 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,133,989 | 99,497 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $3,704,423 | 86,836 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,060,516 | 27,879 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,030,578 | 23,928 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $448,383 | 12,400 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||