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JUPITER ASSET MANAGEMENT LTD: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JUPITER ASSET MANAGEMENT LTD on UGI, newest first. How the timeline and the estimate are built.

JUPITER ASSET MANAGEMENT LTD held 504,023 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 504,023 shares
    Change vs previous 13F -1,266,383 shares

    0.09% of the 13F portfolio, value $17,408,954.

    13F-HR 0001171843-26-005368 filed by JUPITER ASSET MANAGEMENT LTD
    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 1,770,406 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $64,478,186.

    13F-HR 0001171843-26-003285 filed by JUPITER ASSET MANAGEMENT LTD
    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 1,770,406 shares
    Change vs previous 13F +61,022 shares

    0.53% of the 13F portfolio, value $66,266,296.

    13F-HR 0001171843-26-000717 filed by JUPITER ASSET MANAGEMENT LTD
    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 1,709,384 shares
    Change vs previous 13F -167,447 shares

    0.49% of the 13F portfolio, value $56,854,112.

    13F-HR 0001171843-25-007155 filed by JUPITER ASSET MANAGEMENT LTD
    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 1,876,831 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $68,354,185.

    13F-HR 0001171843-25-005199 filed by JUPITER ASSET MANAGEMENT LTD
    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 1,876,831 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $62,066,802.

    13F-HR 0001171843-25-003004 filed by JUPITER ASSET MANAGEMENT LTD
    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 1,876,831 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $52,982,939.

    13F-HR 0001171843-25-000707 filed by JUPITER ASSET MANAGEMENT LTD
    Filed (acceptance time not in the bulk data set), ingested

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