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Capital World Investors: UBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital World Investors on UBS, newest first. How the timeline and the estimate are built.

Capital World Investors held 14,545,505 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,545,505 shares
    Change vs previous 13F -8,950,341 shares

    0.09% of the 13F portfolio, value $720,556,669.

    13F-HR 0001422849-26-000113 filed by Capital World Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,495,846 shares
    Change vs previous 13F -13,903,480 shares

    0.12% of the 13F portfolio, value $913,458,226.

    13F-HR 0001422849-26-000046 filed by Capital World Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,399,326 shares
    Change vs previous 13F +55,822 shares

    0.24% of the 13F portfolio, value $1,728,952,411.

    13F-HR 0001422849-26-000010 filed by Capital World Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 37,343,504 shares
    Change vs previous 13F +386,264 shares

    0.21% of the 13F portfolio, value $1,525,163,322.

    13F-HR 0001422849-25-000069 filed by Capital World Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 36,957,240 shares
    Change vs previous 13F -843,414 shares

    0.18% of the 13F portfolio, value $1,250,547,497.

    13F-HR 0001422848-25-000151 filed by Capital World Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 37,800,654 shares
    Change vs previous 13F +371,846 shares

    0.19% of the 13F portfolio, value $1,158,206,241.

    13F-HR 0000732812-25-000016 filed by Capital World Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 37,428,808 shares
    Change vs previous 13F -1,949,421 shares

    0.17% of the 13F portfolio, value $1,141,410,577.

    13F-HR 0001422848-25-000012 filed by Capital World Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 39,378,229 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,215,825,270.

    13F-HR 0000017283-24-000032 filed by Capital World Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).