IVAUF β€” INVESTCORP INDIA ACQUISTN CO

Ownership history in UBS Group AG  Β·  2 quarters on record

AI Ownership Summary

UBS Group AG reported INVESTCORP INDIA ACQUISTN CO (IVAUF) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q1. The latest visible filing shows IVAUF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVAUF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in INVESTCORP INDIA ACQUISTN CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

IVAUF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How UBS Group AG held IVAUF β€” position size vs. price
% of Fund (quarterly)    IVAUF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED 627 +617 +6170.0% 0.00% $7K 2025-05-13 $11.01
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IVAUF

As of 2025 Q1 β€” sorted by position size

CLEAR STREET LLC 3Y 0.0%

FAQ About UBS Group AG and IVAUF

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning IVAUF?

UBS Group AG reported IVAUF across 1 quarterly 13F filings, from 2025 Q1 through 2025 Q1.

What was the largest reported IVAUF position in UBS Group AG's portfolio?

The largest reported portfolio weight for IVAUF was 0.00% in 2025 Q1.

What is the latest reported IVAUF position on this page?

The most recent filing on this page is 2025 Q1, when UBS Group AG reported 627 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this IVAUF ownership page compare?

The chart compares UBS Group AG's quarterly IVAUF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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