UBS Group AG

Position in IPM — Intelligent Protection Management Corp.

CIK 1610520 ZURICH, V8

Position in IPM

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$918

+$29 QoQ

Shares Held

600

+16.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

UBS Group AG holds $13,205,736,865 across 216 Software - Application names. IPM ranks #199 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	18,071,349	$1,299,872,128
2	CRM	Salesforce, Inc.	6,813,315	$1,271,841,506
3	INTU	Intuit Inc.	2,074,550	$896,993,925
4	MSTR	Strategy Inc	6,311,364	$787,658,226
5	ADP	Automatic Data Processing Inc	2,971,847	$603,819,871
6	SHOP	Shopify Inc.	4,730,646	$561,149,224
7	ADBE	Adobe Inc.	2,162,528	$525,667,302
8	SNOW	Snowflake Inc.	3,256,071	$491,080,624

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$918	600	+16.1%	Shares	Defined	2026-05-05
2025-12-31	$889	517	-98.4%	Shares	Defined	2026-01-29
2025-06-30	$62,264	32,944	+70.5%	Shares	Defined	2025-08-14
2025-03-31	$33,620	19,322	-41.5%	Shares	Defined	2025-05-13
2024-12-31	$65,763	33,047	-12.8%	Shares	Sole	2025-02-14
2024-09-30	$122,423	37,902	+700.1%	Shares	Sole	2024-11-14
2024-06-30	$19,042	4,737	+4167.6%	Shares	Sole	2024-08-14
2023-09-30	$200	111	-82.6%	Shares	Sole	2023-11-09
2023-06-30	$1,194	639	-89.5%	Shares	Sole	2023-08-11
2022-12-31	$8,028	6,082	-23.3%	Shares	Sole	2023-02-08
2022-09-30	$11,975	7,931	+60.7%	Shares	Sole	2022-11-10
2021-12-31	$14,018	4,936	+15.8%	Shares	Sole	2022-02-14
2021-09-30	$45,070	4,264	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.