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Disclosery

LGT Group Foundation: UBS position timeline

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

LGT Group Foundation held 3,276,919 UBS 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 3,276,919 shares
    Change vs previous 13F -162,498 shares

    1.84% of the 13F portfolio, value $162,399,115.

    13F-HR 0001911278-26-000007 filed by LGT Group Foundation
    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 3,439,417 shares
    Change vs previous 13F -232,985 shares

    1.61% of the 13F portfolio, value $132,220,067.

    13F-HR 0001911278-26-000002 filed by LGT Group Foundation
    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 3,672,402 shares
    Change vs previous 13F +427,939 shares

    1.86% of the 13F portfolio, value $171,037,764.

    13F-HR 0001911278-26-000001 filed by LGT Group Foundation
    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 3,244,463 shares
    Change vs previous 13F +303,120 shares

    1.51% of the 13F portfolio, value $131,381,999.

    13F-HR 0001911278-25-000008 filed by LGT Group Foundation
    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 2,941,343 shares
    Change vs previous 13F -339,663 shares

    1.25% of the 13F portfolio, value $99,576,050.

    13F-HR 0001911278-25-000005 filed by LGT Group Foundation
    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 3,281,006 shares
    Change vs previous 13F +246,651 shares

    1.37% of the 13F portfolio, value $99,714,669.

    13F-HR 0001911284-25-000003 filed by LGT Group Foundation
    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 3,034,355 shares
    Change vs previous 13F -1,326,268 shares

    1.44% of the 13F portfolio, value $92,699,780.

    13F-HR 0001911278-25-000001 filed by LGT Group Foundation
    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 4,360,623 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $132,847,714.

    13F-HR 0001911278-24-000012 filed by LGT Group Foundation
    Filed (acceptance time not in the bulk data set), ingested

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