UBS Group AG

Position in IPM — Intelligent Protection Management Corp.

CIK 1610520 ZURICH, V8

Position in IPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,485

+$567 QoQ

Shares Held

854

+42.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#10

of 14 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

UBS Group AG holds $12,784,528,423 across 211 Software - Application names. IPM ranks #197 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	22,403,377	$1,616,627,676
2	CRM	Salesforce, Inc.	6,085,501	$953,354,582
3	SNOW	Snowflake Inc.	3,385,015	$861,486,315
4	ADP	Automatic Data Processing Inc	2,574,507	$576,560,840
5	INTU	Intuit Inc.	2,061,831	$538,137,891
6	ADBE	Adobe Inc.	2,606,894	$534,465,405
7	NOW	ServiceNow, Inc.	5,321,142	$528,282,972
8	DT	Dynatrace, Inc.	11,243,524	$493,703,137

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,485	854	+42.3%	Shares	Defined	2026-08-13
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.